Portfolio (Quarterly) Guide ↗

David J Yvars Group

· CIK 0001836266

13F Portfolio $212M AUM 106 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 19 New 32 Added 33 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSFT	MICROSOFT CORP	Technology	25,659	$9.5M	5.31%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,637	$239K	0.13%	SOLD
3	VOO	VANGUARD INDEX FDS	—	399	$239K	0.13%	SOLD
4	NOW	SERVICENOW INC	Technology	2,020	$211K	0.12%	SOLD
5	—	NUVEEN NEW JERSEY	—	12,808	$158K	0.09%	SOLD

Sector Allocation

Financial Services 39.2%

Technology 36.3%

Industrials 9.3%

Communication Services 6.7%

Consumer Cyclical 2.6%

Utilities 2.2%

Healthcare 1.4%

Energy 0.9%

Consumer Defensive 0.8%

Real Estate 0.5%