BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION Industrials 1,329.0 $252K 0.12% +60.0 +4.7% $189.67 +6.7%
82 SHLD GLOBAL X FDS 4,211.0 $251K 0.12% -12K -74.0% $59.71 +6.1%
83 JPM JPMORGAN CHASE & CO Financial Services 768.0 $251K 0.12% $327.33 +10.2%
84 T AT&T INC Communication Services 12,003.0 $248K 0.12% -161.0 -1.3% $20.70 +27.6%
85 VIRTUS ARTIFICIAL INTELLIGEN 8,617.0 $242K 0.11% -4K -30.4% $28.07
86 MA MASTERCARD INCORPORATED Financial Services 465.0 $239K 0.11% NEW $513.16 +14.9%
87 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 21,740.0 $236K 0.11% +273.0 +1.3% $10.88 -12.5%
88 AGG ISHARES TR 2,383.0 $236K 0.11% NEW $99.00 -2.2%
89 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 19,300.0 $234K 0.11% +2K +12.9% $12.12 -5.2%
90 D DOMINION ENERGY INC Utilities 3,417.0 $233K 0.11% $68.28 -3.6%
91 MDB MONGODB INC Technology 678.0 $228K 0.11% NEW $335.90 +15.3%
92 V VISA INC Financial Services 653.0 $224K 0.11% NEW $343.18 +10.5%
93 VGT VANGUARD WORLD FD 1,868.0 $223K 0.10% NEW $119.50 -0.6%
94 AXP AMERICAN EXPRESS CO Financial Services 655.0 $222K 0.10% NEW $338.25 -1.7%
95 TWLO TWILIO INC Communication Services 1,070.0 $221K 0.10% NEW $206.33 +10.1%
96 PROSHARES TR II 6,100.0 $214K 0.10% NEW $35.02
97 CRM SALESFORCE INC Technology 1,310.0 $205K 0.10% -40.0 -3.0% $156.69 +63.4%
98 ITOT ISHARES TR 1,248.0 $205K 0.10% NEW $164.29 +1.9%
99 DLR DIGITAL RLTY TR INC Real Estate 1,141.0 $205K 0.10% NEW $179.58 +1.6%
100 JCE NUVEEN CORE EQUITY ALPHA FD Financial Services 11,000.0 $175K 0.08% $15.91 +7.9%
Page 5 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%