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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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 13,950.0 $172K 0.08% $12.31 -2.2%
102 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 15,508.0 $164K 0.08% NEW $10.57 -6.6%
103 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 11,451.0 $150K 0.07% +207.0 +1.8% $13.06 -5.6%
104 BLACKROCK TECH AND PRIVATE E 13,790.0 $125K 0.06% +101.0 +0.7% $9.03
105 NAN NUVEEN NY DIVI ADV Financial Services 10,112.0 $119K 0.06% NEW $11.73 -7.5%
106 STIM NEURONETICS INC Healthcare 27,550.0 $36K 0.02% +7K +35.7% $1.30 +121.2%
Page 6 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%