§ 13F · FUND PROFILE
David J Yvars Group.
AUM · $212M (13F)Positions · 106Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 59K | $44M | 20.9% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 31K | $23M | 10.8% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 90K | $18M | 8.5% | +1% |
| 4 | IJH | ISHARES TR | 138K | $11M | 5.0% | +1% |
| 5 | MSFT | MICROSOFT CORP | 23K | $9M | 4.0% | −11% |
| 6 | IDEV | ISHARES TR | 86K | $8M | 3.6% | +1% |
| 7 | CWB | SPDR SERIES TRUST | 65K | $7M | 3.3% | +4% |
| 8 | LQD | ISHARES TR | 61K | $7M | 3.1% | −1% |
| 9 | AAPL | APPLE INC | 22K | $6M | 3.0% | +1% |
| 10 | XLK | SELECT SECTOR SPDR TR | 28K | $5M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DAVID SIGNAL
AC read
David J Yvars Group is a Other fund managing $212 million in assets. The fund runs a portfolio of 106 positions.
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