David J Yvars Group

CIK

1836266

Location

UNIVERSITY PARK, FL

Portfolio Value

Micro $1,109,406

Diversification

Diversified

Filing Date

Global Rank

#5,924 / 8,578 ▼ 169

Top Industry

Semiconductors 25.5%

3Y Alpha vs SPY

+0.1%

Period ended 3 months ago

Filed Apr 8, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.1%

SPY

+77.5%

Annualised alpha

+0.1%

Max drawdown

−25.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.3%

−2.0 pts

Top 5

59.3%

−4.8 pts

Top 10

70.9%

−5.4 pts

HHI

946

Diversified−177

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.5%	$36,038,678	13
Unclassified	21.1%	$18,766,453	3
Financial Services	15.4%	$13,668,332	25
Communication Services	7.6%	$6,728,757	5
Industrials	6.8%	$6,085,936	8
Consumer Cyclical	2.7%	$2,372,875	3
Utilities	2.5%	$2,205,207	4
Energy	1.4%	$1,221,891	1
Healthcare	1.2%	$1,109,406	3
Consumer Defensive	0.9%	$816,022	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
CSQ	Calamos Strategic Total Return Fund	+11,518	43,392	$742,871
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	+4,826	48,291	$665,932
HWM	Howmet Aerospace Inc.	+1,380	3,480	$802,000
BE	Bloom Energy Corp	+1,378	13,703	$1,856,619
BDJ	BlackRock Enhanced Equity Dividend Trust	+840	96,561	$832,355
STK	Columbia Seligman Premium Technology Growth Fund, Inc.	+783	18,583	$704,853
GE	General Electric Co	+720	3,063	$869,187
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	+617	31,030	$272,443
EOI	Eaton Vance Enhanced Equity Income Fund	+372	21,500	$403,770
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+370	62,931	$544,982
PLTR	Palantir Technologies Inc.	+310	1,637	$239,460
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	+237	12,383	$265,120
ISD	PGIM High Yield Bond Fund, Inc.	+166	11,244	$147,971
NOW	ServiceNow, Inc.	+100	2,020	$211,191
TSLA	Tesla, Inc.	+100	1,138	$423,051
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+100	1,483	$501,179
AAPL	Apple Inc.	+69	21,713	$5,510,542
CAT	Caterpillar Inc	+50	1,377	$975,549
MU	Micron Technology Inc	+35	755	$255,069
BAC	Bank Of America Corp /De/	+2	83,813	$4,085,883
HD	Home Depot, Inc.	+1	1,036	$340,730
LLY	ELI LILLY & Co	+1	893	$821,354
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−34,025	89,708	$15,645,075
STIM	Neuronetics, Inc.	−10,930	20,300	$29,435
NFLX	Netflix Inc	−9,015	5,865	$563,919
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	−1,684	40,246	$328,809
T	At&T Inc.	−1,452	12,164	$352,634
META	Meta Platforms, Inc.	−1,410	1,706	$976,053
MSFT	Microsoft Corp	−1,045	25,659	$9,498,192
SLV	iShares Silver Trust	−1,005	4,869	$331,773
QQQ	Invesco Qqq Trust, Series 1	−918	31,313	$18,073,237
SPOT	Spotify Technology S.A.	−634	7,077	$3,431,708
AMZN	Amazon Com Inc	−584	7,726	$1,609,094
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	−556	32,632	$473,164
BST	BlackRock Science & Technology Trust	−498	31,142	$1,132,011
GOOGL	Alphabet Inc.	−486	4,884	$1,404,443
NIE	Virtus Equity & Convertible Income Fund	−482	20,654	$482,477
PANW	Palo Alto Networks Inc	−471	12,572	$2,015,543
CRM	Salesforce, Inc.	−335	1,350	$252,004
CII	BlackRock Enhanced Large Cap Core Fund, Inc.	−237	17,116	$359,778
GOF	Guggenheim Strategic Opportunities Fund	−226	21,467	$236,566
ED	Consolidated Edison Inc	−174	7,841	$887,444
D	Dominion Energy, Inc	−128	3,415	$211,115
SO	Southern Co	−98	6,935	$669,366
XOM	Exxon Mobil Corp	−88	7,202	$1,221,891
GLD	Spdr Gold Trust	−85	840	$361,443
WMT	Walmart Inc.	−81	6,566	$816,022
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	3,992	$1,235,563
NZF	Nuveen Municipal Credit Income Fund	26,850	$327,033
AMD	Advanced Micro Devices Inc	1,209	$245,946
FIX	Comfort Systems USA Inc	170	$234,428
AMAT	Applied Materials Inc /De	650	$222,163
FTNT	Fortinet, Inc.	2,530	$206,751
NVG	Nuveen AMT-Free Municipal Credit Income Fund	16,250	$200,362
NAD	Nuveen Quality Municipal Income Fund	17,100	$196,650
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DASH	DoorDash, Inc.	1,840	$416,723
SOFI	SoFi Technologies, Inc.	13,300	$348,194
AXP	American Express Co	655	$242,317
V	Visa Inc.	653	$229,013
MDB	MongoDB, Inc.	478	$200,611
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,109,406 total · Healthcare only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
STIM	Neuronetics, Inc. Healthcare	Reduced	20,300	-10,930	$29,435	−31.7%	2.65%
JNJ	Johnson & Johnson Healthcare	Reduced	1,058	-39	$258,617	+13.9%	23.31%
LLY	ELI LILLY & Co Healthcare	Added	893	+1	$821,354	−14.3%	74.04%