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David J Yvars Group

CIK
1836266
City
UNIVERSITY PARK
State / Country
FL

Top Portfolio Positions

66 positions · $89,013,557 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in CII

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $359,778 17,116
2025-12-31 $405,539 17,353
2025-09-30 $396,152 17,224
2025-06-30 $416,730 19,519
2025-03-31 $359,869 19,484
2024-12-31 $375,347 18,674
2024-09-30 $367,238 18,651
2024-06-30 $484,217 24,223
2024-03-31 $466,161 23,918
2023-12-31 $453,150 23,850
2023-09-30 $577,646 30,973
2023-06-30 $571,033 30,850
2023-03-31 $550,863 30,723
2022-12-31 $523,854 30,599
2022-09-30 $495,177 30,102
2022-06-30 $560,889 31,905
2022-03-31 $701,505 33,597
2021-12-31 $712,684 32,219
2021-09-30 $628,987 31,138
2021-06-30 $614,858 29,862
2021-03-31 $575,244 29,790
2020-12-31 $484,346 27,836