StockDriftsStockDriftsTop 50 David J Yvars Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.75% | 59.0K | $44.2M | -0.91%(-540) | $400.20(+94.64%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 11.24% | 31.0K | $22.9M | -0.87%(-271) | $384.73(+90.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.87% | 90.2K | $18.0M | +0.52%(+467) | $20.24(+1016.73%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.22% | 137.8K | $10.6M | +0.92%(+1.25K) | $50.64(+55.11%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.76% | 85.9K | $7.6M | +0.52%(+448) | $73.31(+27.41%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 3.45% | 65.1K | $7.0M | +4.01%(+2.51K) | $79.46(+34.15%) | 2026-06-30 | |
| LQD | ISHARES TR | 3.28% | 61.2K | $6.7M | -0.99%(-614) | $110.94(-4.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.11% | 21.9K | $6.3M | +0.81%(+176) | $125.30(+143.71%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.67% | 28.5K | $5.4M | -0.01%(-3) | $84.22(+126.48%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 2.36% | 84.1K | $4.8M | +0.29%(+247) | $27.56(+136.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.89% | +76.67% | +8.16% | +48.01% |
| Top 20 Holdings Unweighted | +21.38% | +78.82% | +8.62% | +51.19% |
David J Yvars Group reports $211.89M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are IVV (21.8%), QQQ (11.2%) and NVDA (8.9%). The top 20 holdings account for 79.16% of reported assets. Its disclosed equity book has returned +76.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from David J Yvars Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1836266). View David J Yvars Group’s 13F filings on SEC