David J Yvars Group reported 51 positions worth $81.91M for the quarter ended Sep 30, 2026, up 19.3% on the prior quarter. It opened 4 new positions, added to 12, trimmed 16 and exited 5. Its largest holding is Nvidia Corp at 25.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +23.0K | – | $11.81M | 14.42% |
| UNH Unitedhealth Group Inc | +922 | – | $338.33K | 0.413% |
| VRT Vertiv Holdings Co | +1,220 | – | $294.44K | 0.359% |
| META Meta Platforms, Inc. | +356 | +22.6% | $258.21K | 1.71% |
| NOW ServiceNow, Inc. | +1,690 | – | $226.48K | 0.276% |
| GOOG Alphabet Inc. | +527 | +11.3% | $179.58K | 2.16% |
| NVDA Nvidia Corp | +212 | +0.2% | $48.41K | 25.2% |
| LLY ELI LILLY & Co | +10 | +1.1% | $11.57K | 1.28% |
| T At&T Inc. | +267 | +2.2% | $6.51K | 0.366% |
| ED Consolidated Edison Inc | +38 | +0.5% | $3.88K | 0.985% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EQIX Equinix Inc | -321 | -100.0% | $334.61K | Exited |
| BAC Bank Of America Corp | -4,647 | -5.5% | $252.94K | 5.28% |
| AXP American Express Co | -655 | -100.0% | $221.55K | Exited |
| SCO ProShares Trust II | -6,100 | -100.0% | $213.62K | Exited |
| DLR Digital Realty Trust, Inc. | -1,141 | -100.0% | $204.90K | Exited |
| BE Bloom Energy Corp | -643 | -4.7% | $178.20K | 4.42% |
| LRCX Lam Research Corp | -535 | -25.6% | $175.78K | 0.624% |
| AAPL Apple Inc. | -428 | -2.0% | $142.53K | 8.73% |
| PANW Palo Alto Networks Inc | -325 | -2.7% | $129.13K | 5.71% |
| SPOT Spotify Technology S.A. | -258 | -4.1% | $125.74K | 3.59% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 90.4K | $20.64M | 25.2% | +212 | +0.2% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 23.0K | $11.81M | 14.42% | +23.0K | – | New | 0% |
| 3 | AAPL Apple Inc. | Technology | 21.5K | $7.15M | 8.73% | -428 | -2.0% | Reduced | 0% |
| 4 | PANW Palo Alto Networks Inc | Technology | 11.8K | $4.68M | 5.71% | -325 | -2.7% | Reduced | 0% |
| 5 | BAC Bank Of America Corp | Financial Services | 79.4K | $4.32M | 5.28% | -4,647 | -5.5% | Reduced | 0% |
| 6 | BE Bloom Energy Corp | Industrials | 13.1K | $3.62M | 4.42% | -643 | -4.7% | Reduced | 0% |
| 7 | SPOT Spotify Technology S.A. | Technology | 6,026 | $2.94M | 3.59% | -258 | -4.1% | Reduced | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 6,221 | $2.18M | 2.67% | -339 | -5.2% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 5,416 | $1.86M | 2.28% | +6 | +0.1% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 7,266 | $1.81M | 2.21% | 0 | 0.0% | Unchanged | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 5,188 | $1.77M | 2.16% | +527 | +11.3% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 1,932 | $1.40M | 1.71% | +356 | +22.6% | Added | 0% |
| 13 | XOM ExxonMobil Holdings Corp | Energy | 6,745 | $1.10M | 1.34% | 0 | 0.0% | Unchanged | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 1,347 | $1.09M | 1.33% | -14 | -1.0% | Reduced | 0% |
| 15 | LLY ELI LILLY & Co | Healthcare | 903 | $1.04M | 1.28% | +10 | +1.1% | Added | 0% |
Tip. Select a row to see that position’s full history at David J Yvars.
As of its Q3 2026 13F filing, David J Yvars Group’s five largest positions were Nvidia Corp (NVDA) at 25.2%, Microsoft Corp (MSFT) at 14.4%, Apple Inc. (AAPL) at 8.7%, Palo Alto Networks Inc (PANW) at 5.7%, Bank Of America Corp (BAC) at 5.3% of the reported portfolio.
David J Yvars Group reported a 13F portfolio worth $81.91M across 51 positions for Q3 2026. That is up 19.3% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($11.81M), Unitedhealth Group Inc ($338.33K), Vertiv Holdings Co ($294.44K). It opened 4 new positions.
Its largest sales by value were Equinix Inc ($334.61K), Bank Of America Corp ($252.94K), American Express Co ($221.55K). It exited 5 positions entirely.
From the Form 13F-HR reports David J Yvars Group files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.