David J Yvars Group

Q1 2026 13F-HR Holdings

Location
University Park, FL
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$178,913
Net value change ($000)
-8,972 (-4.8%)
New positions
8
Sold out positions
6
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 1,236 NEW
BE 783 73.1%
SHLD 699 156.4%
HWM 371 86.1%
XOM 345 39.3%
NZF 327 NEW
CWB 262 4.8%
AMD 246 NEW
FIX 234 NEW
IJH 232 2.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,789 -22.7%
IVV -1,973 -4.8%
QQQ -1,243 -6.4%
NVDA -1,194 -7.1%
META -1,081 -52.6%
SPOT -1,046 -23.4%
NFLX -831 -59.6%
BAC -524 -11.4%
DASH -417 -100.0%
PANW -387 -16.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type