David J Yvars Group

Q2 2026 13F-HR Holdings

Location
University Park, FL
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$211,885
Net value change ($000)
+32,972 (18.4%)
New positions
18
Sold out positions
5
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 5,301 13.6%
QQQ 4,788 26.5%
NVDA 2,410 15.4%
BE 2,292 123.6%
PANW 2,110 104.7%
XLK 1,641 43.3%
IJH 1,405 15.2%
CWB 1,291 22.5%
AVGO 1,242 100.5%
LRCX 906 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,497 -100.0%
SHLD -895 -78.1%
SPOT -547 -15.9%
XOM -300 -24.5%
VOO -239 -100.0%
PLTR -239 -100.0%
NOW -211 -100.0%
ANGL -177 -40.9%
NXJ -158 -100.0%
NFLX -145 -25.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,556 (4.0% of total reported value)
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