David J Yvars Group
David J Yvars Group reported 106 holdings worth US$212M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
David J Yvars Group reported 106 holdings worth US$212M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Bank Of America Corporation. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 106
- Value as reported
- US$212M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 90,175 | US$18M | 8.5% |
| Apple Inc | 21,889 | US$6.33M | 3.0% |
| Bank Of America Corporation | 84,060 | US$4.79M | 2.3% |
| Bloom Energy Corporation | 13,708 | US$4.15M | 2.0% |
| Palo Alto Networks, Inc. | 12,100 | US$4.13M | 1.9% |
| Alphabet Inc (google) Class C | 10,018 | US$3.58M | 1.7% |
| Broadcom Inc. | 6,560 | US$2.48M | 1.2% |
| Amazon.com, Inc. | 7,266 | US$1.73M | 0.82% |
| Caterpillar, Inc. | 1,361 | US$1.45M | 0.68% |
| Eli Lilly And Company | 893 | US$1.07M | 0.51% |
| Exxon Mobil Corporation | 6,745 | US$922K | 0.44% |
| Lam Research Corporation | 2,090 | US$906K | 0.43% |
| Meta Platforms, Inc. | 1,576 | US$888K | 0.42% |
| Consolidated Edison, Inc. | 7,852 | US$869K | 0.41% |
| Micron Technology, Inc. | 740 | US$854K | 0.40% |
| Howmet Aerospace Inc. | 3,101 | US$834K | 0.39% |
| Ge Aerospace | 2,048 | US$766K | 0.36% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,596 | US$762K | 0.36% |
| Advanced Energy Industries, Inc. | 2,005 | US$748K | 0.35% |
| Walmart Inc. | 6,576 | US$745K | 0.35% |
| Southern Company (the) | 6,830 | US$654K | 0.31% |
| Advanced Micro Devices Inc | 1,044 | US$606K | 0.29% |
| Norfolk Southern Corporation | 1,590 | US$500K | 0.24% |
| Tesla, Inc. | 1,138 | US$479K | 0.23% |
| Comfort Systems Usa, Inc. | 240 | US$476K | 0.22% |
| Applied Materials, Inc. | 640 | US$463K | 0.22% |
| American Electric Power Company, Inc. | 3,336 | US$456K | 0.22% |
| Netflix, Inc. | 5,865 | US$419K | 0.20% |
| Marvell Technology, Inc. | 1,365 | US$407K | 0.19% |
| Fortinet, Inc. | 2,530 | US$389K | 0.18% |
| Home Depot, Inc. (the) | 1,036 | US$365K | 0.17% |
| Equinix, Inc. | 321 | US$335K | 0.16% |
| Asml Holding Nv | 148 | US$294K | 0.14% |
| Berkshire Hathaway Inc. | 531 | US$266K | 0.13% |
| Johnson & Johnson | 1,038 | US$264K | 0.12% |
| Rtx Corporation | 1,329 | US$252K | 0.12% |
| Jp Morgan Chase & Co. | 768 | US$251K | 0.12% |
| At&t Inc. | 12,003 | US$248K | 0.12% |
| Mastercard Incorporated | 465 | US$239K | 0.11% |
| Dominion Energy, Inc. | 3,417 | US$233K | 0.11% |
| Mongodb, Inc. | 678 | US$228K | 0.11% |
| Visa Inc. | 653 | US$224K | 0.11% |
| American Express Company | 655 | US$222K | 0.10% |
| Twilio Inc. | 1,070 | US$221K | 0.10% |
| Salesforce, Inc. | 1,310 | US$205K | 0.10% |
| Digital Realty Trust, Inc. | 1,141 | US$205K | 0.10% |
| Neuronetics, Inc. | 27,550 | US$35,815 | 0.02% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related