David J Yvars Group
David J Yvars Group reported 109 holdings worth US$218M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
David J Yvars Group reported 109 holdings worth US$218M as of Sep 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Apple Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 109
- Value as reported
- US$218M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 90,387 | US$20.6M | 9.5% |
| Microsoft Corp. | 23,032 | US$11.8M | 5.4% |
| Apple Inc | 21,461 | US$7.15M | 3.3% |
| Palo Alto Networks, Inc. | 11,775 | US$4.68M | 2.2% |
| Bank Of America Corporation | 79,413 | US$4.32M | 2.0% |
| Alphabet Inc (google) Class C | 10,604 | US$3.63M | 1.7% |
| Bloom Energy Corporation | 13,065 | US$3.62M | 1.7% |
| Broadcom Inc. | 6,221 | US$2.18M | 1.0% |
| Amazon.com, Inc. | 7,266 | US$1.81M | 0.83% |
| Meta Platforms, Inc. | 1,932 | US$1.4M | 0.64% |
| Caterpillar, Inc. | 1,347 | US$1.09M | 0.50% |
| Eli Lilly And Company | 903 | US$1.04M | 0.48% |
| Consolidated Edison, Inc. | 7,890 | US$806K | 0.37% |
| Micron Technology, Inc. | 740 | US$788K | 0.36% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,596 | US$728K | 0.33% |
| Walmart Inc. | 6,581 | US$684K | 0.31% |
| Ge Aerospace | 2,049 | US$640K | 0.29% |
| Howmet Aerospace Inc. | 2,827 | US$639K | 0.29% |
| Advanced Micro Devices Inc | 1,044 | US$639K | 0.29% |
| Advanced Energy Industries, Inc. | 2,005 | US$565K | 0.26% |
| Southern Company (the) | 6,700 | US$555K | 0.26% |
| Lam Research Corporation | 1,555 | US$511K | 0.23% |
| Norfolk Southern Corporation | 1,590 | US$491K | 0.23% |
| Fortinet, Inc. | 2,530 | US$452K | 0.21% |
| Comfort Systems Usa, Inc. | 240 | US$397K | 0.18% |
| American Electric Power Company, Inc. | 3,336 | US$396K | 0.18% |
| Netflix, Inc. | 5,290 | US$368K | 0.17% |
| Unitedhealth Group Incorporated | 922 | US$338K | 0.16% |
| Tesla, Inc. | 948 | US$336K | 0.15% |
| Applied Materials, Inc. | 630 | US$322K | 0.15% |
| Twilio Inc. | 1,070 | US$313K | 0.14% |
| Salesforce, Inc. | 1,310 | US$301K | 0.14% |
| Marvell Technology, Inc. | 1,135 | US$300K | 0.14% |
| At&t Inc. | 12,270 | US$299K | 0.14% |
| Home Depot, Inc. (the) | 1,036 | US$295K | 0.14% |
| Vertiv Holdings, Llc | 1,220 | US$294K | 0.14% |
| Johnson & Johnson | 1,029 | US$272K | 0.13% |
| Asml Holding Nv | 148 | US$268K | 0.12% |
| Berkshire Hathaway Inc. | 531 | US$264K | 0.12% |
| Mastercard Incorporated | 465 | US$256K | 0.12% |
| Rtx Corporation | 1,329 | US$247K | 0.11% |
| Mongodb, Inc. | 678 | US$236K | 0.11% |
| Visa Inc. | 653 | US$235K | 0.11% |
| Servicenow, Inc. | 1,690 | US$226K | 0.10% |
| Jp Morgan Chase & Co. | 681 | US$225K | 0.10% |
| Dominion Energy, Inc. | 3,419 | US$207K | 0.10% |
| American Express Company | 0 | US$0 | 0.00% |
| Digital Realty Trust, Inc. | 0 | US$0 | 0.00% |
| Equinix, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Neuronetics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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