Institutional Fund
David J Yvars Group
University Park, FLCIK 18362665 filings on record
Portfolio Value
$178.91M
Q1 2026
Holdings
92
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-4.6%
from $187.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr21.8%
- Invesco Qqq Tr10.1%
- Nvidia Corporation8.7%
- Microsoft Corp5.3%
- Ishares Tr5.2%
- Ishares Tr4.0%
- Other45.0%
Portfolio Holdings
92 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 59.6K | $38.91M | 21.8% | −109 | Reduced |
| 2 | Invesco Qqq Tr | 31.3K | $18.07M | 10.1% | −118 | Reduced |
| 3 | Nvidia Corporation | 89.7K | $15.62M | 8.7% | −425 | Reduced |
| 4 | Microsoft Corp | 25.7K | $9.50M | 5.3% | +255 | Added |
| 5 | Ishares Tr | 136.5K | $9.22M | 5.2% | +350 | Added |
| 6 | Ishares Tr | 85.5K | $7.14M | 4.0% | −1.1K | Reduced |
| 7 | Ishares Tr | 61.8K | $6.73M | 3.8% | +2.1K | Added |
| 8 | Spdr Series Trust | 62.6K | $5.73M | 3.2% | +1.3K | Added |
| 9 | Apple Inc | 21.7K | $5.51M | 3.1% | +69 | Added |
| 10 | Bank America Corp | 83.8K | $4.09M | 2.3% | +2 | Added |
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