DOSSIER · 13F-HR · Q2 2026
David J Yvars Group
$212M in tracked AUM across 106 positions as of Q2 2026.
DJ
CIK 0001836266 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The David J Yvars Group’s 13F filing for the period ending December 31, 2025, reveals a portfolio undergoing a significant transformation, characterized by rapid expansion and a strategic pivot toward broad market exposure. The total portfolio value surged by 182.0%, increasing from $66.63M to $187.89M in a single quarter. This substantial capital infusion coincides with a complete restructuring of the fund's top holdings.
The portfolio now comprises **94 hol...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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