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DAVID J YVARS GROUP 13F portfolio summary

DAVID J YVARS GROUP of DAVID J YVARS GROUP has 92 current stock holdings with a reported portfolio value of $178.9M. The portfolio 1 year return is +15.77%. Top holdings include ISD (0.00%), QQQ (0.00%), NIE (0.00%), IVV (24.29%), NVDA (9.75%).

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DAVID J YVARS GROUP

DAVID J YVARS GROUP
Latest filing: 2026-03-31

DAVID J YVARS GROUP runs DAVID J YVARS GROUP and currently holds 92 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $178.91M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. DAVID J YVARS GROUP ranks #667 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, DAVID J YVARS GROUP's portfolio at DAVID J YVARS GROUP has delivered returns of +15.77%. Their 3-year annualized return is +62.16%. Looking at the 5-year horizon, DAVID J YVARS GROUP has achieved +67.21% annualized returns at DAVID J YVARS GROUP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.77%
#842/1000
3 Year
+62.16%
#622/1000
5 Year
+67.21%
#569/1000

Portfolio Value

$178.91M

Alpha Score

48.2

#667 of 1000

Holdings

92

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change