Long-term investor
David J Yvars Group @davidjyvarsgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001836266).
Record
- Tracked since 2025-06-30 (478 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days +1.3% · 6 months +26.3% · 1 year +3.6% · all +3.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 20.9% · long · since 2025-09-30
- 46090E103 · 10.6% · long · since 2025-09-30
- NVDA · 9.5% · long · since 2025-09-30
- MSFT · 5.4% · long · since 2025-09-30
- 464287507 · 4.6% · long · since 2025-09-30
- 46435G326 · 3.5% · long · since 2025-09-30
- AAPL · 3.3% · long · since 2025-09-30
- 78464A359 · 3.2% · long · since 2025-09-30
- 464287242 · 2.8% · long · since 2025-09-30
- 81369Y803 · 2.6% · long · since 2025-09-30
- PANW · 2.2% · long · since 2025-09-30
- BAC · 2.0% · long · since 2025-09-30