Stock Taper

DAVID J YVARS GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML148$294.44K
Comfort Systems USA, Inc.FIX240$475.67K
Equinix, Inc.EQIX321$334.61K
Mastercard IncorporatedMA465$238.62K
Berkshire Hathaway Inc.BRK-B531$265.71K
Applied Materials, Inc.AMAT640$462.85K
Visa Inc.V653$224.1K
American Express CompanyAXP655$221.55K
MongoDB, Inc.MDB678$227.74K
Micron Technology, Inc.MU740$854.19K
JPMorgan Chase & Co.JPM768$251.39K
Eli Lilly and CompanyLLY893$1.07M
The Home Depot, Inc.HD1.04K$365.38K
Johnson & JohnsonJNJ1.04K$263.68K
Advanced Micro Devices, Inc.AMD1.04K$606.47K
Twilio Inc.TWLO1.07K$220.77K
Tesla, Inc.TSLA1.14K$478.64K
Digital Realty Trust, Inc.DLR1.14K$204.9K
Salesforce, Inc.CRM1.31K$205.26K
RTX CorporationRTX1.33K$252.07K