Stock Taper 
DAVID J YVARS GROUP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fortinet, Inc. | FTNT | 2.53K | $388.66K |
 Lam Research Corporation | LRCX | 2.09K | $905.7K |
 GE Aerospace | GE | 2.05K | $765.57K |
 Advanced Energy Industries, Inc. | AEIS | 2K | $747.6K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.6K | $762.24K |
 Norfolk Southern Corporation | NSC | 1.59K | $500.2K |
 Meta Platforms, Inc. | META | 1.58K | $887.78K |
 Marvell Technology, Inc. | MRVL | 1.36K | $406.62K |
 Caterpillar Inc. | CAT | 1.36K | $1.45M |
 RTX Corporation | RTX | 1.33K | $252.07K |
 Salesforce, Inc. | CRM | 1.31K | $205.26K |
 Digital Realty Trust, Inc. | DLR | 1.14K | $204.9K |
 Tesla, Inc. | TSLA | 1.14K | $478.64K |
 Twilio Inc. | TWLO | 1.07K | $220.77K |
 Advanced Micro Devices, Inc. | AMD | 1.04K | $606.47K |
 Johnson & Johnson | JNJ | 1.04K | $263.68K |
 The Home Depot, Inc. | HD | 1.04K | $365.38K |
 Eli Lilly and Company | LLY | 893 | $1.07M |
 JPMorgan Chase & Co. | JPM | 768 | $251.39K |
 Micron Technology, Inc. | MU | 740 | $854.19K |