— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

DV EQUITIES, LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
Holdings
696
New Purchases
0
Added To
0
Closed
696
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $0 0%
Large Cap 485 $0 0%
Mid Cap 92 $0 0%
Small Cap 47 $0 0%
Micro Cap 11 $0 0%

Portfolio Analytics

Avg Market Cap
$115.3B
Median Market Cap
$29.4B
Avg P/E
30.2
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
678
# ETFs / Funds
18

Top Holdings (696 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLW —% -$95K -1,090 -100.0% SOLD
2 ESTC —% -$12K -162 -100.0% SOLD
3 ABT —% -$300K -2,398 -100.0% SOLD
4 T —% -$250K -10,077 -100.0% SOLD
5 CCS —% -$6K -101 -100.0% SOLD
6 YUM —% -$59K -387 -100.0% SOLD
7 AVB —% -$36K -197 -100.0% SOLD
8 BDX —% -$77K -398 -100.0% SOLD
9 EXR —% -$39K -296 -100.0% SOLD
10 EXPD —% -$28K -188 -100.0% SOLD
11 ALB —% -$24K -168 -100.0% SOLD
12 AMP —% -$64K -130 -100.0% SOLD
13 CDE —% -$8K -428 -100.0% SOLD
14 BBVA —% -$3M -147,093 -100.0% SOLD
15 CB —% -$159K -511 -100.0% SOLD
16 DIS —% -$282K -2,477 -100.0% SOLD
17 CVX —% -$460K -3,019 -100.0% SOLD
18 NGL —% -$3K -300 -100.0% SOLD
19 ED —% -$70K -701 -100.0% SOLD
20 LYV —% -$31K -221 -100.0% SOLD
21 AIZ —% -$17K -70 -100.0% SOLD
22 ARES —% -$129K -796 -100.0% SOLD
23 DECK —% -$21K -200 -100.0% SOLD
24 FDX —% -$88K -304 -100.0% SOLD
25 ALL —% -$76K -364 -100.0% SOLD
26 CFG —% -$35K -601 -100.0% SOLD
27 UBER —% -$235K -2,875 -100.0% SOLD
28 CVS —% -$140K -1,770 -100.0% SOLD
29 HPE —% -$45K -1,855 -100.0% SOLD
30 NOW —% -$232K -1,517 -100.0% SOLD
31 WY —% -$24K -995 -100.0% SOLD
32 LHX —% -$77K -261 -100.0% SOLD
33 Q —% -$24K -292 -100.0% SOLD
34 AGCO —% -$104 -1 -100.0% SOLD
35 BMY —% -$153K -2,839 -100.0% SOLD
36 XOM —% -$704K -5,854 -100.0% SOLD
37 BEN —% -$10K -437 -100.0% SOLD
38 AME —% -$66K -323 -100.0% SOLD
39 ACN —% -$233K -869 -100.0% SOLD
40 NEE —% -$248K -3,094 -100.0% SOLD
41 ALLE —% -$19K -120 -100.0% SOLD
42 AMT —% -$114K -652 -100.0% SOLD
43 CMG —% -$72K -1,945 -100.0% SOLD
44 HWM —% -$116K -566 -100.0% SOLD
45 PSX —% -$110K -853 -100.0% SOLD
46 IVZ —% -$16K -624 -100.0% SOLD
47 ZTS —% -$77K -611 -100.0% SOLD
48 WU —% -$2K -200 -100.0% SOLD
49 AIG —% -$65K -754 -100.0% SOLD
50 D —% -$70K -1,195 -100.0% SOLD
51 HESM —% -$14K -400 -100.0% SOLD
52 UCB —% -$6K -200 -100.0% SOLD
53 IQV —% -$53K -236 -100.0% SOLD
54 HLT —% -$94K -326 -100.0% SOLD
55 RELX —% -$687 -17 -100.0% SOLD
56 TEVA —% -$69K -2,200 -100.0% SOLD
57 KEYS —% -$49K -241 -100.0% SOLD
58 SE —% -$64K -500 -100.0% SOLD
59 APD —% -$76K -309 -100.0% SOLD
60 MMI —% -$1K -54 -100.0% SOLD
61 ARE —% -$11K -216 -100.0% SOLD
62 ZBH —% -$25K -276 -100.0% SOLD
63 B —% -$13K -300 -100.0% SOLD
64 MS —% -$301K -1,698 -100.0% SOLD
65 AON —% -$106K -299 -100.0% SOLD
66 ASC —% -$5K -444 -100.0% SOLD
67 TME —% -$6M -352,635 -100.0% SOLD
68 CARR —% -$58K -1,107 -100.0% SOLD
69 GPC —% -$24K -196 -100.0% SOLD
70 STLA —% -$202K -18,589 -100.0% SOLD
71 LYB —% -$16K -358 -100.0% SOLD
72 VICI —% -$42K -1,480 -100.0% SOLD
73 BOOT —% -$3K -16 -100.0% SOLD
74 ANET —% -$190K -1,453 -100.0% SOLD
75 GE —% -$453K -1,471 -100.0% SOLD
76 HIMS —% -$46K -1,418 -100.0% SOLD
77 NCLH —% -$14K -620 -100.0% SOLD
78 AEXA —% -$2K -200 -100.0% SOLD
79 WST —% -$28K -100 -100.0% SOLD
80 ICE —% -$129K -798 -100.0% SOLD
81 BJ —% -$18K -200 -100.0% SOLD
82 AFL —% -$72K -654 -100.0% SOLD
83 HII —% -$19K -56 -100.0% SOLD
84 HY —% -$5K -161 -100.0% SOLD
85 FRT —% -$11K -109 -100.0% SOLD
86 BHR —% -$1K -450 -100.0% SOLD
87 AVY —% -$19K -107 -100.0% SOLD
88 DLR —% -$69K -449 -100.0% SOLD
89 TRGP —% -$55K -297 -100.0% SOLD
90 BAX —% -$14K -715 -100.0% SOLD
91 HUBB —% -$33K -75 -100.0% SOLD
92 BCS —% -$304K -11,937 -100.0% SOLD
93 AES —% -$14K -975 -100.0% SOLD
94 FDS —% -$15K -53 -100.0% SOLD
95 OTIS —% -$48K -544 -100.0% SOLD
96 GS —% -$372K -423 -100.0% SOLD
97 BRO —% -$33K -411 -100.0% SOLD
98 HD —% -$479K -1,392 -100.0% SOLD
99 WSM —% -$31K -175 -100.0% SOLD
100 BLDR —% -$16K -157 -100.0% SOLD

Options Breakdown

11 Calls $0 Call Value 10 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
UNP $0 SOLD
NVDA $0 SOLD
TOL $0 SOLD
WMT $0 SOLD
TD $0 SOLD
WOW $0 SOLD
FYBR $0 SOLD
DAY $0 SOLD
TASK $0 SOLD
CDTX $0 SOLD

Top Puts

SymbolSharesValueStatus
UNP $0 SOLD
HI $0 SOLD
TD $0 SOLD
FCX $0 SOLD
WMT $0 SOLD
NVDA $0 SOLD
STAA $0 SOLD
RNAM $0 SOLD
DAY $0 SOLD
CDTX $0 SOLD

Sold Out Positions

SymbolValue% Port
AME —%
ESTC —%
ABT —%
T —%
CCS —%
YUM —%
AVB —%
BDX —%
EXR —%
EXPD —%
ALB —%
AMP —%
ACN —%
GLW —%
CB —%
View SEC EDGAR Filings for DV EQUITIES, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms