Latest Yeomans Consulting Group, Inc. Stock Portfolio

Yeomans Consulting Group, Inc. Performance:

2025 Q3: 2.66%YTD: 4.47%2024: 6.94%

Performance for 2025 Q3 is 2.66%, and YTD is 4.47%, and 2024 is 6.94%.

About Yeomans Consulting Group, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Yeomans Consulting Group, Inc. reported an equity portfolio of $289.7 Millions as of 30 Sep, 2025.

The top stock holdings of Yeomans Consulting Group, Inc. are VB, IAU, BIV. The fund has invested 10.8% of it's portfolio in VANGUARD INDEX FDS and 9.2% of portfolio in ISHARES GOLD TR.

The fund managers got completely rid off SPDR DOW JONES INDL AVERAGE (DIA), ISHARES TR (IJR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), PALANTIR TECHNOLOGIES INC (PLTR) and MP MATERIALS CORP (MP). Yeomans Consulting Group, Inc. opened new stock positions in ISHARES TR (IJR), DIMENSIONAL ETF TRUST (DFAC) and ORACLE CORP (ORCL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), DIMENSIONAL ETF TRUST (DFAC) and COCA COLA CO (KO).

Yeomans Consulting Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Yeomans Consulting Group, Inc. made a return of 2.66% in the last quarter. In trailing 12 months, it's portfolio return was 5.66%.

New Buys

Ticker	$ Bought
ishares tr	15,713,100
dimensional etf trust	8,966,700
ishares tr	1,210,490
oracle corp	667,613
tesla inc	495,298
astera labs inc	487,612
newmont corp	480,632
western digital corp	478,874

New stocks bought by Yeomans Consulting Group, Inc.

Additions

Ticker	% Inc.
vanguard index fds	260
dimensional etf trust	125
coca cola co	88.88
ishares tr	79.16
vanguard malvern fds	77.01
invesco qqq tr	51.06
applovin corp	50.59
vanguard bd index fds	40.58

Additions to existing portfolio by Yeomans Consulting Group, Inc.

Reductions

Ticker	% Reduced
spdr s&p 500 etf tr	-92.35
palantir technologies inc	-48.57
mp materials corp	-44.65
international business machs	-35.04
visa inc	-32.83
netflix inc	-26.48
vanguard index fds	-23.13
ge vernova inc	-22.41

Yeomans Consulting Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-9,648,370
ishares tr	-11,702,900
spdr dow jones indl average	-12,818,200
brandywine rlty tr	-51,153
ishares tr	-1,008,040
spdr series trust	-636,530
mosaic co new	-290,636
spdr index shs fds	-292,017

Yeomans Consulting Group, Inc. got rid off the above stocks

Sector Distribution

Yeomans Consulting Group, Inc. has about 82.3% of it's holdings in Others sector.

Sector	%
Others	82.3
Utilities	6.4
Technology	4.7
Consumer Defensive	1.7
Consumer Cyclical	1.7
Communication Services	1.2

Market Cap. Distribution

Yeomans Consulting Group, Inc. has about 10.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.3
MEGA-CAP	6.4
SMALL-CAP	6.4
LARGE-CAP	4.3

Stocks belong to which Index?

About 16% of the stocks held by Yeomans Consulting Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84
S&P 500	9.8
RUSSELL 2000	6.2

Top 5 Winners (%)		%
MP	mp materials corp	108.9 %
APP	applovin corp	53.0 %
HOOD	robinhood mkts inc	51.2 %
GOOG	alphabet inc	39.2 %
PLTR	palantir technologies inc	37.8 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	1.5 M
QQQ	invesco qqq tr	1.1 M
IJR	ishares tr	0.6 M
AAPL	apple inc	0.4 M
APP	applovin corp	0.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-9.8 %
COST	costco whsl corp new	-6.9 %
T	at&t inc	-4.6 %
KO	coca cola co	-3.7 %
V	visa inc	-2.7 %

Top 5 Losers ($)		$
KO	coca cola co	-0.2 M
NFLX	netflix inc	-0.1 M
COST	costco whsl corp new	0.0 M
IBM	international business machs	0.0 M
T	at&t inc	0.0 M

Yeomans Consulting Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Yeomans Consulting Group, Inc.

Yeomans Consulting Group, Inc. has 99 stocks in it's portfolio. About 60.7% of the portfolio is in top 10 stocks. KO proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Yeomans Consulting Group, Inc. last quarter.

Last Reported on: 16 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.74	8,352	2,133,520	reduced	-6.02

AAXJ	ishares tr	0.88	23,786	2,535,820	added	1.64

AAXJ	ishares tr	0.10	3,630	293,885	added	6.58

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.17	11,643	502,163	added	11.53

AFTY	pacer fds tr	5.03	399,396	14,562,000	added	15.48

ALNY	alnylam pharmaceuticals inc	0.16	984	453,280	new

AMPS	ishares tr	2.47	140,385	7,145,600	added	2.93

AMPS	ishares tr	2.39	81,152	6,915,770	reduced	-0.39

AMPS	ishares tr	1.27	38,879	3,692,340	added	1.66

AMZN	amazon com inc	0.24	3,096	683,070	reduced	-1.99

ANET	arista networks inc	0.14	2,681	400,193	new

APH	amphenol corp new	0.13	3,035	378,343	reduced	-2.79

APP	applovin corp	0.34	1,399	985,022	added	50.59

ASTS	ast spacemobile inc	0.12	6,167	351,149	new

AVGO	broadcom inc	0.41	3,592	1,197,540	added	30.48

AXON	axon enterprise inc	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	2.61	361,454	7,558,000	added	12.52

BDN	brandywine rlty tr	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.41	47,898	1,191,700	added	1.18