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Latest Yeomans Consulting Group, Inc. Stock Portfolio

$341Million | No. of Holdings #113

Yeomans Consulting Group, Inc. Performance

2025 Q4+1.05%
YTD+10.28%
2024+9.58%

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

On 2026-01-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Yeomans Consulting Group, Inc. reported an equity portfolio of $341.3 Millions as of 31 Dec, 2025. <br><br> The top stock holdings of Yeomans Consulting Group, Inc. are VB, IAU, QQQ. The fund has invested 9.3% of it's portfolio in VANGUARD INDEX FDS and 7.9% of portfolio in ISHARES GOLD TR. <br><br> The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), ISHARES TR (IBCE) and PACER FDS TR (AFTY) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES U S ETF TR (CCRV) and LUMENTUM HLDGS INC (LITE). Yeomans Consulting Group, Inc. opened new stock positions in VANGUARD CHARLOTTE FDS (BNDX), VANGUARD BD INDEX FDS (BIV) and SEI EXCHANGE TRADED FUNDS. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD MUN BD FDS (VTEB) and VANGUARD MALVERN FDS (VTIP).
Yeomans Consulting Group, Inc. Equity Portfolio Value
Last Reported on: 07 Jan, 2026
$341Million
  as of Jan 07, 2026

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

Our best estimate is that Yeomans Consulting Group, Inc. made a return of 1.05% in the last quarter. In trailing 12 months, it's portfolio return was 10.28%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard charlotte fds19,683,700
vanguard bd index fds19,243,000
sei exchange traded funds16,949,800
ishares tr15,749,500
ishares tr10,521,400
sei exchange traded funds4,252,280
spdr series trust4,070,700
sei exchange traded funds3,544,970
New stocks bought by Yeomans Consulting Group, Inc.

Additions

Ticker% Inc.
netflix inc570
vanguard mun bd fds185
vanguard malvern fds133
vanguard whitehall fds133
ishares tr106
select sector spdr tr100
alphabet inc88.2
tesla inc72.26
Additions to existing portfolio by Yeomans Consulting Group, Inc.

Reductions

Ticker% Reduced
dimensional etf trust-56.04
ishares u s etf tr-54.65
lumentum hldgs inc-42.91
western digital corp-33.73
broadcom inc-26.5
jumia technologies ag-26.38
sofi technologies inc-26.21
lam research corp-23.31
Yeomans Consulting Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
pacer fds tr-14,562,000
invesco exch traded fd tr ii-7,558,000
vanguard bd index fds-19,019,800
dimensional etf trust-8,966,700
ishares tr-7,145,600
ishares tr-15,312,800
quantumscape corp-470,250
tencent music entmt group-337,020
Yeomans Consulting Group, Inc. got rid off the above stocks

Sector Distribution

Yeomans Consulting Group, Inc. has about 85.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
Sector%
Others85.9
Technology4.8
Utilities3.4
Consumer Defensive1.6
Communication Services1.2
Consumer Cyclical1.1

Market Cap. Distribution

Yeomans Consulting Group, Inc. has about 10.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED85.9
MEGA-CAP5.8
LARGE-CAP4.3
SMALL-CAP3.4

Stocks belong to which Index?

About 12.8% of the stocks held by Yeomans Consulting Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others87.1
S&P 5009.4
RUSSELL 20003.4
Top 5 Winners (%)%
LITE
lumentum hldgs inc
90.4 %
WBD
warner bros discovery inc
36.5 %
WDC
western digital corp
26.5 %
ASTS
ast spacemobile inc
25.0 %
GOOG
alphabet inc
20.0 %
Top 5 Winners ($)$
IAU
ishares gold tr
2.9 M
VB
vanguard index fds
0.6 M
DFAC
dimensional etf trust
0.5 M
QQQ
invesco qqq tr
0.4 M
LITE
lumentum hldgs inc
0.3 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.8 %
XLB
select sector spdr tr
-42.3 %
MP
mp materials corp
-23.1 %
HOOD
robinhood mkts inc
-18.7 %
HD
home depot inc
-12.5 %
Top 5 Losers ($)$
NFLX
netflix inc
-2.6 M
XLB
select sector spdr tr
-0.4 M
HD
home depot inc
-0.2 M
MSFT
microsoft corp
-0.1 M
MP
mp materials corp
-0.1 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 113 stocks in it's portfolio. About 58.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Yeomans Consulting Group, Inc. last quarter.

$341.28MTotal Value
137Positions
07 Jan, 2026Last Reported
Current holdings of Current Stock Holdings of Yeomans Consulting Group, Inc., last reported on 07 Jan, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Yeomans Consulting Group, Inc.'s holding in Ishares Tr over time
4.62%220,550
$15.75M
4.62%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Yeomans Consulting Group, Inc.'s holding in Ishares Tr over time
3.08%66,718
$10.52M
3.08%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Yeomans Consulting Group, Inc.'s holding in Ishares Tr over time
1.53%49,074
$5.24M
1.53%
increased 106.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Yeomans Consulting Group, Inc.'s holding in Ishares Tr over time
0.09%3,669
$295.8K
0.09%
increased 1.07 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Yeomans Consulting Group, Inc.'s holding in Ishares Tr over time
0.15%12,019
$515.3K
0.15%
increased 3.23 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Yeomans Consulting Group, Inc.'s holding in Pacer Fds Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Yeomans Consulting Group, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
0%0.00
$0.00
0%
decreased 100 percentsold off