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Yeomans Consulting Group, Inc.

Yeomans Consulting Group, Inc. is an institution, managing $289.7M across 99 long positions as of Q3 2025 with 78% ETF concentration and 61% concentrated in top 10 holdings.

Portfolio Value
$289.7M
Positions
99
Top Holding
VV at 10.82%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Yeomans Consulting Group, Inc.'s portfolio (60.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$31.3M
10.82%
+$22.7M
Bought
101.4K shares
Unknown
Unknown
$26.5M
9.16%
-$569.1K
Sold
364.2K shares
ETF
ETF
$19.0M
6.56%
+$5.5M
Bought
243.6K shares
ETF
ETF
$17.8M
6.15%
+$6.0M
Bought
29.6K shares
ETF
ETF
$15.7M
5.42%
+$15.7M
New
292.0K shares
ETF
ETF
$15.3M
5.28%
+$6.8M
Bought
59.8K shares
ETF
ETF
$15.0M
5.18%
+$3.8M
Bought
159.4K shares
ETF
ETF
$14.6M
5.03%
+$2.0M
Bought
399.4K shares
ETF
ETF
$11.4M
3.94%
+$6.4M
Bought
319.1K shares
ETF
ETF
$9.2M
3.16%
+$2.6M
Bought
371.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Yeomans Consulting Group, Inc.'s latest filing

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Market Value
$289.7M
Prior: $242.0M
Q/Q Change
+19.72%
+$47.7M
Net Flows % of MV
+7.15%
Turnover Ratio
25.5%
New Purchases
20 stocks
$23.3M
Added To
38 stocks
+$63.0M
Sold Out Of
29 stocks
$43.8M
Reduced Holdings
33 stocks
-$21.8M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Yeomans Consulting Group, Inc.

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Sector Allocation

ETF: 78.00%ETFTechnology: 5.00%Consumer Cyclical: 1.70%Consumer Defensive: 1.70%Communication Services: 1.20%Financial Services: 1.10%Industrials: 0.50%Utilities: 0.40%Healthcare: 0.30%Basic Materials: 0.30%Energy: 0.20%
ETF
78.00%
Technology
5.00%
Consumer Cyclical
1.70%
Consumer Defensive
1.70%
Communication Services
1.20%
Financial Services
1.10%
Industrials
0.50%
Utilities
0.40%
Healthcare
0.30%
Basic Materials
0.30%
Energy
0.20%

Market Cap Distribution

Mega Cap (> $200B): 7.93%Large Cap ($10B - $200B): 4.31%Mid Cap ($2B - $10B): 0.16%N/A (ETF or Unknown): 87.60%N/A (ETF or Unknown)
Mega Cap (> $200B)
7.93%
Large Cap ($10B - $200B)
4.31%
Mid Cap ($2B - $10B)
0.16%
N/A (ETF or Unknown)
87.60%

Portfolio Concentration

Top 10 Holdings %
60.71%
Top 20 Holdings %
80.02%
Top 50 Holdings %
93.69%
Top 100 Holdings %
100.0%

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