Yeomans Consulting Group, Inc.
CIK: 0002014739SEC EDGAR →
Portfolio Value
$341.3M
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 101,070 | $31.8M | 9.32% |
| 2 | ISHARES GOLD TR | 331,438 | $26.9M | 7.88% |
| 3 | INVESCO QQQ TR | 36,854 | $22.6M | 6.63% |
| 4 | VANGUARD CHARLOTTE FDS | 407,361 | $19.7M | 5.77% |
| 5 | VANGUARD BD INDEX FDS | 259,795 | $19.2M | 5.64% |
| 6 | SEI EXCHANGE TRADED FUNDS | 367,435 | $16.9M | 4.97% |
| 7 | ISHARES TR | 220,550 | $15.7M | 4.61% |
| 8 | VANGUARD MUN BD FDS | 310,975 | $15.6M | 4.58% |
| 9 | ISHARES TR | 285,278 | $15.6M | 4.57% |
| 10 | ISHARES TR | 160,433 | $15.4M | 4.51% |
Quarterly Changes
New Positions (113)
$31.8M · 101K shares
$26.9M · 331K shares
$22.6M · 37K shares
$19.7M · 407K shares
$19.2M · 260K shares
$16.9M · 367K shares
$15.7M · 221K shares
$15.6M · 311K shares
$15.6M · 285K shares
$15.4M · 160K shares
$10.5M · 67K shares
$7.5M · 151K shares
$7.2M · 107K shares
$7.1M · 83K shares
$5.3M · 140K shares
$5.2M · 49K shares
$5.2M · 112K shares
$4.8M · 69K shares
$4.3M · 109K shares
$4.2M · 169K shares
$4.1M · 45K shares
$3.9M · 12K shares
$3.7M · 40K shares
$3.7M · 116K shares
$3.5M · 85K shares
$2.6M · 30K shares
$2.5M · 23K shares
$2.5M · 60K shares
$2.3M · 8K shares
$2.1M · 15K shares
$1.9M · 59K shares
$1.7M · 4K shares
$1.7M · 6K shares
$1.7M · 5K shares
$1.6M · 2K shares
$1.6M · 24K shares
$1.3M · 40K shares
$1.3M · 7K shares
$1.3M · 20K shares
$1.3M · 51K shares
$1.3M · 12K shares
$1.2M · 24K shares
$1.1M · 6K shares
$913K · 3K shares
$869K · 30K shares
$866K · 3K shares
$842K · 1K shares
$835K · 2K shares
$820K · 675 shares
$772K · 3K shares
$655K · 10K shares
$638K · 8K shares
$633K · 7K shares
$610K · 2K shares
$598K · 2K shares
$584K · 4K shares
$536K · 7K shares
$526K · 7K shares
$521K · 790 shares
$515K · 12K shares
$499K · 2K shares
$459K · 5K shares
$454K · 2K shares
$440K · 2K shares
$437K · 3K shares
$433K · 1K shares
$433K · 757 shares
$431K · 3K shares
$428K · 1K shares
$427K · 2K shares
$427K · 2K shares
$418K · 2K shares
$417K · 5K shares
$400K · 2K shares
$399K · 454 shares
$398K · 4K shares
$394K · 3K shares
$391K · 1K shares
$390K · 3K shares
$389K · 3K shares
$384K · 3K shares
$383K · 2K shares
$381K · 10K shares
$379K · 755 shares
$378K · 1K shares
$376K · 10K shares
$372K · 411 shares
$370K · 2K shares
$370K · 5K shares
$363K · 4K shares
$359K · 29K shares
$344K · 13K shares
$327K · 6K shares
$325K · 2K shares
$321K · 13K shares
$319K · 463K shares
$314K · 1K shares
$303K · 2K shares
$295K · 4K shares
$294K · 341 shares
$279K · 1K shares
$275K · 2K shares
$258K · 925 shares
$250K · 3K shares
$228K · 400 shares
$224K · 5K shares
$221K · 1K shares
$217K · 620 shares
$215K · 442 shares
$214K · 1K shares
$212K · 198 shares
$212K · 2K shares
$205K · 234 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $252.5M | 74.0% |
| Unknown | 5 | $52.4M | 15.4% |
| Technology | 25 | $16.4M | 4.8% |
| Consumer Defensive | 3 | $5.3M | 1.6% |
| Communication Services | 6 | $4.2M | 1.2% |
| Consumer Cyclical | 6 | $4.1M | 1.2% |
| Industrials | 6 | $2.1M | 0.6% |
| Basic Materials | 5 | $1.9M | 0.6% |
| Energy | 3 | $1.1M | 0.3% |
| Utilities | 1 | $633K | 0.2% |
| Healthcare | 2 | $595K | 0.2% |