Portfolio (Quarterly) Guide ↗

Yeomans Consulting Group, Inc.

· CIK 0002014739

13F Portfolio $341M AUM 113 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 38 New 38 Added 32 Reduced 24 Exited

Page 2 of 2 · 24 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	RDDT	REDDIT INC	Communication Services	1,689	$342K	0.12%	SOLD
22	FUTU	FUTU HLDGS LTD	Financial Services	1,911	$337K	0.12%	SOLD
23	TME	TENCENT MUSIC ENTMT GROUP	Communication Services	14,577	$337K	0.12%	SOLD
24	MCD	MCDONALDS CORP	Consumer Cyclical	676	$203K	0.07%	SOLD

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Sector Allocation

Financial Services 59.9%

Technology 18.1%

Consumer Defensive 5.9%

Communication Services 4.6%

Consumer Cyclical 4.6%

Industrials 2.3%

Basic Materials 1.8%

Energy 1.2%

Healthcare 1.0%

Utilities 0.7%