Portfolio (Quarterly)
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Yeomans Consulting Group, Inc.
· CIK 0002014739| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SO | SOUTHERN CO | Utilities | 7,659.0 | $726K | 0.25% | NEW | — | $94.80 | -0.7% |
| 42 | GOOGL | ALPHABET INC | Communication Services | 2,948.0 | $722K | 0.25% | NEW | — | $244.90 | +58.8% |
| 43 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,096.0 | $683K | 0.24% | NEW | — | $220.63 | +20.2% |
| 44 | ORCL | ORACLE CORP | Technology | 2,310.0 | $668K | 0.23% | NEW | — | $289.01 | -33.2% |
| 45 | GE | GE AEROSPACE | Industrials | 2,049.0 | $617K | 0.21% | NEW | — | $300.88 | +4.5% |
| 46 | XLK | SELECT SECTOR SPDR TR | — | 2,031.0 | $578K | 0.20% | NEW | — | $284.62 | -34.9% |
| 47 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 2,017.0 | $578K | 0.20% | NEW | — | $286.49 | -12.5% |
| 48 | SHYG | ISHARES TR | — | 11,643.0 | $502K | 0.17% | NEW | — | $43.13 | -1.4% |
| 49 | TSLA | TESLA INC | Consumer Cyclical | 1,078.0 | $495K | 0.17% | NEW | — | $459.46 | -5.6% |
| 50 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,637.0 | $488K | 0.17% | NEW | — | $184.95 | -26.1% |
| 51 | ALAB | ASTERA LABS INC | Technology | 2,507.0 | $488K | 0.17% | NEW | — | $194.50 | +63.9% |
| 52 | META | META PLATFORMS INC | Communication Services | 679.0 | $487K | 0.17% | NEW | — | $717.34 | -14.6% |
| 53 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,468.0 | $483K | 0.17% | NEW | — | $139.14 | -46.8% |
| 54 | NEM | NEWMONT CORP | Basic Materials | 5,592.0 | $481K | 0.17% | NEW | — | $85.95 | +29.9% |
| 55 | WDC | WESTERN DIGITAL CORP | Technology | 3,667.0 | $479K | 0.17% | NEW | — | $130.59 | +270.8% |
| 56 | LRCX | LAM RESEARCH CORP | Technology | 3,333.0 | $476K | 0.16% | NEW | — | $142.79 | +126.0% |
| 57 | TPR | TAPESTRY INC | Consumer Cyclical | 4,140.0 | $471K | 0.16% | NEW | — | $113.83 | +23.5% |
| 58 | GLW | CORNING INC | Technology | 5,661.0 | $471K | 0.16% | NEW | — | $83.12 | +136.0% |
| 59 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 32,231.0 | $470K | 0.16% | NEW | — | $14.59 | -40.3% |
| 60 | EBAY | EBAY INC. | Consumer Cyclical | 5,289.0 | $463K | 0.16% | NEW | — | $87.58 | +31.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
59.9%
Technology
17.0%
Consumer Cyclical
6.6%
Consumer Defensive
6.0%
Communication Services
4.5%
Industrials
1.8%
Utilities
1.4%
Healthcare
1.1%
Basic Materials
1.0%
Energy
0.8%