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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 39,095.0 | $461K | 0.16% | NEW | — | $11.80 | -39.5% |
| 62 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 17,854.0 | $460K | 0.16% | NEW | — | $25.76 | -36.8% |
| 63 | CSCO | CISCO SYS INC | Technology | 6,662.0 | $458K | 0.16% | NEW | — | $68.75 | +71.7% |
| 64 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 984.0 | $453K | 0.16% | NEW | — | $460.65 | -35.1% |
| 65 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1,764.0 | $453K | 0.16% | NEW | — | $256.84 | +236.0% |
| 66 | IDXX | IDEXX LABS INC | Healthcare | 725.0 | $450K | 0.15% | NEW | — | $620.11 | -10.4% |
| 67 | RKLB | ROCKET LAB CORP | Industrials | 9,365.0 | $449K | 0.15% | NEW | — | $47.97 | +198.2% |
| 68 | RBLX | ROBLOX CORP | Technology | 3,341.0 | $448K | 0.15% | NEW | — | $134.07 | -65.4% |
| 69 | GEV | GE VERNOVA INC | Utilities | 720.0 | $436K | 0.15% | NEW | — | $606.15 | +68.7% |
| 70 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,399.0 | $435K | 0.15% | NEW | — | $310.71 | -4.4% |
| 71 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 527.0 | $414K | 0.14% | NEW | — | $785.51 | +24.7% |
| 72 | ANET | ARISTA NETWORKS INC | Technology | 2,681.0 | $400K | 0.14% | NEW | — | $149.27 | +3.9% |
| 73 | DASH | DOORDASH INC | Communication Services | 1,428.0 | $382K | 0.13% | NEW | — | $267.64 | -41.0% |
| 74 | XOM | EXXON MOBIL CORP | Energy | 3,405.0 | $381K | 0.13% | NEW | — | $111.99 | +31.1% |
| 75 | BK | BANK NEW YORK MELLON CORP | Financial Services | 3,545.0 | $379K | 0.13% | NEW | — | $106.83 | +32.0% |
| 76 | APH | AMPHENOL CORP NEW | Technology | 3,035.0 | $378K | 0.13% | NEW | — | $124.66 | +11.7% |
| 77 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 18,966.0 | $367K | 0.13% | NEW | — | $19.35 | +40.1% |
| 78 | DB | DEUTSCHE BANK A G | Financial Services | 10,148.0 | $360K | 0.12% | NEW | — | $35.51 | -6.2% |
| 79 | — | BERKSHIRE HATHAWAY INC DEL | — | 721.0 | $359K | 0.12% | NEW | — | $498.20 | — |
| 80 | ASTS | AST SPACEMOBILE INC | Technology | 6,167.0 | $351K | 0.12% | NEW | — | $56.94 | +115.0% |
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%