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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | APH | AMPHENOL CORP NEW | Technology | 2,846.0 | $385K | 0.11% | -189.0 | -6.2% | $135.14 | +3.3% |
| 82 | BLTE | BELITE BIO INC | Healthcare | 2,399.0 | $384K | 0.11% | NEW | — | $159.96 | -11.2% |
| 83 | INTC | INTEL CORP | Technology | 10,342.0 | $382K | 0.11% | NEW | — | $36.90 | +234.7% |
| 84 | — | BERKSHIRE HATHAWAY INC DEL | — | 755.0 | $380K | 0.11% | +34.0 | +4.7% | $502.65 | — |
| 85 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1,374.0 | $378K | 0.11% | -390.0 | -22.1% | $275.39 | +207.1% |
| 86 | DB | DEUTSCHE BANK A G | Financial Services | 9,759.0 | $376K | 0.11% | -389.0 | -3.8% | $38.56 | -13.1% |
| 87 | MPWR | MONOLITHIC PWR SYS INC | Technology | 411.0 | $373K | 0.11% | NEW | — | $906.36 | +83.5% |
| 88 | VRT | VERTIV HOLDINGS CO | Industrials | 2,285.0 | $370K | 0.11% | NEW | — | $162.01 | +99.9% |
| 89 | SQM | SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 5,380.0 | $370K | 0.11% | NEW | — | $68.80 | +16.9% |
| 90 | — | ANGLOGOLD ASHANTI PLC | — | 4,263.0 | $364K | 0.11% | NEW | — | $85.28 | — |
| 91 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 28,780.0 | $359K | 0.10% | -10K | -26.4% | $12.49 | -42.8% |
| 92 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 13,175.0 | $345K | 0.10% | -5K | -26.2% | $26.18 | -39.0% |
| 93 | MP | MP MATERIALS CORP | Basic Materials | 6,483.0 | $328K | 0.10% | +1K | +28.6% | $50.52 | +32.6% |
| 94 | INSM | INSMED INC | Healthcare | 1,871.0 | $326K | 0.10% | NEW | — | $174.04 | -37.4% |
| 95 | T | AT&T INC | Communication Services | 12,958.0 | $322K | 0.09% | +961.0 | +8.0% | $24.84 | +0.7% |
| 96 | CAN | CANAAN INC | Technology | 463,223.0 | $320K | 0.09% | NEW | — | $0.69 | -41.6% |
| 97 | GOOG | ALPHABET INC | Communication Services | 1,002.0 | $314K | 0.09% | NEW | — | $313.80 | +22.6% |
| 98 | VOE | VANGUARD INDEX FDS | — | 1,713.0 | $304K | 0.09% | NEW | — | $177.37 | +10.0% |
| 99 | HYG | ISHARES TR | — | 3,669.0 | $296K | 0.09% | +39.0 | +1.1% | $80.63 | -0.6% |
| 100 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 341.0 | $294K | 0.09% | — | — | $862.34 | +16.3% |
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
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%