Yeomans Consulting Group, Inc.

CIK

2014739

Location

Marietta, GA

Portfolio Value

Small $116,036,995

Diversification

Diversified

Filing Date

Global Rank

#5,834 / 8,755 ▲ 6 · as of Dec 2025

Top Industry

Beverages - Non-Alcoholic 11.9%

3Y Alpha vs SPY

+9.8%

Period ended 8 months ago

Filed Jan 7, 2026 · 8mo

9 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+82.7%

SPY

+50.8%

Annualised alpha

+9.8%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 9 quarters.Yeomans Consulting Group, Inc. has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

73 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

23.2%

−2.8 pts

Top 5

67.3%

−1.2 pts

Top 10

75.4%

−0.7 pts

HHI

1,260

Diversified−110

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	65.2%	$75,598,390	6
Technology	14.1%	$16,320,506	25
Consumer Defensive	4.6%	$5,326,362	3
Communication Services	4.3%	$5,003,766	6
Consumer Cyclical	3.6%	$4,148,052	6
Financial Services	2.9%	$3,388,361	10
Industrials	1.8%	$2,079,139	6
Basic Materials	1.7%	$1,951,897	5
Healthcare	0.8%	$922,158	3
Energy	0.6%	$664,856	2
Utilities	0.5%	$633,508	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	+11,193	30,159	$869,182
QQQ	Invesco Qqq Trust, Series 1	+7,295	36,854	$22,639,780
NFLX	Netflix Inc	+3,612	4,245	$398,011
GOOGL	Alphabet Inc.	+3,602	6,550	$2,050,951
MP	MP Materials Corp. / DE	+1,442	6,483	$327,521
ASTS	AST SpaceMobile, Inc.	+1,077	7,244	$526,131
T	At&T Inc.	+961	12,958	$321,876
TSLA	Tesla, Inc.	+779	1,857	$835,130
HD	Home Depot, Inc.	+713	4,901	$1,686,434
CSCO	Cisco Systems, Inc.	+309	6,971	$536,976
AMZN	Amazon Com Inc	+251	3,347	$772,554
META	Meta Platforms, Inc.	+111	790	$521,471
SPY	Spdr S&P 500 ETF Trust	+65	2,414	$1,646,154
IBM	International Business Machines Corp	+44	2,061	$610,488
MMM	3M Co	+41	1,382	$221,258
BRK-B	Berkshire Hathaway Inc	+34	755	$379,500
HOOD	Robinhood Markets, Inc.	+24	3,492	$394,945
MA	Mastercard Inc	+8	400	$228,352
YUM	Yum Brands Inc	+4	1,421	$214,968
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−32,724	331,438	$26,902,822
JMIA	Jumia Technologies AG	−10,315	28,780	$359,462
SOFI	SoFi Technologies, Inc.	−4,679	13,175	$344,921
NVDA	Nvidia Corp	−1,394	5,784	$1,078,716
WDC	Western Digital Corp	−1,237	2,430	$418,616
NEM	NEWMONT Corp /DE/	−995	4,597	$459,010
AVGO	Broadcom Inc.	−952	2,640	$913,704
GLW	Corning Inc /Ny	−895	4,766	$417,310
LITE	Lumentum Holdings Inc.	−874	1,163	$428,670
LRCX	Lam Research Corp	−777	2,556	$437,536
SO	Southern Co	−394	7,265	$633,508
STX	Seagate Technology Holdings plc	−390	1,374	$378,385
DB	Deutsche Bank Aktiengesellschaft	−389	9,759	$376,307
TFC	Truist Financial Corp	−336	4,555	$224,151
PLTR	Palantir Technologies Inc.	−233	2,404	$427,311
APH	Amphenol Corp /De/	−189	2,846	$769,216
BNY	Bank of New York Mellon Corp	−183	3,362	$390,294
XOM	ExxonMobil Holdings Corp	−170	3,235	$389,299
APP	AppLovin Corp	−149	1,250	$842,275
CVX	Chevron Corp	−112	1,808	$275,557
GE	General Electric Co	−107	1,942	$598,194
KO	Coca Cola Co	−78	68,942	$4,819,735
MSFT	Microsoft Corp	−76	3,615	$1,748,286
GS	Goldman Sachs Group Inc	−73	454	$399,066
AAPL	Apple Inc.	−60	8,292	$2,254,263
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	407,361	$19,683,683
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	44,547	$4,070,704
MU	Micron Technology Inc	3,035	$866,219
KLAC	Kla Corp	675	$820,179
VEA	Vanguard FTSE Developed Markets ETF	10,489	$655,247
AMD	Advanced Micro Devices Inc	2,334	$499,849
CIEN	Ciena Corp	1,943	$454,409
COHR	Coherent Corp.	2,388	$440,753
CAT	Caterpillar Inc	757	$433,662
ALB	Albemarle Corp	3,052	$431,674
TER	Teradyne, Inc	2,211	$427,961
TEL	TE Connectivity plc	1,759	$400,190
FSLR	First Solar, Inc.	1,499	$391,583
BLTE	Belite Bio, Inc	2,399	$383,744
INTC	Intel Corp	10,342	$381,619
MPWR	Monolithic Power Systems, Inc.	411	$372,513
VRT	Vertiv Holdings Co	2,285	$370,192
SQM	Chemical & Mining Co Of Chile Inc	5,380	$370,144
AU	AngloGold Ashanti PLC	4,263	$363,548
INSM	INSMED Inc	1,871	$325,628
CAN	Canaan Inc.	463,223	$319,623
UPS	United Parcel Service Inc	2,522	$250,157
LLY	ELI LILLY & Co	198	$212,786
WMT	Walmart Inc.	1,908	$212,570
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	243,563	$19,019,834
ORCL	Oracle Corp	2,310	$649,664
ALAB	Astera Labs, Inc.	2,507	$490,870
EBAY	Ebay Inc	5,289	$481,034
TPR	Tapestry, Inc.	4,140	$468,730
IDXX	Idexx Laboratories Inc /De	725	$463,195
RBLX	Roblox Corp	3,341	$462,795
ALNY	Alnylam Pharmaceuticals, Inc.	984	$448,704
RKLB	Rocket Lab Corp	9,365	$448,677
GEV	GE Vernova Inc.	720	$442,728
QS	QuantumScape Corp	32,231	$397,085
ANET	Arista Networks, Inc.	2,681	$390,648
RDDT	Reddit, Inc.	1,689	$388,453
DASH	DoorDash, Inc.	1,428	$388,401
TME	Tencent Music Entertainment Group	14,577	$340,227
FUTU	Futu Holdings Ltd	1,911	$332,342
MCD	Mcdonalds Corp	676	$205,429
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $116,036,995 total · filing declares 113 positions · $341,282,473 · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	331,438	-32,724	$26,902,822	+1.5%	23.18%
QQQ	Invesco Qqq Trust, Series 1	Added	36,854	+7,295	$22,639,780	+27.6%	19.51%
BNDX	Vanguard Total International Bond ETF	NEW	407,361	NEW	$19,683,683	NEW	16.96%
KO	Coca Cola Co Consumer Defensive	Reduced	68,942	-78	$4,819,735	+5.3%	4.15%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	NEW	44,547	NEW	$4,070,704	NEW	3.51%
AAPL	Apple Inc. Technology	Reduced	8,292	-60	$2,254,263	+6.0%	1.94%
GOOGL	Alphabet Inc. Communication Services	Added	6,550	+3,602	$2,050,951	+186.2%	1.77%
MSFT	Microsoft Corp Technology	Reduced	3,615	-76	$1,748,286	−8.6%	1.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,901	+713	$1,686,434	−0.6%	1.45%
SPY	Spdr S&P 500 ETF Trust	Added	2,414	+65	$1,646,154	+5.2%	1.42%
NVDA	Nvidia Corp Technology	Reduced	5,784	-1,394	$1,078,716	−19.5%	0.93%
AVGO	Broadcom Inc. Technology	Reduced	2,640	-952	$913,704	−22.9%	0.79%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	30,159	+11,193	$869,182	+134.7%	0.75%
MU	Micron Technology Inc Technology	NEW	3,035	NEW	$866,219	NEW	0.75%
APP	AppLovin Corp Communication Services	Reduced	1,250	-149	$842,275	−16.2%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,857	+779	$835,130	+74.2%	0.72%
KLAC	Kla Corp Technology	NEW	675	NEW	$820,179	NEW	0.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,347	+251	$772,554	+13.6%	0.67%
APH	Amphenol Corp /De/ Technology	Reduced	2,846	-189	$769,216	+2.4%	0.66%
VEA	Vanguard FTSE Developed Markets ETF	NEW	10,489	NEW	$655,247	NEW	0.56%
SO	Southern Co Utilities	Reduced	7,265	-394	$633,508	−12.7%	0.55%
IBM	International Business Machines Corp Technology	Added	2,061	+44	$610,488	+7.3%	0.53%
GE	General Electric Co Industrials	Reduced	1,942	-107	$598,194	−3.0%	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	6,971	+309	$536,976	+17.8%	0.46%
ASTS	AST SpaceMobile, Inc. Technology	Added	7,244	+1,077	$526,131	+73.8%	0.45%
META	Meta Platforms, Inc. Communication Services	Added	790	+111	$521,471	+4.6%	0.45%
AMD	Advanced Micro Devices Inc Technology	NEW	2,334	NEW	$499,849	NEW	0.43%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	4,597	-995	$459,010	−2.6%	0.40%
CIEN	Ciena Corp Technology	NEW	1,943	NEW	$454,409	NEW	0.39%
COHR	Coherent Corp. Technology	NEW	2,388	NEW	$440,753	NEW	0.38%
LRCX	Lam Research Corp Technology	Reduced	2,556	-777	$437,536	−2.0%	0.38%
CAT	Caterpillar Inc Industrials	NEW	757	NEW	$433,662	NEW	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,345	-54	$433,385	−1.8%	0.37%
ALB	Albemarle Corp Basic Materials	NEW	3,052	NEW	$431,674	NEW	0.37%
LITE	Lumentum Holdings Inc. Technology	Reduced	1,163	-874	$428,670	+29.3%	0.37%
TER	Teradyne, Inc Technology	NEW	2,211	NEW	$427,961	NEW	0.37%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,404	-233	$427,311	−11.2%	0.37%
WDC	Western Digital Corp Technology	Reduced	2,430	-1,237	$418,616	−4.9%	0.36%
GLW	Corning Inc /Ny Technology	Reduced	4,766	-895	$417,310	−10.1%	0.36%
TEL	TE Connectivity plc Technology	NEW	1,759	NEW	$400,190	NEW	0.34%
GS	Goldman Sachs Group Inc Financial Services	Reduced	454	-73	$399,066	−4.9%	0.34%
NFLX	Netflix Inc Communication Services	Added	4,245	+3,612	$398,011	−47.6%	0.34%
HOOD	Robinhood Markets, Inc. Financial Services	Added	3,492	+24	$394,945	−20.5%	0.34%
FSLR	First Solar, Inc. Technology	NEW	1,499	NEW	$391,583	NEW	0.34%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	3,362	-183	$390,294	+1.0%	0.34%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,235	-170	$389,299	+1.4%	0.34%
BLTE	Belite Bio, Inc Healthcare	NEW	2,399	NEW	$383,744	NEW	0.33%
INTC	Intel Corp Technology	NEW	10,342	NEW	$381,619	NEW	0.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	755	+34	$379,500	+4.7%	0.33%
STX	Seagate Technology Holdings plc Technology	Reduced	1,374	-390	$378,385	−9.1%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.