Yeomans Consulting Group, Inc.

CIK

2014739

Location

Marietta, GA

Portfolio Value

Small $341,487,331

Diversification

Diversified

Filing Date

Global Rank

#4,497 / 8,818 ▲ 291 · as of Dec 2025

Top Industry

Beverages - Non-Alcoholic 11.9%

3Y Alpha vs SPY

+3.1%

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

+60.4%

SPY

+50.8%

Annualised alpha

+3.1%

Max drawdown

−14.0%

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

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

Top Position

20.1%

+0.4 pts

Top 5

52.5%

−5.4 pts

Top 10

78.9%

−1.8 pts

HHI

836

Diversified−60

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	88.2%	$301,048,726	20
Technology	4.8%	$16,320,506	25
Consumer Defensive	1.6%	$5,326,362	3
Communication Services	1.5%	$5,003,766	6
Consumer Cyclical	1.2%	$4,148,052	6
Financial Services	1.0%	$3,388,361	10
Industrials	0.6%	$2,079,139	6
Basic Materials	0.6%	$1,951,897	5
Healthcare	0.3%	$922,158	3
Energy	0.2%	$664,856	2
Utilities	0.2%	$633,508	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	+202,118	310,975	$15,638,932
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+177,174	768,255	$68,773,067
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+94,761	159,475	$8,121,916
VIGI	Vanguard International Dividend Appreciation ETF	+61,398	107,410	$7,242,656
BIV	Vanguard Intermediate-Term Bond ETF	+16,232	259,795	$19,243,015
WBD	Warner Bros. Discovery, Inc.	+11,193	30,159	$869,182
QQQ	Invesco Qqq Trust, Series 1	+7,295	36,854	$22,639,780
VB	Vanguard Morningstar Small-Cap ETF	+4,615	115,918	$36,360,270
NFLX	Netflix Inc	+3,612	4,245	$398,011
GOOGL	Alphabet Inc.	+3,602	6,550	$2,050,951
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+3,419	51,317	$1,279,845
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,031	4,062	$584,806
AFK	VanEck Africa Index ETF	+1,494	24,432	$1,248,963
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
BNDW	Vanguard Total World Bond ETF	+416	30,461	$2,551,108
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−307,036	486,686	$18,597,106
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−203,056	168,508	$4,150,352
IAU	Ishares Gold Trust	−32,724	331,438	$26,902,822
JMIA	Jumia Technologies AG	−10,315	28,780	$359,462
BKF	iShares MSCI BIC ETF	−6,306	291,807	$16,911,269
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ANGU	SEI Ang Research Enhanced U.S. Large Cap ETF	562,085	$24,747,031
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

18 positions

Ticker	Company	Shares	Value
AAAP	Pacer Barings CLO Market Flex ETF	399,396	$14,498,074
IVZ	Invesco Ltd.	361,454	$7,565,232
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

87 tracked positions · $341,487,331 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 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	768,255	+177,174	$68,773,067	+20.5%	20.14%
VB	Vanguard Morningstar Small-Cap ETF	Added	115,918	+4,615	$36,360,270	+5.9%	10.65%
IAU	Ishares Gold Trust	Reduced	331,438	-32,724	$26,902,822	+1.5%	7.88%
ANGU	SEI Ang Research Enhanced U.S. Large Cap ETF	NEW	562,085	NEW	$24,747,031	NEW	7.25%
QQQ	Invesco Qqq Trust, Series 1	Added	36,854	+7,295	$22,639,780	+27.6%	6.63%
BNDX	Vanguard Total International Bond ETF	NEW	407,361	NEW	$19,683,683	NEW	5.76%
BIV	Vanguard Intermediate-Term Bond ETF	Added	259,795	+16,232	$19,243,015	+1.2%	5.64%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	486,686	-307,036	$18,597,106	−38.9%	5.45%
BKF	iShares MSCI BIC ETF	Reduced	291,807	-6,306	$16,911,269	+0.7%	4.95%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	310,975	+202,118	$15,638,932	+186.9%	4.58%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	159,475	+94,761	$8,121,916	+147.9%	2.38%
VIGI	Vanguard International Dividend Appreciation ETF	Added	107,410	+61,398	$7,242,656	+135.3%	2.12%
KO	Coca Cola Co Consumer Defensive	Reduced	68,942	-78	$4,819,735	+5.3%	1.41%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	168,508	-203,056	$4,150,352	−54.6%	1.22%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	NEW	44,547	NEW	$4,070,704	NEW	1.19%
BNDW	Vanguard Total World Bond ETF	Added	30,461	+416	$2,551,108	+1.0%	0.75%
AAPL	Apple Inc. Technology	Reduced	8,292	-60	$2,254,263	+6.0%	0.66%
GOOGL	Alphabet Inc. Communication Services	Added	6,550	+3,602	$2,050,951	+186.2%	0.60%
MSFT	Microsoft Corp Technology	Reduced	3,615	-76	$1,748,286	−8.6%	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,901	+713	$1,686,434	−0.6%	0.49%
SPY	Spdr S&P 500 ETF Trust	Added	2,414	+65	$1,646,154	+5.2%	0.48%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	51,317	+3,419	$1,279,845	+7.2%	0.37%
AFK	VanEck Africa Index ETF	Added	24,432	+1,494	$1,248,963	+7.0%	0.37%
NVDA	Nvidia Corp Technology	Reduced	5,784	-1,394	$1,078,716	−19.5%	0.32%
AVGO	Broadcom Inc. Technology	Reduced	2,640	-952	$913,704	−22.9%	0.27%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	30,159	+11,193	$869,182	+134.7%	0.25%
MU	Micron Technology Inc Technology	NEW	3,035	NEW	$866,219	NEW	0.25%
APP	AppLovin Corp Communication Services	Reduced	1,250	-149	$842,275	−16.2%	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,857	+779	$835,130	+74.2%	0.24%
KLAC	Kla Corp Technology	NEW	675	NEW	$820,179	NEW	0.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,347	+251	$772,554	+13.6%	0.23%
APH	Amphenol Corp /De/ Technology	Reduced	2,846	-189	$769,216	+2.4%	0.23%
VEA	Vanguard FTSE Developed Markets ETF	NEW	10,489	NEW	$655,247	NEW	0.19%
SO	Southern Co Utilities	Reduced	7,265	-394	$633,508	−12.7%	0.19%
IBM	International Business Machines Corp Technology	Added	2,061	+44	$610,488	+7.3%	0.18%
GE	General Electric Co Industrials	Reduced	1,942	-107	$598,194	−3.0%	0.18%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	4,062	+2,031	$584,806	+104.3%	0.17%
CSCO	Cisco Systems, Inc. Technology	Added	6,971	+309	$536,976	+17.8%	0.16%
ASTS	AST SpaceMobile, Inc. Technology	Added	7,244	+1,077	$526,131	+73.8%	0.15%
META	Meta Platforms, Inc. Communication Services	Added	790	+111	$521,471	+4.6%	0.15%
AMD	Advanced Micro Devices Inc Technology	NEW	2,334	NEW	$499,849	NEW	0.15%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	4,597	-995	$459,010	−2.6%	0.13%
CIEN	Ciena Corp Technology	NEW	1,943	NEW	$454,409	NEW	0.13%
COHR	Coherent Corp. Technology	NEW	2,388	NEW	$440,753	NEW	0.13%
LRCX	Lam Research Corp Technology	Reduced	2,556	-777	$437,536	−2.0%	0.13%
CAT	Caterpillar Inc Industrials	NEW	757	NEW	$433,662	NEW	0.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,345	-54	$433,385	−1.8%	0.13%
ALB	Albemarle Corp Basic Materials	NEW	3,052	NEW	$431,674	NEW	0.13%
LITE	Lumentum Holdings Inc. Technology	Reduced	1,163	-874	$428,670	+29.3%	0.13%
TER	Teradyne, Inc Technology	NEW	2,211	NEW	$427,961	NEW	0.13%

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.