Position in FUTU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$328,090
-$150,570 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#209
of 317 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Yorktown Management & Research Co Inc holds $7,231,809 across 12 Capital Markets names. FUTU ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
23,625 | $1,866,375 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
12,400 | $1,079,296 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
2,850 | $802,788 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
3,850 | $516,400 | |
| 5 | SF |
Stifel Financial Corp
|
7,350 | $512,809 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
16,500 | $451,770 | |
| 7 | IREN |
IREN Ltd
|
9,450 | $432,148 | |
| 8 | MRX |
Marex Group Ltd
|
5,900 | $359,605 |
All Filings in FUTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,090 | 3,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $478,660 | 3,500 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $574,735 | 3,500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $608,685 | 3,500 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $432,565 | 3,500 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $358,225 | 3,500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $279,965 | 3,500 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||