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Portfolio (Quarterly) Guide ↗

YCG, LLC

· CIK 0001584801
13F Portfolio $1.1B AUM 42 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 8 Added 32 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 1,500.0 $254K 0.02% NEW $169.66 -8.7%
2 EATON VANCE TAX-MANAGED BUY- 11,200.0 $153K 0.01% NEW $13.67

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 38.5%
Industrials 24.5%
Technology 14.2%
Basic Materials 6.6%
Consumer Cyclical 5.9%
Communication Services 5.4%
Consumer Defensive 2.6%
Real Estate 2.2%
Healthcare 0.2%
Energy 0.0%