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Portfolio (Quarterly) Guide ↗

YCG, LLC

· CIK 0001584801
13F Portfolio $1.1B AUM 41 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 12 Added 15 Reduced 4 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EATON VANCE TAX-MANAGED BUY- 11,200.0 $167K 0.01% $14.88
Page 3 of 3  ·  41 positions

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 37.6%
Industrials 26.8%
Technology 12.9%
Basic Materials 8.1%
Consumer Cyclical 6.6%
Communication Services 5.2%
Consumer Defensive 2.6%
Healthcare 0.2%
Real Estate 0.0%