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Portfolio (Quarterly) Guide ↗

Yeomans Consulting Group, Inc.

· CIK 0002014739
13F Portfolio $341M AUM 113 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 38 New 38 Added 32 Reduced 24 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYD VANECK ETF TRUST 24,432.0 $1.2M 0.37% +1K +6.5% $51.12 -0.2%
22 WBD WARNER BROS DISCOVERY INC Communication Services 30,159.0 $869K 0.26% +11K +59.0% $28.82 -6.2%
23 TSLA TESLA INC Consumer Cyclical 1,857.0 $835K 0.24% +779.0 +72.3% $449.72 -3.6%
24 AMZN AMAZON COM INC Consumer Cyclical 3,347.0 $773K 0.23% +251.0 +8.1% $230.82 +14.9%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 2,061.0 $610K 0.18% +44.0 +2.2% $296.21 -15.4%
26 XLK SELECT SECTOR SPDR TR 4,062.0 $585K 0.17% +2K +100.0% $143.97 +28.7%
27 CSCO CISCO SYS INC Technology 6,971.0 $537K 0.16% +309.0 +4.6% $77.03 +53.6%
28 ASTS AST SPACEMOBILE INC Technology 7,244.0 $526K 0.15% +1K +17.5% $72.63 +64.8%
29 META META PLATFORMS INC Communication Services 790.0 $521K 0.15% +111.0 +16.4% $660.09 -7.2%
30 SHYG ISHARES TR 12,019.0 $515K 0.15% +376.0 +3.2% $42.87 -0.8%
31 NFLX NETFLIX INC Communication Services 4,245.0 $398K 0.12% +4K +570.6% $93.76 -6.5%
32 HOOD ROBINHOOD MKTS INC Financial Services 3,492.0 $395K 0.12% +24.0 +0.7% $113.10 -34.5%
33 BERKSHIRE HATHAWAY INC DEL 755.0 $380K 0.11% +34.0 +4.7% $502.65
34 MP MP MATERIALS CORP Basic Materials 6,483.0 $328K 0.10% +1K +28.6% $50.52 +32.6%
35 T AT&T INC Communication Services 12,958.0 $322K 0.09% +961.0 +8.0% $24.84 +0.7%
36 HYG ISHARES TR 3,669.0 $296K 0.09% +39.0 +1.1% $80.63 -0.6%
37 MA MASTERCARD INCORPORATED Financial Services 400.0 $228K 0.07% +8.0 +2.0% $570.88 -13.6%
38 MMM 3M CO Industrials 1,382.0 $221K 0.07% +41.0 +3.1% $160.10 -3.8%
Page 2 of 2  ·  38 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 59.9%
Technology 18.1%
Consumer Defensive 5.9%
Communication Services 4.6%
Consumer Cyclical 4.6%
Industrials 2.3%
Basic Materials 1.8%
Energy 1.2%
Healthcare 1.0%
Utilities 0.7%