Portfolio (Quarterly)
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Yeomans Consulting Group, Inc.
· CIK 0002014739| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,334.0 | $500K | 0.15% | NEW | — | $214.16 | +135.3% |
| 62 | NEM | NEWMONT CORP | Basic Materials | 4,597.0 | $459K | 0.13% | -995.0 | -17.8% | $99.85 | +11.8% |
| 63 | CIEN | CIENA CORP | Technology | 1,943.0 | $454K | 0.13% | NEW | — | $233.87 | +157.6% |
| 64 | COHR | COHERENT CORP | Technology | 2,388.0 | $441K | 0.13% | NEW | — | $184.57 | +106.6% |
| 65 | LRCX | LAM RESEARCH CORP | Technology | 2,556.0 | $438K | 0.13% | -777.0 | -23.3% | $171.18 | +88.5% |
| 66 | CAT | CATERPILLAR INC | Industrials | 757.0 | $434K | 0.13% | NEW | — | $572.87 | +58.6% |
| 67 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,345.0 | $433K | 0.13% | -54.0 | -3.9% | $322.22 | -4.8% |
| 68 | ALB | ALBEMARLE CORP | Basic Materials | 3,052.0 | $432K | 0.13% | NEW | — | $141.44 | +23.5% |
| 69 | LITE | LUMENTUM HLDGS INC | Technology | 1,163.0 | $429K | 0.13% | -874.0 | -42.9% | $368.59 | +147.1% |
| 70 | TER | TERADYNE INC | Technology | 2,211.0 | $428K | 0.12% | NEW | — | $193.56 | +101.0% |
| 71 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,404.0 | $427K | 0.12% | -233.0 | -8.8% | $177.75 | -23.2% |
| 72 | WDC | WESTERN DIGITAL CORP | Technology | 2,430.0 | $419K | 0.12% | -1K | -33.7% | $172.27 | +181.1% |
| 73 | GLW | CORNING INC | Technology | 4,766.0 | $417K | 0.12% | -895.0 | -15.8% | $87.56 | +124.1% |
| 74 | TEL | TE CONNECTIVITY PLC | Technology | 1,759.0 | $400K | 0.12% | NEW | — | $227.51 | -8.3% |
| 75 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 454.0 | $399K | 0.12% | -73.0 | -13.8% | $879.00 | +13.1% |
| 76 | NFLX | NETFLIX INC | Communication Services | 4,245.0 | $398K | 0.12% | +4K | +570.6% | $93.76 | -6.5% |
| 77 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,492.0 | $395K | 0.12% | +24.0 | +0.7% | $113.10 | -34.5% |
| 78 | FSLR | FIRST SOLAR INC | Energy | 1,499.0 | $392K | 0.12% | NEW | — | $261.23 | +3.3% |
| 79 | BK | BANK NEW YORK MELLON CORP | Financial Services | 3,362.0 | $390K | 0.11% | -183.0 | -5.2% | $116.09 | +21.5% |
| 80 | XOM | EXXON MOBIL CORP | Energy | 3,235.0 | $389K | 0.11% | -170.0 | -5.0% | $120.34 | +28.7% |
① 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%