YC
Yeomans Consulting Group, Inc. 13F Holdings (Q4 2025) — Stock Portfolio & Buys
Yeomans Consulting Group, Inc.CIK: 0002014739
Diversified strategyContrarianHigh-turnover trader
Total reported value
$341.3M
Reporting period: 2025-12-31 · Number of holdings: 113
Yeomans Consulting Group, Inc. disclosed 113 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $341.3M and a quarterly turnover rate of 76.6%.
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Personality snowflake
- Concentration
- 16.57
- Portfolio Stability
- 76.58
- Momentum
- 0
- Sector conviction
- 71.59
- Diversification
- 100
- Sizing Uniformity
- 80.73
Yeomans Consulting Group, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.041 — mathematically equivalent to about 24 equally-sized positions, well below its 113 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VTEB
+185.7% $10.2M
Trim DISV
-56.0% -$6.1M
Trim IGBH
-54.6% -$5.0M
Trim VV
-0.4% $467.5K
Add VTIP
+133.8% $4.2M
Add VWOB
+133.4% $4.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 9.32% | -1.50% | -0.37% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 7.88% | — | -8.99% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.63% | +0.48% | +24.68% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.77% | +5.77% | NEW | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.64% | +5.64% | NEW | |
| 6 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 4.97% | +4.97% | NEW | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.61% | +4.61% | NEW | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.58% | +2.70% | +185.67% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.57% | — | -2.29% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.51% | — | +0.67% | |
| 11 | IWC | Ishares Micro-cap ETF | ETF-Other | 3.08% | +3.08% | NEW | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.19% | +1.07% | +133.80% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.12% | +1.06% | +133.44% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.09% | — | +1.69% | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 1.56% | -2.38% | -56.04% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.53% | +0.65% | +106.31% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.53% | — | +2.66% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | — | -0.11% | |
| 19 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 1.25% | +1.25% | NEW | |
| 20 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 1.22% | -1.94% | -54.65% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.19% | +1.19% | NEW | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | +0.20% | +38.86% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.09% | — | +2.06% | |
| 24 | DIHP | Dimensional International Hi | ETF-Other | 1.08% | — | +1.73% | |
| 25 | SEIV | Sei Qim US Large Cap Value A | ETF-Large Cap & Growth | 1.04% | +1.04% | NEW | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.75% | — | +1.38% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.73% | +0.73% | NEW | |
| 28 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.73% | +0.73% | NEW | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.66% | — | -0.72% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.63% | — | +1.80% | |
| 31 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.55% | — | +1.63% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | — | -2.06% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.26% | +88.20% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | — | +17.02% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | +2.77% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.48% | NEW | |
| 37 | IYZ | Ishares US Telecommunication | ETF-Other | 0.39% | — | +9.73% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | — | +6.06% | |
| 39 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.38% | +0.38% | NEW | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.38% | — | +7.14% | |
| 41 | IDU | Ishares US Utilities ETF | ETF-Other | 0.37% | +0.37% | NEW | |
| 42 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.37% | — | +6.51% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | -19.42% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | — | -26.50% | |
| 45 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.25% | +0.12% | +59.02% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.25% | +0.25% | NEW | |
| 47 | APP | Applovin Corp-class A | Stock-Tech | 0.25% | — | -10.65% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | — | +72.26% | |
| 49 | KLAC | Kla CORP | Stock-Tech | 0.24% | +0.24% | NEW | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | — | +8.11% |
1–50 of 113
Portfolio Performance
Performance for Q3 2026
+0.3%
Performance Last 4 Quarters
+19.3%
- Stdev
- +9.5%
- Beta
- +0.71
- Alpha
- +3.6%
- Max Drawdown
- -5.3%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.37
- Stutzer
- +0.5
- Treynor
- +0.24
- Sterling
- +1.21
- Calmar
- +3.34
- Information Ratio
- -0.33
- Tracking Error
- +5.3%
- Stdev Down
- +4.9%
- Winning Months %
- +73.3%
- Losing Months %
- +26.7%
- Best 12 Months
- +27.8%
- Worst 12 Months
- +8.5%
- Efficiency Ratio
- +0.64
- Sharpe
- +1.76
- Stdev Sectors
- +11.9%
- Skewness
- -0.57
- Kurtosis
- -0.12
- Upside Potential
- +4.83
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Yeomans Consulting Group, Inc.'s most significant position changes for 2025-12-31: New buy: Vanguard Total Intl Bond ETF (BNDX); New buy: Vanguard Total Bond Market (BND); Sold out: Vanguard Intermediate-term B (BIV); New buy: Sei Qim US Large Cap Momentu (SEIM); New buy: Ishares Msci Eafe Value ETF (EFV).
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Yeomans Consulting Group, Inc. and what type of investor is it?
Yeomans Consulting Group, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately $341.3M, spread across 113 disclosed positions.
What are Yeomans Consulting Group, Inc.'s largest equity positions?
Based on the latest 13F filing, Yeomans Consulting Group, Inc.'s top holdings by market value are:
1. Vanguard Large-cap ETF (VV) — $31.8M (9.3%)
2. Ishares Gold Trust (IAU) — $26.9M (7.9%)
3. Invesco Qqq Trust Series 1 (QQQ) — $22.6M (6.6%)
4. Vanguard Total Intl Bond ETF (BNDX) — $19.7M (5.8%)
5. Vanguard Total Bond Market (BND) — $19.2M (5.6%)
What changes did Yeomans Consulting Group, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Yeomans Consulting Group, Inc. made 50 notable position adjustments: 21 new positions were initiated, 8 existing holdings were added to, 3 positions were partially reduced, and 18 were completely exited. The largest of these moves: New buy: Vanguard Total Intl Bond ETF (BNDX); New buy: Vanguard Total Bond Market (BND); Sold out: Vanguard Intermediate-term B (BIV); New buy: Sei Qim US Large Cap Momentu (SEIM); New buy: Ishares Msci Eafe Value ETF (EFV)
What sectors does Yeomans Consulting Group, Inc. focus on?
Yeomans Consulting Group, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.5%
• Consumer Staples: 18.9%
• Consumer Discretionary: 12.7%
• Communication Services: 11.7%
• Financials: 7.3%
• Industrials: 5.9%
Investment Profile
Yeomans Consulting Group, Inc. returned an annualized 17.5% over the trailing 30 months — outperforming the S&P 500 by 3.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.71 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 40.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 77 over the past 4 quarters — a shift toward more active trading.
It has added to its VV position over the past two quarters (+$23.8M, now $31.8M), while trimming NFLX over the same stretch (-$715.8K, still holding $398.0K).
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Developer Access
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