Yeomans Consulting Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002014739

Type: FundHoldings: 68Value: $258.7MLatest: 2025Q1

Yeomans Consulting Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 68 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  null,
  "GOOGL",
  "T",
  null,
  "AVGO",
  null,
  "ERJ",
  "QFIN",
  "GILD",
  "HD",
  null,
  "MCD",
  null,
  null,
  "META",
  "IVW",
  "MA",
  "MSFT",
  "TMUS",
  "DASH",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "IBM",
  "TFC",
  "BIV",
  "VXF",
  null,
  null,
  "VCIT",
  "FTNT",
  null,
  "AMZN",
  "VUG",
  null,
  "VTEB",
  "VOT",
  "VT",
  "VB",
  "VRNA",
  "V",
  null,
  null,
  "DVY",
  "SO",
  "DIA",
  "BK",
  "BRK-B",
  "BDN",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  null,
  "USMV",
  "QQQ",
  "XOM",
  "NFLX",
  "PM",
  null,
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 68
Total Value: 258682361
Accession Number: 0001667731-25-000589
Form Type: 13F-HR
CIK: yeomans-consulting-group
Manager Name: Yeomans-Consulting-Group

Data Enrichment

76% identified

52 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $258.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:55.4K

Value:$31.0M

% of Portfolio:12.0% ($31.0M/$258.7M)

464285204

Shares:398.7K

Value:$23.5M

% of Portfolio:9.1% ($23.5M/$258.7M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:46.4K

Value:$19.5M

% of Portfolio:7.5% ($19.5M/$258.7M)

464287309

IVW|464287309

Shares:204.5K

Value:$19.0M

% of Portfolio:7.3% ($19.0M/$258.7M)

921937819

BIV|921937819

Shares:239.4K

Value:$18.3M

% of Portfolio:7.1% ($18.3M/$258.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:27.6K

Value:$12.9M

% of Portfolio:5.0% ($12.9M/$258.7M)

46138G508

Shares:623.3K

Value:$12.9M

% of Portfolio:5.0% ($12.9M/$258.7M)

922908736

VUG|922908736

Shares:30.0K

Value:$11.1M

% of Portfolio:4.3% ($11.1M/$258.7M)

922908652

VXF|922908652

Shares:64.2K

Value:$11.1M

% of Portfolio:4.3% ($11.1M/$258.7M)

69374H360

Shares:358.7K

Value:$11.0M

% of Portfolio:4.3% ($11.0M/$258.7M)

46431W812

Shares:395.1K

Value:$9.5M

% of Portfolio:3.7% ($9.5M/$258.7M)

25434V815

Shares:264.0K

Value:$7.4M

% of Portfolio:2.9% ($7.4M/$258.7M)

922042742

VT|922042742

Shares:57.8K

Value:$6.7M

% of Portfolio:2.6% ($6.7M/$258.7M)

46429B689

EFAV|46429B689

Shares:80.1K

Value:$6.2M

% of Portfolio:2.4% ($6.2M/$258.7M)

922907746

VTEB|922907746

Shares:102.4K

Value:$5.1M

% of Portfolio:2.0% ($5.1M/$258.7M)

25434V724

Shares:102.3K

Value:$4.2M

% of Portfolio:1.6% ($4.2M/$258.7M)

25434V781

Shares:137.7K

Value:$4.0M

% of Portfolio:1.6% ($4.0M/$258.7M)

46429B697

USMV|46429B697

Shares:37.2K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$258.7M)

92206C870

VCIT|92206C870

Shares:38.8K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$258.7M)

25434V765

Shares:106.2K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$258.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	55.4K	QoQ +2088.61% (+52.8K) YoY +2228.56% (+53.0K)	All Managers (Combined)	$31.0M	12.0% ($31.0M/$258.7M)	QoQ +1988.94% (+$29.5M) YoY +2390.25% (+$29.7M)
(cusip464285204)✕	398.7K	QoQ -6.26% (-26.7K) YoY +87.72% (+186.3K)	All Managers (Combined)	$23.5M	9.1% ($23.5M/$258.7M)	QoQ +11.62% (-$2.4M) YoY +163.47% (+$14.6M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	46.4K	QoQ NEW(+46.4K) YoY +2096.68% (+44.3K)	All Managers (Combined)	$19.5M	7.5% ($19.5M/$258.7M)	QoQ NEW(+$19.5M) YoY +2218.84% (+$18.7M)
(IVWcusip464287309)	204.5K	QoQ NEW(+204.5K) YoY NEW(+204.5K)	All Managers (Combined)	$19.0M	7.3% ($19.0M/$258.7M)	QoQ NEW(+$19.0M) YoY NEW(+$19.0M)
(BIVcusip921937819)	239.4K	QoQ +1.10% (+2.6K) YoY NEW(+239.4K)	All Managers (Combined)	$18.3M	7.1% ($18.3M/$258.7M)	QoQ +3.59% (+$636.2K) YoY NEW(+$18.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	27.6K	QoQ -21.33% (-7.5K) YoY -47.09% (-24.6K)	All Managers (Combined)	$12.9M	5.0% ($12.9M/$258.7M)	QoQ -27.84% (-$5.0M) YoY -44.12% (-$10.2M)
(cusip46138G508)✕	623.3K	QoQ +2.75% (+16.7K) YoY -14.68% (-107.3K)	All Managers (Combined)	$12.9M	5.0% ($12.9M/$258.7M)	QoQ +0.94% (+$121.0K) YoY -16.49% (-$2.5M)
(VUGcusip922908736)	30.0K	QoQ -40.38% (-20.3K) YoY -51.57% (-32.0K)	All Managers (Combined)	$11.1M	4.3% ($11.1M/$258.7M)	QoQ -46.14% (-$9.5M) YoY -47.83% (-$10.2M)
(VXFcusip922908652)	64.2K	QoQ -18.36% (-14.4K) YoY NEW(+64.2K)	All Managers (Combined)	$11.1M	4.3% ($11.1M/$258.7M)	QoQ -25.97% (-$3.9M) YoY NEW(+$11.1M)
(cusip69374H360)✕	358.7K	QoQ NEW(+358.7K) YoY NEW(+358.7K)	All Managers (Combined)	$11.0M	4.3% ($11.0M/$258.7M)	QoQ NEW(+$11.0M) YoY NEW(+$11.0M)
(cusip46431W812)✕	395.1K	QoQ +1.31% (+5.1K) YoY -29.08% (-162.1K)	All Managers (Combined)	$9.5M	3.7% ($9.5M/$258.7M)	QoQ +0.02% (+$2.7K) YoY -30.78% (-$4.2M)
(cusip25434V815)✕	264.0K	QoQ +6.89% (-17.0K) YoY +29.38% (+59.9K)	All Managers (Combined)	$7.4M	2.9% ($7.4M/$258.7M)	QoQ -2.23% (-$169.9K) YoY +20.99% (+$1.3M)
(VTcusip922042742)	57.8K	QoQ NEW(+57.8K) YoY -2.64% (-1.6K)	All Managers (Combined)	$6.7M	2.6% ($6.7M/$258.7M)	QoQ NEW(+$6.7M) YoY +2.15% (-$141.5K)
(EFAVcusip46429B689)	80.1K	QoQ +4.59% (+3.5K) YoY +6.19% (+4.7K)	All Managers (Combined)	$6.2M	2.4% ($6.2M/$258.7M)	QoQ +15.25% (+$826.2K) YoY +16.74% (+$895.1K)
(VTEBcusip922907746)	102.4K	QoQ +6.90% (+6.6K) YoY +14.75% (+13.2K)	All Managers (Combined)	$5.1M	2.0% ($5.1M/$258.7M)	QoQ +5.81% (+$279.2K) YoY +12.53% (+$566.1K)
(cusip25434V724)✕	102.3K	QoQ +3.14% (+3.1K) YoY +2.58% (+2.6K)	All Managers (Combined)	$4.2M	1.6% ($4.2M/$258.7M)	QoQ +3.87% (+$157.4K) YoY +3.35% (+$137.0K)
(cusip25434V781)✕	137.7K	QoQ +3.62% (+4.8K) YoY +4.81% (+6.3K)	All Managers (Combined)	$4.0M	1.6% ($4.0M/$258.7M)	QoQ +13.57% (+$479.2K) YoY +12.25% (+$437.9K)
(USMVcusip46429B697)	37.2K	QoQ +6.31% (+2.2K) YoY +2.69% (+976)	All Managers (Combined)	$3.5M	1.3% ($3.5M/$258.7M)	QoQ +12.14% (+$377.7K) YoY +15.07% (+$457.0K)
(VCITcusip92206C870)	38.8K	QoQ +2.82% (+1.1K) YoY +2.03% (+773)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$258.7M)	QoQ +4.73% (+$143.4K) YoY +3.61% (+$110.8K)
(cusip25434V765)✕	106.2K	QoQ +8.50% (+8.3K) YoY +12.48% (+11.8K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$258.7M)	QoQ +15.85% (+$391.5K) YoY +12.48% (+$317.4K)