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Nicholas B. Yeomans

@Yeomans Consulting Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$267.011MTotal holdings97
Assets growth rate-0.17%Assets growth rate (2-Q avg)1.61%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Yeomans Consulting Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Yeomans Consulting Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 267.011M in assets, with a quarterly growth rate of -0.17% and a 2-quarter average growth rate of 1.61%. The portfolio is managed by Nicholas B. Yeomans, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WMBWilliams Cos Inc
Recent Activity
New Position
0.14%
$356,867
6,594 shares@ $54.12 avg price
SYFSynchrony Financial
Recent Activity
New Position
0.14%
$347,685
5,349 shares@ $65.0 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.13%
$343,489
1,186 shares@ $289.62 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.13%
$335,377
2,952 shares@ $113.62 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.13%
$334,446
1,495 shares@ $223.71 avg price
SOFISofi Technologies Inc
Recent Activity
New Position
0.13%
$333,934
21,684 shares@ $15.41 avg price
CBRECbre Group Inc
Recent Activity
New Position
0.13%
$332,558
2,533 shares@ $131.3 avg price
CCLCarnival Corp
Recent Activity
New Position
0.13%
$331,934
13,320 shares@ $24.92 avg price
NCLHNorwegian Cruise Line Hldg L
Recent Activity
New Position
0.13%
$326,591
12,693 shares@ $25.74 avg price
KCKingsoft Cloud Hldgs Ltd
Recent Activity
New Position
0.12%
$318,372
30,350 shares@ $10.5 avg price