Nicholas B. Yeomans

@Yeomans Consulting Group, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$267.011M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NTAPNetapp Inc Recent Activity Exited	0%	$308,651 2,499 shares@ $123.51 avg price	Exited
KKRKkr & Co Inc Recent Activity Exited	0%	$258,940 1,983 shares@ $130.58 avg price	Exited
GLWCorning Inc Recent Activity Exited	0%	$258,484 5,725 shares@ $45.16 avg price	Exited
ADBEAdobe Inc Recent Activity Exited	0%	$208,665 403 shares@ $517.78 avg price	Exited
MCDMcdonalds Corp Recent Activity Exited	0%	$204,022 670 shares@ $304.52 avg price	Exited