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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
AVGOBroadcom Inc
Recent Activity
Decreased -23.17%
0.21%
$538,101
2,321 shares@ $231.85 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -31.33%
0.2%
$516,477
6,829 shares@ $75.63 avg price
APPApplovin Corp
Recent Activity
Decreased -66.59%
0.18%
$479,268
1,480 shares@ $323.83 avg price
TRGPTarga Res Corp
Recent Activity
Decreased -7.16%
0.18%
$455,532
2,552 shares@ $178.5 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -23.17%
0.17%
$439,075
2,619 shares@ $167.65 avg price
VSTVistra Corp
Recent Activity
Decreased -28.22%
0.17%
$438,978
3,184 shares@ $137.87 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.31%
0.16%
$412,208
3,832 shares@ $107.57 avg price
CVNACarvana Co
Recent Activity
Decreased -50.72%
0.14%
$373,572
1,837 shares@ $203.36 avg price
FASTFastenal Co
Recent Activity
Decreased -32.66%
0.14%
$359,622
5,001 shares@ $71.92 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.17%
0.14%
$351,415
1,466 shares@ $239.72 avg price