NBY
Nicholas B. Yeomans Portfolio
Invests via Yeomans Consulting Group, Inc. | Managed by Nicholas B. Yeomans, Randall J. Yeomans
Invests via Yeomans Consulting Group, Inc.
Managed by Nicholas B. Yeomans, Randall J. Yeomans
Automatically Tracked
Nicholas B. Yeomans Profile
Veteran investment executive focused on private markets and strategic capital deployment, Nicholas B. Yeomans combines operational finance and deal-sourcing experience across growth and buyout situations. He has overseen portfolio construction, due diligence and LP relations at mid-sized asset managers and family offices, with emphasis on sector workstreams and exit strategy. Known for disciplined valuation and portfolio governance approaches aligned to institutional investors.
Veteran investment executive focused on private markets and strategic capital deployment, Nicholas B. Yeomans combines operational finance and deal-sourcing experience across growth and buyout situations. He has overseen portfolio construction, due diligence and LP relations at mid-sized asset managers and family offices, with emphasis on sector workstreams and exit strategy. Known for disciplined valuation and portfolio governance approaches aligned to institutional investors.
Investment Philosophy & Strategy
Seasoned private-markets investor who prioritizes disciplined, valuation-driven deployment across growth and buyout situations, balancing active portfolio construction with clear exit pathways. Emphasizes sector-focused sourcing and deep due diligence to identify asymmetric risk/reward, using operational finance insights to optimize capital structure and drive EBITDA expansion. Prefers concentrated conviction positions with staged capital tranches, LP-aligned governance, and defined downside protections. Time horizon is multi-year, value-creation oriented; decision-making blends quantitative valuation thresholds with operational playbooks and scenario-based stress testing.
Seasoned private-markets investor who prioritizes disciplined, valuation-driven deployment across growth and buyout situations, balancing active portfolio construction with clear exit pathways. Emphasizes sector-focused sourcing and deep due diligence to identify asymmetric risk/reward, using operational finance insights to optimize capital structure and drive EBITDA expansion. Prefers concentrated conviction positions with staged capital tranches, LP-aligned governance, and defined downside protections. Time horizon is multi-year, value-creation oriented; decision-making blends quantitative valuation thresholds with operational playbooks and scenario-based stress testing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
13.14%
Gain
Monthly
0.41%
Yearly
4.98%
Drawdown
22.5%
$369.07M
Equity
Holdings
$369.07M
Investment
$311.29M
$85.48M
Profit -$3.67M
Realized
$27.7M
Unrealized
$57.78M
Dividends
$14.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.67M
Win %
75%
This Week
Compared To Last Week
Gain
-1.69%
Profit
-$6.34M
Win %
75%
This Month
Compared to last month
Gain
-2.27%
Profit
-$8.57M
Win %
75%
This Year
Compared to last year
Gain
8.14%
Profit
$27.78M
Win %
75%
IBM International Business Machines Corporation
+3.78%
+$16,467.41 
T AT&T Inc.
+3.38%
+$9,394.55 
UPS United Parcel Service, Inc.
+3.3%
+$9,407.06 
KO The Coca-Cola Company
+2.78%
+$157,877.18 
COST Costco Wholesale Corporation
+2.69%
+$8,419.29 
WMT Walmart Inc.
+2.59%
+$5,552.28 
MA Mastercard Incorporated
+2.46%
+$5,276 
LOW Lowe's Companies Inc.
+2.2%
+$5,348.78 
MSFT Microsoft Corp.
+2.09%
+$29,932.24 
V Visa Inc. Class A
+2.02%
+$4,445.4 
IYH iShares U.S. Healthcare ETF
+1.96%
+$26,148.91 
DVY iShares Select Dividend ETF
+1.64%
+$39,829.07 
TFC Truist Financial Corporation
+1.64%
+$3,940.07 
LLY Eli Lilly and Company
+1.34%
+$3,059.1 
CVX Chevron Corporation
+1.33%
+$4,375.36 
SO The Southern Company
+1.25%
+$8,572.7 
HD The Home Depot, Inc.
+1.24%
+$20,728.29 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$4,537.55 
XOM Exxon Mobil Corporation
+1.14%
+$5,337.75 
USMV iShares MSCI USA Min Vol Factor ETF
+1.01%
+$38,687.03 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+1.01%
+$44,783.89 
VOE Vanguard Mid-Cap Value ETF
+0.87%
+$2,989.18 
AAPL Apple Inc.
+0.7%
+$18,988.68 
PH Parker-Hannifin Corporation
+0.66%
+$1,460.16 
NFLX Netflix, Inc.
+0.44%
+$1,379.62 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.37%
+$15,375.78 
IDU iShares U.S. Utilities ETF
+0.37%
+$4,866.12 
MMM 3M Company
+0.21%
+$456.06 
BLTE Belite Bio, Inc.
+0.12%
+$447.41 
PLTR Palantir Technologies Inc.
+0.12%
+$384.64 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.1%
+$7,427.25 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$2,241.3 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$2,269.49 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$966.76 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$2,597.95 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$222.74 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
ASTS AST SpaceMobile, Inc.
-18.26%
-$87,725.56 
WDC Western Digital Corporation
-11.1%
-$138,607.2 
GLW Corning Incorporated
-11.01%
-$91,554.86 
MP MP Materials Corp.
-9.91%
-$31,766.7 
STX Seagate Technology Holdings plc
-9.84%
-$112,033.9 
COHR Coherent Corp.
-8.28%
-$59,174.64 
HOOD Robinhood Markets, Inc.
-7.86%
-$31,707.36 
SQM Quimica y Minera Chilena S.A. ADR
-7.49%
-$28,836.8 
CIEN Ciena Corporation
-7.18%
-$58,396.86 
LITE Lumentum Holdings Inc.
-7.07%
-$61,801.82 
INTC Intel Corporation
-6.93%
-$73,808.79 
AMD Advanced Micro Devices, Inc.
-6.62%
-$81,736.68 
MU Micron Technology, Inc.
-6.37%
-$174,838.76 
GE General Electric Company
-6.22%
-$43,529.93 
TER Teradyne, Inc.
-6.06%
-$45,816.32 
ALB Albemarle Corporation
-5.6%
-$21,333.48 
LRCX Lam Research Corporation
-5.41%
-$46,365.84 
JMIA Jumia Technologies AG
-5.4%
-$10,648.6 
VRT Vertiv Holdings Co
-5.4%
-$37,565.4 
GS The Goldman Sachs Group, Inc.
-5.17%
-$27,040.24 
FSLR First Solar, Inc.
-4.94%
-$16,586.44 
CAT Caterpillar Inc.
-4.74%
-$32,774.32 
AVGO Broadcom Inc.
-4.73%
-$49,236 
NEM Newmont Corporation
-4.5%
-$19,675.16 
MPWR Monolithic Power Systems, Inc.
-4.18%
-$23,250.27 
CAN Canaan Inc.
-3.91%
-$5,280.74 
AU AngloGold Ashanti plc
-3.67%
-$12,384.01 
APP AppLovin Corporation Class A Common Stock
-3.01%
-$17,013.12 
NVDA NVIDIA Corporation
-2.77%
-$34,067.76 
SOFI SoFi Technologies, Inc.
-2.63%
-$6,192.25 
CSCO Cisco Systems, Inc.
-2.6%
-$20,215.9 
XLK State Street Technology Select Sector SPDR ETF
-2.54%
-$18,746.13 
KLAC KLA Corporation
-2.37%
-$35,910.07 
EEM iShares MSCI Emerging Markets ETF
-2.31%
-$432,196.17 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.31%
-$54,770.01 
APH Amphenol Corporation
-2.23%
-$9,946.77 
IYW iShares U.S. Technology ETF
-2.19%
-$35,452.47 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$41,632.69 
BNY BlackRock New York Municipal Income Trust
-2.12%
-$11,565.28 
GOOGL Alphabet Inc
-1.91%
-$39,335.32 
INSM Insmed Inc.
-1.85%
-$3,796.07 
IAU iShares Gold Trust
-1.81%
-$457,384.44 
GOOG Alphabet Inc
-1.81%
-$6,702.58 
META Meta Platforms Inc Class A
-1.69%
-$9,073.15 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$428,243.48 
DB Deutsche Bank AG
-1.57%
-$5,611.43 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.55%
-$308,645.4 
IYZ iShares U.S. Telecommunications ETF
-1.47%
-$23,603.65 
TSLA Tesla, Inc.
-1.44%
-$10,510.62 
VOT Vanguard Mid-Cap Growth ETF
-1.41%
-$3,903.5 
VUG Vanguard Growth ETF
-1.25%
-$2,917.2 
JPM JPMorgan Chase & Co.
-1.21%
-$5,655.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$8,705.87 
TEL TE Connectivity plc
-1%
-$3,526.78 
WBD Warner Bros. Discovery, Inc.
-0.99%
-$8,142.93 
YUM Yum! Brands, Inc.
-0.94%
-$2,032.03 
IWC iShares Micro-Cap ETF
-0.93%
-$119,758.81 
EFA iShares MSCI EAFE ETF
-0.86%
-$144,389.7 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.62%
-$217,805.85 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$10,452.62 
DIHP Dimensional International High Profitability Portfolio
-0.56%
-$22,021.95 
AMZN Amazon.com Inc
-0.55%
-$4,730.98 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$94,836.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$23,300.64 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$4,875.11 
HYD VanEck High Yield Muni ETF
-0.23%
-$2,931.84 
DISV Dimensional International Small Cap Equity Fund
-0.19%
-$11,221.76 
BNDX Vanguard Total International Bond ETF
-0.15%
-$28,515.27 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$15,548.75 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.1%
-$6,895.72 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$110.07 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$597.22 
VPLS Vanguard Core-Plus Bond ETF
-0.02%
-$118.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$450.82 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$340.83 Events
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Dividends
Dividend Analysis
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| Trades 779 | Longs Won 515/779 66% | Profit Factor 8.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,086 |
| Average Win $187,911.4 | Best Trade (Jul 15) $6.07M | Sharpe Ratio -13.45 |
| Average Loss -$42,786.4 | Worst Trade (Mar 31) -$3.37M | Z-Score -1.09 (72.27%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $109,728.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
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