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:
47.88%
Gain -0.85%
Monthly
1.23%
Yearly
15.79%
Drawdown
14.66%
$376.27M
Equity
Holdings
$376.27M
Investment
$311.29M
$99.26M
Profit -$2.49M
Realized
$34.28M
Unrealized
$64.98M
Dividends
$14.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.85%
Profit
-$2.49M
Win %
72%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$4.07M
Win %
72%
This Month
Compared to last month
Gain
-0.66%
Profit
-$2.49M
Win %
72%
This Year
Compared to last year
Gain
10.25%
Profit
$34.99M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$120,759.73 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$45,148.34 
GOOG Alphabet Inc
+6.88%
+$23,015.94 
GOOGL Alphabet Inc
+6.73%
+$124,663.56 
VRT Vertiv Holdings Co
+6.18%
+$32,149.97 
COHR Coherent Corp.
+5.55%
+$33,026.07 
META Meta Platforms Inc Class A
+3.28%
+$13,967.19 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$25,031.97 
MSFT Microsoft Corp.
+3.02%
+$49,236.26 
LITE Lumentum Holdings Inc.
+2.99%
+$24,074.11 
NVDA NVIDIA Corporation
+2.93%
+$33,026.68 
FSLR First Solar, Inc.
+2.44%
+$7,524.99 
CVX Chevron Corporation
+2.35%
+$8,172.16 
GLW Corning Incorporated
+2.24%
+$14,440.98 
WDC Western Digital Corporation
+2.21%
+$28,674.13 
CSCO Cisco Systems, Inc.
+2.14%
+$16,939.53 
IYZ iShares U.S. Telecommunications ETF
+1.86%
+$29,752.5 
PH Parker-Hannifin Corporation
+1.43%
+$3,215.17 
GE General Electric Company
+1.42%
+$9,768.26 
KLAC KLA Corporation
+1.38%
+$16,807.57 
CIEN Ciena Corporation
+1.34%
+$9,676.1 
VUG Vanguard Growth ETF
+1.1%
+$2,466.36 
ASTS AST SpaceMobile, Inc.
+0.92%
+$3,911.76 
IBM International Business Machines Corporation
+0.86%
+$3,936.47 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$142,637.86 
TSLA Tesla, Inc.
+0.76%
+$4,382.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,674.01 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$12,890.83 
CAT Caterpillar Inc.
+0.7%
+$4,292.18 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$235,495.12 
PLTR Palantir Technologies Inc.
+0.65%
+$1,923.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$163,631.76 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$14,093.28 
TER Teradyne, Inc.
+0.6%
+$4,864.22 
APH Amphenol Corporation
+0.55%
+$2,504.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$22,829.92 
STX Seagate Technology Holdings plc
+0.52%
+$6,114.31 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.47%
+$91,858.75 
IYW iShares U.S. Technology ETF
+0.46%
+$7,051.21 
AVGO Broadcom Inc.
+0.37%
+$3,801.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,404.3 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.32%
+$14,199.96 
JPM JPMorgan Chase & Co.
+0.27%
+$1,264.3 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$13,447.8 
SO The Southern Company
+0.21%
+$1,453 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$573.5 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
+0.2%
+$8,088.38 
T AT&T Inc.
+0.17%
+$518.32 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$840.49 
MMM 3M Company
+0.12%
+$290.21 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$3,571.11 
WMT Walmart Inc.
+0.09%
+$190.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,336.41 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$120.19 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$36.69 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$490.74 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
CAN Canaan Inc.
-30.33%
-$34,278.5 
AAPL Apple Inc.
-7.35%
-$203,319.84 
MU Micron Technology, Inc.
-5.9%
-$156,696.87 
AU AngloGold Ashanti plc
-3.66%
-$12,831.63 
INSM Insmed Inc.
-2.85%
-$5,407.19 
YUM Yum! Brands, Inc.
-2.37%
-$5,286.12 
NEM Newmont Corporation
-2.14%
-$9,423.85 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$7,370.61 
NFLX Netflix, Inc.
-2%
-$6,197.7 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$9,962.51 
AMD Advanced Micro Devices, Inc.
-1.9%
-$21,566.21 
LRCX Lam Research Corporation
-1.58%
-$12,013.23 
IAU iShares Gold Trust
-1.46%
-$374,524.94 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$84,175.5 
LOW Lowe's Companies Inc.
-1.08%
-$2,630.93 
INTC Intel Corporation
-1.02%
-$9,618.06 
KO The Coca-Cola Company
-1.02%
-$62,047.8 
UPS United Parcel Service, Inc.
-1%
-$2,648.1 
XOM Exxon Mobil Corporation
-0.97%
-$4,949.55 
SOFI SoFi Technologies, Inc.
-0.97%
-$2,108 
DB Deutsche Bank AG
-0.89%
-$3,220.46 
BLTE Belite Bio, Inc.
-0.82%
-$3,142.69 
MA Mastercard Incorporated
-0.74%
-$1,700 
IWC iShares Micro-Cap ETF
-0.7%
-$88,735.61 
IYH iShares U.S. Healthcare ETF
-0.7%
-$9,581.28 
MP MP Materials Corp.
-0.7%
-$1,880.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,929.79 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$25,499.1 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,941.92 
IDU iShares U.S. Utilities ETF
-0.63%
-$8,226.04 
EFA iShares MSCI EAFE ETF
-0.62%
-$105,885.78 
LLY Eli Lilly and Company
-0.53%
-$1,213.74 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$94,836.5 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$30,859.84 
DVY iShares Select Dividend ETF
-0.45%
-$10,966.02 
TEL TE Connectivity plc
-0.43%
-$1,565.51 
HD The Home Depot, Inc.
-0.42%
-$6,812.49 
JMIA Jumia Technologies AG
-0.34%
-$575.6 
TFC Truist Financial Corporation
-0.33%
-$774.34 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$49,361.05 
COST Costco Wholesale Corporation
-0.24%
-$777.47 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$822.22 
BNDX Vanguard Total International Bond ETF
-0.23%
-$44,809.71 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,543.52 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$1,103.76 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$2,052.68 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$3,635.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$3,655.32 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$2,687.49 
ALB Albemarle Corporation
-0.1%
-$366.24 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$15,548.75 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,221.6 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$2,562.63 
HOOD Robinhood Markets, Inc.
-0.05%
-$139.68 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$3,222.3 
V Visa Inc. Class A
-0.04%
-$86.79 Events
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Dividends
Dividend Analysis
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| Trades 779 | Longs Won 554/779 71% | Profit Factor 7.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $524,250.74 |
| Average Win $207,047.99 | Best Trade (Aug 20) $6.22M | Sharpe Ratio -13.44 |
| Average Loss -$68,622.59 | Worst Trade (Mar 31) -$3.37M | Z-Score 2.49 (98.71%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $127,425.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,495 | 4,945 | 4,396 | 3,846 | 3,297 | 2,747 | 2,198 | 1,648 | 1,099 | 549 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,292 | $1.64M | $2.56M | - | $919,169.29 | 55.97% | -7.354% |
| ALB Albemarle Corporation | 3,052 | $431,675 | $359,037.28 | - | -$72,637.72 | -16.83% | -0.102% |
| AMD Advanced Micro Devices, Inc. | 2,334 | $499,849 | $1.11M | - | $611,485.08 | 122.33% | -1.904% |
| AMZN Amazon.com Inc | 3,347 | $556,608.38 | $908,978.23 | - | $352,369.85 | 63.31% | +15.321% |
| APH Amphenol Corporation | 5,692 | $277,171.94 | $457,352.2 | - | $180,180.26 | 65.01% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 1,250 | $593,540.52 | $494,874.99 | - | -$98,665.53 | -16.62% | -1.973% |
| ASTS AST SpaceMobile, Inc. | 7,244 | $380,898.91 | $427,251.12 | - | $46,352.21 | 12.17% | +0.924% |
| AU AngloGold Ashanti plc | 4,263 | $363,549 | $338,141.16 | - | -$25,407.84 | -6.99% | -3.656% |
| AVGO Broadcom Inc. | 2,640 | $699,875.62 | $1.03M | - | $327,823.58 | 46.84% | +0.371% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 44,547 | $4.07M | $4.08M | - | $13,363.96 | 0.33% | +0.033% |
| BLTE Belite Bio, Inc. | 2,399 | $383,744 | $380,505.39 | - | -$3,238.61 | -0.84% | -0.819% |
| BND Vanguard Total Bond Market Index Fund | 259,795 | $19.24M | $18.76M | - | -$478,023.14 | -2.48% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 407,361 | $19.68M | $19.46M | - | -$224,049.04 | -1.14% | -0.23% |
| BNY BlackRock New York Municipal Income Trust | 3,362 | $284,851.94 | $525,581.46 | - | $240,729.52 | 84.51% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 755 | $277,819.73 | $386,212.7 | - | $108,392.97 | 39.02% | +0.365% |
| CAN Canaan Inc. | 463,223 | $319,624.01 | $78,747.91 | - | -$240,876.1 | -75.36% | -30.328% |
| CAT Caterpillar Inc. | 757 | $433,663 | $616,811.17 | - | $183,148.17 | 42.23% | +0.701% |
| CIEN Ciena Corporation | 1,943 | $454,409 | $732,608.13 | - | $278,199.13 | 61.22% | +1.338% |
| COHR Coherent Corp. | 2,388 | $440,753 | $627,781.34 | - | $187,028.34 | 42.43% | +5.553% |
| COST Costco Wholesale Corporation | 341 | $267,355.08 | $324,594.49 | - | $57,239.41 | 21.41% | -0.239% |
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FAQ
Which stocks have generated the highest profits for Nicholas B. Yeomans?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $5.23M, SPDR S&P 500 ETF Trust - $4.91M, Invesco QQQ Trust, Series 1 - $4.34M, ISHARES S&P 500 GROWTH ETF (3IS8) - $3.56M, and iShares Gold Trust - $2.85M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Brandywine Realty Trust - $2.94M, Pacer US Small Cap Cash Cows 100 ETF - $2.39M, Vanguard Extended Market ETF - $1.31M, Tesla, Inc - $350,993.84, and Oracle Corporation - $294,078.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicholas B. Yeomans's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.93M earned over time. The largest contributors to dividend income include Invesco Senior Loan ETF - $1.66M, iShares Interest Rate Hedged Long-Term Corporate Bond ETF - $1.62M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $894,006.63, Vanguard Tax-Exempt Bond ETF - $623,769.04, and iShares MSCI EAFE Min Vol Factor ETF - $565,964.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicholas B. Yeomans's monthly returns?
Nicholas B. Yeomans's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nicholas B. Yeomans's strategy be considered aggressive or moderate?
Nicholas B. Yeomans's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nicholas B. Yeomans's strategy?
Nicholas B. Yeomans's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
