Yorktown Management & Research CO Inc Portfolio Holdings

Yorktown Management & Research CO Inc

  • $97.4 Million
  • Q2 2025

Yorktown Management & Research CO Inc has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $97.4 Million distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Axon Enterprise, Inc. with a value of $2.19M, Lpl Financial Holdings Inc. with a value of $1.98M, Ies Holdings, Inc. with a value of $1.88M, Comfort Systems Usa Inc with a value of $1.88M, and Cyber Ark Software Ltd. with a value of $1.65M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $86.9M to 97.4M.

Below you can find more details about Yorktown Management & Research CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $97.4 Million
Technology: $28.7 Million
Industrials: $24.1 Million
Financial Services: $16.2 Million
Consumer Cyclical: $8.62 Million
Healthcare: $7.24 Million
Consumer Defensive: $4.92 Million
Basic Materials: $3.29 Million
Energy: $1.72 Million
Other: $2.65 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $97.4 Million
  • Prior Value $86.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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