Yorktown Management & Research Co Inc - Portfolio overview

Yorktown Management & Research Co Inc has 262 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. FIX - Comfort Systems USA, Inc., 3.12%
2. IESC - IES Holdings, Inc., 2.13%
3. ICVT - iShares Convertible Bond ETF, 1.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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