Yorktown Management & Research Co Inc
Sector Allocation
- Technology26.2%$42.8M
- Industrials22.3%$36.4M
- Healthcare17.8%$29.1M
- Financials13.4%$21.9M
- Consumer Discretionary5.3%$8.6M
- Other4.9%$8.0M
- Energy3.2%$5.2M
- Materials2.7%$4.4M
- Consumer Staples2.1%$3.4M
- Communication Services0.9%$1.5M
AUM History
13fpro.ai/research/fund/yorktown-management-and-research-co-inc-1313559
Conviction and streaks
Diversifying · top 10 = 16.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
FIX
$5.9MIESC
$4.0MKLAC
$2.7M- iShares$2.4M
- SPDR$2.2M
SNPS
$2.0MGH
$1.9MSNEX
$1.9MFN
$1.8MNVMI
$1.7MACMR
$1.7MANET
$1.7M- iShares$1.6M
WCC
$1.6MFTAI
$1.6MCECO
$1.6MMLI
$1.5MRBC
$1.3MBE
$1.3MAXSM
$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/yorktown-management-and-research-co-inc-1313559
Yorktown Management & Research Co Inc 13F holdings — Q2 2026
$163.3M portfolio (+36.6% QoQ) · 249 holdings · Q2 2026 13F · top 10 are 16% of the stock portfolio
$5.9M
3.6% of stocks
-8%This quarter-29.6%Since filed10+ qtrsHeld$4.0M
2.5% of stocks
-13%This quarter-31.5%Since filed10+ qtrsHeld$2.7M
1.6% of stocks
+900%This quarter-29.8%Since filed10+ qtrsHeld- 4
iShares Convertible Bond ETF - CONV BD ETF
$2.4M
1.5% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR Bloomberg Convertible Securities ETF - ST STR CONV ETF
$2.2M
1.3% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— $2.0M
1.2% of stocks
No changeThis quarter+27.0%Since filed4 qtrsHeld$1.9M
1.1% of stocks
+41%This quarter+18.6%Since filed5 qtrsHeldAIQuality39.1#2,154Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$1.9M
1.1% of stocks
No changeThis quarter-25.0%Since filed10+ qtrsHeld$1.8M
1.1% of stocks
-17%This quarter-33.7%Since filed10+ qtrsHeld$1.7M
1.1% of stocks
-15%This quarter-28.1%Since filed10+ qtrsHeld
All holdings — Yorktown Management & Research Co Inc (Q2 2026)
249 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ACM Research, Inc. | Technology | $1.7M | 1.0% | 13K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Arista Networks, Inc. | Technology | $1.7M | 1.0% | 9,800 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | iShares iBoxx $ Investment Grade Corporate Bond - IBOXX INV CP ETFnote | — | $1.6M | 1.0% | 15K | +7% | — | — | 13F |
| 14 | WESCO INTERNATIONAL INC | Consumer Discretionary | $1.6M | 1.0% | 4,550 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | FTAI Aviation Ltd. | Industrials | $1.6M | 1.0% | 5,800 | — | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CECO ENVIRONMENTAL CORP | Industrials | $1.6M | 1.0% | 17K | +33% | 4 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MUELLER INDUSTRIES INC | Materials | $1.5M | 0.9% | 12K | -14% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | RBC Bearings INC | Industrials | $1.3M | 0.8% | 1,970 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Bloom Energy Corp | Technology | $1.3M | 0.8% | 4,150 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Axsome Therapeutics, Inc. | Healthcare | $1.2M | 0.7% | 4,850 | +35% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | DYCOM INDUSTRIES INC | Energy | $1.2M | 0.7% | 2,326 | +58% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Woodward, Inc. | Technology | $1.2M | 0.7% | 2,750 | — | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CAMTEK LTD | Technology | $1.1M | 0.7% | 7,050 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Applied Digital Corp. | Technology | $1.1M | 0.7% | 30K | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SEMTECH CORP | Technology | $1.1M | 0.7% | 6,850 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MOD | MODINE MANUFACTURING CO | Industrials | $1.1M | 0.7% | 4,150 | — | |||
| 27 | $IBKR | Interactive Brokers Group, Inc. | Financials | $1.1M | 0.7% | 12K | — | |||
| 28 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $1.1M | 0.7% | 4,950 | — | |||
| 29 | $XMTR | Xometry, Inc. | Industrials | $1.1M | 0.7% | 11K | — | |||
| 30 | $CW | CURTISS WRIGHT CORP | Industrials | $1.1M | 0.7% | 1,400 | — | |||
| 31 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.1M | 0.6% | 1,875 | -29% | |||
| 32 | $SPXC | SPX Technologies, Inc. | Industrials | $1.0M | 0.6% | 4,250 | +57% | |||
| 33 | $DDOG | Datadog, Inc. | Technology | $1.0M | 0.6% | 4,000 | — | |||
| 34 | $DGII | DIGI INTERNATIONAL INC | Technology | $1.0M | 0.6% | 14K | — | |||
| 35 | $LQDA | Liquidia Corp | Healthcare | $1.0M | 0.6% | 13K | New | |||
| 36 | $IONQ | IonQ, Inc. | Technology | $996K | 0.6% | 19K | +167% | |||
| 37 | $IBP | Installed Building Products, Inc. | Industrials | $988K | 0.6% | 4,300 | +48% | |||
| 38 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $981K | 0.6% | 6,450 | — | |||
| 39 | — | iShares Preferred and Income Securities ETF - PFD AND INCM SEC | — | $976K | 0.6% | 32K | — | |||
| 40 | $LITE | Lumentum Holdings Inc. | Technology | $965K | 0.6% | 1,125 | — | |||
| 41 | $FPS | Forgent Power Solutions, Inc. | Technology | $961K | 0.6% | 17K | New | |||
| 42 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $954K | 0.6% | 1,200 | — | |||
| 43 | $MEDP | Medpace Holdings, Inc. | Healthcare | $953K | 0.6% | 1,800 | — | |||
| 44 | $PEN | Penumbra Inc | Healthcare | $947K | 0.6% | 3,000 | — | |||
| 45 | $HASI | HA Sustainable Infrastructure Capital, Inc. | Financials | $920K | 0.6% | 24K | — | |||
| 46 | $MTZ | MASTEC INC | Energy | $915K | 0.6% | 2,200 | — | |||
| 47 | $BWXT | BWX Technologies, Inc. | Industrials | $915K | 0.6% | 4,700 | — | |||
| 48 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $899K | 0.6% | 650 | — | |||
| 49 | $LFST | LifeStance Health Group, Inc. | Healthcare | $895K | 0.6% | 84K | New | |||
| 50 | $CLS | CELESTICA INC | Technology | $894K | 0.6% | 2,450 | — | |||
| 51 | $PFGC | Performance Food Group Co | Consumer Staples | $881K | 0.5% | 7,880 | — | |||
| 52 | $INSM | INSMED Inc | Healthcare | $845K | 0.5% | 7,925 | — | |||
| 53 | $DNLI | Denali Therapeutics Inc. | Healthcare | $826K | 0.5% | 32K | New | |||
| 54 | $HWKN | HAWKINS INC | Consumer Staples | $817K | 0.5% | 5,750 | — | |||
| 55 | $CIEN | CIENA CORP | Technology | $809K | 0.5% | 1,650 | — | |||
| 56 | $LPLA | LPL Financial Holdings Inc. | Financials | $803K | 0.5% | 2,850 | +36% | |||
| 57 | $RSI | Rush Street Interactive, Inc. | Communication Services | $800K | 0.5% | 27K | — | |||
| 58 | — | iShares iBoxx $ High Yield Corporate Bond ETF - IBOXX HI YD ETF | — | $800K | 0.5% | 10K | — | |||
| 59 | $ALGM | ALLEGRO MICROSYSTEMS, INC. | Technology | $787K | 0.5% | 11K | — | |||
| 60 | $ESE | ESCO TECHNOLOGIES INC | Technology | $779K | 0.5% | 2,225 | — | |||
| 61 | $SAIA | SAIA INC | Industrials | $775K | 0.5% | 1,840 | — | |||
| 62 | $BEAM | Beam Therapeutics Inc. | Healthcare | $774K | 0.5% | 23K | New | |||
| 63 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $769K | 0.5% | 4,900 | — | |||
| 64 | $GFI | GOLD FIELDS LTD | Materials | $764K | 0.5% | 23K | — | |||
| 65 | $FTNT | Fortinet, Inc. | Technology | $760K | 0.5% | 4,950 | — | |||
| 66 | $TGTX | TG THERAPEUTICS, INC. | Healthcare | $753K | 0.5% | 14K | — | |||
| 67 | $KRYS | Krystal Biotech, Inc. | Healthcare | $743K | 0.5% | 2,000 | — | |||
| 68 | $ENSG | ENSIGN GROUP, INC | Healthcare | $737K | 0.5% | 4,600 | +31% | |||
| 69 | $SNX | TD SYNNEX CORP | Technology | $722K | 0.4% | 2,700 | — | |||
| 70 | $CRDO | Credo Technology Group Holding Ltd | Technology | $721K | 0.4% | 2,650 | — | |||
| 71 | $PANW | Palo Alto Networks Inc | Technology | $713K | 0.4% | 2,090 | -77% | |||
| 72 | $SEZL | Sezzle Inc. | Financials | $678K | 0.4% | 3,950 | — | |||
| 73 | $CHEF | Chefs' Warehouse, Inc. | Consumer Staples | $678K | 0.4% | 7,050 | — | |||
| 74 | $PDFS | PDF SOLUTIONS INC | Technology | $676K | 0.4% | 9,550 | — | |||
| 75 | $GHM | GRAHAM CORP | Industrials | $675K | 0.4% | 5,450 | — | |||
| 76 | $LTH | Life Time Group Holdings, Inc. | Communication Services | $672K | 0.4% | 16K | New | |||
| 77 | $PACS | PACS Group, Inc. | Healthcare | $665K | 0.4% | 16K | New | |||
| 78 | $KKR | KKR & Co. Inc. | Financials | $661K | 0.4% | 7,200 | — | |||
| 79 | $CYTK | CYTOKINETICS INC | Healthcare | $660K | 0.4% | 7,750 | +63% | |||
| 80 | $RMBS | RAMBUS INC | Technology | $657K | 0.4% | 4,950 | -29% | |||
| 81 | $MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | $656K | 0.4% | 5,600 | +120% | |||
| 82 | $ITT | ITT INC. | Industrials | $653K | 0.4% | 3,300 | — | |||
| 83 | $DAVE | Dave Inc./DE | Financials | $652K | 0.4% | 1,750 | — | |||
| 84 | $USLM | UNITED STATES LIME & MINERALS INC | Materials | $652K | 0.4% | 6,225 | — | |||
| 85 | $U | Unity Software Inc. | Technology | $644K | 0.4% | 23K | New | |||
| 86 | $ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | $644K | 0.4% | 25K | +111% | |||
| 87 | $FELE | FRANKLIN ELECTRIC CO INC | Technology | $643K | 0.4% | 6,000 | — | |||
| 88 | $CNM | Core & Main, Inc. | Consumer Discretionary | $642K | 0.4% | 13K | — | |||
| 89 | $APG | APi Group Corp | Industrials | $642K | 0.4% | 15K | — | |||
| 90 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $632K | 0.4% | 3,750 | +67% | |||
| 91 | $TPL | Texas Pacific Land Corp | Financials | $630K | 0.4% | 1,440 | — | |||
| 92 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $619K | 0.4% | 8,100 | — | |||
| 93 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $614K | 0.4% | 7,850 | +76% | |||
| 94 | $SUNB | Sunbelt Rentals Holdings, Inc. | Industrials | $613K | 0.4% | 8,200 | — | |||
| 95 | $LAD | LITHIA MOTORS INC | Consumer Discretionary | $610K | 0.4% | 2,100 | — | |||
| 96 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $600K | 0.4% | 900 | — | |||
| 97 | $WAL | WESTERN ALLIANCE BANCORPORATION | Financials | $592K | 0.4% | 7,200 | +95% | |||
| 98 | $EXP | EAGLE MATERIALS INC | Materials | $592K | 0.4% | 2,630 | — | |||
| 99 | $PAM | Pampa Energy Inc. | Utilities | $591K | 0.4% | 7,200 | — | |||
| 100 | $EMBJ | EMBRAER S.A. | Industrials | $587K | 0.4% | 9,200 | +119% | |||
| 101 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $586K | 0.4% | 1,460 | +109% | |||
| 102 | $AX | Axos Financial, Inc. | Financials | $584K | 0.4% | 6,000 | — | |||
| 103 | $AZZ | AZZ INC | Industrials | $581K | 0.4% | 3,750 | — | |||
| 104 | $HG | Hamilton Insurance Group, Ltd. | Financials | $574K | 0.3% | 17K | +76% | |||
| 105 | $ROAD | Construction Partners, Inc. | Industrials | $570K | 0.3% | 4,800 | — | |||
| 106 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $565K | 0.3% | 6,500 | New | |||
| 107 | $KGS | Kodiak Gas Services, Inc. | Energy | $563K | 0.3% | 7,500 | — | |||
| 108 | $HCI | HCI Group, Inc. | Financials | $561K | 0.3% | 3,200 | +78% | |||
| 109 | $HNGE | Hinge Health, Inc. | Technology | $556K | 0.3% | 6,700 | New | |||
| 110 | $PHM | PULTEGROUP INC/MI/ | Industrials | $549K | 0.3% | 4,000 | — | |||
| 111 | $ENVA | Enova International, Inc. | Financials | $542K | 0.3% | 2,250 | — | |||
| 112 | $DLO | dLocal Ltd | Industrials | $539K | 0.3% | 42K | — | |||
| 113 | $AGX | ARGAN INC | Industrials | $535K | 0.3% | 670 | — | |||
| 114 | $SN | SharkNinja, Inc. | Technology | $533K | 0.3% | 3,500 | — | |||
| 115 | $ONON | On Holding AG | Consumer Discretionary | $530K | 0.3% | 15K | +99% | |||
| 116 | $TWST | Twist Bioscience Corp | Healthcare | $525K | 0.3% | 5,100 | New | |||
| 117 | $TTMI | TTM TECHNOLOGIES INC | Technology | $524K | 0.3% | 2,800 | New | |||
| 118 | $HLI | HOULIHAN LOKEY, INC. | Financials | $516K | 0.3% | 3,850 | — | |||
| 119 | $SF | STIFEL FINANCIAL CORP | Financials | $513K | 0.3% | 7,350 | — | |||
| 120 | $RNG | RingCentral, Inc. | Technology | $509K | 0.3% | 13K | — | |||
| 121 | $GMED | GLOBUS MEDICAL INC | Healthcare | $506K | 0.3% | 6,400 | — | |||
| 122 | $BRKR | BRUKER CORP | Healthcare | $506K | 0.3% | 8,400 | New | |||
| 123 | $OSCR | Oscar Health, Inc. | Healthcare | $496K | 0.3% | 17K | New | |||
| 124 | $ZWS | Zurn Elkay Water Solutions Corp | Industrials | $493K | 0.3% | 9,750 | — | |||
| 125 | $CVCO | CAVCO INDUSTRIES, INC. | Industrials | $492K | 0.3% | 800 | — | |||
| 126 | $ONDS | Ondas Inc. | Technology | $488K | 0.3% | 59K | New | |||
| 127 | $FRHC | Freedom Holding Corp. | Financials | $483K | 0.3% | 3,700 | — | |||
| 128 | $CIFR | Cipher Digital Inc. | Financials | $483K | 0.3% | 20K | — | |||
| 129 | $TYL | TYLER TECHNOLOGIES INC | Technology | $483K | 0.3% | 1,650 | — | |||
| 130 | $ALKS | Alkermes plc. | Healthcare | $466K | 0.3% | 8,900 | New | |||
| 131 | $BLD | QXO Insulation, LLC | Industrials | $461K | 0.3% | 1,300 | — | |||
| 132 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $460K | 0.3% | 1,450 | — | |||
| 133 | $SYF | Synchrony Financial | Financials | $456K | 0.3% | 6,000 | — | |||
| 134 | $HEI | HEICO CORP | Industrials | $456K | 0.3% | 1,280 | — | |||
| 135 | $VCYT | VERACYTE, INC. | Healthcare | $455K | 0.3% | 7,750 | New | |||
| 136 | $RIOT | Riot Platforms, Inc. | Financials | $452K | 0.3% | 17K | New | |||
| 137 | $NATL | NCR Atleos Corp | Technology | $451K | 0.3% | 10K | — | |||
| 138 | $KAI | KADANT INC | Industrials | $448K | 0.3% | 1,425 | — | |||
| 139 | $RLAY | Relay Therapeutics, Inc. | Healthcare | $434K | 0.3% | 23K | New | |||
| 140 | $CLH | CLEAN HARBORS INC | Utilities | $433K | 0.3% | 1,450 | — | |||
| 141 | $IREN | IREN Ltd | Financials | $432K | 0.3% | 9,450 | — | |||
| 142 | $VC | VISTEON CORP | Industrials | $432K | 0.3% | 4,350 | New | |||
| 143 | $NAVN | Navan, Inc. | Technology | $427K | 0.3% | 19K | New | |||
| 144 | $ASR | SOUTHEAST AIRPORT GROUP | Industrials | $426K | 0.3% | 1,390 | — | |||
| 145 | $BCPC | BALCHEM CORP | Healthcare | $422K | 0.3% | 2,500 | — | |||
| 146 | $EVLV | Evolv Technologies Holdings, Inc. | Technology | $421K | 0.3% | 73K | — | |||
| 147 | $TR | TOOTSIE ROLL INDUSTRIES INC | Consumer Staples | $420K | 0.3% | 11K | — | |||
| 148 | $ARQT | Arcutis Biotherapeutics, Inc. | Healthcare | $420K | 0.3% | 16K | New | |||
| 149 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $419K | 0.3% | 2,550 | — | |||
| 150 | $TVTX | Travere Therapeutics, Inc. | Healthcare | $415K | 0.3% | 7,300 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 82 new, 23 added to, 12 trimmed, 47 sold out. Share-count changes; largest moves by dollar size first.
New positions (82)
first bought this quarter
$SMTCSEMTECH CORP$1.1M
first bought this quarter
$LQDALiquidia Corp$1.0M
first bought this quarter
$FPSForgent Power Solutions, Inc.$961K
first bought this quarter
$LFSTLifeStance Health Group, Inc.$895K
first bought this quarter
$DNLIDenali Therapeutics Inc.$826K
first bought this quarter
+76 more in the Excel export
Added to (23)
now $2.7M · held 10+ qtrs
$IONQIonQ, Inc.+167%
now $996K · held 2 qtrs, 2 adds in a row
now $1.9M · held 5 qtrs, 2 adds in a row
$DYDYCOM INDUSTRIES INC+58%
now $1.2M · held 5 qtrs
now $1.6M · held 4 qtrs, 2 adds in a row
$SPXCSPX Technologies, Inc.+57%
now $1.0M · held 8 qtrs
+17 more in the Excel export
Trimmed (12)
$PANWPalo Alto Networks Inc-77%
now $713K · held 2 qtrs
now $4.0M · held 10+ qtrs
now $5.9M · held 10+ qtrs, 2 trims in a row
$AXONAXON ENTERPRISE, INC.-29%
now $1.1M · held 9 qtrs
now $1.8M · held 10+ qtrs
- iShares Convertible Bond ETF - CONV BD ETF-13%
now $2.4M
+6 more in the Excel export
Holdings by quarter
Every 13F Yorktown Management & Research Co Inc has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Yorktown Management & Research?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Yorktown Management & Research's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-20.1%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 55% over the last 4
Top 10 weight
16%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
65%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Yorktown Management & Research Co Inc disclosed 249 positions worth $163.3M in its Form 13F-HR for Q2 2026, led by $FIX (COMFORT SYSTEMS USA INC) at 3.6% of the equity portfolio, followed by $IESC and $KLAC. During the quarter the fund opened 82 new positions and exited 47 — including a new stake in $BE and a full exit from $PARR. The portfolio is most concentrated in Technology (26.2% of disclosed assets). All figures are sourced directly from Yorktown Management & Research Co Inc’s Form 13F-HR filing with the SEC under CIK 1313559.
Funds like this
managers whose biggest positions overlap Yorktown Management & Research'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Yorktown Management & Research Co Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Yorktown Management & Research Co Inc (SEC CIK: 1313559), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Yorktown Management & Research Co Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.