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⚲
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| Yorktown Management and Research Co Inc
✚
|
|
|---|---|
| CRD # | 105083 |
| SEC # | 801-23441 |
| CIK # | 0001313559 |
| AUM | $678.3 MM (2024-03-21) |
| Employees | 12 (67% Investors, 25% Brokers) |
| Phone | 434-846-1361 |
| Address | 106 Annjo Court Forest, VA 24551-2630 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SMCI | 2,169.7 | 3.4 | |
| LPLA | 15,308.4 | 1.6 | |
| MLI | 3,033.5 | 1.4 | |
| KLAC | 49,261.0 | 1.2 | |
| CAMT | 1,143.1 | 1.2 | |
| FIX | 2,952.9 | 1.2 | |
| RMBS | 2,387.7 | 1.0 | |
| KKR | 28,777.0 | 1.0 | |
| EXP | 4,195.1 | 1.0 | |
| CNM | 3,731.5 | 0.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 678.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 678.3 |
| By Discretionary | ||
| Discretionary | 4 | 678.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 678.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 678.3 | |
| Total | 4 | 678.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001313559] |
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