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| Happy Holidays!! thanks for using AUM13F!! |
| Yorktown Management and Research Co Inc
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|---|---|
| CRD # | 105083 |
| SEC # | 801-23441 |
| CIK # | 0001313559 |
| AUM | $692.4 M (2025-03-27) |
| Employees | 9 (78% Investors, 33% Brokers) |
| Phone | 434-846-1361 |
| Address | 106 Annjo Court Forest, VA 24551-2630 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taser International Inc | 2.2 | ||
| LPL Investment Holdings Inc | 2.0 | ||
| Integrated Electrical Services Inc | 1.9 | ||
| Comfort Systems USA Inc | 1.9 | ||
| Cyberark Software Ltd | 1.6 | ||
| Robinhood Markets Inc | 1.5 | ||
| Sportradar Group AG | 1.2 | ||
| Mueller Industries Inc | 1.1 | ||
| Fabrinet | 1.1 | ||
| Descartes Systems Group Inc | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 692.4 |
| (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 | 692.4 |
| By Discretionary | ||
| Discretionary | 4 | 692.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 692.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 692.4 | |
| Total | 4 | 692.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001313559] |
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