Yorktown Management & Research Co. Inc.
Yorktown Management & Research Company, Inc. is an SEC-registered investment adviser based in Forest, Virginia. Founded in 1990, the firm specializes in asset management for investment companies, offering portfolio management services primarily to mutual funds. As of March 2025, the firm manages approximately $692 million in assets across a small team of around 9-12 employees. Yorktown is known for its disciplined, research-driven approach and caters mostly to investment companies rather than individuals or institutions.
Investment Strategy
Yorktown Management & Research Company, Inc. focuses on providing portfolio management for investment companies, employing a diversified strategy across sectors and public equities. The firm demonstrates active management principles, using fundamental research and value-oriented selection for its holdings. Investment decisions are guided by bottom-up security analysis and are diversified to manage risk, with a significant tilt toward U.S. equities. Yorktown pursues long-term growth through strategic allocation, regularly revising positions based on market conditions and portfolio objectives.
Top Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AXON | Axon Enterprise, Inc. | 2.09% | $2.2M | 2,650 | $321.49 | $827.94 | +$800.3K |
L LPLA | LPL Financial Holdings, Inc. | 1.89% | $2.0M | 5,290 | $90.15 | $374.97 | +$253.0K |
I IESC | IES Holdings, Inc. | 1.79% | $1.9M | 6,340 | $85.70 | $296.23 | +$831.3K |
F FIX | Comfort Systems USA, Inc. | 1.79% | $1.9M | 3,500 | $258.21 | $536.21 | +$619.6K |
C CYBR | CyberArk Software Ltd. | 1.57% | $1.6M | 4,050 | $144.77 | $406.88 | +$279.0K |