Yorktown Management & Research Co. Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 252 distinct positions held by the firm, managed by President David D. Basten.
The portfolio includes a mix of large-cap technology companies, healthcare firms, and industrial manufacturers. Notable technology holdings include Datadog, Inc., with 4,000 shares; Palo Alto Networks, Inc., with 2,090 shares; and Fortinet, Inc., with 4,950 shares. The healthcare sector is represented by Guardant Health, Inc., with 12,500 shares, and LifeStance Health Group, Inc., with 83,600 shares.
Yorktown also holds significant positions in financial services and industrial companies. These include Interactive Brokers Group, Inc. with 12,400 shares, and Mueller Industries, Inc. with 19,100 shares. The filing also lists various exchange-traded funds, including the iShares iBoxx $ High Yield Corporate Bond ETF and the SPDR Bloomberg Convertible Securities ETF.
