Confident Investing Starts With TipRanks Premium

Get 55% Off
TipRanks
Go Ultimate55% OFF

Youngs Advisory Group, Inc. - John Youngs

67 Followers

Youngs Advisory Group, Inc. Portfolio Activity as reported in the most recent 13F form, for the period ending Sep 30, 2026

Youngs Advisory Group, Inc. Portfolio Activity

IXUSiShares Core MSCI Total International Stock ETF		AddedGeneral$95.23($91.63-$98.83)+0.51%59.30M18.55%
SPYState Street SPDR S&P 500 ETF Trust		AddedGeneral$754.24($729.10-$779.37)+1.83%48.08M15.04%
XLKTechnology Select Sector SPDR Fund		ReducedGeneral$181.70($166.46-$196.94)-5.88%31.91M9.98%
RSPInvesco S&P 500 Equal Weight ETF		AddedGeneral$215.95($208.47-$223.44)+10.66%31.64M9.90%
MDYState Street SPDR S&P MidCap 400 ETF Trust		ReducedGeneral$686.87($656.39-$717.35)-0.17%21.93M6.86%
PFFDGlobal X U.S. Preferred ETF		AddedGeneral$18.16($17.54-$18.79)+2.76%18.86M5.87%
DFATDimensional U.S. Targeted Value ETF		ReducedGeneral$69.77($66.72-$72.81)-0.27%18.13M5.67%
SCHASchwab U.S. Small-Cap ETF		ReducedGeneral$34.31($32.58-$36.03)-3.27%12.17M3.81%
APDAir Products and Chemicals		ReducedBasic Materials$295.67($276.47-$314.87)-0.17%10.49M3.26%
SCHMSchwab U.S. Mid-Cap ETF		ReducedGeneral$35.46($34.00-$36.92)-2.09%9.90M3.10%

Measured Performance

Youngs Advisory Group, Inc.Average Hedge Fund PortfolioS&P 5000%100%200%300%2016201720192021202320252026
See Most Recommended Stocks

Youngs Advisory Group, Inc. activity FAQ

What is Youngs Advisory Group, Inc.’s portfolio gain since Jan 2016?
Youngs Advisory Group, Inc.’s portfolio gain since Jan 2016 was 142.86%.
What is Youngs Advisory Group, Inc.’s Sharpe Ratio?
Youngs Advisory Group, Inc.’s Sharpe Ratio is 2.47.
What is Youngs Advisory Group, Inc.’s 13F portfolio value?
The value of Youngs Advisory Group, Inc.’s holdings disclosed in its most recent 13F filing is $319.62M.
What is Youngs Advisory Group, Inc.’s average return since the fund’s last 13F filing?
Youngs Advisory Group, Inc.’s average return since the fund’s last 13F filing is 0.87%.
What was Youngs Advisory Group, Inc.’s average return in the last 12 months?
Youngs Advisory Group, Inc.’s average return in the last 12 months was 9.20%.
What was Youngs Advisory Group, Inc.’s average return in the last 3 years?
Youngs Advisory Group, Inc.’s average return in the last 3 years was 13.18%.
What period does Youngs Advisory Group, Inc.’s most recent 13F filing cover?
Youngs Advisory Group, Inc.’s most recent 13F filing reports holdings for the period ending Sep 30, 2026.
Who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.

TipRanks & Hedge Funds: TipRanks measures the performance of John Youngs and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio. See how TipRanks ranks experts and calculates performance.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.