Vantage Consulting Group
VIRGINIA BEACH, VAfiles as Vantage Consulting Group Inc
$20m in 3 US stocks at the end of 31 December 2025. The top 10 are 100.0% of the money. It changed about 15.2% of the portfolio this quarter.
Value
$20m
Stocks
3
Top 10 share
100.0%
Turnover
15.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Babcock & Wilcox EnterprisesBW | 77.7% | $15m | 2,416,200 | Held |
| ADC Therapeutics SAADCT | 12.2% | $2m | 682,998 | Held |
| CibusCBUS | 10.1% | $2m | 1,143,949 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 243.9% since 30 June 2025.
Where the money is
Industrials77.7%
Health care12.2%
Materials10.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.