Vantage Consulting Group Inc — 13F Holdings & Portfolio
CIK 1843547 · latest 13F-HR filed 2026-02-11
Vantage Consulting Group Inc manages $19.7M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are BW (77.68%), ADCT (12.23%), CBUS (10.09%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-02-11
vs 2025-09-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q4 25Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q3 25 → Q4 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Sep 21, 2026.
VIRGINIA BEACH, VA 23451
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CHANDLER, ELOISE, CLYDE Control | PRESIDENT since Mar 2002 | Less than 5% | Individual |
| COLE, GEOFFREY, CURTIS Control | CFO/SECRETARY/TREASURER since Mar 2022 | Less than 5% | Individual |
| FINN, JONATHAN, FREDERICK Control | EXECUTIVE VICE PRESIDENT/CIO since Mar 2002 | 25–50% | Individual |
| FINN, MARK, TERRENCE Control | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER since Oct 1988 | 50–75% | Individual |
| Smith, Matthew, R Control | CHIEF OPERATING OFFICER since Sep 2026 | Less than 5% | Individual |
Ownership & leadership changes · 5 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedSmith, Matthew, R · CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedCOLE, GEOFFREY, CURTIS · title SECRETARY/ TREASURER → CFO/SECRETARY/TREASURER
- No longer listedCOLE, RUTH, BELL · SECRETARY/TREASURER/CFO · Less than 5% · control person · listed since Oct 1988
- AddedCOLE, GEOFFREY, CURTIS · SECRETARY/ TREASURER · Less than 5% · control person
- ChangedFINN, JONATHAN, FREDERICK · ownership Less than 5% → 25–50%
- ChangedFINN, MARK, TERRENCE · ownership 75% or more → 50–75%
- ChangedCOLE, RUTH, BELL · title SECRETARY/TREASURER/CFO/COMPLIANCE OFFICER → SECRETARY/TREASURER/CFO
- ChangedCOLE, RUTH, BELL · title SECRETARY/TREASURER → SECRETARY/TREASURER/CFO/COMPLIANCE OFFICER
- ChangedFINN, JONATHAN, FREDERICK · title VICE PRESIDENT/CIO → EXECUTIVE VICE PRESIDENT/CIO
- ListedCHANDLER, ELOISE, CLYDE · PRESIDENT · Less than 5% · control person
- ListedCOLE, RUTH, BELL · SECRETARY/TREASURER · Less than 5% · control person
- ListedFINN, JONATHAN, FREDERICK · VICE PRESIDENT/CIO · Less than 5% · control person
- ListedFINN, MARK, TERRENCE · CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Babcock & Wilcox Enterprises Inc.$8.3M +118.6%
- Cibus, Inc.$514.8K +34.9%
Vantage Consulting Group Inc Holdings (2025-12-31)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-11 | $19.7M | 3 | 0001843547-26-000002 |
| 2025-09-30 | 2025-11-06 | $11.2M | 3 | 0001843547-25-000016 |