YANKCOM Partnership
CIK: 0002036975SEC EDGAR →
Portfolio Value
$235.2M
Holdings
376
As of
Q4 2025
New Positions
376
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard FTSE Developed Markets ETF | 270,998 | $16.9M | 7.20% |
| 2 | Vanguard Index Funds S&P 500 ETF | 22,580 | $14.2M | 6.02% |
| 3 | Schwab Strategic Tr US Large-Cap Value ETF | 470,368 | $13.9M | 5.92% |
| 4 | iShares Tr S&P Midcap 400 ETF | 155,192 | $10.2M | 4.35% |
| 5 | iShares Tr Russell Top 200 Growth ETF | 32,835 | $9.1M | 3.86% |
| 6 | Microsoft Corp | 15,026 | $7.3M | 3.09% |
| 7 | Apple Computer Inc | 25,371 | $6.9M | 2.93% |
| 8 | Amazon.com Inc | 29,291 | $6.8M | 2.87% |
| 9 | Nvidia Corp | 31,339 | $5.8M | 2.48% |
| 10 | Alphabet Inc Cap Stock Cl A | 14,923 | $4.7M | 1.99% |
Quarterly Changes
New Positions (376)
$16.9M · 271K shares
$14.2M · 23K shares
$13.9M · 470K shares
$10.2M · 155K shares
$9.1M · 33K shares
$7.3M · 15K shares
$6.9M · 25K shares
$6.8M · 29K shares
$5.8M · 31K shares
$4.7M · 15K shares
$4.4M · 81K shares
$3.9M · 87K shares
$3.6M · 31K shares
$3.5M · 11K shares
$3.3M · 10K shares
$3.3M · 27K shares
$3.0M · 34K shares
$3.0M · 4K shares
$2.3M · 3K shares
$2.2M · 10K shares
$2.1M · 18K shares
$2.1M · 3K shares
$2.0M · 9K shares
$2.0M · 4K shares
$1.9M · 4K shares
$1.9M · 21K shares
$1.8M · 4K shares
$1.8M · 23K shares
$1.8M · 6K shares
$1.8M · 6K shares
$1.7M · 16K shares
$1.7M · 12K shares
$1.7M · 5K shares
$1.7M · 28K shares
$1.7M · 10K shares
$1.5M · 4K shares
$1.5M · 16K shares
$1.5M · 8K shares
$1.5M · 1K shares
$1.4M · 7K shares
$1.4M · 3K shares
$1.4M · 11K shares
$1.4M · 7K shares
$1.3M · 3K shares
$1.3M · 8K shares
$1.3M · 9K shares
$1.3M · 8K shares
$1.2M · 11K shares
$1.2M · 1K shares
$1.2M · 8K shares
$1.2M · 6K shares
$1.2M · 8K shares
$1.1M · 9K shares
$1.1M · 5K shares
$1.1M · 14K shares
$1.1M · 6K shares
$1.1M · 6K shares
$1.0M · 2K shares
$1.0M · 192 shares
$1.0M · 5K shares
$956K · 23K shares
$945K · 6K shares
$936K · 11K shares
$926K · 3K shares
$909K · 47K shares
$892K · 19K shares
$872K · 50K shares
$862K · 16K shares
$848K · 5K shares
$846K · 43K shares
$815K · 3K shares
$783K · 16K shares
$749K · 10K shares
$748K · 3K shares
$747K · 3K shares
$742K · 8K shares
$724K · 3K shares
$723K · 6K shares
$703K · 2K shares
$700K · 5K shares
$676K · 7K shares
$667K · 14K shares
$666K · 6K shares
$651K · 7K shares
$645K · 1K shares
$598K · 2K shares
$588K · 1K shares
$564K · 6K shares
$558K · 3K shares
$548K · 23K shares
$539K · 3K shares
$533K · 9K shares
$526K · 26K shares
$520K · 4K shares
$496K · 878 shares
$457K · 19K shares
$450K · 1K shares
$448K · 730 shares
$441K · 5K shares
$438K · 1K shares
$425K · 1K shares
$412K · 3K shares
$408K · 3K shares
$408K · 8K shares
$406K · 3K shares
$377K · 3K shares
$375K · 4K shares
$366K · 2K shares
$359K · 3K shares
$345K · 21K shares
$345K · 2K shares
$338K · 18K shares
$335K · 588 shares
$330K · 12K shares
$321K · 14K shares
$307K · 13K shares
$306K · 2K shares
$305K · 15K shares
$301K · 2K shares
$300K · 1K shares
$297K · 4K shares
$297K · 278 shares
$295K · 1K shares
$295K · 14K shares
$293K · 14K shares
$292K · 2K shares
$269K · 1K shares
$268K · 13K shares
$266K · 12K shares
$266K · 16K shares
$244K · 371 shares
$237K · 4K shares
$232K · 4K shares
$227K · 3K shares
$223K · 331 shares
$212K · 2K shares
$212K · 1K shares
$212K · 5K shares
$201K · 2K shares
$192K · 1K shares
$190K · 329 shares
$186K · 2K shares
$180K · 3K shares
$180K · 4K shares
$177K · 379 shares
$175K · 361 shares
$173K · 8K shares
$171K · 492 shares
$169K · 1K shares
$159K · 176 shares
$158K · 491 shares
$157K · 2K shares
$153K · 2K shares
$150K · 4K shares
$149K · 5K shares
$149K · 625 shares
$144K · 931 shares
$144K · 1K shares
$141K · 3K shares
$135K · 259 shares
$133K · 590 shares
$129K · 161 shares
$124K · 666 shares
$121K · 3K shares
$107K · 101 shares
$106K · 1K shares
$102K · 3K shares
$101K · 426 shares
$99K · 1K shares
$97K · 177 shares
$97K · 300 shares
$94K · 126 shares
$88K · 1K shares
$84K · 96 shares
$76K · 208 shares
$76K · 254 shares
$71K · 1K shares
$67K · 2K shares
$64K · 252 shares
$64K · 872 shares
$62K · 823 shares
$58K · 589 shares
$55K · 2K shares
$55K · 576 shares
$55K · 458 shares
$54K · 228 shares
$51K · 558 shares
$50K · 541 shares
$49K · 169 shares
$48K · 400 shares
$47K · 86 shares
$47K · 214 shares
$46K · 102 shares
$46K · 1K shares
$45K · 1K shares
$44K · 869 shares
$44K · 758 shares
$40K · 550 shares
$39K · 152 shares
$38K · 449 shares
$36K · 277 shares
$36K · 492 shares
$34K · 413 shares
$34K · 121 shares
$34K · 536 shares
$33K · 282 shares
$33K · 174 shares
$32K · 270 shares
$32K · 958 shares
$32K · 868 shares
$32K · 622 shares
$31K · 74 shares
$31K · 342 shares
$30K · 250 shares
$30K · 341 shares
$29K · 357 shares
$29K · 500 shares
$28K · 591 shares
$27K · 246 shares
$27K · 142 shares
$27K · 319 shares
$26K · 120 shares
$26K · 1K shares
$25K · 307 shares
$25K · 948 shares
$25K · 390 shares
$24K · 473 shares
$24K · 351 shares
$24K · 282 shares
$24K · 976 shares
$24K · 269 shares
$24K · 515 shares
$23K · 438 shares
$23K · 189 shares
$23K · 350 shares
$23K · 300 shares
$23K · 92 shares
$22K · 379 shares
$21K · 322 shares
$19K · 759 shares
$19K · 230 shares
$19K · 929 shares
$19K · 530 shares
$19K · 630 shares
$18K · 780 shares
$18K · 228 shares
$17K · 664 shares
$17K · 86 shares
$17K · 322 shares
$17K · 301 shares
$16K · 40 shares
$16K · 353 shares
$16K · 1K shares
$15K · 298 shares
$15K · 72 shares
$15K · 88 shares
$14K · 267 shares
$14K · 93 shares
$14K · 52 shares
$14K · 3K shares
$14K · 301 shares
$14K · 29 shares
$14K · 185 shares
$13K · 51 shares
$13K · 171 shares
$13K · 43 shares
$12K · 372 shares
$12K · 70 shares
$12K · 81 shares
$11K · 148 shares
$11K · 39 shares
$11K · 910 shares
$10K · 159 shares
$10K · 661 shares
$10K · 220 shares
$10K · 404 shares
$10K · 163 shares
$10K · 44 shares
$9K · 74 shares
$9K · 44 shares
$9K · 103 shares
$9K · 190 shares
$8K · 87 shares
$8K · 100 shares
$8K · 83 shares
$8K · 30 shares
$8K · 100 shares
$7K · 78 shares
$7K · 298 shares
$7K · 170 shares
$7K · 92 shares
$7K · 241 shares
$7K · 31 shares
$7K · 34 shares
$7K · 43 shares
$7K · 63 shares
$7K · 81 shares
$6K · 71 shares
$6K · 43 shares
$6K · 80 shares
$6K · 204 shares
$6K · 81 shares
$6K · 127 shares
$6K · 31 shares
$6K · 84 shares
$6K · 109 shares
$5K · 39 shares
$5K · 25 shares
$5K · 32 shares
$5K · 200 shares
$5K · 210 shares
$4K · 132 shares
$4K · 261 shares
$4K · 56 shares
$4K · 58 shares
$4K · 22 shares
$4K · 12 shares
$3K · 10 shares
$3K · 4 shares
$3K · 12 shares
$3K · 138 shares
$3K · 26 shares
$3K · 80 shares
$3K · 17 shares
$3K · 22 shares
$3K · 19 shares
$3K · 200 shares
$3K · 600 shares
$3K · 100 shares
$3K · 105 shares
$3K · 22 shares
$3K · 100 shares
$2K · 2 shares
$2K · 210 shares
$2K · 69 shares
$2K · 16 shares
$2K · 10 shares
$2K · 102 shares
$2K · 113 shares
$2K · 16 shares
$2K · 10 shares
$2K · 34 shares
$2K · 16 shares
$2K · 200 shares
$2K · 24 shares
$2K · 75 shares
$2K · 110 shares
$2K · 48 shares
$2K · 36 shares
$1K · 19 shares
$1K · 200 shares
$1K · 10 shares
$1K · 200 shares
$1K · 29 shares
$1K · 79 shares
$1K · 52 shares
$1K · 300 shares
$0 · 7 shares
$0 · 94 shares
$0 · 15 shares
$0 · 1 shares
$0 · 12 shares
$0 · 9 shares
$0 · 41 shares
$0 · 200 shares
$0 · 35 shares
$0 · 10 shares
$0 · 150 shares
$0 · 28 shares
$0 · 35 shares
$0 · 14 shares
$0 · 13 shares
$0 · 10 shares
$0 · 9 shares
$0 · 22 shares
$0 · 65 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $114.6M | 48.8% |
| Technology | 41 | $33.9M | 14.4% |
| Unknown | 24 | $18.7M | 8.0% |
| Consumer Cyclical | 28 | $15.1M | 6.4% |
| Healthcare | 36 | $13.8M | 5.9% |
| Industrials | 43 | $11.2M | 4.8% |
| Communication Services | 11 | $9.1M | 3.9% |
| Energy | 15 | $7.0M | 3.0% |
| Consumer Defensive | 12 | $5.9M | 2.5% |
| Utilities | 6 | $2.3M | 1.0% |
| Basic Materials | 12 | $1.9M | 0.8% |
| Real Estate | 4 | $1.4M | 0.6% |