YANKCOM Partnership Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$204.4B

Holdings

316

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (316 positions)

#StockSharesValue% PortfolioType
101
ISRGIntuitive Surgical Inc
827$449.4M0.22%
102
NOWServicenow Inc
428$440.0M0.22%
103
DUKDuke Energy Corp
3,433$405.1M0.20%
104
XYLXylem Inc
3,004$388.6M0.19%
105
TMOThermo Fisher Scientific
949$384.8M0.19%
106
AMTAmerican Tower Corp
1,729$382.1M0.19%
107
IHDGWisdomtree International Hedged Qual Dividend Growth ETF
8,400$378.4M0.19%
108
DSIiShares MSCI KLD 400 Social Index ETF
3,203$372.1M0.18%
109
SDYSPDR S&P Dividend ETF
2,715$368.5M0.18%
110
AMGNAmgen Inc
1,318$368.0M0.18%
111
AQLTiShares Select Dividend ETF
2,700$358.6M0.18%
112
BSMYInvesco Bulletshares 2028 Municipal Bond ETF
15,030$349.1M0.17%
113
SCHDSchwab US Dividend Equity ETF
12,921$342.4M0.17%
114
ZTSZoetis Inc Class A
2,165$337.6M0.17%
115
NDQInvesco QQQ Trust Series 1 ETF
600$331.0M0.16%
116
QQQInvesco Bulletshares 2025 Municipal Bond ETF
13,062$320.5M0.16%
117
MAMastercard Inc
549$308.5M0.15%
118
ACNAccenture PLC
1,016$303.7M0.15%
119
PGRProgressive Corp
1,066$284.5M0.14%
120
PANWPalo Alto Networks Inc Common
1,368$279.9M0.14%
121
VCITVanguard Intermediate Term Corporate Bond ETF
3,365$279.0M0.14%
122
BSCTInvesco Bulletshares 2029 Corporate Bond ETF
14,784$276.5M0.14%
123
SNPSSynopsys Inc
537$275.3M0.13%
124
BSMTInvesco Bulletshares 2029 Municipal Bond ETF
12,084$274.4M0.13%
125
INTUIntuit Inc
329$259.1M0.13%
126
IWMI Shares Russell 2000 Index
1,199$258.6M0.13%
127
LRCXLam Research Corp. Ordinary Shares
2,376$231.3M0.11%
128
DHRDanaher Corp
1,151$227.4M0.11%
129
CMGChipotle Mexican Grill Inc
3,945$221.5M0.11%
130
KOCoca Cola Co
3,070$217.2M0.11%
131
SPOTSpotify Technology Sa Corp
276$211.8M0.10%
132
BSCVInvesco Bulletshares 2031 Corporate Bond ETF
12,619$208.6M0.10%
133
BSCUInvesco Bulletshares 2030 Corporate Bond ETF
12,200$204.7M0.10%
134
XLEEnergy Select Sector SPDR ETF
2,382$202.0M0.10%
135
AFLAFLAC Inc
1,850$195.1M0.10%
136
PKGPackaging Corp of America
1,030$194.1M0.09%
137
FTVFortive Corp
3,602$187.8M0.09%
138
BSCYInvesco Bulletshares 2034 Corporate Bond ETF
8,866$184.0M0.09%
139
ASMLASML Holdings NV ADR
221$177.1M0.09%
140
SYKStryker Corp
434$171.7M0.08%
141
BACBankamerica Corp
3,614$171.0M0.08%
142
BSMUInvesco Bulletshares 2030 Municipal Bond ETF
7,900$169.8M0.08%
143
KKRKKR & Company Inc
1,275$169.6M0.08%
144
EBAEbay Inc
2,142$159.5M0.08%
145
UNHUnitedhealth Group Inc
510$159.1M0.08%
146
APHAmphenol Corp
1,610$159.0M0.08%
147
SHWSherwin-Williams Company
431$148.0M0.07%
148
BSCWInvesco Bulletshares 2032 Corporate Bond ETF
7,173$147.8M0.07%
149
RIGSAlps Riverfront Strategic Income ETF
6,252$145.4M0.07%
150
CITCintas Corp
624$139.1M0.07%
151
SCHWCharles Schwab Corp
1,516$138.3M0.07%
152
MXIiShares S&P Global Materials Index ETF
1,589$135.8M0.07%
153
SCHGSchwab US Large-Cap Growth ETF
4,608$134.6M0.07%
154
BSCXInvesco BulletShares 2033 Corporate Bond ETF
6,296$133.5M0.07%
155
ODFLOld Dominion Freight Lines
818$132.8M0.06%
156
DDOGDatadog Inc Cl A
976$131.1M0.06%
157
HIMUiShares High Yield Muni Active ETF
2,648$128.8M0.06%
158
WINGWingstop Inc
382$128.6M0.06%
159
SPGIS&P Global Inc
240$126.6M0.06%
160
LECOLincoln Electric Holdings Inc
601$124.6M0.06%
161
SRLNSPDR Blackstone Senior Loan ETF
2,936$122.1M0.06%
162
MPWRMonolithic Power Systems Inc
163$119.2M0.06%
163
TTDTrade Desk Inc Class A
1,645$118.4M0.06%
164
HYGiShares iBoxx $ High Yield Corporate Bond ETF
1,386$111.8M0.05%
165
CPRTCopart Inc
2,223$109.1M0.05%
166
BLKBlackrock Inc
91$95.5M0.05%
167
URIUnited Rentals Inc
124$93.4M0.05%
168
HRLHormel Foods Corp
3,081$93.2M0.05%
169
VSGXVanguard ESG International Stock ETF
1,284$84.1M0.04%
170
SYYSysco Corp
1,044$79.1M0.04%
171
POOLPool Corp
268$78.1M0.04%
172
MBBiShares Barclays MBS Bond ETF
761$71.5M0.03%
173
DKNGDraftkings Inc New Class A
1,623$69.6M0.03%
174
ITMVanEck Intermediate Muni ETF
1,272$57.8M0.03%
175
VXUSVanguard Total International Stock ETF
823$56.9M0.03%
176
VKTXViking Therapeutics Inc
2,139$56.7M0.03%
177
CWISPDR MSCI ACWI Ex US ETF
1,538$50.2M0.02%
178
ESGVVanguard ESG US Stock ETF
458$50.2M0.02%
179
HDVIshares Core High Dividend ETF
400$47.0M0.02%
180
BNDVanguard Total Bond Market ETF
632$46.5M0.02%
181
AMATApplied Materials Inc
252$46.1M0.02%
182
CASYCasey's General Stores Inc
87$44.4M0.02%
183
ETREntergy Corp
534$44.4M0.02%
184
VTWOVanguard Russell 2000 ETF
500$43.6M0.02%
185
CWCurtiss-Wright Corp
86$42.0M0.02%
186
DEDeere and Co
80$40.7M0.02%
187
TAT&T Inc Com
1,372$39.7M0.02%
188
CPCanadian Pacific Kansas City Ltd
492$39.0M0.02%
189
IXUSIshares Core MSCI Total International Stock ETF
449$34.7M0.02%
190
EMREmerson Electric Co
249$33.2M0.02%
191
GILDGilead Sciences Inc
294$32.6M0.02%
192
CSXCSX Corp
968$31.6M0.02%
193
DISDisney Co
250$31.0M0.02%
194
VGITVanguard Intermediate Term Treasury ETF
512$30.6M0.01%
195
PNWPinnacle West Cap Corp
341$30.5M0.01%
196
TRVTravelers Companies
113$30.2M0.01%
197
SOSouthern Co
319$29.3M0.01%
198
FISFidelity National Information Services Inc
350$28.5M0.01%
199
VGKVanguard FTSE Europe ETF
357$27.7M0.01%
200
SLBSchlumberger LTD
818$27.6M0.01%
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