YANKCOM Partnership Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$235.2B

Holdings

376

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (376 positions)

#StockSharesValue% PortfolioType
101
SNASnap-On Tools Corp
1,237$425.0M0.18%
102
DSIiShares MSCI KLD 400 Social Index ETF
3,203$412.0M0.18%
103
XYLXylem Inc
3,000$408.0M0.17%
104
IHDGWisdomtree International Hedged Qual Dividend Growth ETF
8,400$408.0M0.17%
105
DUKDuke Energy Corp
3,480$406.0M0.17%
106
SDYSPDR S&P Dividend ETF
2,715$377.0M0.16%
107
NFLXNetflix, Inc.
4,013$375.0M0.16%
108
NOWServicenow Inc
2,400$366.0M0.16%
109
AQLTiShares Select Dividend ETF
2,550$359.0M0.15%
110
BSCVInvesco Bulletshares 2031 Corporate Bond ETF
20,733$345.0M0.15%
111
LRCXLam Research Corp. Ordinary Shares
2,019$345.0M0.15%
112
BSCTInvesco Bulletshares 2029 Corporate Bond ETF
17,973$338.0M0.14%
113
MAMastercard Inc
588$335.0M0.14%
114
SCHDSchwab US Dividend Equity ETF
12,053$330.0M0.14%
115
BSMYInvesco Bulletshares 2028 Municipal Bond ETF
13,691$321.0M0.14%
116
DOWDow Inc
13,182$307.0M0.13%
117
AMTAmerican Tower Corp
1,748$306.0M0.13%
118
BSCYInvesco Bulletshares 2034 Corporate Bond ETF
14,569$305.0M0.13%
119
ZTSZoetis Inc Class A
2,402$301.0M0.13%
120
DHRDanaher Corp
1,316$300.0M0.13%
121
VCITVanguard Intermediate Term Corporate Bond ETF
3,551$297.0M0.13%
122
ASMLASML Holdings NV ADR
278$297.0M0.13%
123
IWMiShares Russell 2000 Index
1,201$295.0M0.13%
124
BSCXInvesco BulletShares 2033 Corporate Bond ETF
13,792$295.0M0.13%
125
BSCWInvesco Bulletshares 2032 Corporate Bond ETF
14,111$293.0M0.12%
126
PANWPalo Alto Networks Inc Common
1,589$292.0M0.12%
127
ACNAccenture PLC
1,004$269.0M0.11%
128
BSCZInvesco Bulletshares 2035 Corporate Bond ETF
12,934$268.0M0.11%
129
BSMTInvesco Bulletshares 2029 Municipal Bond ETF
11,509$266.0M0.11%
130
BSCUInvesco Bulletshares 2030 Corporate Bond ETF
15,750$266.0M0.11%
131
INTUIntuit Inc
371$244.0M0.10%
132
FTVFortive Corp
4,304$237.0M0.10%
133
BACBankamerica Corp
4,239$232.0M0.10%
134
KOCoca Cola Co
3,260$227.0M0.10%
135
IDXXIdexx Laboratories, Inc
331$223.0M0.09%
136
APHAmphenol Corp
1,580$212.0M0.09%
137
PKGPackaging Corp of America
1,030$212.0M0.09%
138
XLEEnergy Select Sector SPDR ETF
4,764$212.0M0.09%
139
AFLAFLAC Inc
1,826$201.0M0.09%
140
PLTRPalantir Technologies Inc
1,089$192.0M0.08%
141
SPOTSpotify Technology Sa Corp
329$190.0M0.08%
142
EBAEbay Inc
2,142$186.0M0.08%
143
COWZPacer Funds Trust US Cash Cows 100 ETF
2,993$180.0M0.08%
144
GCOWPacer Funds Trust Global Cash Cows Dividend ETF
4,389$180.0M0.08%
145
SNPSSynopsys Inc
379$177.0M0.08%
146
VUGVanguard Growth Index Fund ETF
361$175.0M0.07%
147
BSMUInvesco Bulletshares 2030 Municipal Bond ETF
7,900$173.0M0.07%
148
SYKStryker Corp
492$171.0M0.07%
149
KKRKKR & Company Inc
1,338$169.0M0.07%
150
MPWRMonolithic Power Systems Inc
176$159.0M0.07%
151
SHWSherwin-Williams Company
491$158.0M0.07%
152
SCHWCharles Schwab Corp
1,585$157.0M0.07%
153
MXIiShares S&P Global Materials Index ETF
1,589$153.0M0.07%
154
CMGChipotle Mexican Grill Inc
4,062$150.0M0.06%
155
SCHGSchwab US Large-Cap Growth ETF
4,608$149.0M0.06%
156
LECOLincoln Electric Holdings Inc
625$149.0M0.06%
157
ODFLOld Dominion Freight Lines
931$144.0M0.06%
158
DDOGDatadog Inc Cl A
1,069$144.0M0.06%
159
HIMUiShares High Yield Muni Active ETF
2,904$141.0M0.06%
160
SPGIS&P Global Inc
259$135.0M0.06%
161
PGRProgressive Corp
590$133.0M0.06%
162
URIUnited Rentals Inc
161$129.0M0.05%
163
CITCintas Corp
666$124.0M0.05%
164
SRLNSPDR Blackstone Senior Loan ETF
2,936$121.0M0.05%
165
BLKBlackrock Inc
101$107.0M0.05%
166
HYGiShares iBoxx $ High Yield Corporate Bond ETF
1,331$106.0M0.05%
167
CPRTCopart Inc
2,635$102.0M0.04%
168
WINGWingstop Inc
426$101.0M0.04%
169
MBBiShares Barclays MBS Bond ETF
1,045$99.0M0.04%
170
CASYCasey's General Stores Inc
177$97.0M0.04%
171
UNHUnitedhealth Group Inc
300$97.0M0.04%
172
VGTVanguard Information Technology ETF
126$94.0M0.04%
173
VSGXVanguard ESG International Stock ETF
1,233$88.0M0.04%
174
GSGoldman Sachs Group
96$84.0M0.04%
175
AXPAmerican Express Co
208$76.0M0.03%
176
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR
254$76.0M0.03%
177
PWVInvesco Large Cap Value ETF
1,077$71.0M0.03%
178
DKNGDraftkings Inc New Class A
1,961$67.0M0.03%
179
AMATApplied Materials Inc
252$64.0M0.03%
180
SYYSysco Corp
872$64.0M0.03%
181
VXUSVanguard Total International Stock ETF
823$62.0M0.03%
182
VTWOVanguard Russell 2000 ETF
589$58.0M0.02%
183
CWISPDR MSCI ACWI Ex US ETF
1,538$55.0M0.02%
184
EFAiShares MSCI EAFE ETF
576$55.0M0.02%
185
ESGVVanguard ESG US Stock ETF
458$55.0M0.02%
186
SAPSAP SE ADR
228$54.0M0.02%
187
ETREntergy Corp
558$51.0M0.02%
188
USMViShares MSCI USA Min Vol Factor ETF
541$50.0M0.02%
189
VOVanguard MSCI US Mid Cap 450 Index
169$49.0M0.02%
190
HDVIshares Core High Dividend ETF
400$48.0M0.02%
191
CWCurtiss-Wright Corp
86$47.0M0.02%
192
VIGVanguard Dividend Appreciation Index Fund ETF
214$47.0M0.02%
193
DEDeere and Co
102$46.0M0.02%
194
UBSUBS Group Ag Registered Shares
1,008$46.0M0.02%
195
CSXCSX Corp
1,280$45.0M0.02%
196
FCXFreeport-McMoran Copper & Gold Inc
869$44.0M0.02%
197
VGITVanguard Intermediate Term Treasury ETF
758$44.0M0.02%
198
BNDVanguard Total Bond Market ETF
550$40.0M0.02%
199
VBVanguard Small-Cap Index Fund ETF
152$39.0M0.02%
200
IXUSIshares Core MSCI Total International Stock ETF
449$38.0M0.02%
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