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
201
EMREmerson Electric Co
277$36.0M0.02%
202
CPCanadian Pacific Kansas City Ltd
492$36.0M0.02%
203
CHDChurch & Dwight Co Inc
413$34.0M0.01%
204
TRVTravelers Companies
121$34.0M0.01%
205
EEMVIshares MSCI Emerging Markets Min Vol Factor ETF
536$34.0M0.01%
206
JCIJohnson Controls International PLC
282$33.0M0.01%
207
ORCLOracle Corp
174$33.0M0.01%
208
GILDGilead Sciences Inc
270$32.0M0.01%
209
BPADR BP Amoco P L C
958$32.0M0.01%
210
SLBSchlumberger LTD
868$32.0M0.01%
211
USIGiShares Broad USD Investment Grade Corporate Bond ETF
622$32.0M0.01%
212
LINLinde PLC Corp
74$31.0M0.01%
213
AZNAstrazeneca PLC
342$31.0M0.01%
214
DLTRDollar Tree Inc
250$30.0M0.01%
215
PNWPinnacle West Cap Corp
341$30.0M0.01%
216
VGKVanguard FTSE Europe ETF
357$29.0M0.01%
217
AVSCAvantis U.S Small Cap Equity ETF
500$29.0M0.01%
218
GSKGlaxosmithkline PLC ADR
591$28.0M0.01%
219
DISDisney Co
246$27.0M0.01%
220
BDXBecton Dickinson & Co
142$27.0M0.01%
221
SOSouthern Co
319$27.0M0.01%
222
WMWaste Management Inc. Com
120$26.0M0.01%
223
PFEPfizer Inc
1,108$26.0M0.01%
224
IDEVIshares MSCI International Developed Markets ETF
307$25.0M0.01%
225
INGING Groep ADR
948$25.0M0.01%
226
TTETotalEnergies SE
390$25.0M0.01%
227
CARRCarrier Global Corp
473$24.0M0.01%
228
SHELShell PLC ADR
351$24.0M0.01%
229
PG4Principal Financial Group
282$24.0M0.01%
230
SONYSony Corp
976$24.0M0.01%
231
VONVVanguard Russell 1000 Value Index ETF
269$24.0M0.01%
232
SOLSSolstice Advanced Materials Inc
515$24.0M0.01%
233
USBUS Bancorp
438$23.0M0.01%
234
VONGVanguard Russell 1000 Growth Index ETF
189$23.0M0.01%
235
FISFidelity National Information Services Inc
350$23.0M0.01%
236
IMCGIshares Morningstar Mid-Cap Growth ETF
300$23.0M0.01%
237
LHLabcorp Holdings Inc
92$23.0M0.01%
238
ELSEquity Lifestyle Properties Inc
379$22.0M0.01%
239
MCXMcCormick & Company Non Voting
322$21.0M0.01%
240
BCSBarclays PLC ADR
759$19.0M0.01%
241
BAHBooz Allen Hamilton Holding Corp
230$19.0M0.01%
242
BSMVInvesco Bulletshares 2031 Municipal Bond ETF
929$19.0M0.01%
243
USHYiShares Broad USD High Yield Corporate Bond ETF
530$19.0M0.01%
244
LKQ1LKQ Corp
630$19.0M0.01%
245
BBVABanco Bilbao Vizcaya Argentaria S.A. ADR
780$18.0M0.01%
246
AVDEAvantis International Equity ETF
228$18.0M0.01%
247
RFRegions Financial
664$17.0M0.01%
248
CRLCharles River Laboratories International Inc
86$17.0M0.01%
249
BMYBristol Myers Squibb Co
322$17.0M0.01%
250
BHPADR BHP Billiton LTD
301$17.0M0.01%
251
VMIValmont Industries, Inc
40$16.0M0.01%
252
IUSBiShares Core Total USD Bond Market ETF
353$16.0M0.01%
253
SANBanco Santander SA ADR
1,398$16.0M0.01%
254
BINCIshares Flexible Income Active ETF
298$15.0M0.01%
255
TMToyota Mtr Corp Sponsored ADR
72$15.0M0.01%
256
RYRoyal Bank Of Canada Corp
88$15.0M0.01%
257
MGAMagna Int'l Inc Cl A
267$14.0M0.01%
258
TJXTJX Companies Inc
93$14.0M0.01%
259
ADIAnalog Devices Inc
52$14.0M0.01%
260
LYGLloyds Banking Group PLC ADR
2,782$14.0M0.01%
261
SNYSanofi ADR
301$14.0M0.01%
262
CMICummins Inc
29$14.0M0.01%
263
RIORio Tinto PLC Sponsored ADR
185$14.0M0.01%
264
ADPAutomatic Data Processing
51$13.0M0.01%
265
SPYMState Street SPDR Portfolio S&P 500 ETF
171$13.0M0.01%
266
VVVanguard Large Cap ETF
43$13.0M0.01%
267
CRCCanadian Natural Resources Ltd
372$12.0M0.01%
268
AVYAvery Dennison Corp
70$12.0M0.01%
269
MMM3M Company
81$12.0M0.01%
270
HBC2HSBC Hldgs Plc Sponsored ADR New
148$11.0M0.00%
271
IBMInternational Business Machines Corp
39$11.0M0.00%
272
BITOProshares Trust Bitcoin ETF
910$11.0M0.00%
273
BUDAnheuser Busch
159$10.0M0.00%
274
MUFGMitsubishi UFJ Financial Group, Inc. ADR
661$10.0M0.00%
275
UHAL/BU-Haul Holding Co Ser N - Non Voting
220$10.0M0.00%
276
TAT&T Inc
404$10.0M0.00%
277
IEMGiShares Core MSCI Emerging Markets ETF
163$10.0M0.00%
278
ITWIllinois Tool Works Inc
44$10.0M0.00%
279
PSXPhillips 66 Com
74$9.0M0.00%
280
BABoeing Company
44$9.0M0.00%
281
WFCWells Fargo & Company
103$9.0M0.00%
282
NVONovo-Nordisk ADR
190$9.0M0.00%
283
CNRCanadian National Railway Co.
87$8.0M0.00%
284
BSXBoston Scientific Corp
100$8.0M0.00%
285
UPSUnited Parcel Svc Inc Cl B
83$8.0M0.00%
286
VHTVanguard Health Care ETF
30$8.0M0.00%
287
OTISOtis Worldwide Corp Common
100$8.0M0.00%
288
AGGiShares Core US Aggregate Bond ETF
78$7.0M0.00%
289
SPTLSPDR Portfolio Long Term Treasury ETF
298$7.0M0.00%
290
SONSonoco Products Co
170$7.0M0.00%
291
IRIngersoll Rand Co
92$7.0M0.00%
292
AFSCAberdeen Focused US Small Cap ETF
241$7.0M0.00%
293
COFCapital One Financial Corp
31$7.0M0.00%
294
VRSKVerisk Analytics Inc Cl A
34$7.0M0.00%
295
VTVVanguard Value Index ETF
43$7.0M0.00%
296
BKBank Of New York Mellon Corp
63$7.0M0.00%
297
EMBIshares J.P. Morgan USD Emerging Markets Bond ETF
81$7.0M0.00%
298
IWRiShares Russell Mid-Cap ETF
71$6.0M0.00%
299
BABAAlibaba Group Holdings - Sp ADR
43$6.0M0.00%
300
GMGeneral Motors Co
80$6.0M0.00%
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