Filed: 4/29/2025ACC: 0001140361-25-016385
📋 What this filing means
YANKCOM PARTNERSHIP filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $181.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$181.82M
Total AUM (reported)
2.26M
Total Shares
Allocation by class
COM$83.04M45.7%
VAN FTSE DEV MKT$12.78M7.0%
US LCAP VA ETF$10.74M5.9%
S&P 500 ETF SHS$10.39M5.7%
CORE S&P MCP ETF$7.87M4.3%
RUS TP200 GR ETF$5.24M2.9%
CL A$3.67M2.0%
Portfolio Concentration
Top 3$33.91M18.7%
4–10$35.21M19.4%
11–25$31.44M17.3%
Rest$81.25M44.7%
Top 3 weight
18.7%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Sole
Full voting authority
2.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole204
Shared0
Other79
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings283
Rows:
Vanguard FTSE Developed Markets ETF
SOLEShares251.50K
TypeSH
Market value$12.78M
7.03%
Sole
251.50K
Shared
0.00
None
0.00
Schwab Strategic Tr US Large-Cap Value ETF
OTRShares404.13K
TypeSH
Market value$10.74M
5.91%
Sole
404.13K
Shared
0.00
None
0.00
Vanguard Index Funds S&P 500 ETF
OTRShares20.21K
TypeSH
Market value$10.39M
5.71%
Sole
20.21K
Shared
0.00
None
0.00
iShares Tr S&P Midcap 400 ETF
OTRShares134.80K
TypeSH
Market value$7.87M
4.33%
Sole
134.80K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares27.86K
TypeSH
Market value$5.30M
2.92%
Sole
27.86K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares14.02K
TypeSH
Market value$5.26M
2.90%
Sole
14.02K
Shared
0.00
None
0.00
iShares Tr Russell Top 200 Growth ETF
OTRShares24.85K
TypeSH
Market value$5.24M
2.88%
Sole
24.85K
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares23.59K
TypeSH
Market value$5.24M
2.88%
Sole
23.59K
Shared
0.00
None
0.00
SPDR Portfolio Developed World Ex-US ETF
SOLEShares86.75K
TypeSH
Market value$3.16M
1.74%
Sole
86.75K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares28.94K
TypeSH
Market value$3.14M
1.72%
Sole
28.94K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
OTRShares68.39K
TypeSH
Market value$3.10M
1.70%
Sole
68.39K
Shared
0.00
None
0.00
iShares Tr S&P Smallcap 600 Index ETF
SOLEShares26.51K
TypeSH
Market value$2.77M
1.52%
Sole
26.51K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares10.87K
TypeSH
Market value$2.67M
1.47%
Sole
10.87K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A
SOLEShares15.49K
TypeSH
Market value$2.40M
1.32%
Sole
15.49K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares3.92K
TypeSH
Market value$2.19M
1.20%
Sole
3.92K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares30.13K
TypeSH
Market value$2.14M
1.18%
Sole
30.13K
Shared
0.00
None
0.00
AbbVie Inc Common
DFNDShares9.54K
TypeSH
Market value$2.00M
1.10%
Sole
9.54K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares25.99K
TypeSH
Market value$1.97M
1.08%
Sole
25.99K
Shared
0.00
None
0.00
iShares Core S&P 500 ETF
SOLEShares3.29K
TypeSH
Market value$1.85M
1.02%
Sole
3.29K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Class B
DFNDShares3.38K
TypeSH
Market value$1.80M
0.99%
Sole
3.38K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares3.09K
TypeSH
Market value$1.78M
0.98%
Sole
3.09K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares7.41K
TypeSH
Market value$1.75M
0.96%
Sole
7.41K
Shared
0.00
None
0.00
McDonalds Corp
DFNDShares5.58K
TypeSH
Market value$1.74M
0.96%
Sole
5.58K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares14.34K
TypeSH
Market value$1.71M
0.94%
Sole
14.34K
Shared
0.00
None
0.00
Vanguard REIT ETF
OTRShares17.52K
TypeSH
Market value$1.59M
0.87%
Sole
17.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 251.50K | SH | $12.78M 7.03% | 251.50K | 0.00 | 0.00 |
Schwab Strategic Tr US Large-Cap Value ETFOTR | US LCAP VA ETF | 404.13K | SH | $10.74M 5.91% | 404.13K | 0.00 | 0.00 |
Vanguard Index Funds S&P 500 ETFOTR | S&P 500 ETF SHS | 20.21K | SH | $10.39M 5.71% | 20.21K | 0.00 | 0.00 |
iShares Tr S&P Midcap 400 ETFOTR | CORE S&P MCP ETF | 134.80K | SH | $7.87M 4.33% | 134.80K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 27.86K | SH | $5.30M 2.92% | 27.86K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 14.02K | SH | $5.26M 2.90% | 14.02K | 0.00 | 0.00 |
iShares Tr Russell Top 200 Growth ETFOTR | RUS TP200 GR ETF | 24.85K | SH | $5.24M 2.88% | 24.85K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 23.59K | SH | $5.24M 2.88% | 23.59K | 0.00 | 0.00 |
SPDR Portfolio Developed World Ex-US ETFSOLE | PORTFOLIO DEVLPD | 86.75K | SH | $3.16M 1.74% | 86.75K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 28.94K | SH | $3.14M 1.72% | 28.94K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFOTR | FTSE EMR MKT ETF | 68.39K | SH | $3.10M 1.70% | 68.39K | 0.00 | 0.00 |
iShares Tr S&P Smallcap 600 Index ETFSOLE | CORE S&P SCP ETF | 26.51K | SH | $2.77M 1.52% | 26.51K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 10.87K | SH | $2.67M 1.47% | 10.87K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl ASOLE | CAP STK CL A | 15.49K | SH | $2.40M 1.32% | 15.49K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 3.92K | SH | $2.19M 1.20% | 3.92K | 0.00 | 0.00 |
Citigroup IncSOLE | COM NEW | 30.13K | SH | $2.14M 1.18% | 30.13K | 0.00 | 0.00 |
AbbVie Inc CommonDFND | COM | 9.54K | SH | $2.00M 1.10% | 9.54K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 25.99K | SH | $1.97M 1.08% | 25.99K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | CORE S&P500 ETF | 3.29K | SH | $1.85M 1.02% | 3.29K | 0.00 | 0.00 |
Berkshire Hathaway Inc Class BDFND | CL B NEW | 3.38K | SH | $1.80M 0.99% | 3.38K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | CL A | 3.09K | SH | $1.78M 0.98% | 3.09K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 7.41K | SH | $1.75M 0.96% | 7.41K | 0.00 | 0.00 |
McDonalds CorpDFND | COM | 5.58K | SH | $1.74M 0.96% | 5.58K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 14.34K | SH | $1.71M 0.94% | 14.34K | 0.00 | 0.00 |
Vanguard REIT ETFOTR | REAL ESTATE ETF | 17.52K | SH | $1.59M 0.87% | 17.52K | 0.00 | 0.00 |
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