Filed: 10/20/2025ACC: 0001140361-25-038578
📋 What this filing means
YANKCOM PARTNERSHIP filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $222.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$222.12M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
COM$97.97M44.1%
VAN FTSE DEV MKT$15.75M7.1%
S&P 500 ETF SHS$13.16M5.9%
US LCAP VA ETF$13.09M5.9%
CORE S&P MCP ETF$9.77M4.4%
RUS TP200 GR ETF$8.76M3.9%
COM NEW$5.14M2.3%
Portfolio Concentration
Top 3$42.00M18.9%
4–10$48.16M21.7%
11–25$40.22M18.1%
Rest$91.73M41.3%
Top 3 weight
18.9%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 2.43M
Sole
Full voting authority
2.43M
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
SOLEShares262.85K
TypeSH
Market value$15.75M
7.09%
Sole
262.85K
Shared
0.00
None
0.00
Vanguard Index Funds S&P 500 ETF
OTRShares21.48K
TypeSH
Market value$13.16M
5.92%
Sole
21.48K
Shared
0.00
None
0.00
Schwab Strategic Tr US Large-Cap Value ETF
OTRShares449.79K
TypeSH
Market value$13.09M
5.89%
Sole
449.79K
Shared
0.00
None
0.00
iShares Tr S&P Midcap 400 ETF
SOLEShares149.64K
TypeSH
Market value$9.77M
4.40%
Sole
149.64K
Shared
0.00
None
0.00
iShares Tr Russell Top 200 Growth ETF
SOLEShares32.03K
TypeSH
Market value$8.76M
3.95%
Sole
32.03K
Shared
0.00
None
0.00
Microsoft Corp
DFNDShares14.29K
TypeSH
Market value$7.40M
3.33%
Sole
14.29K
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares24.46K
TypeSH
Market value$6.23M
2.80%
Sole
24.46K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares28K
TypeSH
Market value$6.15M
2.77%
Sole
28K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares29.77K
TypeSH
Market value$5.55M
2.50%
Sole
29.77K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares79.39K
TypeSH
Market value$4.30M
1.94%
Sole
79.39K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A
SOLEShares15.74K
TypeSH
Market value$3.83M
1.72%
Sole
15.74K
Shared
0.00
None
0.00
SPDR Portfolio Developed World Ex-US ETF
SOLEShares86.75K
TypeSH
Market value$3.71M
1.67%
Sole
86.75K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares11.04K
TypeSH
Market value$3.48M
1.57%
Sole
11.04K
Shared
0.00
None
0.00
iShares Tr S&P Smallcap 600 Index ETF
SOLEShares26.97K
TypeSH
Market value$3.20M
1.44%
Sole
26.97K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares30.13K
TypeSH
Market value$3.06M
1.38%
Sole
30.13K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares9.27K
TypeSH
Market value$3.06M
1.38%
Sole
9.27K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares33.51K
TypeSH
Market value$2.93M
1.32%
Sole
33.51K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares4.11K
TypeSH
Market value$2.74M
1.23%
Sole
4.11K
Shared
0.00
None
0.00
AbbVie Inc Common
SOLEShares9.88K
TypeSH
Market value$2.29M
1.03%
Sole
9.88K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares3.01K
TypeSH
Market value$2.21M
1.00%
Sole
3.01K
Shared
0.00
None
0.00
iShares Core S&P 500 ETF
SOLEShares3.29K
TypeSH
Market value$2.20M
0.99%
Sole
3.29K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares8.48K
TypeSH
Market value$2.01M
0.90%
Sole
8.48K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares16.59K
TypeSH
Market value$1.87M
0.84%
Sole
16.59K
Shared
0.00
None
0.00
Vanguard REIT ETF
OTRShares19.99K
TypeSH
Market value$1.83M
0.82%
Sole
19.99K
Shared
0.00
None
0.00
Tesla Motors Inc
SOLEShares4.08K
TypeSH
Market value$1.82M
0.82%
Sole
4.08K
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 | 262.85K | SH | $15.75M 7.09% | 262.85K | 0.00 | 0.00 |
Vanguard Index Funds S&P 500 ETFOTR | S&P 500 ETF SHS | 21.48K | SH | $13.16M 5.92% | 21.48K | 0.00 | 0.00 |
Schwab Strategic Tr US Large-Cap Value ETFOTR | US LCAP VA ETF | 449.79K | SH | $13.09M 5.89% | 449.79K | 0.00 | 0.00 |
iShares Tr S&P Midcap 400 ETFSOLE | CORE S&P MCP ETF | 149.64K | SH | $9.77M 4.40% | 149.64K | 0.00 | 0.00 |
iShares Tr Russell Top 200 Growth ETFSOLE | RUS TP200 GR ETF | 32.03K | SH | $8.76M 3.95% | 32.03K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 14.29K | SH | $7.40M 3.33% | 14.29K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 24.46K | SH | $6.23M 2.80% | 24.46K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 28K | SH | $6.15M 2.77% | 28K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 29.77K | SH | $5.55M 2.50% | 29.77K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | FTSE EMR MKT ETF | 79.39K | SH | $4.30M 1.94% | 79.39K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl ASOLE | CAP STK CL A | 15.74K | SH | $3.83M 1.72% | 15.74K | 0.00 | 0.00 |
SPDR Portfolio Developed World Ex-US ETFSOLE | PORTFOLIO DEVLPD | 86.75K | SH | $3.71M 1.67% | 86.75K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 11.04K | SH | $3.48M 1.57% | 11.04K | 0.00 | 0.00 |
iShares Tr S&P Smallcap 600 Index ETFSOLE | CORE S&P SCP ETF | 26.97K | SH | $3.20M 1.44% | 26.97K | 0.00 | 0.00 |
Citigroup IncSOLE | COM NEW | 30.13K | SH | $3.06M 1.38% | 30.13K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 9.27K | SH | $3.06M 1.38% | 9.27K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 33.51K | SH | $2.93M 1.32% | 33.51K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 4.11K | SH | $2.74M 1.23% | 4.11K | 0.00 | 0.00 |
AbbVie Inc CommonSOLE | COM | 9.88K | SH | $2.29M 1.03% | 9.88K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | CL A | 3.01K | SH | $2.21M 1.00% | 3.01K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | CORE S&P500 ETF | 3.29K | SH | $2.20M 0.99% | 3.29K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 8.48K | SH | $2.01M 0.90% | 8.48K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 16.59K | SH | $1.87M 0.84% | 16.59K | 0.00 | 0.00 |
Vanguard REIT ETFOTR | REAL ESTATE ETF | 19.99K | SH | $1.83M 0.82% | 19.99K | 0.00 | 0.00 |
Tesla Motors IncSOLE | COM | 4.08K | SH | $1.82M 0.82% | 4.08K | 0.00 | 0.00 |
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