Filed: 1/20/2026ACC: 0001140361-26-001619
📋 What this filing means
YANKCOM PARTNERSHIP filed this quarterly 13F‑HR report disclosing 376 equity positions with a total reported market value of $235.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
376
Positions
$235.19M
Total AUM (reported)
2.46M
Total Shares
Allocation by class
COM$103.08M43.8%
VAN FTSE DEV MKT$16.93M7.2%
S&P 500 ETF SHS$14.16M6.0%
US LCAP VA ETF$13.93M5.9%
CORE S&P MCP ETF$10.24M4.4%
RUS TP200 GR ETF$9.09M3.9%
COM NEW$5.94M2.5%
Portfolio Concentration
Top 3$45.02M19.1%
4–10$50.78M21.6%
11–25$42.51M18.1%
Rest$96.89M41.2%
Top 3 weight
19.1%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Sole
Full voting authority
2.46M
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)
Sole311
Shared0
Other65
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings376
Rows:
Vanguard FTSE Developed Markets ETF
OTRShares271K
TypeSH
Market value$16.93M
7.20%
Sole
271K
Shared
0.00
None
0.00
Vanguard Index Funds S&P 500 ETF
OTRShares22.58K
TypeSH
Market value$14.16M
6.02%
Sole
22.58K
Shared
0.00
None
0.00
Schwab Strategic Tr US Large-Cap Value ETF
OTRShares470.37K
TypeSH
Market value$13.93M
5.92%
Sole
470.37K
Shared
0.00
None
0.00
iShares Tr S&P Midcap 400 ETF
SOLEShares155.19K
TypeSH
Market value$10.24M
4.36%
Sole
155.19K
Shared
0.00
None
0.00
iShares Tr Russell Top 200 Growth ETF
OTRShares32.84K
TypeSH
Market value$9.09M
3.87%
Sole
32.84K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares15.03K
TypeSH
Market value$7.27M
3.09%
Sole
15.03K
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares25.37K
TypeSH
Market value$6.90M
2.93%
Sole
25.37K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares29.29K
TypeSH
Market value$6.76M
2.87%
Sole
29.29K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares31.34K
TypeSH
Market value$5.84M
2.49%
Sole
31.34K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A
SOLEShares14.92K
TypeSH
Market value$4.67M
1.99%
Sole
14.92K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares81.31K
TypeSH
Market value$4.37M
1.86%
Sole
81.31K
Shared
0.00
None
0.00
SPDR Portfolio Developed World Ex-US ETF
SOLEShares86.75K
TypeSH
Market value$3.85M
1.64%
Sole
86.75K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares30.62K
TypeSH
Market value$3.57M
1.52%
Sole
30.62K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares10.97K
TypeSH
Market value$3.54M
1.50%
Sole
10.97K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares9.52K
TypeSH
Market value$3.30M
1.40%
Sole
9.52K
Shared
0.00
None
0.00
iShares Core S&P Smallcap 600 Index ETF
SOLEShares27.25K
TypeSH
Market value$3.27M
1.39%
Sole
27.25K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares34.06K
TypeSH
Market value$3.05M
1.30%
Sole
34.06K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares4.37K
TypeSH
Market value$2.98M
1.27%
Sole
4.37K
Shared
0.00
None
0.00
iShares Core S&P 500 ETF
SOLEShares3.32K
TypeSH
Market value$2.27M
0.97%
Sole
3.32K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares9.64K
TypeSH
Market value$2.20M
0.94%
Sole
9.64K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares17.83K
TypeSH
Market value$2.15M
0.91%
Sole
17.83K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares3.14K
TypeSH
Market value$2.07M
0.88%
Sole
3.14K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares8.67K
TypeSH
Market value$2.01M
0.85%
Sole
8.67K
Shared
0.00
None
0.00
Ameriprise Financial Corp
SOLEShares4.05K
TypeSH
Market value$1.99M
0.85%
Sole
4.05K
Shared
0.00
None
0.00
Tesla Motors Inc
SOLEShares4.21K
TypeSH
Market value$1.90M
0.81%
Sole
4.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard FTSE Developed Markets ETFOTR | VAN FTSE DEV MKT | 271K | SH | $16.93M 7.20% | 271K | 0.00 | 0.00 |
Vanguard Index Funds S&P 500 ETFOTR | S&P 500 ETF SHS | 22.58K | SH | $14.16M 6.02% | 22.58K | 0.00 | 0.00 |
Schwab Strategic Tr US Large-Cap Value ETFOTR | US LCAP VA ETF | 470.37K | SH | $13.93M 5.92% | 470.37K | 0.00 | 0.00 |
iShares Tr S&P Midcap 400 ETFSOLE | CORE S&P MCP ETF | 155.19K | SH | $10.24M 4.36% | 155.19K | 0.00 | 0.00 |
iShares Tr Russell Top 200 Growth ETFOTR | RUS TP200 GR ETF | 32.84K | SH | $9.09M 3.87% | 32.84K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 15.03K | SH | $7.27M 3.09% | 15.03K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 25.37K | SH | $6.90M 2.93% | 25.37K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 29.29K | SH | $6.76M 2.87% | 29.29K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 31.34K | SH | $5.84M 2.49% | 31.34K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl ASOLE | CAP STK CL A | 14.92K | SH | $4.67M 1.99% | 14.92K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | FTSE EMR MKT ETF | 81.31K | SH | $4.37M 1.86% | 81.31K | 0.00 | 0.00 |
SPDR Portfolio Developed World Ex-US ETFSOLE | PORTFOLIO DEVLPD | 86.75K | SH | $3.85M 1.64% | 86.75K | 0.00 | 0.00 |
Citigroup IncSOLE | COM NEW | 30.62K | SH | $3.57M 1.52% | 30.62K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 10.97K | SH | $3.54M 1.50% | 10.97K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 9.52K | SH | $3.30M 1.40% | 9.52K | 0.00 | 0.00 |
iShares Core S&P Smallcap 600 Index ETFSOLE | CORE S&P SCP ETF | 27.25K | SH | $3.27M 1.39% | 27.25K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 34.06K | SH | $3.05M 1.30% | 34.06K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 4.37K | SH | $2.98M 1.27% | 4.37K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | CORE S&P500 ETF | 3.32K | SH | $2.27M 0.97% | 3.32K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 9.64K | SH | $2.20M 0.94% | 9.64K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 17.83K | SH | $2.15M 0.91% | 17.83K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | CL A | 3.14K | SH | $2.07M 0.88% | 3.14K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 8.67K | SH | $2.01M 0.85% | 8.67K | 0.00 | 0.00 |
Ameriprise Financial CorpSOLE | COM | 4.05K | SH | $1.99M 0.85% | 4.05K | 0.00 | 0.00 |
Tesla Motors IncSOLE | COM | 4.21K | SH | $1.90M 0.81% | 4.21K | 0.00 | 0.00 |
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