Filed: 4/20/2026ACC: 0001140361-26-015513
๐ What this filing means
YANKCOM PARTNERSHIP filed this quarterly 13FโHR report disclosing 368 equity positions with a total reported market value of $243.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
368
Positions
$243.22M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COM$104.63M43.0%
VAN FTSE DEV MKT$19.23M7.9%
US LCAP VA ETF$16.35M6.7%
S&P 500 ETF SHS$14.67M6.0%
CORE S&P MCP ETF$11.97M4.9%
RUS TP200 GR ETF$9.38M3.9%
COM NEW$6.15M2.5%
Portfolio Concentration
Top 3$50.25M20.7%
4โ10$50.46M20.7%
11โ25$43.90M18.1%
Rest$98.60M40.5%
Top 3 weight
20.7%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Sole
Full voting authority
2.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
593.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole298
Shared0
Other70
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings368
Rows:
Vanguard FTSE Developed Markets ETF
SOLEShares300.06K
TypeSH
Market value$19.23M
7.91%
Sole
300.06K
Shared
0.00
None
0.00
Schwab Strategic Tr US Large-Cap Value ETF
OTRShares536.09K
TypeSH
Market value$16.35M
6.72%
Sole
536.09K
Shared
0.00
None
0.00
Vanguard Index Funds S&P 500 ETF
OTRShares24.55K
TypeSH
Market value$14.67M
6.03%
Sole
24.55K
Shared
0.00
None
0.00
iShares Tr S&P Midcap 400 ETF
SOLEShares177.32K
TypeSH
Market value$11.97M
4.92%
Sole
177.32K
Shared
0.00
None
0.00
iShares Tr Russell Top 200 Growth ETF
OTRShares37.70K
TypeSH
Market value$9.38M
3.86%
Sole
37.70K
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares25.62K
TypeSH
Market value$6.50M
2.67%
Sole
25.62K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares30.01K
TypeSH
Market value$6.25M
2.57%
Sole
30.01K
Shared
0.00
None
0.00
Microsoft Corp
DFNDShares16.10K
TypeSH
Market value$5.96M
2.45%
Sole
16.10K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares31.16K
TypeSH
Market value$5.43M
2.23%
Sole
31.16K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
OTRShares91.85K
TypeSH
Market value$4.97M
2.04%
Sole
91.85K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A
SOLEShares15.15K
TypeSH
Market value$4.36M
1.79%
Sole
15.15K
Shared
0.00
None
0.00
SPDR Portfolio Developed World Ex-US ETF
SOLEShares86.75K
TypeSH
Market value$3.96M
1.63%
Sole
86.75K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares12.43K
TypeSH
Market value$3.85M
1.58%
Sole
12.43K
Shared
0.00
None
0.00
iShares Core S&P Smallcap 600 Index ETF
SOLEShares28.25K
TypeSH
Market value$3.51M
1.44%
Sole
28.25K
Shared
0.00
None
0.00
Citigroup Inc
SOLEShares30.33K
TypeSH
Market value$3.44M
1.41%
Sole
30.33K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares11.37K
TypeSH
Market value$3.35M
1.38%
Sole
11.37K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares34.06K
TypeSH
Market value$3.08M
1.27%
Sole
34.06K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares17.05K
TypeSH
Market value$2.89M
1.19%
Sole
17.05K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares4.37K
TypeSH
Market value$2.84M
1.17%
Sole
4.37K
Shared
0.00
None
0.00
iShares Core S&P 500 ETF
SOLEShares3.48K
TypeSH
Market value$2.27M
0.93%
Sole
3.48K
Shared
0.00
None
0.00
Vanguard REIT ETF
OTRShares24.70K
TypeSH
Market value$2.19M
0.90%
Sole
24.70K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares9.86K
TypeSH
Market value$2.14M
0.88%
Sole
9.86K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares8.73K
TypeSH
Market value$2.12M
0.87%
Sole
8.73K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares16.47K
TypeSH
Market value$1.98M
0.81%
Sole
16.47K
Shared
0.00
None
0.00
Williams Companies
SOLEShares26.35K
TypeSH
Market value$1.92M
0.79%
Sole
26.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 300.06K | SH | $19.23M 7.91% | 300.06K | 0.00 | 0.00 |
Schwab Strategic Tr US Large-Cap Value ETFOTR | US LCAP VA ETF | 536.09K | SH | $16.35M 6.72% | 536.09K | 0.00 | 0.00 |
Vanguard Index Funds S&P 500 ETFOTR | S&P 500 ETF SHS | 24.55K | SH | $14.67M 6.03% | 24.55K | 0.00 | 0.00 |
iShares Tr S&P Midcap 400 ETFSOLE | CORE S&P MCP ETF | 177.32K | SH | $11.97M 4.92% | 177.32K | 0.00 | 0.00 |
iShares Tr Russell Top 200 Growth ETFOTR | RUS TP200 GR ETF | 37.70K | SH | $9.38M 3.86% | 37.70K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 25.62K | SH | $6.50M 2.67% | 25.62K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 30.01K | SH | $6.25M 2.57% | 30.01K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 16.10K | SH | $5.96M 2.45% | 16.10K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 31.16K | SH | $5.43M 2.23% | 31.16K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFOTR | FTSE EMR MKT ETF | 91.85K | SH | $4.97M 2.04% | 91.85K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl ASOLE | CAP STK CL A | 15.15K | SH | $4.36M 1.79% | 15.15K | 0.00 | 0.00 |
SPDR Portfolio Developed World Ex-US ETFSOLE | PORTFOLIO DEVLPD | 86.75K | SH | $3.96M 1.63% | 86.75K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 12.43K | SH | $3.85M 1.58% | 12.43K | 0.00 | 0.00 |
iShares Core S&P Smallcap 600 Index ETFSOLE | CORE S&P SCP ETF | 28.25K | SH | $3.51M 1.44% | 28.25K | 0.00 | 0.00 |
Citigroup IncSOLE | COM NEW | 30.33K | SH | $3.44M 1.41% | 30.33K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 11.37K | SH | $3.35M 1.38% | 11.37K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 34.06K | SH | $3.08M 1.27% | 34.06K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 17.05K | SH | $2.89M 1.19% | 17.05K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 4.37K | SH | $2.84M 1.17% | 4.37K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | CORE S&P500 ETF | 3.48K | SH | $2.27M 0.93% | 3.48K | 0.00 | 0.00 |
Vanguard REIT ETFOTR | REAL ESTATE ETF | 24.70K | SH | $2.19M 0.90% | 24.70K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 9.86K | SH | $2.14M 0.88% | 9.86K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 8.73K | SH | $2.12M 0.87% | 8.73K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 16.47K | SH | $1.98M 0.81% | 16.47K | 0.00 | 0.00 |
Williams CompaniesSOLE | COM | 26.35K | SH | $1.92M 0.79% | 26.35K | 0.00 | 0.00 |
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