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CIK: 0002036975
Total reported value
$278.8M
$278.8M
283 檔
16.9%
At the close of Q1 2025, YANKCOM Partnership disclosed equity holdings valued at approximately $278.8M, spread across 283 reported holdings.
In Q1 2025, YANKCOM Partnership displayed an active expansion posture, initiating 1 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHV, VOO) accounted for 16.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.03% | +0.36% | -0.14% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 5.91% | +0.59% | -2.88% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.71% | +0.46% | +0.40% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.33% | +0.44% | -2.62% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.04% | +1.31% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | -0.01% | +2.97% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.88% | +0.44% | -0.70% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.01% | +1.01% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.74% | -0.06% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.09% | +4.00% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.70% | +0.12% | -0.52% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | +0.09% | -0.22% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | +0.27% | -12.49% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | — | +1.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.02% | -0.84% | |
| 16 | C | Citigroup Inc | Stock-Financials | 1.18% | +0.11% | +0.42% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.04% | -1.74% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | -0.08% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.01% | -0.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | +0.11% | +0.09% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | +0.05% | +4.99% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | — | +1.24% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.16% | -0.66% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.35% | +1.75% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | +0.05% | -0.30% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | -0.20% | -0.65% | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.87% | -0.11% | -12.80% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.06% | +16.41% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | -0.03% | -28.83% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | -0.11% | +0.13% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.19% | -1.50% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.06% | -1.72% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.13% | -0.36% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | -0.05% | +7.07% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.06% | +9.90% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | -0.02% | — | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.68% | EXIT | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | -0.02% | -14.17% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.10% | -2.96% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.69% | -0.06% | -0.72% | |
| 41 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.65% | -0.01% | -1.70% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.07% | +9.48% | |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.62% | — | -6.49% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.03% | +18.77% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | +0.02% | +10.83% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.16% | +0.89% | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.58% | -0.07% | -1.57% | |
| 48 | DOW | Dow Inc | Stock-Materials | 0.57% | -0.27% | EXIT | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.13% | +0.20% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.56% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.6% | -0.14% | Trim |
| 2 | NEE | Nextera Energy Inc | +0.2% | +129.09% | Add |
| 3 | ABBV | Abbvie Inc | +0.2% | -1.74% | Trim |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.09% | Add |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | — | Unchanged |
| 6 | VCIT | Vanguard Int-term Corporate | +0.2% | +3265.00% | Add |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +16.41% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +9.48% | Add |
| 9 | AEP | American Electric Power | +0.1% | +39.89% | Add |
| 10 | MDT | Medtronic plc | +0.1% | +7.07% | Add |
| 11 | ABT | Abbott Laboratories | +0.1% | +0.13% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +1.75% | Add |
| 13 | COP | Conocophillips | +0.1% | +46.50% | Add |
| 14 | NVS | Novartis Ag-sponsored Adr | +0.1% | +8.46% | Add |
| 15 | DOW | Dow Inc | +0.1% | +39.84% | Add |
| 16 | PM | Philip Morris International | +0.1% | -14.17% | Trim |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | — | Unchanged |
| 18 | VZ | Verizon Communications Inc | +0.1% | +0.20% | Add |
| 19 | TRP | Tc Energy CORP | +0.1% | +22.10% | Add |
| 20 | CVX | Chevron CORP | +0.1% | +0.71% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | -1.72% | Trim |
| 22 | HIMU | Ishares High Yild Muni A ETF | +0.1% | NEW | New buy |
| 23 | HAS | Hasbro Inc | +0.1% | +13.14% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.84% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | +5.80% | Add |
| 26 | ETN | Eaton Corporation plc | -0.1% | +1.03% | Add |
| 27 | CRM | Salesforce Inc | -0.1% | +1.38% | Add |
| 28 | DUK | Duke Energy CORP | -0.1% | -33.93% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.40% | Add |
| 30 | RIGS | Alps Strategic Incme Fd-usdi | -0.1% | -55.39% | Trim |
| 31 | PYPL | Paypal Holdings Inc | -0.1% | -0.15% | Trim |
| 32 | TGT | Target CORP | -0.1% | +0.10% | Add |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | -35.72% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | -12.49% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.22% | Trim |
| 36 | GLW | Corning Inc | -0.1% | -29.98% | Trim |
| 37 | F | Ford Motor Co | -0.1% | EXIT | Sold out |
| 38 | DLR | Digital Realty Trust Inc | -0.1% | -1.57% | Trim |
| 39 | TSLA | Tesla Inc | -0.2% | +18.77% | Add |
| 40 | MSFT | Microsoft CORP | -0.2% | +2.97% | Add |
| 41 | DIS | Walt Disney Co/the | -0.2% | -91.49% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.07% | Add |
| 43 | AAPL | Apple Inc | -0.3% | +1.01% | Add |
| 44 | IWY | Ishares Russell Top 200 Grow | -0.3% | -0.70% | Trim |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -2.62% | Trim |
| 46 | NVDA | Nvidia CORP | -0.3% | +4.00% | Add |
| 47 | AMZN | Amazon.com Inc | -0.3% | +1.31% | Add |
| 48 | AVGO | Broadcom Inc | -0.3% | -0.65% | Trim |
| 49 | AMP | Ameriprise Financial Inc | -0.4% | -28.83% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -0.4% | -75.33% | Trim |
According to official SEC Form 13F filings, YANKCOM Partnership reported a total U.S. public equity portfolio value of $278.8M across 283 disclosed positions in Q1 2025.
During Q1 2025, YANKCOM Partnership's top holdings by market value included VEA (7.0%)、SCHV (5.9%)、VOO (5.7%). The largest single position, VEA, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
HIMU
市值: $128.0K
Top Position Liquidated / Trimmed
F
前期市值: $232.8K
In Q1 2025, YANKCOM Partnership made 48 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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