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CIK: 0002036975
Total reported value
$288.2M
$288.2M
283 檔
16.3%
At the close of Q1 2025, YANKCOM Partnership disclosed equity holdings valued at approximately $288.2M, spread across 283 reported holdings.
In Q1 2025, YANKCOM Partnership displayed an active expansion posture, initiating 26 new positions and adding to 86 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHV, VOO) accounted for 16.3% 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% | +0.18% | -0.14% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 5.91% | +0.17% | -2.88% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.71% | +0.61% | +0.40% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.33% | -0.22% | -2.62% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.04% | +1.31% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | +0.70% | +2.97% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.88% | +0.39% | -0.70% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.19% | +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% | +0.22% | +4.00% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.70% | +0.03% | -0.52% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | -0.16% | -0.22% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.02% | -12.49% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | -0.18% | +1.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.01% | -0.84% | |
| 16 | C | Citigroup Inc | Stock-Financials | 1.18% | -0.17% | +0.42% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.01% | -1.74% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | -0.04% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.07% | -0.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | +0.17% | +0.09% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | +0.41% | +4.99% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | -0.07% | +1.24% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.03% | -0.66% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.84% | EXIT | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | — | -0.30% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | -0.30% | -0.65% | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.87% | -0.06% | -12.80% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | +0.03% | +16.41% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | +0.03% | -28.83% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | +0.02% | +0.13% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | -0.16% | -1.50% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.02% | -1.72% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | — | -0.36% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | +0.03% | +7.07% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | +0.01% | +9.90% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | -0.03% | — | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | — | +1.46% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | +0.01% | -14.17% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.02% | -2.96% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.69% | -0.02% | -0.72% | |
| 41 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.65% | +0.02% | -1.70% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | — | +9.48% | |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.62% | — | -6.49% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | — | +18.77% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | -0.01% | +10.83% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.01% | +0.89% | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.58% | -0.03% | -1.57% | |
| 48 | DOW | Dow Inc | Stock-Materials | 0.57% | — | +39.84% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | +0.03% | +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 | SCHV | Schwab US Large-cap Value | +0.1% | -2.88% | Trim |
| 17 | PM | Philip Morris International | +0.1% | -14.17% | Trim |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | — | Unchanged |
| 19 | VZ | Verizon Communications Inc | +0.1% | +0.20% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | -0.66% | Trim |
| 21 | TRP | Tc Energy CORP | +0.1% | +22.10% | Add |
| 22 | CVX | Chevron CORP | +0.1% | +0.71% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | -1.72% | Trim |
| 24 | DGX | Quest Diagnostics Inc | +0.1% | -1.70% | Trim |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.52% | Trim |
| 26 | HIMU | Ishares High Yild Muni A ETF | +0.1% | NEW | New buy |
| 27 | HAS | Hasbro Inc | +0.1% | +13.14% | Add |
| 28 | QCOM | Qualcomm Inc | +0.1% | +10.83% | Add |
| 29 | UNP | Union Pacific CORP | +0.1% | +1.24% | Add |
| 30 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 31 | CCI | Crown Castle Inc | +0.1% | -1.22% | Trim |
| 32 | PLD | Prologis Inc | +0.1% | +4.48% | Add |
| 33 | META | Meta Platforms Inc-class A | +0.1% | +4.99% | Add |
| 34 | SPOT | Spotify Technology S.A. | +0.1% | NEW | New buy |
| 35 | WING | Wingstop Inc | +0.1% | NEW | New buy |
| 36 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +1945.24% | Add |
| 37 | RTX | Rtx CORP | +0.1% | +1.89% | Add |
| 38 | NOC | Northrop Grumman CORP | +0.1% | +7.74% | Add |
| 39 | ALL | Allstate CORP | +0.1% | -0.37% | Trim |
| 40 | SBUX | Starbucks CORP | +0.1% | -0.20% | Trim |
| 41 | CSCO | Cisco Systems Inc | +0.1% | -1.50% | Trim |
| 42 | C | Citigroup Inc | +0.1% | +0.42% | Add |
| 43 | MBB | Ishares Mbs ETF | 0% | NEW | New buy |
| 44 | AMGN | Amgen Inc | 0% | +0.31% | Add |
| 45 | BSCW | Invesco Bulletshares 2032 Cb | 0% | +71.32% | Add |
| 46 | BSCV | Invesco Bulletshares 2031 Cb | 0% | +42.03% | Add |
| 47 | CB | Chubb Limited | 0% | -0.91% | Trim |
| 48 | ECL | Ecolab Inc | 0% | -0.62% | Trim |
| 49 | VNQ | Vanguard Real Estate ETF | 0% | -0.30% | Trim |
| 50 | ASML | ASML Holding N.V. | 0% | +49.63% | Add |
According to official SEC Form 13F filings, YANKCOM Partnership reported a total U.S. public equity portfolio value of $288.2M 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 179 total portfolio adjustments, initiating 26 new buys, adding to 86 positions, trimming 60 holdings, and fully liquidating 7 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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