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CIK: 0002036975
Total reported value
$278.8M
$278.8M
316 檔
19.6%
The Q2 2025 SEC filing reveals that YANKCOM Partnership held a total portfolio value of $278.8M, covering 316 public equity positions.
In Q2 2025, YANKCOM Partnership displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHV, VOO) accounted for 19.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.00% | +0.36% | -0.17% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 5.84% | +0.59% | +6.70% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.80% | +0.46% | +3.30% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.38% | +0.44% | +6.97% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.77% | +0.44% | +25.67% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.01% | +3.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | -0.04% | +2.12% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.01% | +3.44% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.09% | +2.06% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.84% | +0.12% | +11.17% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.72% | -0.06% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.27% | +2.24% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.45% | +0.09% | +2.12% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | — | +3.72% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.08% | +28.90% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | -0.02% | +6.72% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.25% | +0.11% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | -0.20% | -2.42% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | +0.05% | -0.26% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.01% | — | |
| 21 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.90% | -0.03% | +7.06% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.04% | +2.38% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | — | +6.07% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | +0.19% | +1.29% | |
| 25 | WMB | Williams Cos Inc | Stock-Energy | 0.82% | -0.11% | +1.03% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | +0.05% | +7.23% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.16% | +2.12% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.35% | +4.75% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | +0.11% | -4.76% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.11% | +0.11% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.06% | +5.74% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.73% | -0.68% | EXIT | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | -0.02% | -0.46% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.06% | +1.69% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | -0.02% | — | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.67% | -0.05% | +1.39% | |
| 37 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.65% | -0.07% | +3.40% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.03% | -2.01% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.10% | -3.64% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.13% | +2.96% | |
| 41 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.61% | -0.01% | +0.20% | |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.61% | -0.06% | -0.71% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.06% | +4.65% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.02% | +8.54% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.16% | +8.18% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.58% | -0.08% | — | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | — | -6.37% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.54% | — | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.53% | -0.05% | +0.49% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.07% | +0.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +0.9% | +25.67% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +3.39% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +2.06% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -2.42% | Trim |
| 5 | BX | Blackstone Inc | +0.3% | +35975.00% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +28.90% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +11.17% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +2.12% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -0.26% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.24% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.30% | Add |
| 12 | ETN | Eaton Corporation plc | +0.1% | +3.95% | Add |
| 13 | BSMU | Invesco Bulletshares 2030 Mb | +0.1% | NEW | New buy |
| 14 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | +804.69% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.72% | Add |
| 16 | C | Citigroup Inc | +0.1% | — | Unchanged |
| 17 | DLR | Digital Realty Trust Inc | +0.1% | +3.40% | Add |
| 18 | BSMS | Invesco Bulletshares 2028 Mb | +0.1% | +94.44% | Add |
| 19 | BSMT | Invesco Bulletshares 2029 Mb | +0.1% | +160.77% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.72% | Add |
| 21 | MS | Morgan Stanley | +0.1% | +18.26% | Add |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.97% | Add |
| 23 | AMP | Ameriprise Financial Inc | +0.1% | +7.06% | Add |
| 24 | FITB | Fifth Third Bancorp | +0.1% | +24.44% | Add |
| 25 | BSMQ | Invesco Bulletshares 2026 Mb | +0.1% | +42.81% | Add |
| 26 | BSMR | Invesco Bulletshares 2027 Mb | +0.1% | +38.23% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +1.13% | Add |
| 28 | TSLA | Tesla Inc | 0% | -2.01% | Trim |
| 29 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 30 | CAT | Caterpillar Inc | 0% | +3.91% | Add |
| 31 | CIBR | First Trust Nasdaq Cybersecu | 0% | — | Unchanged |
| 32 | PM | Philip Morris International | 0% | -0.46% | Trim |
| 33 | BKNG | Booking Holdings Inc | 0% | -6.37% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +3.11% | Add |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | -0.23% | Trim |
| 36 | CSCO | Cisco Systems Inc | 0% | +1.29% | Add |
| 37 | HON | Honeywell International Inc | 0% | +2.87% | Add |
| 38 | QCOM | Qualcomm Inc | — | +8.54% | Add |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | Unchanged |
| 40 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 41 | VEA | Vanguard Ftse Developed ETF | 0% | -0.17% | Trim |
| 42 | SCHV | Schwab US Large-cap Value | -0.1% | +6.70% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.1% | +2.12% | Add |
| 44 | CVX | Chevron CORP | -0.1% | -1.30% | Trim |
| 45 | DOW | Dow Inc | -0.1% | +13.65% | Add |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | -12.08% | Trim |
| 47 | ABBV | Abbvie Inc | -0.2% | +2.38% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -4.76% | Trim |
| 49 | AAPL | Apple Inc | -0.4% | +3.44% | Add |
| 50 | CCI | Crown Castle Inc | -0.5% | -99.20% | Trim |
According to official SEC Form 13F filings, YANKCOM Partnership reported a total U.S. public equity portfolio value of $278.8M across 316 disclosed positions in Q2 2025.
During Q2 2025, YANKCOM Partnership's top holdings by market value included VEA (7.0%)、SCHV (5.8%)、VOO (5.8%). 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
BSMU
市值: $169.9K
Top Position Liquidated / Trimmed
VEA
前期市值: $12.8M
In Q2 2025, YANKCOM Partnership made 45 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 11 holdings, and fully liquidating 0 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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