13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002036975
Total reported value
$288.2M
$288.2M
376 檔
22.3%
At the close of Q4 2025, YANKCOM Partnership disclosed equity holdings valued at approximately $288.2M, spread across 376 reported holdings.
In Q4 2025, YANKCOM Partnership displayed an active expansion posture, initiating 40 new positions and adding to 116 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VOO, SCHV) accounted for 22.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 376 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.20% | +0.18% | +3.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.02% | +0.61% | +5.10% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 5.92% | +0.17% | +4.58% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.36% | -0.22% | +3.71% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.87% | +0.39% | +2.51% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | +0.70% | +5.17% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.19% | +3.73% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | -0.04% | +4.60% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.49% | +0.22% | +5.29% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | -0.18% | -5.20% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | +0.03% | +2.42% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.64% | -0.06% | — | |
| 13 | C | Citigroup Inc | Stock-Financials | 1.52% | -0.17% | +1.65% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.02% | -0.64% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | -0.30% | +2.76% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.39% | -0.16% | +1.04% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.04% | +1.66% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.01% | +6.33% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.07% | +0.67% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.01% | -2.39% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.84% | EXIT | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | +0.41% | +4.28% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.85% | -0.07% | +2.16% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | +0.03% | +15.49% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | — | +3.18% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.80% | — | +6.14% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | +0.17% | +5.79% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | -0.16% | -0.35% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.03% | +1.54% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.04% | +10.46% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | +0.01% | +0.21% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | +0.03% | +24.94% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.02% | +4.57% | |
| 34 | WMB | Williams Cos Inc | Stock-Energy | 0.71% | -0.06% | +1.39% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | +0.11% | +0.25% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.08% | +11.15% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.65% | +0.03% | +0.45% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | -0.03% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | -0.07% | +46.77% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | — | -0.84% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | -0.14% | +8.06% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | +0.02% | +1.73% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | — | +10.26% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.01% | +5.02% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | — | +2.35% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.56% | -0.01% | +1.73% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.53% | +0.01% | -1.91% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.04% | +31.44% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.02% | +9.33% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.51% | -0.03% | +2.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.3% | +46.77% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.20% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +10.46% | Add |
| 4 | C | Citigroup Inc | +0.1% | +1.65% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +3.73% | Add |
| 6 | WMT | Walmart Inc | +0.1% | +31.44% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +0.21% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.10% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +8.06% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.10% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +4.60% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +7.48% | Add |
| 13 | AMP | Ameriprise Financial Inc | +0.1% | +15.49% | Add |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +24.94% | Add |
| 15 | BSCZ | Invesco Bulletshares 2035 Cb | +0.1% | +156.42% | Add |
| 16 | FDX | Fedex CORP | +0.1% | +1.26% | Add |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.78% | Add |
| 18 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | +64.32% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.33% | Add |
| 20 | CSCO | Cisco Systems Inc | 0% | -0.35% | Trim |
| 21 | MS | Morgan Stanley | 0% | +3.18% | Add |
| 22 | RTX | Rtx CORP | 0% | +9.50% | Add |
| 23 | SBUX | Starbucks CORP | 0% | +16.62% | Add |
| 24 | ISRG | Intuitive Surgical Inc | 0% | +6.30% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | +48.25% | Add |
| 26 | BSCX | Invesco Bulletshares 2033 Cb | 0% | +47.21% | Add |
| 27 | SCHV | Schwab US Large-cap Value | 0% | +4.58% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | -0.84% | Trim |
| 29 | PLD | Prologis Inc | 0% | +1.55% | Add |
| 30 | ASML | ASML Holding N.V. | 0% | +24.66% | Add |
| 31 | BSCV | Invesco Bulletshares 2031 Cb | 0% | +30.06% | Add |
| 32 | BSCW | Invesco Bulletshares 2032 Cb | 0% | +37.29% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | +464.71% | Add |
| 34 | AVGO | Broadcom Inc | 0% | +2.76% | Add |
| 35 | SHOP | Shopify Inc - Class A | 0% | +0.25% | Add |
| 36 | CRM | Salesforce Inc | 0% | +1.58% | Add |
| 37 | CB | Chubb Limited | 0% | +2.36% | Add |
| 38 | AMGN | Amgen Inc | 0% | +2.44% | Add |
| 39 | AXP | American Express Co | 0% | +383.72% | Add |
| 40 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +29.10% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +217.50% | Add |
| 42 | IDXX | Idexx Laboratories Inc | 0% | +24.91% | Add |
| 43 | BAC | Bank Of America CORP | 0% | +21.18% | Add |
| 44 | CASY | Casey's General Stores Inc | 0% | +103.45% | Add |
| 45 | V | Visa Inc-class A Shares | 0% | +4.57% | Add |
| 46 | NVS | Novartis Ag-sponsored Adr | 0% | +1.07% | Add |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +13.28% | Add |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.31% | Add |
| 49 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +17.37% | Add |
| 50 | DHR | Danaher CORP | 0% | +1.31% | Add |
According to official SEC Form 13F filings, YANKCOM Partnership reported a total U.S. public equity portfolio value of $288.2M across 376 disclosed positions in Q4 2025.
During Q4 2025, YANKCOM Partnership's top holdings by market value included VEA (7.2%)、VOO (6.0%)、SCHV (5.9%). The largest single position, VEA, represented 7.2% 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
GCOW
市值: $180.9K
Top Position Liquidated / Trimmed
BSCP
前期市值: $845.4K
In Q4 2025, YANKCOM Partnership made 190 total portfolio adjustments, initiating 40 new buys, adding to 116 positions, trimming 23 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.