CIK: 0002036975
Total reported value
$243.2M
Reporting period: 2026-03-31 · Number of holdings: 634
YANKCOM Partnership disclosed 634 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $243.2M and a quarterly turnover rate of 11.8%.
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YANKCOM Partnership's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 40 equally-sized positions, well below its 634 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.88), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 40% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add SCHV
+14.0% $2.4M
Add VEA
+10.7% $2.3M
Trim MSFT
+7.1% -$1.3M
Add IJH
+14.3% $1.7M
Trim AMZN
+2.5% -$510.8K
Add XOM
-4.4% $747.4K
Showing top 200 holdings (of 634 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.91% | +0.71% | +10.73% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.72% | +0.80% | +13.97% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.03% | +0.01% | +8.72% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.92% | +0.56% | +14.26% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.86% | -0.01% | +14.80% | |
| 6 | AAPL | Apple INC | Stock-Tech | 2.67% | -0.26% | +0.98% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.57% | -0.30% | +2.45% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.64% | +7.12% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | -0.26% | -0.57% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.04% | +0.18% | +12.97% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | -0.20% | +1.51% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.63% | — | — | |
| 13 | AVGO | Broadcom INC | Stock-Tech | 1.58% | +0.18% | +30.51% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.44% | +0.05% | +3.66% | |
| 15 | C | Citigroup INC | Stock-Financials | 1.41% | — | -0.97% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.12% | +3.67% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | +0.28% | -4.37% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -0.10% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | — | +4.95% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | +0.10% | +16.44% | |
| 22 | ABBV | Abbvie INC | Stock-Healthcare | 0.88% | — | +2.30% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.87% | — | +0.73% | |
| 24 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.81% | +0.07% | — | |
| 25 | WMB | Williams Cos INC | Stock-Energy | 0.79% | +0.08% | -5.40% | |
| 26 | AMP | Ameriprise Financial INC | Stock-Financials | 0.78% | — | +4.76% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | — | +2.39% | |
| 28 | CSCO | Cisco Systems INC | Stock-Tech | 0.76% | — | +1.89% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | +4.73% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.13% | +0.96% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | — | +2.03% | |
| 32 | HD | Home Depot INC | Stock-Consumer Disc | 0.69% | — | +13.26% | |
| 33 | HON | Honeywell International INC | Stock-Industrials | 0.68% | +0.08% | +2.08% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.09% | -0.45% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | — | +9.33% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | +0.12% | +8.67% | |
| 37 | PEP | Pepsico INC | Stock-Consumer Staples | 0.63% | +0.07% | +7.13% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | +0.06% | -9.52% | |
| 39 | TSLA | Tesla INC | Stock-Consumer Disc | 0.62% | -0.19% | -3.01% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | — | -11.21% | |
| 41 | CAT | Caterpillar INC | Stock-Industrials | 0.62% | — | -14.60% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | — | — | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.60% | — | +5.78% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.58% | +0.18% | +9.42% | |
| 45 | DLR | Digital Realty Trust INC | Stock-Real Estate | 0.57% | +0.06% | -0.86% | |
| 46 | WMT | Walmart INC | Stock-Consumer Staples | 0.55% | — | -2.36% | |
| 47 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.52% | — | -2.19% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | -0.11% | -1.76% | |
| 49 | SHOP | Shopify INC - Class A | Stock-Tech | 0.50% | -0.20% | +0.28% | |
| 50 | DGX | Quest Diagnostics INC | Stock-Healthcare | 0.50% | — | -0.75% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+21.2%
Based on 79% of reported portfolio value with available pricing
YANKCOM Partnership's most significant position changes for 2026-03-31: New buy: Kla CORP (KLAC); Sold out: Pacer Global Cash Cows Divid (GCOW); Sold out: Pacer US Cash Cows 100 ETF (COWZ); New buy: Monster Beverage CORP (MNST); New buy: Quanta Services INC (PWR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | +0.8% | +13.97% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.7% | +10.73% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +14.26% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -4.37% | Trim |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +12.97% | Add |
| 6 | AVGO | Broadcom INC | +0.2% | +30.51% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +9.42% | Add |
| 8 | DOW | Dow INC | +0.1% | +19.96% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +8.67% | Add |
| 10 | COP | Conocophillips | +0.1% | +9.87% | Add |
| 11 | VNQ | Vanguard Real Estate ETF | +0.1% | +16.44% | Add |
| 12 | HON | Honeywell International INC | +0.1% | +2.08% | Add |
| 13 | WMB | Williams Cos INC | +0.1% | -5.40% | Trim |
| 14 | VZ | Verizon Communications INC | +0.1% | +0.99% | Add |
| 15 | GLW | Corning INC | +0.1% | -13.88% | Trim |
| 16 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 17 | MRK | Merck & Co. INC. | +0.1% | — | Unchanged |
| 18 | PEP | Pepsico INC | +0.1% | +7.13% | Add |
| 19 | CMI | Cummins INC | +0.1% | +1082.76% | Add |
| 20 | DLR | Digital Realty Trust INC | +0.1% | -0.86% | Trim |
| 21 | LMT | Lockheed Martin CORP | +0.1% | -9.52% | Trim |
| 22 | ETN | Eaton Corporation plc | +0.1% | +7.57% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.66% | Add |
| 24 | NOC | Northrop Grumman CORP | +0.1% | +4.55% | Add |
| 25 | TGT | Target CORP | +0.1% | -2.58% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +8.72% | Add |
| 27 | IWY | Ishares Russell Top 200 Grow | 0% | +14.80% | Add |
| 28 | INTU | Intuit INC | -0.1% | -31.81% | Trim |
| 29 | NOW | Servicenow INC | -0.1% | -11.00% | Trim |
| 30 | CRM | Salesforce INC | -0.1% | +4.92% | Add |
| 31 | BKNG | Booking Holdings INC | -0.1% | +6.25% | Add |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | -0.45% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 34 | LLY | Eli Lilly & Co | -0.1% | -1.76% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | +3.67% | Add |
| 36 | ABT | Abbott Laboratories | -0.1% | -1.03% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.1% | +0.96% | Add |
| 38 | QCOM | Qualcomm INC | -0.2% | +0.09% | Add |
| 39 | TSLA | Tesla INC | -0.2% | -3.01% | Trim |
| 40 | SHOP | Shopify INC - Class A | -0.2% | +0.28% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.51% | Add |
| 42 | NVDA | Nvidia CORP | -0.3% | -0.57% | Trim |
| 43 | AAPL | Apple INC | -0.3% | +0.98% | Add |
| 44 | AMZN | Amazon.com INC | -0.3% | +2.45% | Add |
| 45 | MSFT | Microsoft CORP | -0.6% | +7.12% | Add |
| 46 | KLAC | Kla CORP | — | NEW | New buy |
| 47 | GCOW | Pacer Global Cash Cows Divid | — | EXIT | Sold out |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 49 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 50 | PWR | Quanta Services INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-20 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-20 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-27 | 13F-HR | View on EDGAR |
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