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YANKCOM Partnership Portfolio holdings

AUM $279M
1-Year Est. Return 24.42%
This Fund
S&P 500
This Quarter Est. Return
+9.64%
1 Year Est. Return
+24.42%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$22.6M
Cap. Flow
+$7.36M
Cap. Flow %
3.6%
Top 10 Hldgs %
39.94%
Holding
319
New
36
Increased
128
Reduced
31
Closed
3

Top Buys

Rank Stock Value
1
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.42M
2
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$712K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$596K
4
BX icon
Blackstone
BX
+$593K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$551K

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$807K
2
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$136K
3
ZTS icon
Zoetis
ZTS
+$99.4K
4
MSCI icon
MSCI
MSCI
+$95.6K
5
FTV icon
Fortive
FTV
+$88.6K

Sector Composition

Rank Sector Weight
1 Miscellaneous 45.13%
2 Technology 14.02%
3 Financials 9.31%
4 Consumer Discretionary 6.67%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UL icon
251
Unilever
UL
$135B
$6.24K ﹤0.01%
91
– –
SNY icon
252
Sanofi
SNY
$98.5B
$5.99K ﹤0.01%
124
– –
MMM icon
253
3M
MMM
$87.4B
$5.94K ﹤0.01%
39
+6
+18% +$857
HMC icon
254
Honda
HMC
$42.7B
$5.88K ﹤0.01%
204
– –
IHE icon
255
iShares US Pharmaceuticals ETF
IHE
$1.68B
$5.31K ﹤0.01%
81
– –
BABA icon
256
Alibaba
BABA
$273B
$4.88K ﹤0.01%
43
– –
RIO icon
257
Rio Tinto
RIO
$154B
$4.55K ﹤0.01%
78
– –
BRO icon
258
Brown & Brown
BRO
$20.4B
$4.43K ﹤0.01%
+40
New +$4.5K
BHP icon
259
BHP
BHP
$216B
$4.28K ﹤0.01%
89
– –
USHY icon
260
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.2B
$4.16K ﹤0.01%
111
– –
EW icon
261
Edwards Lifesciences
EW
$49.7B
$4.14K ﹤0.01%
53
– –
IEF icon
262
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
$4.02K ﹤0.01%
42
-817
-95% -$77.3K
GM icon
263
General Motors
GM
$72.5B
$3.94K ﹤0.01%
80
– –
ADI icon
264
Analog Devices
ADI
$191B
$3.81K ﹤0.01%
+16
New +$3.33K
DRI icon
265
Darden Restaurants
DRI
$22.7B
$3.71K ﹤0.01%
17
– –
LULU icon
266
lululemon athletica
LULU
$11.2B
$3.56K ﹤0.01%
15
-260
-95% -$71.6K
TJX icon
267
TJX Companies
TJX
$143B
$3.46K ﹤0.01%
+28
New +$3.55K
TXN icon
268
Texas Instruments
TXN
$254B
$3.32K ﹤0.01%
+16
New +$2.84K
GSK icon
269
GSK
GSK
$98.7B
$3.3K ﹤0.01%
86
– –
COR icon
270
Cencora
COR
$58.6B
$3K ﹤0.01%
+10
New +$2.88K
SONY icon
271
Sony
SONY
$138B
$2.99K ﹤0.01%
115
– –
IBM icon
272
IBM
IBM
$212B
$2.95K ﹤0.01%
+10
New +$2.58K
HAL icon
273
Halliburton
HAL
$27.3B
$2.81K ﹤0.01%
138
– –
FDS icon
274
Factset
FDS
$9.71B
$2.68K ﹤0.01%
+6
New +$2.63K
BP icon
275
BP
BP
$114B
$2.45K ﹤0.01%
82
– –
9 10
11
12 13

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MAS
Madden Advisory Services Jacksonville, Florida $279M AUM 19.02% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
OF
Optimize Financial Laguna Hills, California $278M AUM 122.34% 1-Year Est. Return

YANKCOM Partnership's Q2 2025 Portfolio in Review

As of Q2 2025, YANKCOM Partnership held 319 positions worth $204M, up 12% from $182M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

YANKCOM Partnership deployed $7.36M of net new capital in Q2 2025, opening 36 new positions and adding to 128 existing holdings. Its largest new stake was Invesco BulletShares 2030 Municipal Bond ETF: 7,900 shares worth $170K.

By sector, the portfolio is most concentrated in Miscellaneous at 45% of assets, up from 44% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Crown Castle, an estimated $807K trimmed.

  • YANKCOM Partnership's largest Q2 2025 buy was Invesco BulletShares 2030 Municipal Bond ETF: 7,900 shares worth $170K.
  • YANKCOM Partnership added most to iShares Russell Top 200 Growth ETF in Q2 2025, an estimated $1.42M increase.
  • YANKCOM Partnership's biggest Q2 2025 reduction was Crown Castle, cutting an estimated $807K.
  • YANKCOM Partnership fully exited MSCI in Q2 2025, selling an estimated $95.6K.
  • YANKCOM Partnership's ten largest holdings make up 40% of its $204M portfolio in Q2 2025.
  • YANKCOM Partnership opened 36 new positions and closed 3 in Q2 2025.
  • YANKCOM Partnership's portfolio value rose 12% quarter-over-quarter to $204M.

Based on YANKCOM Partnership's 13F filing for Q2 2025, filed 12 Aug 2025.