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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
+2.96%
1 Year Est. Return
+24.42%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$235M
AUM Growth
+$13.1M
(+5.9%)
Cap. Flow
+$7.74M
Cap. Flow
% of AUM
3.29%
Top 10 Holdings %
Top 10 Hldgs %
40.73%
Holding
393
New
110
Increased
157
Reduced
29
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$681K |
| 2 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$602K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$499K |
| 4 |
Eli Lilly
LLY
|
+$415K |
| 5 |
Microsoft
MSFT
|
+$370K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$845K |
| 2 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$341K |
| 3 |
Dow Inc
DOW
|
+$327K |
| 4 |
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
|
+$320K |
| 5 |
Corning
GLW
|
+$279K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.44% |
| 2 | Financials | 9.53% |
| 3 | Consumer Discretionary | 6.52% |
| 4 | Healthcare | 6.37% |
| 5 | Industrials | 4.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares Core Universal USD Bond ETF
IUSB
$43.1B
| $16.4K | 0.01% |
+353
| New | +$16.5K |
|
252
Banco Santander
SAN
$210B
| $16.4K | 0.01% |
+1,398
| New | +$14.8K |
|
253
Valmont Industries
VMI
$9.57B
| $16.1K | 0.01% |
40
| – | – |
|
254
BlackRock Flexible Income ETF
BINC
$16.1B
| $15.7K | 0.01% |
+298
| New | +$15.8K |
|
255
Toyota
TM
$225B
| $15.4K | 0.01% |
+72
| New | +$14.6K |
|
256
Royal Bank of Canada
RY
$293B
| $15K | 0.01% |
+88
| New | +$13.5K |
|
257
Rio Tinto
RIO
$165B
| $14.8K | 0.01% |
185
+107
| +137% | +$7.7K |
|
258
Cummins
CMI
$88.6B
| $14.8K | 0.01% |
+29
| New | +$13.6K |
|
259
Lloyds Banking Group
LYG
$90.9B
| $14.7K | 0.01% |
+2,782
| New | +$13.5K |
|
260
Sanofi
SNY
$104B
| $14.6K | 0.01% |
301
+177
| +143% | +$8.77K |
|
261
TJX Companies
TJX
$178B
| $14.3K | 0.01% |
+93
| New | +$13.8K |
|
262
Magna International
MGA
$18.8B
| $14.2K | 0.01% |
267
| – | – |
|
263
Analog Devices
ADI
$190B
| $14.1K | 0.01% |
+52
| New | +$13.1K |
|
|
SPYM
264
State Street SPDR Portfolio S&P 500 ETF
SPYM
$167B
| $13.7K | 0.01% |
+171
| New | +$13.6K |
|
265
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
| $13.5K | 0.01% |
+43
| New | +$13.4K |
|
266
Automatic Data Processing
ADP
$108B
| $13.1K | 0.01% |
51
+16
| +46% | +$4.26K |
|
267
3M
MMM
$94.3B
| $13K | 0.01% |
81
+48
| +145% | +$7.85K |
|
268
Avery Dennison
AVY
$13.4B
| $12.7K | 0.01% |
70
| – | – |
|
269
Canadian Natural Resources
CNQ
$95B
| $12.6K | 0.01% |
+372
| New | +$12.1K |
|
270
HSBC
HSBC
$355B
| $11.6K | 0.01% |
+148
| New | +$10.6K |
|
271
IBM
IBM
$222B
| $11.6K | ﹤0.01% |
39
+12
| +44% | +$3.59K |
|
272
ProShares Bitcoin Strategy ETF
BITO
$1.45B
| $11.1K | ﹤0.01% |
+910
| New | +$14.3K |
|
273
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
| $11K | ﹤0.01% |
+163
| New | +$10.9K |
|
274
Illinois Tool Works
ITW
$84.9B
| $10.8K | ﹤0.01% |
+44
| New | +$11K |
|
275
Mitsubishi UFJ Financial
MUFG
$253B
| $10.5K | ﹤0.01% |
+661
| New | +$10.2K |
|
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CB
CC
CCC
NCM
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BWG
YANKCOM Partnership's Q4 2025 Portfolio in Review
As of Q4 2025, YANKCOM Partnership held 393 positions worth $235M, up 5.9% from $222M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
YANKCOM Partnership deployed $7.74M of net new capital in Q4 2025, opening 110 new positions and adding to 157 existing holdings. Its largest new stake was Pacer Global Cash Cows Dividend ETF: 4,389 shares worth $181K.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Invesco BulletShares 2026 Corporate Bond ETF, an estimated $341K trimmed.
- YANKCOM Partnership's largest Q4 2025 buy was Pacer Global Cash Cows Dividend ETF: 4,389 shares worth $181K.
- YANKCOM Partnership added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $681K increase.
- YANKCOM Partnership's biggest Q4 2025 reduction was Invesco BulletShares 2026 Corporate Bond ETF, cutting an estimated $341K.
- YANKCOM Partnership fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $845K.
- YANKCOM Partnership's ten largest holdings make up 41% of its $235M portfolio in Q4 2025.
- YANKCOM Partnership opened 110 new positions and closed 17 in Q4 2025.
- YANKCOM Partnership's portfolio value rose 5.9% quarter-over-quarter to $235M.
Based on YANKCOM Partnership's 13F filing for Q4 2025, filed 20 Jan 2026.