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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 | |
|---|---|---|---|---|---|---|
326
Parker-Hannifin
PH
$136B
| $3.52K | ﹤0.01% |
+4
| New | +$3.27K |
|
327
Yum! Brands
YUM
$41.3B
| $3.33K | ﹤0.01% |
+22
| New | +$3.26K |
|
328
CME Group
CME
$95.6B
| $3.28K | ﹤0.01% |
+12
| New | +$3.26K |
|
329
Intuitive Machines
LUNR
$2.61B
| $3.25K | ﹤0.01% |
+200
| New | +$2.32K |
|
330
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $3.17K | ﹤0.01% |
+22
| New | +$3.18K |
|
331
Darden Restaurants
DRI
$24.3B
| $3.13K | ﹤0.01% |
17
| – | – |
|
332
Genmab
GMAB
$19.1B
| $3.08K | ﹤0.01% |
+100
| New | +$3.12K |
|
333
EverQuote
EVER
$924M
| $2.97K | ﹤0.01% |
+110
| New | +$2.67K |
|
|
LOVE
334
LoveSac
LOVE
$258M
| $2.95K | ﹤0.01% |
+200
| New | +$2.83K |
|
335
Deutsche Bank
DB
$71.4B
| $2.89K | ﹤0.01% |
+75
| New | +$2.71K |
|
336
Invesco KBW Bank ETF
KBWB
$6.86B
| $2.88K | ﹤0.01% |
+34
| New | +$2.69K |
|
337
TransDigm Group
TDG
$68.3B
| $2.66K | ﹤0.01% |
+2
| New | +$2.62K |
|
338
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.83B
| $2.63K | ﹤0.01% |
+102
| New | +$2.61K |
|
339
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
| $2.41K | ﹤0.01% |
+24
| New | +$2.41K |
|
340
KraneShares CSI China Internet ETF
KWEB
$5.68B
| $2.35K | ﹤0.01% |
+69
| New | +$2.65K |
|
|
XYZ
341
Block Inc
XYZ
$47.5B
| $2.34K | ﹤0.01% |
36
+19
| +112% | +$1.31K |
|
342
KeyCorp
KEY
$24.3B
| $2.33K | ﹤0.01% |
+113
| New | +$2.1K |
|
343
Coinbase
COIN
$40.4B
| $2.26K | ﹤0.01% |
+10
| New | +$2.98K |
|
344
iShares Russell Mid-Cap Value ETF
IWS
$16B
| $2.26K | ﹤0.01% |
+16
| New | +$2.24K |
|
345
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $2.19K | ﹤0.01% |
+16
| New | +$2.24K |
|
346
Haleon
HLN
$44.1B
| $2.12K | ﹤0.01% |
210
| – | – |
|
347
Republic Services
RSG
$66.9B
| $2.12K | ﹤0.01% |
+10
| New | +$2.15K |
|
348
Upstart Holdings
UPST
$2.99B
| $2.1K | ﹤0.01% |
+48
| New | +$2.21K |
|
349
Arista Networks
ANET
$241B
| $2.1K | ﹤0.01% |
+16
| New | +$2.2K |
|
350
Devon Energy
DVN
$47.6B
| $1.91K | ﹤0.01% |
+52
| New | +$1.81K |
|
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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.