YANKCOM Partnership

CIK: 0002036975SEC EDGAR →

Portfolio Value

$235.2B

Holdings

376

As of

Q4 2025

New Positions

376

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VEA Vanguard FTSE Developed Markets ETF	270,998	$16.9B	7.20%
2	VOO Vanguard Index Funds S&P 500 ETF	22,580	$14.2B	6.02%
3	SCHV Schwab Strategic Tr US Large-Cap Value ETF	470,368	$13.9B	5.92%
4	IJH iShares Tr S&P Midcap 400 ETF	155,192	$10.2B	4.35%
5	IWY iShares Tr Russell Top 200 Growth ETF	32,835	$9.1B	3.86%
6	MSFT Microsoft Corp	15,026	$7.3B	3.09%
7	AAPL Apple Computer Inc	25,371	$6.9B	2.93%
8	AMZN Amazon.com Inc	29,291	$6.8B	2.87%
9	NVDA Nvidia Corp	31,339	$5.8B	2.48%
10	GOOGL Alphabet Inc Cap Stock Cl A	14,923	$4.7B	1.99%

Quarterly Changes

Top Buys

VEANEW

$16.9B

VOONEW

$14.2B

SCHVNEW

$13.9B

IJHNEW

$10.2B

IWYNEW

$9.1B

Top Sells

No sells this quarter

New Positions (376)

$16.9B · 271K shares

$14.2B · 23K shares

$13.9B · 470K shares

$10.2B · 155K shares

$9.1B · 33K shares

$7.3B · 15K shares

$6.9B · 25K shares

$6.8B · 29K shares

$5.8B · 31K shares

$4.7B · 15K shares

$4.4B · 81K shares

$3.9B · 87K shares

$3.6B · 31K shares

$3.5B · 11K shares

$3.3B · 10K shares

$3.3B · 27K shares

$3.0B · 34K shares

$3.0B · 4K shares

$2.3B · 3K shares

$2.2B · 10K shares

$2.1B · 18K shares

$2.1B · 3K shares

$2.0B · 9K shares

$2.0B · 4K shares

$1.9B · 4K shares

$1.9B · 21K shares

$1.8B · 4K shares

$1.8B · 23K shares

$1.8B · 6K shares

$1.8B · 6K shares

$1.7B · 16K shares

$1.7B · 12K shares

$1.7B · 5K shares

WMB

$1.7B · 28K shares

SHOP

$1.7B · 10K shares

$1.5B · 4K shares

$1.5B · 16K shares

$1.5B · 8K shares

$1.5B · 1K shares

$1.4B · 7K shares

$1.4B · 3K shares

$1.4B · 11K shares

$1.4B · 7K shares

$1.3B · 3K shares

$1.3B · 8K shares

$1.3B · 9K shares

$1.3B · 8K shares

$1.2B · 11K shares

$1.2B · 1K shares

$1.2B · 8K shares

$1.2B · 6K shares

$1.2B · 8K shares

$1.1B · 9K shares

$1.1B · 5K shares

$1.1B · 14K shares

$1.1B · 6K shares

$1.1B · 6K shares

$1.0B · 2K shares

$1.0B · 192 shares

$1.0B · 5K shares

$956.0M · 23K shares

$945.0M · 6K shares

$936.0M · 11K shares

$926.0M · 3K shares

$909.0M · 47K shares

$892.0M · 19K shares

$872.0M · 50K shares

$862.0M · 16K shares

$848.0M · 5K shares

$846.0M · 43K shares

$815.0M · 3K shares

$783.0M · 16K shares

$749.0M · 10K shares

$748.0M · 3K shares

$747.0M · 3K shares

$742.0M · 8K shares

$724.0M · 3K shares

$723.0M · 6K shares

$703.0M · 2K shares

$700.0M · 5K shares

$676.0M · 7K shares

$667.0M · 14K shares

$666.0M · 6K shares

$651.0M · 7K shares

$645.0M · 1K shares

$598.0M · 2K shares

$588.0M · 1K shares

$564.0M · 6K shares

$558.0M · 3K shares

$548.0M · 23K shares

$539.0M · 3K shares

$533.0M · 9K shares

$526.0M · 26K shares

$520.0M · 4K shares

$496.0M · 878 shares

$457.0M · 19K shares

$450.0M · 1K shares

$448.0M · 730 shares

$441.0M · 5K shares

$438.0M · 1K shares

$425.0M · 1K shares

$412.0M · 3K shares

$408.0M · 3K shares

$408.0M · 8K shares

$406.0M · 3K shares

$377.0M · 3K shares

$375.0M · 4K shares

$366.0M · 2K shares

$359.0M · 3K shares

$345.0M · 21K shares

$345.0M · 2K shares

$338.0M · 18K shares

$335.0M · 588 shares

$330.0M · 12K shares

$321.0M · 14K shares

$307.0M · 13K shares

$306.0M · 2K shares

$305.0M · 15K shares

$301.0M · 2K shares

$300.0M · 1K shares

$297.0M · 4K shares

$297.0M · 278 shares

$295.0M · 1K shares

$295.0M · 14K shares

$293.0M · 14K shares

$292.0M · 2K shares

$269.0M · 1K shares

$268.0M · 13K shares

$266.0M · 12K shares

$266.0M · 16K shares

$244.0M · 371 shares

$237.0M · 4K shares

$232.0M · 4K shares

$227.0M · 3K shares

$223.0M · 331 shares

$212.0M · 2K shares

$212.0M · 1K shares

$212.0M · 5K shares

$201.0M · 2K shares

$192.0M · 1K shares

$190.0M · 329 shares

$186.0M · 2K shares

$180.0M · 3K shares

$180.0M · 4K shares

$177.0M · 379 shares

$175.0M · 361 shares

$173.0M · 8K shares

$171.0M · 492 shares

$169.0M · 1K shares

$159.0M · 176 shares

$158.0M · 491 shares

$157.0M · 2K shares

$153.0M · 2K shares

$150.0M · 4K shares

$149.0M · 5K shares

$149.0M · 625 shares

$144.0M · 931 shares

$144.0M · 1K shares

$141.0M · 3K shares

$135.0M · 259 shares

$133.0M · 590 shares

$129.0M · 161 shares

$124.0M · 666 shares

$121.0M · 3K shares

$107.0M · 101 shares

$106.0M · 1K shares

$102.0M · 3K shares

$101.0M · 426 shares

$99.0M · 1K shares

$97.0M · 177 shares

$97.0M · 300 shares

$94.0M · 126 shares

$88.0M · 1K shares

$84.0M · 96 shares

$76.0M · 208 shares

$76.0M · 254 shares

$71.0M · 1K shares

$67.0M · 2K shares

$64.0M · 252 shares

$64.0M · 872 shares

$62.0M · 823 shares

$58.0M · 589 shares

$55.0M · 2K shares

$55.0M · 576 shares

$55.0M · 458 shares

$54.0M · 228 shares

$51.0M · 558 shares

$50.0M · 541 shares

$49.0M · 169 shares

HDV

$48.0M · 400 shares

$47.0M · 86 shares

VIG

$47.0M · 214 shares

$46.0M · 102 shares

$46.0M · 1K shares

$45.0M · 1K shares

$44.0M · 869 shares

$44.0M · 758 shares

$40.0M · 550 shares

$39.0M · 152 shares

IXUS

$38.0M · 449 shares

EMR

$36.0M · 277 shares

$36.0M · 492 shares

$34.0M · 413 shares

$34.0M · 121 shares

$34.0M · 536 shares

$33.0M · 282 shares

$33.0M · 174 shares

$32.0M · 270 shares

$32.0M · 958 shares

$32.0M · 868 shares

$32.0M · 622 shares

$31.0M · 74 shares

$31.0M · 342 shares

$30.0M · 250 shares

$30.0M · 341 shares

$29.0M · 357 shares

$29.0M · 500 shares

$28.0M · 591 shares

$27.0M · 246 shares

$27.0M · 142 shares

$27.0M · 319 shares

$26.0M · 120 shares

$26.0M · 1K shares

$25.0M · 307 shares

$25.0M · 948 shares

$25.0M · 390 shares

$24.0M · 473 shares

$24.0M · 351 shares

$24.0M · 282 shares

$24.0M · 976 shares

$24.0M · 269 shares

$24.0M · 515 shares

$23.0M · 438 shares

$23.0M · 189 shares

$23.0M · 350 shares

$23.0M · 300 shares

$23.0M · 92 shares

$22.0M · 379 shares

$21.0M · 322 shares

$19.0M · 759 shares

$19.0M · 230 shares

$19.0M · 929 shares

$19.0M · 530 shares

$19.0M · 630 shares

$18.0M · 780 shares

$18.0M · 228 shares

$17.0M · 664 shares

$17.0M · 86 shares

$17.0M · 322 shares

$17.0M · 301 shares

$16.0M · 40 shares

$16.0M · 353 shares

$16.0M · 1K shares

$15.0M · 298 shares

$15.0M · 72 shares

$15.0M · 88 shares

$14.0M · 267 shares

$14.0M · 93 shares

$14.0M · 52 shares

$14.0M · 3K shares

$14.0M · 301 shares

$14.0M · 29 shares

$14.0M · 185 shares

$13.0M · 51 shares

$13.0M · 171 shares

$13.0M · 43 shares

$12.0M · 372 shares

$12.0M · 70 shares

$12.0M · 81 shares

$11.0M · 148 shares

$11.0M · 39 shares

$11.0M · 910 shares

$10.0M · 159 shares

$10.0M · 661 shares

$10.0M · 220 shares

$10.0M · 404 shares

IEMG

$10.0M · 163 shares

ITW

$10.0M · 44 shares

PSX

$9.0M · 74 shares

$9.0M · 44 shares

$9.0M · 103 shares

$9.0M · 190 shares

$8.0M · 87 shares

$8.0M · 100 shares

$8.0M · 83 shares

$8.0M · 30 shares

$8.0M · 100 shares

$7.0M · 78 shares

$7.0M · 298 shares

$7.0M · 170 shares

$7.0M · 92 shares

$7.0M · 241 shares

$7.0M · 31 shares

$7.0M · 34 shares

$7.0M · 43 shares

$7.0M · 63 shares

EMB

$7.0M · 81 shares

IWR

$6.0M · 71 shares

BABA

$6.0M · 43 shares

$6.0M · 80 shares

$6.0M · 204 shares

$6.0M · 81 shares

$6.0M · 127 shares

$6.0M · 31 shares

$6.0M · 84 shares

$6.0M · 109 shares

$5.0M · 39 shares

$5.0M · 25 shares

$5.0M · 32 shares

$5.0M · 200 shares

$5.0M · 210 shares

$4.0M · 132 shares

$4.0M · 261 shares

$4.0M · 56 shares

$4.0M · 58 shares

$4.0M · 22 shares

$4.0M · 12 shares

RACE

$3.0M · 10 shares

$3.0M · 4 shares

CME

$3.0M · 12 shares

HAL

$3.0M · 138 shares

ABNB

$3.0M · 26 shares

$3.0M · 80 shares

$3.0M · 17 shares

$3.0M · 22 shares

$3.0M · 19 shares

$3.0M · 200 shares

$3.0M · 600 shares

$3.0M · 100 shares

$3.0M · 105 shares

$3.0M · 22 shares

$3.0M · 100 shares

$2.0M · 2 shares

$2.0M · 210 shares

$2.0M · 69 shares

$2.0M · 16 shares

$2.0M · 10 shares

$2.0M · 102 shares

$2.0M · 113 shares

$2.0M · 16 shares

$2.0M · 10 shares

$2.0M · 34 shares

$2.0M · 16 shares

$2.0M · 200 shares

$2.0M · 24 shares

$2.0M · 75 shares

$2.0M · 110 shares

$2.0M · 48 shares

$2.0M · 36 shares

$1.0M · 19 shares

$1.0M · 200 shares

$1.0M · 10 shares

$1.0M · 200 shares

$1.0M · 29 shares

$1.0M · 79 shares

$1.0M · 52 shares

$1.0M · 300 shares

$0 · 7 shares

$0 · 94 shares

$0 · 15 shares

$0 · 1 shares

$0 · 12 shares

$0 · 9 shares

$0 · 41 shares

$0 · 200 shares

$0 · 35 shares

$0 · 10 shares

$0 · 150 shares

$0 · 28 shares

PGNY

$0 · 35 shares

$0 · 14 shares

CTVA

$0 · 13 shares

$0 · 10 shares

VLTO

$0 · 9 shares

SENS

$0 · 22 shares

ACHR

$0 · 65 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	144	$114.6B	48.8%
Technology	41	$33.9B	14.4%
Unknown	24	$18.7B	8.0%
Consumer Cyclical	28	$15.1B	6.4%
Healthcare	36	$13.8B	5.9%
Industrials	43	$11.2B	4.8%
Communication Services	11	$9.1B	3.9%
Energy	15	$7.0B	3.0%
Consumer Defensive	12	$5.9B	2.5%
Utilities	6	$2.3B	1.0%
Basic Materials	12	$1.9B	0.8%
Real Estate	4	$1.4B	0.6%