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YANKCOM Partnership — 13F Holdings & Portfolio

CIK 2036975 · latest 13F-HR filed 2026-04-20

Backtest portfolio

YANKCOM Partnership manages $243.2M in 13F-reported U.S. long-equity assets across 634 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHV (5.52%), VEA (5.25%), VOO (4.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 35 new positions, exited 43, added to 107, and trimmed 129.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$243.2M

Long-equity book

Holdings

634

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+35 / −43 / ↑107 / ↓129

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Schwab Strategic Tr US Large-Cap Value ETF$2.4M +17.4%
  • Vanguard FTSE Developed Markets ETF$2.3M +13.6%
  • iShares Tr S&P Midcap 400 ETF$1.7M +16.9%
  • Exxon Mobil Corp$747.4K +34.8%
  • Vanguard FTSE Emerging Markets ETF$593.4K +13.6%
Show all 107 →

Top Trims

  • Microsoft Corp-$1.3M -18.0%
  • Amazon.com Inc-$510.8K -7.6%
  • Shopify Inc-$431.2K -26.1%
  • Nvidia Corp-$410.6K -7.0%
  • Apple Computer Inc-$395.5K -5.7%
Show all 129 →

New Positions

  • KLA Corp$530.1K
  • Monster Beverage Corp$155.6K
  • Quanta Services Inc$137.2K
  • Vanguard Total Stock Market Index Fund ETF$109.1K
  • Roblox Corporation Ordinary Shares$57.9K
Show all 35 →

Exited Positions

  • Pacer Funds Trust Global Cash Cows Dividend ETF$180.9K
  • Pacer Funds Trust US Cash Cows 100 ETF$180.1K
  • SAP SE ADR$55.4K
  • iShares Broad USD Investment Grade Corporate Bond ETF$32.2K
  • Astrazeneca PLC$31.4K
Show all 43 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Schwab Strategic Tr US Large-Cap Value ETF SCHV 808524409 $13.4M 5.52% 440,342 SH
2 Vanguard FTSE Developed Markets ETF VEA 921943858 $12.8M 5.25% 199,274 SH
3 Vanguard Index Funds S&P 500 ETF VOO 922908363 $11.8M 4.84% 19,682 SH
4 iShares Tr S&P Midcap 400 ETF IJH 464287507 $7.4M 3.03% 109,108 SH
5 iShares Tr Russell Top 200 Growth ETF IWY 464289438 $7.2M 2.96% 28,888 SH
6 Vanguard FTSE Developed Markets ETF VEA 921943858 $6.2M 2.55% 96,691 SH
7 iShares Tr S&P Midcap 400 ETF IJH 464287507 $4.4M 1.82% 65,385 SH
8 Nvidia Corp NVDA 67066G104 $4.2M 1.73% 24,074 SH
9 SPDR Portfolio Developed World Ex-US ETF SPDW 78463X889 $4.0M 1.63% 86,755 SH
10 Apple Computer Inc AAPL 037833100 $3.8M 1.57% 15,018 SH
11 Microsoft Corp MSFT 594918104 $3.7M 1.53% 10,055 SH
12 Citigroup Inc C 172967424 $3.4M 1.41% 30,326 SH
13 Amazon.com Inc AMZN 023135106 $3.3M 1.35% 15,726 SH
14 iShares Core MSCI EAFE ETF IEFA 46432F842 $3.1M 1.26% 33,880 SH
15 Amazon.com Inc AMZN 023135106 $2.9M 1.19% 13,943 SH
16 Schwab Strategic Tr US Large-Cap Value ETF SCHV 808524409 $2.9M 1.18% 93,953 SH
17 Vanguard FTSE Emerging Markets ETF VWO 922042858 $2.9M 1.17% 52,807 SH
18 Alphabet Inc Cap Stock Cl A GOOGL 02079K305 $2.9M 1.17% 9,917 SH
19 Vanguard Index Funds S&P 500 ETF VOO 922908363 $2.8M 1.17% 4,764 SH
20 iShares Core S&P Smallcap 600 Index ETF IJR 464287804 $2.8M 1.17% 22,899 SH
21 SPDR S&P 500 ETF SPY 78462F103 $2.8M 1.17% 4,366 SH
22 Apple Computer Inc AAPL 037833100 $2.6M 1.07% 10,219 SH
23 Broadcom Inc AVGO 11135F101 $2.4M 0.99% 7,797 SH
24 iShares Core S&P 500 ETF IVV 464287200 $2.3M 0.93% 3,480 SH
25 Microsoft Corp MSFT 594918104 $2.1M 0.87% 5,693 SH
26 iShares Tr Russell Top 200 Growth ETF IWY 464289438 $2.1M 0.86% 8,407 SH
27 Vanguard FTSE Emerging Markets ETF VWO 922042858 $2.0M 0.83% 37,165 SH
28 Exxon Mobil Corp XOM 30231G102 $1.7M 0.70% 10,063 SH
29 JPMorgan Chase & Co JPM 46625H100 $1.7M 0.70% 5,761 SH
30 JPMorgan Chase & Co JPM 46625H100 $1.6M 0.65% 5,360 SH
31 Vanguard REIT ETF VNQ 922908553 $1.6M 0.65% 17,738 SH
32 Invesco S&P 500 Equal Weight ETF RSP 46137V357 $1.5M 0.61% 7,700 SH
33 Alphabet Inc Cap Stock Cl A GOOGL 02079K305 $1.4M 0.58% 4,891 SH
34 Broadcom Inc AVGO 11135F101 $1.4M 0.56% 4,378 SH
35 Tesla Motors Inc TSLA 88160R101 $1.3M 0.52% 3,396 SH
36 Ishares MSCI USA Quality Factor ETF QUAL 46432F339 $1.2M 0.47% 6,000 SH
37 Abbott Laboratories ABT 002824100 $1.2M 0.47% 11,201 SH
38 Ishares Russell 1000 Value ETF IWD 464287598 $1.1M 0.46% 5,258 SH
39 Nvidia Corp NVDA 67066G104 $1.1M 0.46% 6,439 SH
40 Exxon Mobil Corp XOM 30231G102 $1.1M 0.46% 6,604 SH
41 Caterpillar Inc CAT 149123101 $1.1M 0.45% 1,554 SH
42 Williams Companies WMB 969457100 $1.1M 0.45% 15,076 SH
43 Visa Inc V 92826C839 $1.1M 0.45% 3,585 SH
44 Shopify Inc SHOP 82509L107 $1.1M 0.44% 9,121 SH
45 Meta Platforms Inc (formerly Facebook Inc) META 30303M102 $1.1M 0.44% 1,883 SH
46 Berkshire Hathaway Inc Class B BRK.B 084670702 $1.1M 0.44% 2,228 SH
47 AbbVie Inc ABBV 00287Y109 $1.1M 0.44% 4,887 SH
48 Cisco Systems Inc CSCO 17275R102 $1.1M 0.44% 13,647 SH
49 Ameriprise Financial Corp AMP 03076C106 $1.0M 0.43% 2,344 SH
50 Union Pacific Corp UNP 907818108 $1.0M 0.43% 4,274 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $243.2M 634 0001140361-26-015513
2025-12-31 2026-01-20 $235.2M 654 0001140361-26-001619