Top Institutional Investors

YANKCOM Partnership — 13F Holdings & Portfolio

CIK 2036975 · latest 13F-HR filed 2026-07-21

Backtest portfolio

YANKCOM Partnership manages $278.8M in 13F-reported U.S. long-equity assets across 544 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHV (6.03%), VEA (5.38%), VOO (5.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 80, added to 163, and trimmed 54.

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.

Filer Information
Address
225 CEDAR ST
YANKTON, SD 57078
Phone
(605) 731-5122
Filing Manager
YANKCOM Partnership
Yankton, SD
Signatory
Taryn Anderson
Wealth & Trust Administrative and Compliance Officer
Loading holdings…
AUM

$278.8M

Long-equity book

Holdings

544

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+20 / −80 / ↑163 / ↓54

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Schwab Strategic Tr US Large-Cap Value ETF$4.0M +24.7%
  • Vanguard FTSE Developed Markets ETF$3.8M +19.9%
  • Vanguard Index Funds S&P 500 ETF$3.4M +23.3%
  • iShares Tr S&P Midcap 400 ETF$3.0M +24.7%
  • iShares Tr Russell Top 200 Growth ETF$2.6M +27.7%
Show all 163 →

Top Trims

  • Exxon Mobil Corp-$560.1K -19.4%
  • Chevron Texaco Corp-$452.2K -32.2%
  • PayPal Holdings Inc-$340.2K -85.1%
  • Lockheed Martin Corp-$220.3K -14.5%
  • Verizon Communications-$197.7K -16.6%
Show all 54 →

New Positions

  • Arm Holdings PLC ADR$365.6K
  • Pacer Funds Trust Global Cash Cows Dividend ETF$295.7K
  • Pacer Funds Trust US Cash Cows 100 ETF$289.6K
  • Ishares Trust ESG Aware MSCI USA Small-Cap ETF$171.2K
  • Robinhood Markets Inc$134.7K
Show all 20 →

Exited Positions

  • Honeywell Intl Inc$1.7M
  • Dow Inc$658.6K
  • KLA Corp$530.1K
  • S&P Global Inc$176.5K
  • Spotify Technology Sa Corp$118.8K
Show all 80 →
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 $16.8M 6.03% 482,581 SH
2 Vanguard FTSE Developed Markets ETF VEA 921943858 $15.0M 5.38% 210,369 SH
3 Vanguard Index Funds S&P 500 ETF VOO 922908363 $14.7M 5.28% 21,452 SH
4 iShares Tr Russell Top 200 Growth ETF IWY 464289438 $9.2M 3.29% 31,534 SH
5 iShares Tr S&P Midcap 400 ETF IJH 464287507 $9.0M 3.23% 116,603 SH
6 Vanguard FTSE Developed Markets ETF VEA 921943858 $7.8M 2.79% 109,098 SH
7 iShares Tr S&P Midcap 400 ETF IJH 464287507 $5.7M 2.05% 74,175 SH
8 Nvidia Corp NVDA 67066G104 $4.9M 1.76% 24,474 SH
9 Apple Computer Inc AAPL 037833100 $4.5M 1.62% 15,576 SH
10 SPDR Portfolio Developed World Ex-US ETF SPDW 78463X889 $4.4M 1.57% 86,755 SH
11 Microsoft Corp MSFT 594918104 $4.4M 1.56% 11,690 SH
12 Citigroup Inc C 172967424 $4.2M 1.52% 30,316 SH
13 Amazon.com Inc AMZN 023135106 $3.8M 1.35% 15,744 SH
14 Schwab Strategic Tr US Large-Cap Value ETF SCHV 808524409 $3.5M 1.26% 101,082 SH
15 iShares Core S&P Smallcap 600 Index ETF IJR 464287804 $3.4M 1.21% 22,756 SH
16 Vanguard FTSE Emerging Markets ETF VWO 922042858 $3.3M 1.20% 55,968 SH
17 Alphabet Inc Cap Stock Cl A GOOGL 02079K305 $3.3M 1.18% 9,205 SH
18 Vanguard Index Funds S&P 500 ETF VOO 922908363 $3.3M 1.18% 4,783 SH
19 iShares Core MSCI EAFE ETF IEFA 46432F842 $3.3M 1.18% 33,943 SH
20 Amazon.com Inc AMZN 023135106 $3.2M 1.16% 13,609 SH
21 SPDR S&P 500 ETF SPY 78462F103 $3.2M 1.15% 4,288 SH
22 Broadcom Inc AVGO 11135F101 $3.1M 1.12% 8,239 SH
23 Apple Computer Inc AAPL 037833100 $2.9M 1.05% 10,069 SH
24 iShares Tr Russell Top 200 Growth ETF IWY 464289438 $2.7M 0.97% 9,283 SH
25 iShares Core S&P 500 ETF IVV 464287200 $2.6M 0.94% 3,490 SH
26 Vanguard FTSE Emerging Markets ETF VWO 922042858 $2.6M 0.92% 42,836 SH
27 JPMorgan Chase & Co JPM 46625H100 $2.5M 0.90% 7,654 SH
28 Microsoft Corp MSFT 594918104 $2.3M 0.84% 6,281 SH
29 JPMorgan Chase & Co JPM 46625H100 $2.0M 0.73% 6,259 SH
30 Vanguard REIT ETF VNQ 922908553 $1.9M 0.68% 19,611 SH
31 Alphabet Inc Cap Stock Cl A GOOGL 02079K305 $1.7M 0.60% 4,655 SH
32 Invesco S&P 500 Equal Weight ETF RSP 46137V357 $1.6M 0.59% 7,700 SH
33 Cisco Systems Inc CSCO 17275R102 $1.6M 0.59% 13,936 SH
34 Tesla Motors Inc TSLA 88160R101 $1.5M 0.55% 3,618 SH
35 Nvidia Corp NVDA 67066G104 $1.5M 0.53% 7,386 SH
36 Exxon Mobil Corp XOM 30231G102 $1.4M 0.51% 10,473 SH
37 Meta Platforms Inc (formerly Facebook Inc) META 30303M102 $1.4M 0.51% 2,505 SH
38 Caterpillar Inc CAT 149123101 $1.4M 0.50% 1,296 SH
39 Alphabet Inc Cap Stock Cl C GOOG 02079K107 $1.3M 0.48% 3,748 SH
40 Visa Inc V 92826C839 $1.3M 0.47% 3,848 SH
41 Ishares MSCI USA Quality Factor ETF QUAL 46432F339 $1.3M 0.47% 6,000 SH
42 AbbVie Inc ABBV 00287Y109 $1.3M 0.46% 5,112 SH
43 Ishares Russell 1000 Value ETF IWD 464287598 $1.3M 0.46% 5,258 SH
44 Eli Lilly & Co LLY 532457108 $1.2M 0.44% 1,033 SH
45 Union Pacific Corp UNP 907818108 $1.2M 0.44% 4,551 SH
46 AbbVie Inc ABBV 00287Y109 $1.2M 0.44% 4,873 SH
47 Berkshire Hathaway Inc Class B BRK.B 084670702 $1.2M 0.44% 2,448 SH
48 Eli Lilly & Co LLY 532457108 $1.2M 0.42% 984 SH
49 Union Pacific Corp UNP 907818108 $1.2M 0.42% 4,268 SH
50 Merck & Co Inc MRK 58933Y105 $1.2M 0.41% 9,003 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $278.8M 544 0001140361-26-029038
2026-03-31 2026-04-20 $243.2M 634 0001140361-26-015513
2025-12-31 2026-01-20 $235.2M 654 0001140361-26-001619