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YANKCOM Partnership

SEC CIK
0002036975
Latest filing
Jul 21, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 27, 2025. Long positions only.

Institution overview
Positions
266
No filing for Q3 2024
Portfolio value
$187.0M
No filing for Q3 2024
Filed
Jan 27, 2025
SEC

YANKCOM Partnership did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of YANKCOM Partnership in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF251,844$12.0M6.4%–––
Schwab U.S. Large-Cap Value ETF808524409ETF416,113$10.8M5.8%–––
Vanguard S&P 500 ETF922908363ETF20,128$10.8M5.8%–––
iShares Core S&P Mid-Cap ETF464287507ETF138,420$8.62M4.6%–––
AMZNAmazon Com IncStock27,496$6.03M3.2%––History
iShares Russell Top 200 Growth ETF464289438ETF25,025$5.89M3.1%–––
AAPLApple Inc.Stock23,359$5.85M3.1%––History
MSFTMicrosoft CorpStock13,620$5.74M3.1%––History
NVDANVIDIA CorpStock27,823$3.74M2.0%––History
iShares Core S&P Small Cap ETF464287804ETF26,568$3.06M1.6%–––
Vanguard Ftse Emerging Markets ETF922042858ETF68,744$3.03M1.6%–––
JPMJPMorgan Chase & CoStock12,424$2.98M1.6%––History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF86,755$2.96M1.6%–––
GOOGLAlphabet Inc.Stock15,330$2.90M1.6%––History
AMPAmeriprise Financial IncCOM4,499$2.40M1.3%––History
SPYSPDR S&P 500 ETF TrustETF3,948$2.31M1.2%––History
AVGOBroadcom Inc.Stock9,513$2.21M1.2%––History
CCitigroup IncStock30,000$2.11M1.1%––History
iShares Core S&P 500 ETF464287200ETF3,311$1.95M1.0%–––
iShares Core MSCI Eafe ETF46432F842ETF25,994$1.83M1.0%–––
ABBVAbbVie Inc.Stock9,708$1.73M0.9%––History
METAMeta Platforms, Inc.Stock2,943$1.72M0.9%––History
UNPUnion Pacific CorpStock7,320$1.67M0.9%––History
WMBWilliams Companies, Inc.COM30,280$1.64M0.9%––History
MCDMcDonalds CorpStock5,616$1.63M0.9%––History
Vanguard Real Estate ETF922908553ETF17,577$1.57M0.8%–––
BRK.BBerkshire Hathaway IncStock3,376$1.53M0.8%––History
XOMExxonMobil Holdings CorpCOM14,097$1.52M0.8%––History
CSCOCisco Systems, Inc.Stock24,409$1.45M0.8%––History
PEPPepsiCo IncStock9,463$1.44M0.8%––History
TSLATesla, Inc.Stock3,521$1.42M0.8%––History
HONHoneywell International IncCOM6,105$1.38M0.7%––History
MRKMerck & Co., Inc.Stock13,662$1.36M0.7%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,700$1.35M0.7%–––
DLRDigital Realty Trust, Inc.COM7,471$1.32M0.7%––History
PGProcter & Gamble CoStock7,829$1.31M0.7%––History
VVisa Inc.Stock4,133$1.31M0.7%––History
ABTAbbott LaboratoriesStock11,236$1.27M0.7%––History
COSTCostco Wholesale CorpStock1,386$1.27M0.7%––History
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB64,849$1.26M0.7%–––
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB58,155$1.20M0.6%–––
MDTMedtronic plcStock14,403$1.15M0.6%––History
PMPhilip Morris International Inc.Stock9,526$1.15M0.6%––History
LMTLockheed Martin CorpStock2,350$1.14M0.6%––History
UNHUnitedHealth Group IncStock2,165$1.10M0.6%––History
SHOPShopify Inc.Stock10,225$1.09M0.6%––History
iShares MSCI USA Quality Factor ETF46432F339ETF6,000$1.07M0.6%–––
DGXQuest Diagnostics IncCOM7,063$1.07M0.6%––History
BKNGBooking Holdings Inc.Stock206$1.02M0.5%––History
iShares Russell 1000 Value ETF464287598ETF5,249$971.7K0.5%–––
GOOGAlphabet Inc.Stock5,051$961.9K0.5%––History
QCOMQualcomm IncStock6,241$958.7K0.5%––History
TGTTarget CorpStock6,972$942.5K0.5%––History
JNJJohnson & JohnsonStock6,379$922.5K0.5%––History
HDHome Depot, Inc.Stock2,334$907.9K0.5%––History
VZVerizon Communications IncStock22,655$906.0K0.5%––History
FDXFedEx CorpStock3,148$885.6K0.5%––History
iShares Russell 1000 Growth ETF464287614ETF2,188$878.5K0.5%–––
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB45,037$877.3K0.5%–––
DOWDow Inc.Stock21,394$858.5K0.5%––History
CRMSalesforce, Inc.Stock2,530$845.9K0.5%––History
ALLAllstate CorpStock4,316$832.1K0.4%––History
WMTWalmart Inc.Stock9,141$825.9K0.4%––History
CVXChevron CorpStock5,660$819.8K0.4%––History
PLDPrologis, Inc.REIT7,749$819.1K0.4%––History
APDAir Products & Chemicals, Inc.Stock2,822$818.5K0.4%––History
PRUPrudential Financial IncStock6,793$805.2K0.4%––History
NVSNovartis AGADR8,261$803.9K0.4%––History
ETNEaton Corp plcStock2,329$772.9K0.4%––History
SBUXStarbucks CorpStock8,450$771.1K0.4%––History
CATCaterpillar IncStock2,113$766.5K0.4%––History
PYPLPayPal Holdings, Inc.Stock8,929$762.1K0.4%––History
GLWCorning IncCOM15,695$745.8K0.4%––History
CCICrown Castle Inc.REIT8,139$738.7K0.4%––History
LLYEli Lilly & CoStock925$714.1K0.4%––History
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF8,158$711.8K0.4%–––
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF10,754$682.3K0.4%–––
FITBFifth Third BancorpCOM14,792$625.4K0.3%––History
ENBEnbridge IncStock14,520$616.1K0.3%––History
TFCTruist Financial CorpCOM14,128$612.9K0.3%––History
TRPTC Energy CorpCOM12,714$591.6K0.3%––History
HBANHuntington Bancshares IncCOM35,837$583.1K0.3%––History
CBChubb LtdStock2,095$578.8K0.3%––History
DUKDuke Energy CORPStock5,164$556.4K0.3%––History
iShares Tr464288570ESG MSCI KLD ETF4,983$549.4K0.3%–––
ADBEAdobe Inc.Stock1,115$495.8K0.3%––History
ECLEcolab Inc.Stock2,099$491.8K0.3%––History
TELTE Connectivity plcStock3,431$490.5K0.3%––History
MSMorgan StanleyStock3,880$487.8K0.3%––History
HASHasbro, Inc.COM8,494$474.9K0.3%––History
ZTSZoetis Inc.Stock2,904$473.1K0.3%––History
RTXRTX CorpStock4,014$464.5K0.2%––History
PNCPNC Financial Services Group, Inc.Stock2,370$457.1K0.2%––History
iShares Tr464287150CORE S&P TTL STK3,500$450.2K0.2%–––
ISRGIntuitive Surgical IncCOM NEW845$441.1K0.2%––History
BTIBritish American Tobacco p.l.c.SPONSORED ADR12,141$441.0K0.2%––History
DISWalt Disney CoStock3,868$430.7K0.2%––History
NOWServiceNow, Inc.Stock386$409.2K0.2%––History
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2820,116$404.9K0.2%–––
NOCNorthrop Grumman CorpStock853$400.3K0.2%––History