YANKCOM Partnership
- SEC CIK
- 0002036975
- Latest filing
- Jul 21, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 316
- +33 vs. Q1 2025
- Portfolio value
- $204.4M
- +$22.6M (+12.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 4,178 | $2.58M | 1.3% | +263+6.7% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,506 | $2.80M | 1.4% | +7,512+28.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 16,070 | $2.83M | 1.4% | +576+3.7% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 27,071 | $2.96M | 1.4% | +561+2.1% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 11,116 | $3.22M | 1.6% | +244+2.2% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 86,755 | $3.51M | 1.7% | 00.0% | Unchanged | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 76,030 | $3.76M | 1.8% | +7,641+11.2% | Added | – |
| NVDANVIDIA Corp | Stock | 29,533 | $4.67M | 2.3% | +597+2.1% | Added | History |
| AAPLApple Inc. | Stock | 24,406 | $5.01M | 2.4% | +812+3.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 28,447 | $6.24M | 3.1% | +590+2.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 14,499 | $7.21M | 3.5% | +475+3.4% | Added | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 31,231 | $7.70M | 3.8% | +6,380+25.7% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 144,189 | $8.94M | 4.4% | +9,391+7.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 20,876 | $11.9M | 5.8% | +667+3.3% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 431,200 | $11.9M | 5.8% | +27,072+6.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 251,072 | $14.3M | 7.0% | −428−0.2% | Reduced | – |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.