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 |
|---|---|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 827 | $449.4K | 0.2% | +16+2.0% | Added | History |
| NOWServiceNow, Inc. | Stock | 428 | $440.0K | 0.2% | +4+0.9% | Added | History |
| DUKDuke Energy CORP | Stock | 3,433 | $405.1K | 0.2% | +21+0.6% | Added | History |
| XYLXylem Inc. | COM | 3,004 | $388.6K | 0.2% | +4+0.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 949 | $384.8K | 0.2% | +171+22.0% | Added | History |
| AMTAmerican Tower Corp | REIT | 1,729 | $382.1K | 0.2% | +49+2.9% | Added | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 8,400 | $378.4K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,203 | $372.1K | 0.2% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,715 | $368.5K | 0.2% | 00.0% | Unchanged | – |
| AMGNAmgen Inc | Stock | 1,318 | $368.0K | 0.2% | +5+0.4% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 2,700 | $358.6K | 0.2% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 15,030 | $349.1K | 0.2% | +7,300+94.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,921 | $342.4K | 0.2% | 00.0% | Unchanged | – |
| ZTSZoetis Inc. | Stock | 2,165 | $337.6K | 0.2% | −627−22.5% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 600 | $331.0K | 0.2% | +15+2.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 13,062 | $320.5K | 0.2% | −770−5.6% | Reduced | – |
| MAMastercard Inc | Stock | 549 | $308.5K | 0.2% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 1,016 | $303.7K | 0.1% | +12+1.2% | Added | History |
| PGRProgressive Corp | Stock | 1,066 | $284.5K | 0.1% | +340+46.8% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,368 | $279.9K | 0.1% | −7−0.5% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,365 | $279.0K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 14,784 | $276.5K | 0.1% | +2,100+16.6% | Added | – |
| SNPSSynopsys Inc | COM | 537 | $275.3K | 0.1% | +17+3.3% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 12,084 | $274.4K | 0.1% | +7,450+160.8% | Added | – |
| INTUIntuit Inc. | Stock | 329 | $259.1K | 0.1% | −8−2.4% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,199 | $258.6K | 0.1% | 00.0% | Unchanged | – |
| LRCXLam Research Corp | Stock | 2,376 | $231.3K | 0.1% | +47+2.0% | Added | History |
| DHRDanaher Corp | Stock | 1,151 | $227.4K | 0.1% | +88+8.3% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 3,945 | $221.5K | 0.1% | +117+3.1% | Added | History |
| KOCoca Cola Co | Stock | 3,070 | $217.2K | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 276 | $211.8K | 0.1% | +105+61.4% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 12,619 | $208.6K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 12,200 | $204.7K | 0.1% | +2,400+24.5% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,382 | $202.0K | 0.1% | 00.0% | Unchanged | – |
| AFLAflac Inc | Stock | 1,850 | $195.1K | 0.1% | +24+1.3% | Added | History |
| PKGPackaging Corp of America | Stock | 1,030 | $194.1K | 0.1% | 00.0% | Unchanged | History |
| FTVFortive Corp | Stock | 3,602 | $187.8K | 0.1% | −387−9.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 8,866 | $184.0K | 0.1% | +7,886+804.7% | Added | – |
| ASMLASML Holding NV | ADR | 221 | $177.1K | 0.1% | +19+9.4% | Added | History |
| SYKStryker Corp | Stock | 434 | $171.7K | 0.1% | +18+4.3% | Added | History |
| BACBank of America Corp | Stock | 3,614 | $171.0K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 7,900 | $169.8K | 0.1% | +7,900 | New | – |
| KKRKKR & Co. Inc. | COM | 1,275 | $169.6K | 0.1% | +402+46.0% | Added | History |
| EBAYeBay Inc | COM | 2,142 | $159.5K | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 510 | $159.1K | 0.1% | −24−4.5% | Reduced | History |
| APHAmphenol Corp | CL A | 1,610 | $159.0K | 0.1% | −246−13.3% | Reduced | History |
| SHWSherwin Williams Co | COM | 431 | $148.0K | 0.1% | +11+2.6% | Added | History |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 7,173 | $147.8K | 0.1% | 00.0% | Unchanged | – |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 6,252 | $145.4K | 0.1% | −50−0.8% | Reduced | – |
| CTASCintas Corp | Stock | 624 | $139.1K | 0.1% | −8−1.3% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 1,516 | $138.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288695 | GLOBAL MATER ETF | 1,589 | $135.8K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,608 | $134.6K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 6,296 | $133.5K | 0.1% | +1,224+24.1% | Added | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 818 | $132.8K | 0.1% | +68+9.1% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 976 | $131.1K | 0.1% | +49+5.3% | Added | History |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 2,648 | $128.8K | 0.1% | +66+2.6% | Added | – |
| WINGWingstop Inc. | COM | 382 | $128.6K | 0.1% | +13+3.5% | Added | History |
| SPGIS&P Global Inc. | Stock | 240 | $126.6K | 0.1% | +10+4.3% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 601 | $124.6K | 0.1% | +48+8.7% | Added | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 2,936 | $122.1K | 0.1% | 00.0% | Unchanged | – |
| MPWRMonolithic Power Systems, Inc. | COM | 163 | $119.2K | 0.1% | −2−1.2% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 1,645 | $118.4K | 0.1% | +680+70.5% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,386 | $111.8K | 0.1% | 00.0% | Unchanged | – |
| CPRTCopart Inc | COM | 2,223 | $109.1K | 0.1% | −9−0.4% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 91 | $95.5K | <0.1% | +2+2.2% | Added | History |
| URIUnited Rentals, Inc. | COM | 124 | $93.4K | <0.1% | +11+9.7% | Added | History |
| HRLHormel Foods Corp | COM | 3,081 | $93.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,284 | $84.1K | <0.1% | 00.0% | Unchanged | – |
| SYYSysco Corp | Stock | 1,044 | $79.1K | <0.1% | +12+1.2% | Added | History |
| POOLPool Corp | COM | 268 | $78.1K | <0.1% | +61+29.5% | Added | History |
| iShares Tr464288588 | MBS ETF | 761 | $71.5K | <0.1% | 00.0% | Unchanged | – |
| DKNGDraftKings Inc. | Stock | 1,623 | $69.6K | <0.1% | +209+14.8% | Added | History |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 1,272 | $57.8K | <0.1% | +1,272 | New | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 823 | $56.9K | <0.1% | 00.0% | Unchanged | – |
| VKTXViking Therapeutics, Inc. | COM | 2,139 | $56.7K | <0.1% | +1,006+88.8% | Added | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 1,538 | $50.2K | <0.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910733 | ESG US STK ETF | 458 | $50.2K | <0.1% | 00.0% | Unchanged | – |
| iShares Core High Dividend ETF46429B663 | ETF | 400 | $47.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 632 | $46.5K | <0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 252 | $46.1K | <0.1% | 00.0% | Unchanged | History |
| CASYCaseys General Stores Inc | COM | 87 | $44.4K | <0.1% | 00.0% | Unchanged | History |
| ETREntergy Corp | COM | 534 | $44.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 500 | $43.6K | <0.1% | 00.0% | Unchanged | – |
| CWCurtiss Wright Corp | Stock | 86 | $42.0K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 80 | $40.7K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 1,372 | $39.7K | <0.1% | +36+2.7% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 492 | $39.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 449 | $34.7K | <0.1% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 249 | $33.2K | <0.1% | +6+2.5% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 294 | $32.6K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 968 | $31.6K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 250 | $31.0K | <0.1% | −79−24.0% | Reduced | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 512 | $30.6K | <0.1% | 00.0% | Unchanged | – |
| PNWPinnacle West Capital Corp | COM | 341 | $30.5K | <0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 113 | $30.2K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 319 | $29.3K | <0.1% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 350 | $28.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 357 | $27.7K | <0.1% | 00.0% | Unchanged | – |
| SLBSLB Limited | Stock | 818 | $27.6K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.