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Livermore
Livermore
ZHEN

YANKCOM Partnership

SEC CIK
0002036975
Latest filing
Jul 21, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 20, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
376
+93 vs. Q3 2025
Portfolio value
$235.2M
+$13.1M (+5.9%) vs. Q3 2025
Filed
Jan 20, 2026
SEC
Holdings of YANKCOM Partnership in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
UHAL.BU-Haul Holding CoCOM SER N220$10.3K<0.1%00.0%UnchangedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS661$10.5K<0.1%+661NewHistory
ITWIllinois Tool Works IncStock44$10.8K<0.1%+44NewHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF163$11.0K<0.1%+163New–
ProShares Bitcoin ETF74347G440ETF910$11.1K<0.1%+910New–
IBMInternational Business Machines CorpStock39$11.6K<0.1%+12+44.4%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW148$11.6K<0.1%+148NewHistory
CNQCanadian Natural Resources LtdCOM372$12.6K<0.1%+372NewHistory
AVYAvery Dennison CorpCOM70$12.7K<0.1%00.0%UnchangedHistory
MMM3M CoStock81$13.0K<0.1%+48+145.5%AddedHistory
ADPAutomatic Data Processing IncStock51$13.1K<0.1%+16+45.7%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF43$13.5K<0.1%+43New–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF171$13.7K<0.1%+171New–
ADIAnalog Devices IncStock52$14.1K<0.1%+52NewHistory
MGAMagna International IncCOM267$14.2K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock93$14.3K<0.1%+93NewHistory
SNYSanofiSPONSORED ADR301$14.6K<0.1%+177+142.7%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR2,782$14.7K<0.1%+2,782NewHistory
CMICummins IncStock29$14.8K<0.1%+29NewHistory
RIORio Tinto PLCADR185$14.8K<0.1%+107+137.2%AddedHistory
RYRoyal Bank of CanadaStock88$15.0K<0.1%+88NewHistory
TMToyota Motor CorpADS72$15.4K<0.1%+72NewHistory
iShares Flexible Income Active ETF092528603ETF298$15.7K<0.1%+298New–
VMIValmont Industries IncCOM40$16.1K<0.1%00.0%UnchangedHistory
SANBanco Santander, S.A.ADR1,398$16.4K<0.1%+1,398NewHistory
iShares Tr46434V613CORE UNIVRSL USD353$16.4K<0.1%+353New–
CRLCharles River Laboratories International, Inc.COM86$17.2K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock322$17.4K<0.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM664$18.0K<0.1%00.0%UnchangedHistory
BHPBHP Group LtdADR301$18.2K<0.1%+212+238.2%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR780$18.2K<0.1%+780NewHistory
American Centy ETF Tr025072703INTL EQT ETF228$18.8K<0.1%00.0%Unchanged–
LKQLKQ CorpCOM630$19.0K<0.1%00.0%UnchangedHistory
BCSBarclays PLCADR759$19.3K<0.1%+759NewHistory
BAHBooz Allen Hamilton Holding CorpCL A230$19.4K<0.1%+50+27.8%AddedHistory
Invesco Exch TRD SLF Idx FD46138J411BULLETSHS 31 MUN929$19.6K<0.1%00.0%Unchanged–
iShares Tr46435U853BROAD USD HIGH530$19.8K<0.1%+530New–
MKCMcCormick & Co IncStock322$21.9K<0.1%+80+33.1%AddedHistory
ELSEquity Lifestyle Properties IncCOM379$23.0K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW189$23.0K<0.1%+189New–
LHLabcorp Holdings Inc.Stock92$23.1K<0.1%00.0%UnchangedHistory
FISFidelity National Information Services, Inc.Stock350$23.3K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW438$23.4K<0.1%00.0%UnchangedHistory
iShares Tr464288307MRGSTR MD CP GRW300$24.0K<0.1%+300New–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL269$24.8K<0.1%+269New–
PFGPrincipal Financial Group IncCOM282$24.9K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR976$25.0K<0.1%+861+748.7%AddedHistory
CARRCarrier Global CorpStock473$25.0K<0.1%+208+78.5%AddedHistory
SOLSSolstice Advanced Materials Inc.COM SHS515$25.0K<0.1%+515NewHistory
iShares Tr46435G326CORE MSCI INTL307$25.3K<0.1%00.0%Unchanged–
TTETotalEnergies SEACT390$25.5K<0.1%+232+146.8%AddedHistory
SHELShell plcADR351$25.8K<0.1%+229+187.7%AddedHistory
WMWaste Management IncStock120$26.4K<0.1%00.0%UnchangedHistory
INGING Groep NVSPONSORED ADR948$26.5K<0.1%+629+197.2%AddedHistory
BDXBecton Dickinson & CoStock142$27.6K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock1,108$27.6K<0.1%+1,108NewHistory
SOSouthern CoStock319$27.8K<0.1%00.0%UnchangedHistory
DISWalt Disney CoStock246$28.0K<0.1%00.0%UnchangedHistory
GSKGSK plcADR591$29.0K<0.1%+591NewHistory
American Centy ETF Tr025072323AVAN US SMAL ETF500$29.4K<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF357$29.8K<0.1%00.0%Unchanged–
PNWPinnacle West Capital CorpCOM341$30.2K<0.1%00.0%UnchangedHistory
DLTRDollar Tree, Inc.COM250$30.8K<0.1%+250NewHistory
AZNAstraZeneca PLCSPONSORED ADR342$31.4K<0.1%+342NewHistory
LINLinde PLCStock74$31.6K<0.1%+12+19.4%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF622$32.2K<0.1%+622New–
GILDGilead Sciences, Inc.Stock270$33.1K<0.1%00.0%UnchangedHistory
BPBP PLCADR958$33.3K<0.1%+876+1,068.3%AddedHistory
SLBSLB LimitedStock868$33.3K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock282$33.8K<0.1%+282NewHistory
ORCLOracle CorpStock174$33.9K<0.1%+131+304.7%AddedHistory
iShares Inc464286533MSCI EMERG MRKT536$34.3K<0.1%+536New–
CHDChurch & Dwight Co IncCOM413$34.6K<0.1%+170+70.0%AddedHistory
TRVTravelers Companies, Inc.Stock121$35.1K<0.1%+8+7.1%AddedHistory
CPCanadian Pacific Kansas City LtdCOM492$36.2K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock277$36.8K<0.1%+34+14.0%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF449$38.0K<0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF152$39.2K<0.1%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF550$40.7K<0.1%−82−13.0%Reduced–
FCXFreeport-McMoran IncStock869$44.1K<0.1%+395+83.3%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS758$45.4K<0.1%+246+48.0%Added–
CSXCSX CorpStock1,280$46.4K<0.1%+312+32.2%AddedHistory
UBSUBS Group AGStock1,008$46.7K<0.1%+1,008NewHistory
Vanguard Dividend Appreciation ETF921908844ETF214$47.0K<0.1%+214New–
CWCurtiss Wright CorpStock86$47.4K<0.1%00.0%UnchangedHistory
DEDeere & CoStock102$47.5K<0.1%+5+5.2%AddedHistory
iShares Core High Dividend ETF46429B663ETF400$48.8K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF169$49.0K<0.1%+66+64.1%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF541$50.9K<0.1%+541New–
ETREntergy CorpCOM558$51.6K<0.1%+24+4.5%AddedHistory
SPDR Index Shs FDS78463X848ST STR ACWI ETF1,538$55.2K<0.1%00.0%Unchanged–
iShares MSCI Eafe ETF464287465ETF576$55.3K<0.1%+576New–
SAPSAP SEADR228$55.4K<0.1%+228NewHistory
Vanguard World FD921910733ESG US STK ETF458$55.4K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX589$58.6K<0.1%+89+17.8%Added–
Vanguard Star FDS921909768VG TL INTL STK F823$62.1K<0.1%00.0%Unchanged–
SYYSysco CorpStock872$64.3K<0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock252$64.8K<0.1%00.0%UnchangedHistory
DKNGDraftKings Inc.Stock1,961$67.6K<0.1%+304+18.3%AddedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,077$71.6K<0.1%+1,077New–

Sold out since Q3 2025 (18)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of YANKCOM Partnership sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB40,859$845.4K0.4%–
Invesco Exch TRD SLF Idx FD46138J528BULSHS 2025 MUNI13,062$320.3K0.1%–
Alps ETF Tr00162Q783STRATEGIC INCOME5,907$137.5K0.1%–
POOLPool CorpCOM277$85.9K<0.1%History
HRLHormel Foods CorpCOM2,890$71.5K<0.1%History
VKTXViking Therapeutics, Inc.COM2,358$62.0K<0.1%History
CAVACava Group, Inc.COM789$47.7K<0.1%History
VanEck ETF Trust92189H201INTRMDT MUNI ETF672$31.3K<0.1%–
HIHillenbrand, Inc.COM976$26.4K<0.1%History
RALRalliant CorpStock457$20.0K<0.1%History
TMUST-Mobile US, Inc.Stock48$11.5K<0.1%History
ULUnilever PLCSPON ADR NEW102$6.05K<0.1%History
RWT Hldgs Inc749772AD1CONVERTIBLE BOND5,000$5.00K<0.1%–
American Centy ETF Tr025072802INTL SMCP VLU56$4.99K<0.1%–
BTIBritish American Tobacco p.l.c.SPONSORED ADR85$4.51K<0.1%History
TTDTrade Desk, Inc.Stock73$3.58K<0.1%History
American Centy ETF Tr025072349US LARGE CAP VLU34$2.46K<0.1%–
SOBOSouth Bow CorpCOM18$510<0.1%History