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Livermore
Livermore
ZHEN

YANKCOM Partnership

SEC CIK
0002036975
Latest filing
Jul 21, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 21, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
308
−60 vs. Q1 2026
Portfolio value
$278.8M
+$35.6M (+14.6%) vs. Q1 2026
Filed
Jul 21, 2026
SEC
Holdings of YANKCOM Partnership in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF323,586$23.1M8.3%+23,522+7.8%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF585,528$20.4M7.3%+49,442+9.2%Added–
Vanguard S&P 500 ETF922908363ETF26,341$18.1M6.5%+1,791+7.3%Added–
iShares Core S&P Mid-Cap ETF464287507ETF193,620$14.9M5.4%+16,300+9.2%Added–
iShares Russell Top 200 Growth ETF464289438ETF41,218$12.0M4.3%+3,523+9.3%Added–
AAPLApple Inc.Stock25,859$7.48M2.7%+240+0.9%AddedHistory
AMZNAmazon Com IncStock29,590$7.05M2.5%−420−1.4%ReducedHistory
MSFTMicrosoft CorpStock18,205$6.79M2.4%+2,109+13.1%AddedHistory
NVDANVIDIA CorpStock32,264$6.46M2.3%+1,105+3.5%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF100,691$6.01M2.2%+8,839+9.6%Added–
GOOGLAlphabet Inc.Stock13,975$4.99M1.8%−1,173−7.7%ReducedHistory
JPMJPMorgan Chase & CoStock14,080$4.61M1.7%+2,706+23.8%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF86,755$4.37M1.6%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF28,841$4.28M1.5%+596+2.1%Added–
CCitigroup IncStock30,316$4.24M1.5%−100.0%ReducedHistory
AVGOBroadcom Inc.Stock10,166$3.84M1.4%−2,260−18.2%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF34,228$3.31M1.2%+167+0.5%Added–
SPYSPDR S&P 500 ETF TrustETF4,288$3.20M1.1%−78−1.8%ReducedHistory
Vanguard Real Estate ETF922908553ETF27,417$2.64M0.9%+2,714+11.0%Added–
CSCOCisco Systems, Inc.Stock22,500$2.64M0.9%−1,272−5.4%ReducedHistory
iShares Core S&P 500 ETF464287200ETF3,490$2.61M0.9%+10+0.3%Added–
ABBVAbbVie Inc.Stock10,163$2.56M0.9%+302+3.1%AddedHistory
LLYEli Lilly & CoStock2,031$2.44M0.9%+693+51.8%AddedHistory
UNPUnion Pacific CorpStock8,946$2.43M0.9%+215+2.5%AddedHistory
BRK.BBerkshire Hathaway IncStock4,767$2.39M0.9%+961+25.2%AddedHistory
XOMExxonMobil Holdings CorpCOM17,067$2.33M0.8%+12+0.1%AddedHistory
METAMeta Platforms, Inc.Stock3,952$2.23M0.8%+782+24.7%AddedHistory
GOOGAlphabet Inc.Stock6,204$2.19M0.8%+634+11.4%AddedHistory
MRKMerck & Co., Inc.Stock16,362$2.10M0.8%−107−0.6%ReducedHistory
AMPAmeriprise Financial IncCOM4,541$2.08M0.7%+293+6.9%AddedHistory
VVisa Inc.Stock5,792$1.99M0.7%+565+10.8%AddedHistory
CATCaterpillar IncStock1,811$1.93M0.7%−330−15.4%ReducedHistory
WMBWilliams Companies, Inc.COM25,352$1.88M0.7%−998−3.8%ReducedHistory
HDHome Depot, Inc.Stock5,330$1.88M0.7%+238+4.7%AddedHistory
TSLATesla, Inc.Stock4,341$1.83M0.7%+254+6.2%AddedHistory
PGProcter & Gamble CoStock12,377$1.81M0.7%+374+3.1%AddedHistory
MCDMcDonalds CorpStock6,317$1.71M0.6%+323+5.4%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,700$1.64M0.6%00.0%Unchanged–
MDTMedtronic plcStock19,566$1.53M0.5%+2,857+17.1%AddedHistory
JNJJohnson & JohnsonStock6,002$1.52M0.5%−209−3.4%ReducedHistory
COSTCostco Wholesale CorpStock1,606$1.50M0.5%+52+3.3%AddedHistory
PEPPepsiCo IncStock10,315$1.40M0.5%+404+4.1%AddedHistory
DLRDigital Realty Trust, Inc.COM7,692$1.38M0.5%−13−0.2%ReducedHistory
DGXQuest Diagnostics IncCOM6,383$1.35M0.5%+184+3.0%AddedHistory
PMPhilip Morris International Inc.Stock7,301$1.32M0.5%+78+1.1%AddedHistory
ALLAllstate CorpStock5,546$1.32M0.5%+324+6.2%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF6,000$1.32M0.5%00.0%Unchanged–
NVSNovartis AGADR8,346$1.31M0.5%+33+0.4%AddedHistory
LMTLockheed Martin CorpStock2,556$1.30M0.5%+37+1.5%AddedHistory
iShares Russell 1000 Value ETF464287598ETF5,258$1.27M0.5%00.0%Unchanged–
WMTWalmart Inc.Stock11,008$1.25M0.4%+186+1.7%AddedHistory
ETNEaton Corp plcStock2,885$1.23M0.4%+128+4.6%AddedHistory
MSMorgan StanleyStock5,840$1.22M0.4%−5−0.1%ReducedHistory
QCOMQualcomm IncStock6,482$1.20M0.4%−1,286−16.6%ReducedHistory
SHOPShopify Inc.Stock10,302$1.18M0.4%+9+0.1%AddedHistory
PLDPrologis, Inc.REIT8,630$1.17M0.4%−31−0.4%ReducedHistory
SBUXStarbucks CorpStock11,202$1.14M0.4%+50+0.4%AddedHistory
NEENextera Energy IncStock12,408$1.09M0.4%−553−4.3%ReducedHistory
FITBFifth Third BancorpCOM19,095$1.08M0.4%+165+0.9%AddedHistory
GLWCorning IncCOM4,160$1.06M0.4%−2,251−35.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,843$1.05M0.4%+2,503+736.2%Added–
HBANHuntington Bancshares IncCOM58,220$1.03M0.4%+4,979+9.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF8,255$1.03M0.4%−481−5.5%ReducedConverted for a 4-for-1 split–
ABTAbbott LaboratoriesStock11,262$1.02M0.4%−51−0.5%ReducedHistory
FDXFedEx CorpStock3,210$1.01M0.4%00.0%UnchangedHistory
VZVerizon Communications IncStock23,452$993.0K0.4%−266−1.1%ReducedHistory
BKNGBooking Holdings Inc.Stock5,539$987.3K0.4%+439+8.6%AddedConverted for a 25-for-1 splitHistory
CVXChevron CorpStock5,752$953.5K0.3%−1,042−15.3%ReducedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF10,490$942.5K0.3%00.0%Unchanged–
TRPTC Energy CorpCOM13,905$921.8K0.3%−750−5.1%ReducedHistory
RTXRTX CorpStock4,710$893.6K0.3%+129+2.8%AddedHistory
BXBlackstone Inc.COM7,433$874.6K0.3%+563+8.2%AddedHistory
TGTTarget CorpStock6,679$872.3K0.3%−71−1.1%ReducedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF7,983$871.0K0.3%−175−2.1%Reduced–
APDAir Products & Chemicals, Inc.Stock2,968$870.2K0.3%+30+1.0%AddedHistory
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB44,564$870.2K0.3%−1,500−3.3%Reduced–
CBChubb LtdStock2,529$861.7K0.3%+151+6.3%AddedHistory
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB42,870$840.9K0.3%00.0%Unchanged–
TFCTruist Financial CorpCOM16,074$800.8K0.3%+237+1.5%AddedHistory
AEPAmerican Electric Power Co IncStock5,641$771.7K0.3%+11+0.2%AddedHistory
PNCPNC Financial Services Group, Inc.Stock2,970$731.3K0.3%+240+8.8%AddedHistory
TELTE Connectivity plcStock3,615$728.8K0.3%+260+7.7%AddedHistory
ENBEnbridge IncStock13,306$721.3K0.3%−120−0.9%ReducedHistory
ECLEcolab Inc.Stock2,569$715.7K0.3%+175+7.3%AddedHistory
COPConocoPhillipsStock6,784$705.3K0.3%+139+2.1%AddedHistory
PRUPrudential Financial IncStock6,461$697.3K0.3%+117+1.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,342$672.8K0.2%+133+11.0%AddedHistory
iShares Tr464288760US AER DEF ETF2,600$630.3K0.2%00.0%Unchanged–
LRCXLam Research CorpStock1,388$601.5K0.2%−118−7.8%ReducedHistory
NOCNorthrop Grumman CorpStock1,171$596.4K0.2%+91+8.4%AddedHistory
PANWPalo Alto Networks IncStock1,690$576.3K0.2%−56−3.2%ReducedHistory
iShares Tr464287150CORE S&P TTL STK3,500$574.9K0.2%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J494BULSHS 2027 MUNI23,226$549.1K0.2%00.0%Unchanged–
Invesco QQQ Trust Series I46090E103ETF741$545.7K0.2%+11+1.5%Added–
CRMSalesforce, Inc.Stock3,314$519.2K0.2%+351+11.8%AddedHistory
CMICummins IncStock726$517.8K0.2%+383+111.7%AddedHistory
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2825,171$512.6K0.2%00.0%Unchanged–
SNASnap-on IncCOM1,244$500.6K0.2%+17+1.4%AddedHistory
AMGNAmgen IncStock1,341$485.6K0.2%−35−2.5%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF3,203$456.1K0.2%00.0%Unchanged–

Sold out since Q1 2026 (80)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of YANKCOM Partnership sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM7,329$1.66M0.7%History
DOWDow Inc.Stock15,813$658.6K0.3%History
KLACKLA CorpCOM NEW360$530.1K0.2%History
SPGIS&P Global Inc.Stock415$176.5K0.1%History
SPOTSpotify Technology S.A.Stock245$118.8K<0.1%History
SPDR Index Shs FDS78463X848ST STR ACWI ETF1,538$56.3K<0.1%–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV290$37.2K<0.1%–
DLTRDollar Tree, Inc.COM250$27.4K<0.1%History
PFEPfizer IncStock717$20.1K<0.1%History
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600390$19.7K<0.1%–
CMGChipotle Mexican Grill IncCOM565$18.1K<0.1%History
CSLCarlisle Companies IncCOM49$16.3K<0.1%History
MKCMcCormick & Co IncStock322$16.2K<0.1%History
J P Morgan Exchange Traded F46641Q159INCOME ETF346$15.9K<0.1%–
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF602$15.8K<0.1%–
Morgan Stanley ETF Trust61774R841EATO VANC BD ETF304$15.4K<0.1%–
Flexshares Tr33939L407MORNSTAR UPSTR273$15.1K<0.1%–
VLOValero Energy CorpStock57$14.1K<0.1%History
JPMorgan Ultra-Short Income ETF46641Q837ETF275$13.9K<0.1%–
iShares Tr4642874571 3 YR TREAS BD158$13.0K<0.1%–
UBERUber Technologies, IncStock174$12.5K<0.1%History
XELXcel Energy IncStock136$10.8K<0.1%History
MCKMcKesson CorpStock12$10.4K<0.1%History
CRWDCrowdStrike Holdings, Inc.Stock25$9.76K<0.1%History
CIENCiena CorpCOM NEW25$9.71K<0.1%History
IBMInternational Business Machines CorpStock39$9.45K<0.1%History
SNDKSandisk CorpCOM14$8.89K<0.1%History
RACEFerrari N.V.COM25$8.46K<0.1%History
MLMMartin Marietta Materials IncCOM13$7.65K<0.1%History
BNYBank of New York Mellon CorpStock63$7.47K<0.1%History
EQTEQT CorpStock116$7.38K<0.1%History
ROKRockwell Automation, IncStock20$7.18K<0.1%History
HWMHowmet Aerospace Inc.Stock31$7.14K<0.1%History
METMetlife IncStock95$6.72K<0.1%History
LYVLive Nation Entertainment, Inc.COM42$6.41K<0.1%History
RBB FD Inc74933W452F/M US TREASURY100$4.99K<0.1%–
CPRTCopart IncCOM150$4.98K<0.1%History
HMCHonda Motor Co LtdADR ECH CNV IN 3204$4.96K<0.1%History
MFCManulife Financial CorpCOM132$4.55K<0.1%History
BSXBoston Scientific CorpStock71$4.46K<0.1%History
BPBP PLCADR82$3.85K<0.1%History
PINSPinterest, Inc.CL A210$3.85K<0.1%History
DKNGDraftKings Inc.Stock172$3.72K<0.1%History
LUNRIntuitive Machines, Inc.CLASS A COM200$3.71K<0.1%History
SNOWSnowflake Inc.Stock22$3.32K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock19$3.30K<0.1%History
ADPAutomatic Data Processing IncStock16$3.25K<0.1%History
TVTXTravere Therapeutics, Inc.COM100$2.97K<0.1%History
LOVELovesac CoCOM200$2.95K<0.1%History
GMABGenmab A/SSPONSORED ADS100$2.68K<0.1%History
DVNDevon Energy CorpStock52$2.62K<0.1%History
AQSTAquestive Therapeutics, Inc.COM600$2.49K<0.1%History
HLTHilton Worldwide Holdings Inc.COM8$2.43K<0.1%History
KEYKeycorpCOM113$2.27K<0.1%History
UUnity Software Inc.COM80$1.75K<0.1%History
COINCoinbase Global, Inc.COM CL A10$1.75K<0.1%History
VMRKVivmark ResidentialSH BEN INT29$1.72K<0.1%History
RDWRedwire CorpStock200$1.70K<0.1%History
EVEREverQuote, Inc.COM CL A110$1.70K<0.1%History
ICEIntercontinental Exchange, Inc.Stock10$1.57K<0.1%History
DMACDiaMedica Therapeutics Inc.COM NEW200$1.35K<0.1%History
UPSTUpstart Holdings, Inc.COM48$1.23K<0.1%History
CTVACorteva, Inc.Stock13$1.09K<0.1%History
RXRXRecursion Pharmaceuticals, Inc.CL A300$921<0.1%History
QQnity Electronics, Inc.COMMON STOCK7$808<0.1%History
AAAlcoa CorpStock10$663<0.1%History
DDDuPont de Nemours, Inc.COM14$641<0.1%History
BFLYButterfly Network, Inc.COM CL A150$606<0.1%History
PGNYProgyny, Inc.COM35$594<0.1%History
SIRISirius XM Holdings Inc.COMMON STOCK15$346<0.1%History
ACHRArcher Aviation Inc.Stock65$336<0.1%History
ETDEthan Allen Interiors IncCOM12$267<0.1%History
VRTVertiv Holdings CoCOM CL A1$251<0.1%History
AIC3.ai, Inc.Stock28$236<0.1%History
AOSLAlpha & Omega Semiconductor LtdSHS10$222<0.1%History
TBHCBrand House Collective, Inc.COM200$186<0.1%History
SENSSenseonics Holdings, Inc.COM22$147<0.1%History
LCIDLucid Group, Inc.Stock9$86<0.1%History
LABStandard Biotools Inc.COM94$86<0.1%History
OGIOrganigram Global Inc.COM41$55<0.1%History