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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 Morningstar Small-Cap ETF922908751ETF112$33.9K<0.1%−40−26.3%Reduced–
GILDGilead Sciences, Inc.Stock270$34.1K<0.1%00.0%UnchangedHistory
PNWPinnacle West Capital CorpCOM341$36.5K<0.1%00.0%UnchangedHistory
American Centy ETF Tr025072323AVAN US SMAL ETF500$36.7K<0.1%00.0%Unchanged–
EMREmerson Electric CoStock277$39.7K<0.1%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock121$39.9K<0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM413$40.0K<0.1%00.0%UnchangedHistory
iShares Inc464286533MSCI EMERG MRKT536$40.4K<0.1%00.0%Unchanged–
SLBSLB LimitedStock868$40.4K<0.1%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF550$40.4K<0.1%00.0%Unchanged–
CPCanadian Pacific Kansas City LtdCOM492$42.6K<0.1%00.0%UnchangedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF449$42.9K<0.1%00.0%Unchanged–
GSGoldman Sachs Group IncStock49$49.6K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM891$50.3K<0.1%+891New–
Vanguard Dividend Appreciation ETF921908844ETF214$50.6K<0.1%00.0%Unchanged–
DEDeere & CoStock80$50.7K<0.1%−35−30.4%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF541$52.2K<0.1%00.0%Unchanged–
CSXCSX CorpStock1,142$54.3K<0.1%00.0%UnchangedHistory
iShares U.S. Treasury Bond ETF46429B267ETF2,403$54.7K<0.1%+2,403New–
iShares Core High Dividend ETF46429B663ETF2,004$55.0K<0.1%00.0%UnchangedConverted for a 5-for-1 split–
PYPLPayPal Holdings, Inc.Stock1,382$59.7K<0.1%−7,458−84.4%ReducedHistory
iShares MSCI Eafe ETF464287465ETF576$59.8K<0.1%00.0%Unchanged–
Vanguard World FD921910733ESG US STK ETF458$60.6K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF780$62.8K<0.1%+104+15.4%AddedConverted for a 4-for-1 split–
GBTCGrayscale Bitcoin Trust ETFETF1,400$63.7K<0.1%+1,400NewHistory
American Centy ETF Tr025072885US EQT ETF500$64.0K<0.1%+500New–
ETREntergy CorpCOM558$64.1K<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock86$65.2K<0.1%00.0%UnchangedHistory
CASYCaseys General Stores IncCOM87$69.1K<0.1%−108−55.4%ReducedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX589$71.5K<0.1%00.0%Unchanged–
iShares Tr464288588MBS ETF761$71.9K<0.1%00.0%Unchanged–
SYYSysco CorpStock897$75.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,077$81.6K<0.1%00.0%Unchanged–
BLKBlackRock, Inc.Stock87$83.7K<0.1%−2−2.2%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF1,056$84.4K<0.1%−275−20.7%Reduced–
Vanguard Information Technology ETF92204A702ETF728$87.0K<0.1%−280−27.8%ReducedConverted for a 8-for-1 split–
WINGWingstop Inc.COM556$96.4K<0.1%+130+30.5%AddedHistory
Vanguard World FD921910725ESG INTL STK ETF1,233$101.5K<0.1%00.0%Unchanged–
FTITechnipFMC plcCOM1,724$114.3K<0.1%+1,724NewHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF2,936$118.3K<0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,628$122.8K<0.1%00.0%Unchanged–
Vanguard Star FDS921909768VG TL INTL STK F1,455$124.4K<0.1%+272+23.0%Added–
SCHWSchwab Charles CorpStock1,440$132.9K<0.1%−23−1.6%ReducedHistory
HOODRobinhood Markets, Inc.Stock1,343$134.7K<0.1%+1,343NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR295$140.9K0.1%+113+62.1%AddedHistory
American Centy ETF Tr025072703INTL EQT ETF1,713$152.8K0.1%+1,485+651.3%Added–
MPWRMonolithic Power Systems, Inc.COM114$157.6K0.1%−59−34.1%ReducedHistory
LECOLincoln Electric Holdings IncCOM632$167.8K0.1%+20+3.3%AddedHistory
iShares Tr464288695GLOBAL MATER ETF1,589$168.2K0.1%00.0%Unchanged–
iShares Tr46435U663ESG AWARE MSCI3,060$171.2K0.1%+3,060New–
SNPSSynopsys IncCOM386$172.2K0.1%+11+2.9%AddedHistory
Invesco Exch TRD SLF Idx FD46138J445INVSC 30 MUNI BD7,900$173.2K0.1%00.0%Unchanged–
AMATApplied Materials IncStock245$177.1K0.1%+6+2.5%AddedHistory
SYKStryker CorpStock564$177.6K0.1%+34+6.4%AddedHistory
SHWSherwin Williams CoCOM528$181.8K0.1%+11+2.1%AddedHistory
PGRProgressive CorpStock835$182.4K0.1%+450+116.9%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF2,118$182.4K0.1%00.0%UnchangedConverted for a 6-for-1 split–
URIUnited Rentals, Inc.COM168$190.3K0.1%+6+3.7%AddedHistory
IDXXIDEXX Laboratories IncCOM365$192.2K0.1%+35+10.6%AddedHistory
PWRQuanta Services, Inc.COM267$192.2K0.1%+17+6.8%AddedHistory
KKRKKR & Co. Inc.COM2,115$194.1K0.1%+48+2.3%AddedHistory
BACBank of America CorpStock3,498$199.3K0.1%−5−0.1%ReducedHistory
CTASCintas CorpStock1,221$207.7K0.1%+137+12.6%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV1,375$209.2K0.1%−1,067−43.7%Reduced–
NOWServiceNow, Inc.Stock2,126$211.1K0.1%−10−0.5%ReducedHistory
AFLAflac IncStock1,826$214.1K0.1%00.0%UnchangedHistory
EBAYeBay IncCOM2,142$239.4K0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock3,379$242.8K0.1%+573+20.4%AddedHistory
PKGPackaging Corp of AmericaStock1,030$245.4K0.1%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM2,564$246.5K0.1%+417+19.4%AddedHistory
Invesco Exch TRD SLF Idx FD46138J478BULSHS 2029 MUNI10,759$247.8K0.1%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF4,764$253.0K0.1%00.0%Unchanged–
ODFLOld Dominion Freight Line, Inc.COM1,180$255.6K0.1%+23+2.0%AddedHistory
NFLXNetflix IncStock3,584$255.9K0.1%+8+0.2%AddedHistory
Schwab US Dividend Equity ETF808524797ETF8,130$257.8K0.1%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP15,750$262.2K0.1%00.0%Unchanged–
KOCoca Cola CoStock3,228$262.3K0.1%00.0%UnchangedHistory
BlackRock ETF Trust II092528843ISH HIG MUN ETF5,382$268.0K0.1%+1,542+40.2%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,265$269.9K0.1%00.0%Unchanged–
APHAmphenol CorpCL A1,606$283.2K0.1%+41+2.6%AddedHistory
UNHUnitedHealth Group IncStock687$285.5K0.1%+413+150.7%AddedHistory
MAMastercard IncStock558$286.6K0.1%−33−5.6%ReducedHistory
DDOGDatadog, Inc.CL A COM1,110$289.0K0.1%+30+2.8%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF4,656$289.6K0.1%+4,656New–
Pacer FDS Tr69374H709GLOBL CASH ETF6,829$295.7K0.1%+6,829New–
ADBEAdobe Inc.Stock1,516$310.8K0.1%+133+9.6%AddedHistory
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 203215,575$319.4K0.1%+1,464+10.4%Added–
Invesco Exch TRD SLF Idx FD46139W825BUL 2033 COR ETF15,215$320.4K0.1%+1,423+10.3%Added–
FTVFortive CorpStock5,303$324.0K0.1%+628+13.4%AddedHistory
Invesco Exch TRD SLF Idx FD46139W759BULLETSHARES16,076$329.1K0.1%+2,666+19.9%Added–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 202917,973$333.9K0.1%00.0%Unchanged–
DHRDanaher CorpStock1,768$336.8K0.1%+263+17.5%AddedHistory
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP20,733$339.7K0.1%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock3,032$353.7K0.1%+1,955+181.5%AddedHistory
AMTAmerican Tower CorpREIT2,163$353.8K0.1%+167+8.4%AddedHistory
XYLXylem Inc.COM3,000$354.6K0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J486BULSHS 2028 MUNI15,266$357.8K0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF1,201$360.8K0.1%00.0%Unchanged–
ARMArm Holdings PLCADR1,031$365.6K0.1%+1,031NewHistory
ASMLASML Holding NVADR189$376.0K0.1%+3+1.6%AddedHistory

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