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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
iShares Inc464286533MSCI EMERG MRKT536$40.4K<0.1%00.0%Unchanged–
CHDChurch & Dwight Co IncCOM413$40.0K<0.1%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock121$39.9K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock277$39.7K<0.1%00.0%UnchangedHistory
American Centy ETF Tr025072323AVAN US SMAL ETF500$36.7K<0.1%00.0%Unchanged–
PNWPinnacle West Capital CorpCOM341$36.5K<0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock270$34.1K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF112$33.9K<0.1%−40−26.3%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF357$31.6K<0.1%00.0%Unchanged–
SOSouthern CoStock319$30.5K<0.1%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock474$29.8K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock88$29.8K<0.1%00.0%UnchangedHistory
iShares Tr464288307MRGSTR MD CP GRW300$29.5K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL269$28.6K<0.1%00.0%Unchanged–
iShares Tr46435G326CORE MSCI INTL307$27.3K<0.1%00.0%Unchanged–
iShares Tr46434V803HDG MSCI EAFE580$27.2K<0.1%00.0%Unchanged–
WMWaste Management IncStock120$26.7K<0.1%−73−37.8%ReducedHistory
PFGPrincipal Financial Group IncCOM248$26.7K<0.1%−34−12.1%ReducedHistory
USBUS Bancorp DECOM NEW438$26.5K<0.1%00.0%UnchangedHistory
LHLabcorp Holdings Inc.Stock92$25.8K<0.1%00.0%UnchangedHistory
UBSUBS Group AGStock509$25.2K<0.1%00.0%UnchangedHistory
ELSEquity Lifestyle Properties IncCOM379$24.4K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW189$24.2K<0.1%00.0%Unchanged–
DISWalt Disney CoStock246$23.7K<0.1%00.0%UnchangedHistory
VanEck Semiconductor ETF92189F676ETF36$23.6K<0.1%00.0%Unchanged–
VMIValmont Industries IncCOM40$23.1K<0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock142$21.5K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock52$20.7K<0.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM664$20.1K<0.1%00.0%UnchangedHistory
CRLCharles River Laboratories International, Inc.COM86$19.5K<0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock265$19.4K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock127$18.6K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock322$18.6K<0.1%00.0%UnchangedHistory
MGAMagna International IncCOM267$17.5K<0.1%00.0%UnchangedHistory
GSKGSK plcADR324$17.0K<0.1%00.0%UnchangedHistory
LKQLKQ CorpCOM630$16.6K<0.1%00.0%UnchangedHistory
iShares Tr46434V613CORE UNIVRSL USD353$16.3K<0.1%00.0%Unchanged–
LINLinde PLCStock31$16.1K<0.1%−43−58.1%ReducedHistory
J P Morgan Exchange Traded F46654Q575MORTGAGE BACKED304$15.4K<0.1%+304New–
TJXTJX Companies IncStock93$14.1K<0.1%−70−42.9%ReducedHistory
BAHBooz Allen Hamilton Holding CorpCL A230$14.0K<0.1%00.0%UnchangedHistory
FISFidelity National Information Services, Inc.Stock350$13.6K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS230$13.6K<0.1%00.0%Unchanged–
iShares Core MSCI Emerging Markets ETF46434G103ETF163$13.5K<0.1%00.0%Unchanged–
COFCapital One Financial CorpStock67$13.4K<0.1%−24−26.4%ReducedHistory
Global X FDS37954Y673US INFR DEV ETF226$13.3K<0.1%00.0%Unchanged–
MMM3M CoStock81$13.1K<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock50$13.1K<0.1%−203−80.2%ReducedHistory
UHAL.BU-Haul Holding CoCOM SER N220$12.7K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR951$12.6K<0.1%+951NewHistory
PSXPhillips 66Stock74$12.5K<0.1%00.0%UnchangedHistory
TTETotalEnergies SEACT158$12.3K<0.1%00.0%UnchangedHistory
NUENucor CorpCOM55$12.3K<0.1%+55NewHistory
VanEck ETF Trust92189F601URANI NUCLE ETF102$11.8K<0.1%+102New–
AVYAvery Dennison CorpCOM70$11.4K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF127$11.2K<0.1%00.0%Unchanged–
RBLXRoblox CorpStock205$11.1K<0.1%−819−80.0%ReducedHistory
JCIJohnson Controls International plcStock73$10.7K<0.1%00.0%UnchangedHistory
INGING Groep NVSPONSORED ADR319$10.0K<0.1%00.0%UnchangedHistory
SONSonoco Products CoCOM170$9.58K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock32$9.54K<0.1%00.0%UnchangedHistory
SHELShell plcADR122$9.46K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF43$9.37K<0.1%00.0%Unchanged–
NVONovo Nordisk A SADR190$9.11K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock83$8.92K<0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock103$8.51K<0.1%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF51$8.06K<0.1%+51New–
iShares Tr464288836U.S. PHARMA ETF81$8.02K<0.1%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF78$7.72K<0.1%00.0%Unchanged–
INTCIntel CorpStock55$7.68K<0.1%−50−47.6%ReducedHistory
IRIngersoll Rand Inc.COM92$7.54K<0.1%00.0%UnchangedHistory
RIORio Tinto PLCADR78$7.41K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock300$7.37K<0.1%00.0%UnchangedHistory
BTCGrayscale Bitcoin Mini Trust ETFETF280$7.27K<0.1%+280NewHistory
OTISOtis Worldwide CorpStock100$7.16K<0.1%00.0%UnchangedHistory
iShares Core S&P U.S. Growth ETF464287671ETF35$6.58K<0.1%+35New–
IAUiShares Gold TrustETF84$6.34K<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM80$6.17K<0.1%00.0%UnchangedHistory
STLAStellantis N.V.SHS1,068$6.07K<0.1%+1,068NewHistory
TTTrane Technologies plcSHS12$5.89K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock330$5.73K<0.1%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW91$5.47K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A18$5.45K<0.1%00.0%UnchangedHistory
iShares Tr464288273EAFE SML CP ETF58$4.77K<0.1%00.0%Unchanged–
HALHalliburton CoStock138$4.68K<0.1%00.0%UnchangedHistory
IBITiShares Bitcoin Trust ETFETF137$4.56K<0.1%−456−76.9%ReducedHistory
iShares Core S&P US Value ETF464287663ETF41$4.52K<0.1%+41New–
Dimensional ETF Trust25434V773INTL SMALL CAP E125$4.38K<0.1%+125New–
iShares Russell Midcap ETF464287499ETF39$4.30K<0.1%00.0%Unchanged–
BABAAlibaba Group Holding LtdADR43$4.13K<0.1%00.0%UnchangedHistory
PHParker-Hannifin CorpStock4$3.91K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock3$3.52K<0.1%00.0%UnchangedHistory
YUMYum Brands IncStock22$3.52K<0.1%00.0%UnchangedHistory
ANETArista Networks, Inc.Stock16$2.72K<0.1%00.0%UnchangedHistory
TDGTransDigm Group INCCOM2$2.66K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM12$2.65K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR115$2.31K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM10$2.13K<0.1%00.0%UnchangedHistory
HLNHaleon plcADR210$1.96K<0.1%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock19$1.75K<0.1%00.0%UnchangedHistory

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