YANKCOM Partnership
Sector Allocation
- Other47.2%$136.0M
- Technology17.5%$50.5M
- Financials11.4%$32.9M
- Healthcare5.9%$17.1M
- Consumer Discretionary5.5%$15.8M
- Industrials4.2%$12.0M
- Consumer Staples3.1%$8.9M
- Energy1.9%$5.5M
- Real Estate1.1%$3.0M
- Materials0.9%$2.7M
AUM History
13fpro.ai/research/fund/yankcom-partnership-2036975
Conviction and streaks
Concentrating · top 10 = 46.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- Vanguard$24.3M
- Schwab$21.6M
- Vanguard$20.5M
- iShares$14.8M
- iShares$13.5M
MSFT
$9.0MAAPL
$8.3MNVDA
$7.3MAMZN
$7.2M- Vanguard$6.3M
JPM
$4.7MGOOGL
$4.6M- SPDR$4.4M
- iShares$3.9M
C
$3.9MMETA
$3.5M- iShares$3.3M
SPY
$3.3MAVGO
$3.1MBRK.B
$3.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/yankcom-partnership-2036975
YANKCOM Partnership 13F holdings — Q3 2026
$288.2M portfolio (+3.4% QoQ) · 322 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
- 1
Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT
$24.3M
8.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Schwab Strategic Tr US Large-Cap Value ETF - US LCAP VA ETF
$21.6M
7.5% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
Vanguard Index Funds S&P 500 ETF - S&P 500 ETF SHS
$20.5M
7.1% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
iShares Tr S&P Midcap 400 ETF - CORE S&P MCP ETF
$14.8M
5.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
iShares Tr Russell Top 200 Growth ETF - RUS TP200 GR ETF
$13.5M
4.7% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
3.1% of stocks
-3%This quarter-1.3%Since filed8+ qtrsHeld$8.3M
2.9% of stocks
-4%This quarter+0.6%Since filed8+ qtrsHeld$7.3M
2.5% of stocks
-0.5%This quarter-0.6%Since filed8+ qtrsHeld$7.2M
2.5% of stocks
-3%This quarter-2.2%Since filed8+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 10
Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF
$6.3M
2.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT | $24.3M | 8.4% | +7% | — | — | — | — | |
| 2 | Schwab Strategic Tr US Large-Cap Value ETF - US LCAP VA ETF | $21.6M | 7.5% | +11% | — | — | — | — | |
| 3 | Vanguard Index Funds S&P 500 ETF - S&P 500 ETF SHS | $20.5M | 7.1% | +11% | — | — | — | — | |
| 4 | iShares Tr S&P Midcap 400 ETF - CORE S&P MCP ETF | $14.8M | 5.1% | +6% | — | — | — | — | |
| 5 | iShares Tr Russell Top 200 Growth ETF - RUS TP200 GR ETF | $13.5M | 4.7% | +11% | — | — | — | — | |
| 6 | $9.0M | 3.1% | -3% | -1.3% | 8+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $8.3M | 2.9% | -4% | +0.6% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $7.3M | 2.5% | -0.5% | -0.6% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $7.2M | 2.5% | -3% | -2.2% | 8+ qtrsTrimmed 2 qtrs in a row | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF | $6.3M | 2.2% | +5% | — | — | — | — |
All holdings — YANKCOM Partnership (Q3 2026)
322 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $4.7M | 1.6% | 14K | +0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $4.6M | 1.6% | 13K | -4% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | SPDR Portfolio Developed World Ex-US ETF - STATE STREET SPDetf/fund | — | $4.4M | 1.5% | 87K | +0.1% | — | — | 13F |
| 14 | — | iShares Core S&P Smallcap 600 Index ETF - CORE S&P SCP ETFetf/fund | — | $3.9M | 1.4% | 29K | +0.6% | — | — | 13F |
| 15 | CITIGROUP INC | Financials | $3.9M | 1.4% | 30K | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $3.5M | 1.2% | 4,791 | +21% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | iShares Core MSCI EAFE ETF - CORE MSCI EAFEetf/fund | — | $3.3M | 1.1% | 34K | +0.1% | — | — | 13F |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.3M | 1.1% | 4,324 | +0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Broadcom Inc. | Technology | $3.1M | 1.1% | 8,872 | -13% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $3.0M | 1.0% | 5,933 | +24% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | iShares Core S&P 500 ETF - CORE S&P500 ETFetf/fund | — | $2.9M | 1.0% | 3,786 | +8% | — | — | 13F |
| 22 | — | Vanguard REIT ETF - REAL ESTATE ETFetf/fund | — | $2.7M | 0.9% | 30K | +11% | — | — | 13F |
| 23 | AbbVie Inc. | Healthcare | $2.7M | 0.9% | 10K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $2.4M | 0.8% | 7,041 | +13% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $2.3M | 0.8% | 1,997 | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $UNP | UNION PACIFIC CORP | Industrials | $2.3M | 0.8% | 8,491 | -5% | |||
| 27 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.3M | 0.8% | 21K | -6% | |||
| 28 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $2.3M | 0.8% | 4,570 | +0.6% | |||
| 29 | $MRK | Merck & Co., Inc. | Healthcare | $2.2M | 0.8% | 15K | -7% | |||
| 30 | $V | VISA INC. | Financials | $2.1M | 0.7% | 5,833 | +0.7% | |||
| 31 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.0M | 0.7% | 14K | +9% | |||
| 32 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.9M | 0.7% | 5,240 | +21% | |||
| 33 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.8M | 0.6% | 26K | +3% | |||
| 34 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.7M | 0.6% | 6,023 | +13% | |||
| 35 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.7M | 0.6% | 7,301 | +16% | |||
| 36 | $MDT | Medtronic plc | Healthcare | $1.7M | 0.6% | 20K | -0.3% | |||
| 37 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.6% | 7,700 | — | |||
| 38 | $CAT | CATERPILLAR INC | Industrials | $1.6M | 0.6% | 1,956 | +8% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.6% | 5,959 | -0.7% | |||
| 40 | $SHOP | SHOPIFY INC. | Technology | $1.5M | 0.5% | 10K | -0.3% | |||
| 41 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.5% | 1,661 | +3% | |||
| 42 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $1.5M | 0.5% | 6,258 | -2% | |||
| 43 | $PEP | PEPSICO INC | Consumer Staples | $1.4M | 0.5% | 11K | +9% | |||
| 44 | $PM | Philip Morris International Inc. | Consumer Staples | $1.4M | 0.5% | 7,285 | -0.2% | |||
| 45 | — | Ishares MSCI USA Quality Factor ETF - MSCI USA QLT FCT | — | $1.4M | 0.5% | 6,141 | +2% | |||
| 46 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $1.3M | 0.5% | 7,683 | -0.1% | |||
| 47 | — | Ishares Russell 1000 Value ETF - RUS 1000 VAL ETF | — | $1.3M | 0.5% | 5,290 | +0.6% | |||
| 48 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.3M | 0.5% | 2,575 | +0.7% | |||
| 49 | $ETN | Eaton Corp plc | Industrials | $1.3M | 0.4% | 2,983 | +3% | |||
| 50 | $PLD | Prologis, Inc. | Real Estate | $1.2M | 0.4% | 9,428 | +9% | |||
| 51 | $ALL | ALLSTATE CORP | Financials | $1.2M | 0.4% | 5,473 | -1% | |||
| 52 | $QCOM | QUALCOMM INC/DE | Technology | $1.2M | 0.4% | 6,512 | +0.5% | |||
| 53 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.4% | 5,811 | +1% | |||
| 54 | $NVS | NOVARTIS AG | Healthcare | $1.2M | 0.4% | 8,284 | -0.7% | |||
| 55 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.4% | 11K | +3% | |||
| 56 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.1M | 0.4% | 24K | +4% | |||
| 57 | $MS | MORGAN STANLEY | Financials | $1.1M | 0.4% | 5,931 | +2% | |||
| 58 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.1M | 0.4% | 11K | — | |||
| 59 | — | First Trust Nasdaq Cybersecurity ETF - NASDAQ CYB ETF | — | $1.1M | 0.4% | 10K | — | |||
| 60 | — | Vanguard Total Stock Market Index Fund ETF - TOTAL STK MKT | — | $1.1M | 0.4% | 2,843 | — | |||
| 61 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.1M | 0.4% | 11K | +0.3% | |||
| 62 | $NEE | NEXTERA ENERGY INC | Utilities | $1.0M | 0.3% | 13K | +7% | |||
| 63 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.0M | 0.3% | 6,177 | +12% | |||
| 64 | $FDX | FEDEX CORP | Industrials | $994K | 0.3% | 3,488 | +9% | |||
| 65 | $FITB | FIFTH THIRD BANCORP | Financials | $961K | 0.3% | 19K | -0.5% | |||
| 66 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $948K | 0.3% | 1,405 | +5% | |||
| 67 | $TGT | TARGET CORP | Consumer Staples | $906K | 0.3% | 5,781 | -13% | |||
| 68 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $889K | 0.3% | 58K | +0.0% | |||
| 69 | $RTX | RTX Corp | Industrials | $877K | 0.3% | 4,725 | +0.3% | |||
| 70 | $BX | Blackstone Inc. | Financials | $864K | 0.3% | 7,707 | +4% | |||
| 71 | $CB | Chubb Ltd | Financials | $858K | 0.3% | 2,639 | +4% | |||
| 72 | $APD | Air Products & Chemicals, Inc. | Materials | $856K | 0.3% | 3,078 | +4% | |||
| 73 | $COP | CONOCOPHILLIPS | Energy | $856K | 0.3% | 6,839 | +0.8% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $843K | 0.3% | 43K | -3% | |||
| 75 | $CRM | Salesforce, Inc. | Technology | $841K | 0.3% | 3,663 | +11% | |||
| 76 | $TRP | TC ENERGY CORP | Energy | $840K | 0.3% | 15K | +5% | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $820K | 0.3% | 42K | -2% | |||
| 78 | — | iShares Tr Russell 1000 Growth ETF - RUS 1000 GRW ETF | — | $808K | 0.3% | 6,453 | -22% | |||
| 79 | $TEL | TE Connectivity plc | Technology | $806K | 0.3% | 3,818 | +6% | |||
| 80 | — | SPDR S&P 600 Small Cap Value ETF - ST STR SP600SM C | — | $797K | 0.3% | 7,800 | -2% | |||
| 81 | $TFC | TRUIST FINANCIAL CORP | Financials | $746K | 0.3% | 16K | +0.3% | |||
| 82 | $ECL | ECOLAB INC. | Materials | $735K | 0.3% | 2,677 | +4% | |||
| 83 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $687K | 0.2% | 3,091 | +4% | |||
| 84 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $681K | 0.2% | 5,739 | +2% | |||
| 85 | $ACN | Accenture plc | Technology | $672K | 0.2% | 3,664 | +2% | |||
| 86 | $LRCX | LAM RESEARCH CORP | Technology | $671K | 0.2% | 2,042 | +47% | |||
| 87 | $PLTR | Palantir Technologies Inc. | Technology | $665K | 0.2% | 3,554 | +17% | |||
| 88 | $GLW | CORNING INC /NY | Materials | $636K | 0.2% | 4,136 | -0.6% | |||
| 89 | $ENB | ENBRIDGE INC | Energy | $635K | 0.2% | 14K | +3% | |||
| 90 | $CMI | CUMMINS INC | Industrials | $593K | 0.2% | 1,148 | +58% | |||
| 91 | — | Ishares Core S&P Total US Stock Market ETF - CORE S&P TTL STK | — | $582K | 0.2% | 3,500 | — | |||
| 92 | $SNA | Snap-on Inc | Industrials | $558K | 0.2% | 1,537 | +24% | |||
| 93 | $AMGN | AMGEN INC | Healthcare | $552K | 0.2% | 1,309 | -2% | |||
| 94 | $IVZ | Invesco Ltd. | Financials | $540K | 0.2% | 23K | — | |||
| 95 | — | iShares Dow Jones US Aerospace and Defense Index Fund ETF - US AER DEF ETF | — | $539K | 0.2% | 2,600 | — | |||
| 96 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $511K | 0.2% | 1,057 | -10% | |||
| 97 | $PANW | Palo Alto Networks Inc | Technology | $493K | 0.2% | 1,241 | -27% | |||
| 98 | $HAS | HASBRO, INC. | Consumer Discretionary | $475K | 0.2% | 5,423 | +0.5% | |||
| 99 | — | iShares MSCI KLD 400 Social Index ETF - ESG MSCI KLD ETF | — | $468K | 0.2% | 3,203 | — | |||
| 100 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $458K | 0.2% | 619 | -16% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $458K | 0.2% | 23K | -10% | |||
| 102 | $IVZ | Invesco Ltd. | Financials | $453K | 0.2% | 19K | — | |||
| 103 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $451K | 0.2% | 2,139 | New | |||
| 104 | $WT | WisdomTree, Inc. | Financials | $436K | 0.1% | 8,400 | — | |||
| 105 | $DUK | Duke Energy CORP | Utilities | $428K | 0.1% | 3,752 | +7% | |||
| 106 | $DHR | DANAHER CORP /DE/ | Healthcare | $419K | 0.1% | 1,893 | +7% | |||
| 107 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $404K | 0.1% | 3,561 | -45% | |||
| 108 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $382K | 0.1% | 940 | -0.9% | |||
| 109 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $375K | 0.1% | 2,288 | +6% | |||
| 110 | $FTV | Fortive Corp | Industrials | $368K | 0.1% | 6,711 | +27% | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $348K | 0.1% | 15K | — | |||
| 112 | — | iShares Russell 2000 Index - RUSSELL 2000 ETF | — | $336K | 0.1% | 1,209 | +0.7% | |||
| 113 | $IVZ | Invesco Ltd. | Financials | $327K | 0.1% | 17K | -12% | |||
| 114 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $319K | 0.1% | 623 | +154% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $315K | 0.1% | 16K | +4% | |||
| 116 | — | Pacer Funds Trust US Cash Cows 100 ETF - US CASH COWS 100 | — | $311K | 0.1% | 4,656 | — | |||
| 117 | $MA | Mastercard Inc | Financials | $308K | 0.1% | 558 | — | |||
| 118 | $ASML | ASML HOLDING NV | Technology | $306K | 0.1% | 169 | -11% | |||
| 119 | — | Pacer Funds Trust Global Cash Cows Dividend ETF - GLOBL CASH ETF | — | $306K | 0.1% | 6,829 | — | |||
| 120 | $XYL | Xylem Inc. | Industrials | $304K | 0.1% | 3,000 | — | |||
| 121 | $INTC | INTEL CORP | Technology | $295K | 0.1% | 2,451 | +4356% | |||
| 122 | $ARM | ARM HOLDINGS PLC /UK | Technology | $294K | 0.1% | 1,014 | -2% | |||
| 123 | — | Energy Select Sector SPDR ETF - ST STR ENERG ETF | — | $285K | 0.1% | 4,632 | -3% | |||
| 124 | $IVZ | Invesco Ltd. | Financials | $280K | 0.1% | 18K | -14% | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $279K | 0.1% | 15K | -15% | |||
| 126 | $KO | COCA COLA CO | Consumer Staples | $278K | 0.1% | 3,228 | — | |||
| 127 | — | iShares Core Total USD Bond Market ETF - CORE UNIVRSL USD | — | $269K | 0.1% | 6,107 | +1630% | |||
| 128 | $NOW | ServiceNow, Inc. | Technology | $269K | 0.1% | 2,008 | -6% | |||
| 129 | $MRVL | Marvell Technology, Inc. | Technology | $266K | 0.1% | 1,008 | New | |||
| 130 | — | Invesco Bulletshares 2035 Corporate Bond ETF - BULLETSHARES | — | $263K | 0.1% | 14K | -15% | |||
| 131 | $APH | AMPHENOL CORP /DE/ | Technology | $261K | 0.1% | 3,101 | +93% | |||
| 132 | $IVZ | Invesco Ltd. | Financials | $258K | 0.1% | 13K | -15% | |||
| 133 | — | Vanguard Intermediate Term Corporate Bond ETF - INT-TERM CORP | — | $256K | 0.1% | 3,265 | — | |||
| 134 | $NFLX | NETFLIX INC | Communication Services | $253K | 0.1% | 3,642 | +2% | |||
| 135 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $248K | 0.1% | 676 | -2% | |||
| 136 | $GEV | GE Vernova Inc. | Industrials | $247K | 0.1% | 260 | +8567% | |||
| 137 | — | iShares High Yield Muni Active ETF - ISH HIG MUN ETF | — | $243K | 0.1% | 5,309 | -1% | |||
| 138 | $IVZ | Invesco Ltd. | Financials | $240K | 0.1% | 11K | — | |||
| 139 | $PKG | PACKAGING CORP OF AMERICA | Materials | $236K | 0.1% | 1,030 | — | |||
| 140 | $CTAS | CINTAS CORP | Consumer Discretionary | $229K | 0.1% | 1,175 | -4% | |||
| 141 | $EBAY | EBAY INC | Consumer Discretionary | $227K | 0.1% | 2,142 | — | |||
| 142 | — | iShares Select Dividend ETF - SELECT DIVID ETF | — | $221K | 0.1% | 1,450 | -43% | |||
| 143 | — | Vanguard Morningstar Growth ETF - GROWTH ETF | — | $215K | 0.1% | 2,391 | +13% | |||
| 144 | $IVZ | Invesco Ltd. | Financials | $206K | 0.1% | 13K | -19% | |||
| 145 | $AFL | AFLAC INC | Financials | $204K | 0.1% | 1,826 | — | |||
| 146 | $MNST | Monster Beverage Corp | Consumer Staples | $204K | 0.1% | 4,898 | +91% | |||
| 147 | $PWR | QUANTA SERVICES, INC. | Industrials | $204K | 0.1% | 317 | +19% | |||
| 148 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $198K | 0.1% | 1,141 | -3% | |||
| 149 | $DDOG | Datadog, Inc. | Technology | $198K | 0.1% | 722 | -35% | |||
| 150 | — | SPDR S&P Dividend ETF - ST STR SP DIV | — | $197K | 0.1% | 1,342 | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 36 new, 100 added to, 70 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.
New positions (36)
$HONHONEYWELL INTERNATIONAL INC$451K
first bought this quarter
$MRVLMarvell Technology, Inc.$266K
first bought this quarter
$DASHDoorDash, Inc.$164K
first bought this quarter
- Fidelity High Dividend ETF - HIGH DIVID ETF$150K
first bought this quarter
- American Conservative Values ETF - AMERICAN CONSER$102K
first bought this quarter
- Ishares Trust 10-20 Year Treasury Bond ETF - 10-20 YR TRS ETF$88K
first bought this quarter
+30 more in the Excel export
Added to (100)
- Schwab Strategic Tr US Large-Cap Value ETF - US LCAP VA ETF+11%
now $21.6M
- Vanguard Index Funds S&P 500 ETF - S&P 500 ETF SHS+11%
now $20.5M
- Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT+7%
now $24.3M
- iShares Tr Russell Top 200 Growth ETF - RUS TP200 GR ETF+11%
now $13.5M
- iShares Tr S&P Midcap 400 ETF - CORE S&P MCP ETF+6%
now $14.8M
now $3.5M · held 8+ qtrs, 2 adds in a row
+94 more in the Excel export
Trimmed (70)
now $3.1M · held 8+ qtrs, 2 trims in a row
$PFHPRUDENTIAL FINANCIAL INC-45%
now $404K · held 8+ qtrs
now $8.3M · held 8+ qtrs
$ADBEADOBE INC.-83%
now $62K · held 8+ qtrs
now $9.0M · held 8+ qtrs
- iShares Tr Russell 1000 Growth ETF - RUS 1000 GRW ETF-22%
now $808K
+64 more in the Excel export
Sold out (22)
$XOM.R34088EXXON MOBIL CORPwas $2.3M
held 7+ qtrs
$ZTSZoetis Inc.was $243K
held 7+ qtrs
$KKRKKR & Co. Inc.was $194K
held 6 qtrs
$SNPSSYNOPSYS INCwas $172K
held 7+ qtrs
$WINGWingstop Inc.was $96K
held 6 qtrs
- Avantis U.S. Equity ETF - US EQT ETFwas $64K
+16 more in the Excel export
Holdings by quarter
Every 13F YANKCOM Partnership has filed, 7 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of YANKCOM Partnership's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 9% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
YANKCOM Partnership disclosed 322 positions worth $288.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 36 new positions and exited 22 — including a new stake in $HON and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (47.2% of disclosed assets). All figures are sourced directly from YANKCOM Partnership’s Form 13F-HR filing with the SEC under CIK 2036975.
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AI-Powered Hedge Fund Analysis: YANKCOM Partnership
13F Pro is an AI hedge fund tracker and stock research platform. For YANKCOM Partnership (SEC CIK: 2036975), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in YANKCOM Partnership's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.