YANKCOM Partnership
13F holdings for Q2 2026 · Yankton, SD · filed July 21, 2026
YANKCOM Partnership reported $279M in 13F securities across 308 holdings for Q2 2026, in a Form 13F filed July 21, 2026. The largest positions were Vanguard Ftse Developed Markets ETF (8.3%), Schwab Strategic TR (7.3%), Vanguard Index FDS (6.5%). Reported value rose 14.6% from the quarter before. It opened 20 new positions, added to 100, trimmed 49 and sold out of 80.
- 13F value Q2 2026
- $279M
- Holdings
- 308
- Change vs prior quarter
- +14.6%
- Rank by 13F value
- #5,474
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF | $23.1M | 8.3% | 323,586 | +7.8% | Added |
| Schwab Strategic TR | $20.4M | 7.3% | 585,528 | +9.2% | Added |
| Vanguard Index FDS | $18.1M | 6.5% | 26,341 | +7.3% | Added |
| iShares Core S&P Mid-Cap ETF | $14.9M | 5.4% | 193,620 | +9.2% | Added |
| iShares TR | $12.0M | 4.3% | 41,218 | +9.3% | Added |
| AAPL Apple Inc. | $7.5M | 2.7% | 25,859 | +0.9% | Added |
| AMZN Amazon.com Inc. | $7.1M | 2.5% | 29,590 | -1.4% | Trimmed |
| MSFT Microsoft Corporation | $6.8M | 2.4% | 18,205 | +13.1% | Added |
| NVDA NVIDIA Corporation | $6.5M | 2.3% | 32,264 | +3.5% | Added |
| Vanguard Ftse Emerging Markets ETF | $6.0M | 2.2% | 100,691 | +9.6% | Added |
| GOOGL Alphabet Inc. | $5.0M | 1.8% | 13,975 | -7.7% | Trimmed |
| JPM JP Morgan Chase & Co. | $4.6M | 1.7% | 14,080 | +23.8% | Added |
| SPDR Index SHS FDS | $4.4M | 1.6% | 86,755 | 0% | Unchanged |
| iShares Core S&P Small Cap ETF | $4.3M | 1.5% | 28,841 | +2.1% | Added |
| C Citigroup Inc. | $4.2M | 1.5% | 30,316 | 0% | Unchanged |
| AVGO Broadcom Inc. | $3.8M | 1.4% | 10,166 | -18.2% | Trimmed |
| iShares Core Msci Eafe ETF | $3.3M | 1.2% | 34,228 | +0.5% | Added |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $3.2M | 1.1% | 4,288 | -1.8% | Trimmed |
| Vanguard Real Estate ETF | $2.6M | 0.9% | 27,417 | +11.0% | Added |
| CSCO Cisco Systems Inc. | $2.6M | 0.9% | 22,500 | -5.4% | Trimmed |
| iShares TR | $2.6M | 0.9% | 3,490 | +0.3% | Added |
| ABBV AbbVie Inc. | $2.6M | 0.9% | 10,163 | +3.1% | Added |
| LLY Eli Lilly and Company | $2.4M | 0.9% | 2,031 | +51.8% | Added |
| UNP Union Pacific Corporation | $2.4M | 0.9% | 8,946 | +2.5% | Added |
| BRK.B Berkshire Hathaway Inc. | $2.4M | 0.9% | 4,767 | +25.2% | Added |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $279M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Schwab Strategic TR Added+$1.7M
- Vanguard Ftse Developed Markets ETF Added+$1.7M
- iShares Core S&P Mid-Cap ETF Added+$1.3M
- Vanguard Index FDS Added+$1.2M
- iShares TR Added+$1.0M
- Vanguard Index FDS Added+$926K
- JPM JP Morgan Chase & Co. Added+$886K
- LLY Eli Lilly and Company Added+$831K
- MSFT Microsoft Corporation Added+$787K
- iShares Russell 1000 Growth ETF Added+$754K
Biggest sells in Q2 2026
- Honeywell Intl Inc Sold out-$1.7M
- AVGO Broadcom Inc. Trimmed-$854K
- DOW Dow Inc. Sold out-$659K
- GLW Corning Incorporated Trimmed-$575K
- KLAC KLA Corporation Sold out-$530K
- GOOGL Alphabet Inc. Trimmed-$419K
- CAT Caterpillar Inc. Trimmed-$351K
- PYPL PayPal Holdings Inc. Trimmed-$322K
- QCOM QUALCOMM Incorporated Trimmed-$238K
- SPGI S&P Global Inc. Sold out-$177K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 20 new, 100 added, 49 trimmed, 80 sold out.
Sector mix
- Not listed with us48.2%
- Technology14.6%
- Consumer Discretionary8.9%
- Finance7.2%
- Health Care5.6%
- Industrials4.8%
- n/a2.6%
- Funds and other2.0%
- Utilities1.9%
- Telecommunications1.3%
- Real Estate1.1%
- Energy0.9%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Exxon Mobil Corp | $2.3M | 0.8% | 17,067 | 0% | Unchanged |
| META Meta Platforms Inc. | $2.2M | 0.8% | 3,952 | +24.7% | Added |
| GOOG Alphabet Inc. | $2.2M | 0.8% | 6,204 | +11.4% | Added |
| MRK Merck & Company Inc. | $2.1M | 0.8% | 16,362 | -0.6% | Trimmed |
| AMP Ameriprise Financial Inc. | $2.1M | 0.7% | 4,541 | +6.9% | Added |
| V Visa Inc. | $2.0M | 0.7% | 5,792 | +10.8% | Added |
| CAT Caterpillar Inc. | $1.9M | 0.7% | 1,811 | -15.4% | Trimmed |
| WMB Williams Companies Inc. | $1.9M | 0.7% | 25,352 | -3.8% | Trimmed |
| HD Home Depot Inc. | $1.9M | 0.7% | 5,330 | +4.7% | Added |
| TSLA Tesla Inc. | $1.8M | 0.7% | 4,341 | +6.2% | Added |
| PG Procter & Gamble Company | $1.8M | 0.7% | 12,377 | +3.1% | Added |
| MCD McDonald's Corporation | $1.7M | 0.6% | 6,317 | +5.4% | Added |
| Invesco Exchange Traded FD T | $1.6M | 0.6% | 7,700 | 0% | Unchanged |
| Medtronic PLC SHS | $1.5M | 0.5% | 19,566 | +17.1% | Added |
| JNJ Johnson & Johnson | $1.5M | 0.5% | 6,002 | -3.4% | Trimmed |
| COST Costco Wholesale Corporation | $1.5M | 0.5% | 1,606 | +3.3% | Added |
| PEP PepsiCo Inc. | $1.4M | 0.5% | 10,315 | +4.1% | Added |
| DLR Digital Realty Trust Inc. | $1.4M | 0.5% | 7,692 | -0.2% | Trimmed |
| DGX Quest Diagnostics Incorporated | $1.4M | 0.5% | 6,383 | +3.0% | Added |
| PM Philip Morris International Inc | $1.3M | 0.5% | 7,301 | +1.1% | Added |
| ALL Allstate Corporation | $1.3M | 0.5% | 5,546 | +6.2% | Added |
| iShares Msci USA Quality Factor ETF | $1.3M | 0.5% | 6,000 | 0% | Unchanged |
| NVS Novartis AG | $1.3M | 0.5% | 8,346 | +0.4% | Added |
| LMT Lockheed Martin Corporation | $1.3M | 0.5% | 2,556 | +1.5% | Added |
| iShares Russell 1000 Value ETF | $1.3M | 0.5% | 5,258 | 0% | Unchanged |
Showing the 50 largest of 308 share positions. The full filing on SEC EDGAR
Questions about YANKCOM Partnership
- What does YANKCOM Partnership own?
- In its Form 13F for Q2 2026, YANKCOM Partnership reported 308 holdings worth $279M. The five largest were Vanguard Ftse Developed Markets ETF, Schwab Strategic TR, Vanguard Index FDS, iShares Core S&P Mid-Cap ETF, iShares TR.
- What did YANKCOM Partnership buy and sell in Q2 2026?
- YANKCOM Partnership opened 20 new positions, added to 100, trimmed 49 and sold out of 80 compared with the quarter before.
- When did YANKCOM Partnership file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 21, 2026.
From Form 13F filed by YANKCOM Partnership (SEC CIK 0002036975) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds