Q2 2026 13F · SEC CIK 2036975

YANKCOM Partnership

Investment managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $278.8M
Reported positions: 308
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.8 yrs

YANKCOM Partnership is an investment manager that reported 308 positions worth $278.8M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Vanguard Tax-Managed Fds (VEA, 8.3%), Schwab Strategic Tr (SCHV, 7.3%), Vanguard S&p 500 ETF (VOO, 6.5%).

YANKCOM Partnership holdings largest 50 of 308 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

YANKCOM Partnership 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Tax-Managed Fds	8.3%	7.9%	323,586	+7.8%	$23.1M
SCHVSchwab Strategic Tr	7.3%	6.7%	585,528	+9.2%	$20.4M
VOOVanguard S&p 500 ETF	6.5%	6.0%	26,341	+7.3%	$18.1M
IJHIshares Tr	5.4%	4.9%	193,620	+9.2%	$14.9M
IWYIshares Russell Top 200 Growth ETF	4.3%	3.9%	41,218	+9.3%	$12.0M
AAPLApple Inc	2.7%	2.7%	25,859	+0.9%	$7.5M
AMZNAmazon Com Inc Com	2.5%	2.6%	29,590	-1.4%	$7.1M
MSFTMicrosoft Corp	2.4%	2.5%	18,205	+13.1%	$6.8M
NVDANvidia Corporation Com	2.3%	2.2%	32,264	+3.5%	$6.5M
VWOVanguard Intl Equity Index F	2.2%	2.0%	100,691	+9.6%	$6.0M
GOOGLAlphabet Inc	1.8%	1.8%	13,975	-7.7%	$5.0M
JPMJpmorgan Chase & Co	1.7%	1.4%	14,080	+23.8%	$4.6M
SPDWSPDR Portfolio Developed World	1.6%	1.6%	86,755	+0.0%	$4.4M
IJRIshares Core S&p Small Cap ETF	1.5%	1.4%	28,841	+2.1%	$4.3M
CCitigroup Inc Com New	1.5%	1.4%	30,316	-0.0%	$4.2M
AVGOBroadcom Inc	1.4%	1.6%	10,166	-18.2%	$3.8M
IEFAIshares Core Msci Eafe ETF	1.2%	1.3%	34,228	+0.5%	$3.3M
SPYSpdr S&p 500 ETF Tr	1.1%	1.2%	4,288	-1.8%	$3.2M
VNQVanguard Real Estate ETF	0.9%	0.9%	27,417	+11.0%	$2.6M
CSCOCisco Sys Inc	0.9%	0.8%	22,500	-5.4%	$2.6M
IVVIshares Core S&p 500 ETF	0.9%	0.9%	3,490	+0.3%	$2.6M
ABBVAbbvie Inc	0.9%	0.9%	10,163	+3.1%	$2.6M
LLYLilly Eli & Co	0.9%	0.5%	2,031	+51.8%	$2.4M
UNPUnion Pac Corp	0.9%	0.9%	8,946	+2.5%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.8%	4,767	+25.2%	$2.4M
XOMExxon Mobil Corp	0.8%	1.2%	17,067	+0.1%	$2.3M
METAMeta Platforms Inc Class A	0.8%	0.7%	3,952	+24.7%	$2.2M
GOOGAlphabet Inc	0.8%	0.7%	6,204	+11.4%	$2.2M
MRKMerck & Co. Inc	0.8%	0.8%	16,362	-0.6%	$2.1M
AMPAmeriprise Finl Inc	0.7%	0.8%	4,541	+6.9%	$2.1M
VVisa Inc Com Cl A	0.7%	0.7%	5,792	+10.8%	$2.0M
CATCaterpillar Inc Com	0.7%	0.6%	1,811	-15.4%	$1.9M
WMBWilliams Companies	0.7%	0.8%	25,352	-3.8%	$1.9M
HDHome Depot Inc Com	0.7%	0.7%	5,330	+4.7%	$1.9M
TSLATesla Inc Com	0.7%	0.6%	4,341	+6.2%	$1.8M
PGProcter & Gamble Co Com	0.7%	0.7%	12,377	+3.1%	$1.8M
MCDMcdonalds Corp Com	0.6%	0.8%	6,317	+5.4%	$1.7M
RSPInvesco S&p 500 Equal Weight ETF	0.6%	0.6%	7,700	+0.0%	$1.6M
MDTMedtronic PLC	0.5%	0.6%	19,566	+17.1%	$1.5M
JNJJohnson & Johnson	0.5%	0.6%	6,002	-3.4%	$1.5M
COSTCostco Whsl Corp New	0.5%	0.6%	1,606	+3.3%	$1.5M
PEPPepsico Inc	0.5%	0.6%	10,315	+4.1%	$1.4M
DLRDigital Realty Trust Inc	0.5%	0.6%	7,692	-0.2%	$1.4M
DGXQuest Diagnostics Inc	0.5%	0.5%	6,383	+3.0%	$1.4M
PMPhilip Morris Intl Inc Com	0.5%	—	7,301	—	$1.3M
ALLAllstate Corp	0.5%	—	5,546	—	$1.3M
QUALIshares Msci USA Quality Factor ETF	0.5%	—	6,000	—	$1.3M
NVSNovartis AG	0.5%	0.5%	8,346	+0.4%	$1.3M
LMTLockheed Martin Corp Com	0.5%	0.6%	2,556	+1.5%	$1.3M
IWDIshares Russell 1000 Value ETF	0.5%	—	5,258	—	$1.3M

What YANKCOM Partnership bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

LLY Lilly Eli & Co+51.8% shares
BRK-B Berkshire Hathaway Inc Del+25.2% shares
META Meta Platforms Inc Class A+24.7% shares
JPM Jpmorgan Chase & Co+23.8% shares
MDT Medtronic PLC+17.1% shares
MSFT Microsoft Corp+13.1% shares
GOOG Alphabet Inc+11.4% shares
VNQ Vanguard Real Estate ETF+11.0% shares

Reduced

AVGO Broadcom Inc-18.2% shares
CAT Caterpillar Inc Com-15.4% shares
GOOGL Alphabet Inc-7.7% shares
CSCO Cisco Sys Inc-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$278.8M	308
Q1 2026	$243.2M	368
Q4 2025	$235.2M	376
Q3 2025	$222.1M	283
Q2 2025	$204.4M	316
Q1 2025	$181.8M	283
Q4 2024	$187.0M	266

Questions about YANKCOM Partnership's portfolio

What stocks does YANKCOM Partnership own?

YANKCOM Partnership's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 308 positions worth $278.8M. The largest are Vanguard Tax-Managed Fds (VEA) at 8.3%, Schwab Strategic Tr (SCHV) at 7.3%, Vanguard S&p 500 ETF (VOO) at 6.5%, Ishares Tr (IJH) at 5.4% and Ishares Russell Top 200 Growth ETF (IWY) at 4.3%.

What did YANKCOM Partnership buy last quarter?

In Q2 2026, YANKCOM Partnership added Lilly Eli & Co (LLY) (+51.8% shares), Berkshire Hathaway Inc Del (BRK-B) (+25.2% shares) and Meta Platforms Inc Class A (META) (+24.7% shares), compared with its Q1 2026 filing.

What did YANKCOM Partnership sell last quarter?

In Q2 2026, YANKCOM Partnership cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Shopify Inc (SHOP), Broadcom Inc (AVGO) (-18.2% shares), Caterpillar Inc Com (CAT) (-15.4% shares) and Alphabet Inc (GOOGL) (-7.7% shares), compared with its Q1 2026 filing.

When is YANKCOM Partnership's next 13F filing due?

13F filings are due 45 days after each quarter ends. YANKCOM Partnership's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.