YANKCOM Partnership
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), YANKCOM Partnership reported 308 stock positions worth $278.8 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.3% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 7.3%) and Vanguard S&P 500 ETF (VOO, 6.5%). Compared with Q1 2026, it opened 20 new positions, sold out of 80, added to 99 and reduced 53. The biggest buy was Schwab US Large-Cap Value (SCHV, shares +9%) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- Yankton, SD
- CIK
- 0002036975
- Portfolio Value
- $278.8M (Q2 2026)
- SEC Filing
- 0001140361-26-029038 ↗ filed Jul 21, 2026
Holdings Value
Holdings 308 stocks · $278.8M
| VEA Vanguard Ftse Developed ETF | 8.27% | 323,586 | $23.1M | Add +7.8% |
| SCHV Schwab US Large-Cap Value | 7.31% | 585,528 | $20.4M | Add +9.2% |
| VOO Vanguard S&P 500 ETF | 6.49% | 26,341 | $18.1M | Add +7.3% |
| IJH iShares Core S&P Midcap ETF | 5.36% | 193,620 | $14.9M | Add +9.2% |
| IWY iShares Russell Top 200 Grow | 4.30% | 41,218 | $12.0M | Add +9.3% |
| AAPL Apple Inc. | 2.68% | 25,859 | $7.5M | Add +0.9% |
| AMZN Amazon.com Inc. | 2.53% | 29,590 | $7.1M | Reduce -1.4% |
| MSFT Microsoft Corp. | 2.44% | 18,205 | $6.8M | Add +13.1% |
| NVDA Nvidia Corp. | 2.32% | 32,264 | $6.5M | Add +3.5% |
| VWO Vanguard Ftse Emerging Marke | 2.16% | 100,691 | $6.0M | Add +9.6% |
| GOOGL Alphabet Inc. Class A | 1.79% | 13,975 | $5.0M | Reduce -7.7% |
| JPM JPMorgan Chase & Co. | 1.65% | 14,080 | $4.6M | Add +23.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.57% | 86,755 | $4.4M | No change |
| IJR iShares Core S&P Small-Cap E | 1.53% | 28,841 | $4.3M | Add +2.1% |
| C Citigroup Inc. | 1.52% | 30,316 | $4.2M | Reduce -0.0% |
| AVGO Broadcom Inc. | 1.38% | 10,166 | $3.8M | Reduce -18.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.19% | 34,228 | $3.3M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 4,288 | $3.2M | Reduce -1.8% |
| VNQ Vanguard Real Estate ETF | 0.95% | 27,417 | $2.6M | Add +11.0% |
| CSCO Cisco Systems Inc. | 0.95% | 22,500 | $2.6M | Reduce -5.3% |
| IVV iShares Core S&P 500 ETF | 0.94% | 3,490 | $2.6M | Add +0.3% |
| ABBV Abbvie Inc. | 0.92% | 10,163 | $2.6M | Add +3.1% |
| LLY Eli Lilly & Co. | 0.87% | 2,031 | $2.4M | Add +51.8% |
| UNP Union Pacific Corp. | 0.87% | 8,946 | $2.4M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 4,767 | $2.4M | Add +25.3% |
| XOM Exxon Mobil Corp. | 0.84% | 17,067 | $2.3M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.80% | 3,952 | $2.2M | Add +24.7% |
| GOOG Alphabet Inc. Class C | 0.79% | 6,204 | $2.2M | Add +11.4% |
| MRK Merck & Co. Inc. | 0.75% | 16,362 | $2.1M | Reduce -0.7% |
| AMP Ameriprise Financial Inc. | 0.75% | 4,541 | $2.1M | Add +6.9% |
| V Visa Inc. Class A | 0.71% | 5,792 | $2.0M | Add +10.8% |
| CAT Caterpillar Inc. | 0.69% | 1,811 | $1.9M | Reduce -15.4% |
| WMB Williams Cos Inc. | 0.68% | 25,352 | $1.9M | Reduce -3.8% |
| HD Home Depot Inc. | 0.67% | 5,330 | $1.9M | Add +4.7% |
| TSLA Tesla Inc. | 0.65% | 4,341 | $1.8M | Add +6.2% |
| PG The Procter & Gamble Co. | 0.65% | 12,377 | $1.8M | Add +3.1% |
| MCD McDonald's Corp. | 0.61% | 6,317 | $1.7M | Add +5.4% |
| RSP Invesco S&P 500 Equal Weight | 0.59% | 7,700 | $1.6M | No change |
| MDT Medtronic PLC | 0.55% | 19,566 | $1.5M | Add +17.1% |
| JNJ Johnson & Johnson | 0.55% | 6,002 | $1.5M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 0.54% | 1,606 | $1.5M | Add +3.4% |
| PEP Pepsico Inc. | 0.50% | 10,315 | $1.4M | Add +4.1% |
| DLR Digital Realty Trust Inc. | 0.50% | 7,692 | $1.4M | Reduce -0.2% |
| DGX Quest Diagnostics Inc. | 0.49% | 6,383 | $1.4M | Add +3.0% |
| PM Philip Morris International | 0.47% | 7,301 | $1.3M | Add +1.1% |
| ALL Allstate Corp. | 0.47% | 5,546 | $1.3M | Add +6.2% |
| QUAL iShares MSCI USA Quality Fac | 0.47% | 6,000 | $1.3M | No change |
| NVS Novartis AG-Sponsored ADR | 0.47% | 8,346 | $1.3M | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.47% | 2,556 | $1.3M | Add +1.5% |
| IWD iShares Russell 1000 Value E | 0.46% | 5,258 | $1.3M | No change |
| WMT Walmart Inc. | 0.45% | 11,008 | $1.2M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.44% | 2,885 | $1.2M | Add +4.6% |
| MS Morgan Stanley | 0.44% | 5,840 | $1.2M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.43% | 6,482 | $1.2M | Reduce -16.6% |
| SHOP Shopify Inc. Class A | 0.42% | 10,302 | $1.2M | Add +0.1% |
| PLD Prologis Inc. | 0.42% | 8,630 | $1.2M | Reduce -0.4% |
| SBUX Starbucks Corp. | 0.41% | 11,202 | $1.1M | Add +0.5% |
| NEE Nextera Energy Inc. | 0.39% | 12,408 | $1.1M | Reduce -4.3% |
| FITB Fifth Third Bancorp | 0.39% | 19,095 | $1.1M | Add +0.9% |
| GLW Corning Inc. | 0.38% | 4,160 | $1.1M | Reduce -35.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 2,843 | $1.1M | Add +736.2% |
| HBAN Huntington Bancshares Inc. | 0.37% | 58,220 | $1.0M | Add +9.3% |
| IWF iShares Russell 1000 Growth | 0.37% | 8,255 | $1.0M | Reduce -5.5% |
| ABT Abbott Laboratories | 0.37% | 11,262 | $1.0M | Reduce -0.5% |
| FDX FedEx Corp. | 0.36% | 3,210 | $1.0M | No change |
| VZ Verizon Communications Inc. | 0.36% | 23,452 | $993K | Reduce -1.1% |
| BKNG Booking Holdings Inc. | 0.35% | 5,539 | $987K | Add +8.6% |
| CVX Chevron Corp. | 0.34% | 5,752 | $953K | Reduce -15.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.34% | 10,490 | $943K | No change |
| TRP TC Energy Corp. | 0.33% | 13,905 | $922K | Reduce -5.1% |
| RTX RTX Corp. | 0.32% | 4,710 | $894K | Add +2.8% |
| BX Blackstone Inc. | 0.31% | 7,433 | $875K | Add +8.2% |
| TGT Target Corp. | 0.31% | 6,679 | $872K | Reduce -1.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.31% | 7,983 | $871K | Reduce -2.1% |
| APD Air Products & Chemicals Inc. | 0.31% | 2,968 | $870K | Add +1.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.31% | 44,564 | $870K | Reduce -3.3% |
| CB Chubb Ltd. | 0.31% | 2,529 | $862K | Add +6.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.30% | 42,870 | $841K | No change |
| TFC Truist Financial Corp. | 0.29% | 16,074 | $801K | Add +1.5% |
| AEP American Electric Power | 0.28% | 5,641 | $772K | Add +0.2% |
| PNC PNC Financial Services Group | 0.26% | 2,970 | $731K | Add +8.8% |
| TEL Te Connectivity PLC | 0.26% | 3,615 | $729K | Add +7.8% |
| ENB Enbridge Inc. | 0.26% | 13,306 | $721K | Reduce -0.9% |
| ECL Ecolab Inc. | 0.26% | 2,569 | $716K | Add +7.3% |
| COP Conocophillips | 0.25% | 6,784 | $705K | Add +2.1% |
| PRU Prudential Financial Inc. | 0.25% | 6,461 | $697K | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 1,342 | $673K | Add +11.0% |
| ITA iShares U.S. Aerospace & Def | 0.23% | 2,600 | $630K | No change |
| LRCX Lam Research Corp. | 0.22% | 1,388 | $601K | Reduce -7.8% |
| NOC Northrop Grumman Corp. | 0.21% | 1,171 | $596K | Add +8.4% |
| PANW Palo Alto Networks Inc. | 0.21% | 1,690 | $576K | Reduce -3.2% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 3,500 | $575K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.20% | 23,226 | $549K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 741 | $546K | Add +1.5% |
| CRM Salesforce Inc. | 0.19% | 3,314 | $519K | Add +11.8% |
| CMI Cummins Inc. | 0.19% | 726 | $518K | Add +111.7% |
| BSCS Invesco Bulletshares 2028 CB | 0.18% | 25,171 | $513K | No change |
| SNA Snap-on Inc. | 0.18% | 1,244 | $501K | Add +1.4% |
| AMGN Amgen Inc. | 0.17% | 1,341 | $486K | Reduce -2.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 3,203 | $456K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| HON Honeywell International Inc. | Sold out | 0.00% | −0.68 |
| DOW Dow Inc. | Sold out | 0.00% | −0.27 |
| CVX Chevron Corp. | Reduce -15.3% | 0.34% | −0.24 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.22 |
| AVGO Broadcom Inc. | Reduce -18.2% | 1.38% | −0.20 |
| PYPL PayPal Holdings Inc. | Reduce -84.4% | 0.02% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.36% | −0.13 |
| WMB Williams Cos Inc. | Reduce -3.8% | 0.68% | −0.11 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.37% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -4.3% | 0.39% | −0.10 |
| JNJ Johnson & Johnson | Reduce -3.4% | 0.55% | −0.08 |
| DLR Digital Realty Trust Inc. | Reduce -0.2% | 0.50% | −0.08 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -43.7% | 0.08% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.75% | −0.06 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -3.3% | 0.31% | −0.06 |
| PLD Prologis Inc. | Reduce -0.4% | 0.42% | −0.05 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.05 |
| TRP TC Energy Corp. | Reduce -5.1% | 0.33% | −0.05 |
| INTU Intuit Inc. | Reduce -80.2% | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 2.53% | −0.04 |
| ENB Enbridge Inc. | Reduce -0.9% | 0.26% | −0.04 |
| CASY Casey's General Stores Inc. | Reduce -55.4% | 0.02% | −0.03 |
| AMGN Amgen Inc. | Reduce -2.5% | 0.17% | −0.02 |
| TGT Target Corp. | Reduce -1.1% | 0.31% | −0.02 |
| CWI State Street SPDR MSCI Acwi | Sold out | 0.00% | −0.02 |
| MPWR Monolithic Power Systems Inc. | Reduce -34.1% | 0.06% | −0.02 |
| RBLX Roblox Corp. Class A | Reduce -80.0% | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 1.15% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -5.6% | 0.10% | −0.02 |
| NOW ServiceNow Inc. | Reduce -0.5% | 0.08% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -5.5% | 0.37% | −0.02 |
| RWK Invesco S&P Midcap 400 Rev | Sold out | 0.00% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -20.7% | 0.03% | −0.01 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.01 |
| LIN Linde PLC | Reduce -58.1% | 0.01% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.6% | 0.05% | −0.01 |
| WM Waste Management Inc. | Reduce -37.8% | 0.01% | −0.01 |
| DE Deere & Co. | Reduce -30.4% | 0.02% | −0.01 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.01 |
| RWJ Invesco S&P Smallcap 600 | Sold out | 0.00% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -76.9% | 0.00% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.01 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.01 |
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −0.01 |
| CGCB Cap Group Core Bond | Sold out | 0.00% | −0.01 |
| EVTR Eaton Vance Total Return | Sold out | 0.00% | −0.01 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.01 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHV Schwab US Large-Cap Value | Add +9.2% | 7.31% | +0.59 |
| VOO Vanguard S&P 500 ETF | Add +7.3% | 6.49% | +0.46 |
| IWY iShares Russell Top 200 Grow | Add +9.3% | 4.30% | +0.44 |
| IJH iShares Core S&P Midcap ETF | Add +9.2% | 5.36% | +0.43 |
| LLY Eli Lilly & Co. | Add +51.8% | 0.87% | +0.37 |
| VEA Vanguard Ftse Developed ETF | Add +7.8% | 8.27% | +0.36 |
| VTI VG Morningstar TS MKT ETF-US | Add +736.2% | 0.38% | +0.33 |
| JPM JPMorgan Chase & Co. | Add +23.8% | 1.65% | +0.28 |
| ARM Arm Holdings PLC-ADR | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +11.4% | 0.79% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +9.6% | 2.16% | +0.11 |
| CMI Cummins Inc. | Add +111.7% | 0.19% | +0.11 |
| GCOW Pacer Global Cash Cows Divid | New | 0.11% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +25.3% | 0.86% | +0.11 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.10% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +2.1% | 1.53% | +0.09 |
| NVDA Nvidia Corp. | Add +3.5% | 2.32% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +150.7% | 0.10% | +0.07 |
| V Visa Inc. Class A | Add +10.8% | 0.71% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +181.5% | 0.13% | +0.06 |
| ESML iShares ESG Aware MSCI USA S | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +24.7% | 0.80% | +0.05 |
| DDOG Datadog Inc. Class A | Add +2.8% | 0.10% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | New | 0.05% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +11.0% | 0.95% | +0.05 |
| AVDE Avantis International Equity | Add +651.3% | 0.05% | +0.05 |
| FTI Technipfmc PLC | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +3.1% | 0.92% | +0.04 |
| ETN Eaton Corp. PLC | Add +4.6% | 0.44% | +0.04 |
| PGR Progressive Corp. | Add +116.9% | 0.07% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.6% | 0.13% | +0.03 |
| TSLA Tesla Inc. | Add +6.2% | 0.65% | +0.03 |
| AMAT Applied Materials Inc. | Add +2.5% | 0.06% | +0.03 |
| PNC PNC Financial Services Group | Add +8.8% | 0.26% | +0.03 |
| ALL Allstate Corp. | Add +6.2% | 0.47% | +0.03 |
| HBAN Huntington Bancshares Inc. | Add +9.3% | 0.37% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +62.1% | 0.05% | +0.03 |
| FITB Fifth Third Bancorp | Add +0.9% | 0.39% | +0.02 |
| MNST Monster Beverage Corp. | Add +19.4% | 0.09% | +0.02 |
| AVUS Avantis U.S. Equity ETF | New | 0.02% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.5% | 0.20% | +0.02 |
| HIMU iShares High Yild Muni A ETF | Add +40.2% | 0.10% | +0.02 |
| APH Amphenol Corp. Class A | Add +2.6% | 0.10% | +0.02 |
| URI United Rentals Inc. | Add +3.7% | 0.07% | +0.02 |
| GOVT iShares US Treasury Bond ETF | New | 0.02% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | New | 0.02% | +0.02 |
| PWR Quanta Services Inc. | Add +6.8% | 0.07% | +0.01 |
| AAPL Apple Inc. | Add +0.9% | 2.68% | +0.01 |
| FTV Fortive Corp. | Add +13.4% | 0.12% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 308 | $278.8M | VEA, SCHV, VOO, IJH, IWY |
| Q1 2026 | 368 | $243.2M | VEA, SCHV, VOO, IJH, IWY |
| Q4 2025 | 376 | $235.2M | VEA, VOO, SCHV, IJH, IWY |
| Q3 2025 | 283 | $222.1M | VEA, VOO, SCHV, IJH, IWY |
| Q2 2025 | 316 | $204.4M | VEA, SCHV, VOO, IJH, IWY |
| Q1 2025 | 283 | $181.8M | VEA, SCHV, VOO, IJH, AMZN |
| Q4 2024 | 266 | $187.0M | VEA, SCHV, VOO, IJH, AMZN |