YANKCOM Partnership
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), YANKCOM Partnership reported 283 stock positions worth $181.8 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.0% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 5.9%) and Vanguard S&P 500 ETF (VOO, 5.7%). Compared with Q4 2024, it opened 31 new positions, sold out of 14, added to 97 and reduced 67. The biggest buy was Nextera Energy (NEE, shares +129%) and the biggest sale Unitedhealth (UNH, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- Yankton, SD
- CIK
- 0002036975
- Portfolio Value
- $181.8M (Q1 2025)
- SEC Filing
- 0001140361-25-016385 ↗ filed Apr 29, 2025
Holdings Value
Holdings 283 stocks · $181.8M
| VEA Vanguard Ftse Developed ETF | 7.03% | 251,500 | $12.8M | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 5.91% | 404,128 | $10.7M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 5.71% | 20,209 | $10.4M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 4.33% | 134,798 | $7.9M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 2.92% | 27,857 | $5.3M | Add +1.3% |
| MSFT Microsoft Corp. | 2.90% | 14,024 | $5.3M | Add +3.0% |
| IWY iShares Russell Top 200 Grow | 2.88% | 24,851 | $5.2M | Reduce -0.7% |
| AAPL Apple Inc. | 2.88% | 23,594 | $5.2M | Add +1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.74% | 86,755 | $3.2M | No change |
| NVDA Nvidia Corp. | 1.72% | 28,936 | $3.1M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 1.70% | 68,389 | $3.1M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 1.52% | 26,510 | $2.8M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 1.47% | 10,872 | $2.7M | Reduce -12.5% |
| GOOGL Alphabet Inc. Class A | 1.32% | 15,494 | $2.4M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.20% | 3,915 | $2.2M | Reduce -0.8% |
| C Citigroup Inc. | 1.18% | 30,126 | $2.1M | Add +0.4% |
| ABBV Abbvie Inc. | 1.10% | 9,539 | $2.0M | Reduce -1.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.08% | 25,994 | $2.0M | No change |
| IVV iShares Core S&P 500 ETF | 1.02% | 3,294 | $1.9M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 3,379 | $1.8M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.98% | 3,090 | $1.8M | Add +5.0% |
| UNP Union Pacific Corp. | 0.96% | 7,411 | $1.8M | Add +1.2% |
| MCD McDonald's Corp. | 0.96% | 5,579 | $1.7M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.94% | 14,343 | $1.7M | Add +1.8% |
| VNQ Vanguard Real Estate ETF | 0.87% | 17,525 | $1.6M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.87% | 9,451 | $1.6M | Reduce -0.7% |
| WMB Williams Cos Inc. | 0.87% | 26,403 | $1.6M | Reduce -12.8% |
| PG The Procter & Gamble Co. | 0.85% | 9,114 | $1.6M | Add +16.4% |
| AMP Ameriprise Financial Inc. | 0.85% | 3,202 | $1.6M | Reduce -28.8% |
| ABT Abbott Laboratories | 0.82% | 11,251 | $1.5M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.82% | 24,043 | $1.5M | Reduce -1.5% |
| V Visa Inc. Class A | 0.78% | 4,062 | $1.4M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.78% | 9,429 | $1.4M | Reduce -0.4% |
| MDT Medtronic PLC | 0.76% | 15,422 | $1.4M | Add +7.1% |
| MRK Merck & Co. Inc. | 0.74% | 15,015 | $1.3M | Add +9.9% |
| RSP Invesco S&P 500 Equal Weight | 0.73% | 7,700 | $1.3M | No change |
| HON Honeywell International Inc. | 0.72% | 6,194 | $1.3M | Add +1.5% |
| PM Philip Morris International | 0.71% | 8,176 | $1.3M | Reduce -14.2% |
| COST Costco Wholesale Corp. | 0.70% | 1,345 | $1.3M | Reduce -3.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.69% | 64,384 | $1.3M | Reduce -0.7% |
| DGX Quest Diagnostics Inc. | 0.65% | 6,943 | $1.2M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.64% | 6,984 | $1.2M | Add +9.5% |
| BSCP Invesco Bulletshares 2025 CB | 0.62% | 54,378 | $1.1M | Reduce -6.5% |
| TSLA Tesla Inc. | 0.60% | 4,182 | $1.1M | Add +18.8% |
| QCOM Qualcomm Inc. | 0.58% | 6,917 | $1.1M | Add +10.8% |
| LMT Lockheed Martin Corp. | 0.58% | 2,371 | $1.1M | Add +0.9% |
| DLR Digital Realty Trust Inc. | 0.58% | 7,354 | $1.1M | Reduce -1.6% |
| DOW Dow Inc. | 0.57% | 29,917 | $1.0M | Add +39.8% |
| VZ Verizon Communications Inc. | 0.57% | 22,701 | $1.0M | Add +0.2% |
| QUAL iShares MSCI USA Quality Fac | 0.56% | 6,000 | $1.0M | No change |
| NVS Novartis AG-Sponsored ADR | 0.55% | 8,960 | $999K | Add +8.5% |
| IWD iShares Russell 1000 Value E | 0.54% | 5,249 | $988K | No change |
| SHOP Shopify Inc. Class A | 0.54% | 10,224 | $976K | Reduce -0.0% |
| CVX Chevron Corp. | 0.52% | 5,700 | $954K | Add +0.7% |
| BKNG Booking Holdings Inc. | 0.52% | 204 | $940K | Reduce -1.0% |
| PLD Prologis Inc. | 0.50% | 8,096 | $905K | Add +4.5% |
| ALL Allstate Corp. | 0.49% | 4,300 | $890K | Reduce -0.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.48% | 44,578 | $873K | Reduce -1.0% |
| HD Home Depot Inc. | 0.48% | 2,368 | $868K | Add +1.5% |
| CCI Crown Castle Inc. | 0.46% | 8,040 | $838K | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.46% | 5,344 | $835K | Add +5.8% |
| SBUX Starbucks Corp. | 0.46% | 8,433 | $827K | Reduce -0.2% |
| APD Air Products & Chemicals Inc. | 0.45% | 2,770 | $817K | Reduce -1.8% |
| WMT Walmart Inc. | 0.44% | 9,167 | $805K | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.43% | 2,187 | $790K | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.43% | 11,095 | $787K | Add +129.1% |
| FDX FedEx Corp. | 0.42% | 3,170 | $773K | Add +0.7% |
| PRU Prudential Financial Inc. | 0.41% | 6,718 | $750K | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.40% | 889 | $734K | Reduce -3.9% |
| TRP TC Energy Corp. | 0.40% | 15,524 | $733K | Add +22.1% |
| TGT Target Corp. | 0.40% | 6,979 | $728K | Add +0.1% |
| CAT Caterpillar Inc. | 0.39% | 2,176 | $718K | Add +3.0% |
| CRM Salesforce Inc. | 0.38% | 2,565 | $688K | Add +1.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.37% | 10,754 | $678K | No change |
| ETN Eaton Corp. PLC | 0.35% | 2,353 | $640K | Add +1.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.35% | 8,158 | $640K | No change |
| ENB Enbridge Inc. | 0.34% | 14,153 | $627K | Reduce -2.5% |
| CB Chubb Ltd. | 0.34% | 2,076 | $627K | Reduce -0.9% |
| AEP American Electric Power | 0.34% | 5,636 | $616K | Add +39.9% |
| HAS Hasbro Inc. | 0.33% | 9,610 | $591K | Add +13.1% |
| COP Conocophillips | 0.32% | 5,586 | $587K | Add +46.5% |
| PYPL PayPal Holdings Inc. | 0.32% | 8,916 | $582K | Reduce -0.1% |
| FITB Fifth Third Bancorp | 0.32% | 14,757 | $578K | Reduce -0.2% |
| TFC Truist Financial Corp. | 0.31% | 13,822 | $569K | Reduce -2.2% |
| RTX RTX Corp. | 0.30% | 4,090 | $542K | Add +1.9% |
| ECL Ecolab Inc. | 0.29% | 2,086 | $529K | Reduce -0.6% |
| HBAN Huntington Bancshares Inc. | 0.29% | 34,737 | $521K | Reduce -3.1% |
| GLW Corning Inc. | 0.28% | 10,990 | $503K | Reduce -30.0% |
| TEL Te Connectivity PLC | 0.27% | 3,432 | $485K | Add +0.0% |
| NOC Northrop Grumman Corp. | 0.26% | 919 | $471K | Add +7.7% |
| MS Morgan Stanley | 0.26% | 3,987 | $465K | Add +2.8% |
| ZTS Zoetis Inc. | 0.25% | 2,792 | $460K | Reduce -3.9% |
| BTI British American Tob-SP ADR | 0.25% | 11,015 | $456K | Reduce -9.3% |
| ADBE Adobe Inc. | 0.24% | 1,141 | $438K | Add +2.3% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 3,500 | $427K | No change |
| PNC PNC Financial Services Group | 0.23% | 2,383 | $419K | Add +0.6% |
| DUK Duke Energy Corp. | 0.23% | 3,412 | $416K | Reduce -33.9% |
| BSCS Invesco Bulletshares 2028 CB | 0.23% | 20,115 | $409K | Reduce 0.0% |
| AMGN Amgen Inc. | 0.23% | 1,313 | $409K | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.22% | 811 | $402K | Reduce -4.0% |
Portfolio Sells Q4 2024 → Q1 2025
| UNH Unitedhealth Group Inc. | Reduce -75.3% | 0.15% | −0.43 |
| AMP Ameriprise Financial Inc. | Reduce -28.8% | 0.85% | −0.43 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.87% | −0.31 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 4.33% | −0.29 |
| IWY iShares Russell Top 200 Grow | Reduce -0.7% | 2.88% | −0.26 |
| DIS The Walt Disney Co. | Reduce -91.5% | 0.02% | −0.21 |
| DLR Digital Realty Trust Inc. | Reduce -1.6% | 0.58% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -12.5% | 1.47% | −0.13 |
| F Ford Motor Co. | Sold out | 0.00% | −0.12 |
| GLW Corning Inc. | Reduce -30.0% | 0.28% | −0.12 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -35.7% | 0.18% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 1.52% | −0.11 |
| RIGS Alps Strategic Income Fund | Reduce -55.4% | 0.08% | −0.09 |
| PYPL PayPal Holdings Inc. | Reduce -0.1% | 0.32% | −0.09 |
| DUK Duke Energy Corp. | Reduce -33.9% | 0.23% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.05 |
| CRL Charles River Laboratories | Reduce -96.2% | 0.00% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -0.0% | 0.54% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 0.43% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.20% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -1.0% | 0.52% | −0.03 |
| SOBO South Bow Corp. | Reduce -99.3% | 0.00% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -3.1% | 0.29% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 1.02% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -6.5% | 0.62% | −0.02 |
| BSMP Invesco Bulletshares 2025 MB | Reduce -12.7% | 0.19% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -1.1% | 0.41% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -0.2% | 0.32% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -4.0% | 0.22% | −0.01 |
| TFC Truist Financial Corp. | Reduce -2.2% | 0.31% | −0.01 |
| BSMV Invesco Bulletshares 2031 MB | Reduce -56.0% | 0.01% | −0.01 |
| BSMU Invesco Bulletshares 2030 MB | Sold out | 0.00% | −0.01 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.01 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -7.4% | 0.20% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -22.8% | 0.04% | −0.01 |
| BSMT Invesco Bulletshares 2029 MB | Reduce -14.7% | 0.06% | −0.01 |
| WMB Williams Cos Inc. | Reduce -12.8% | 0.87% | −0.01 |
| BSMS Invesco Bulletshares 2028 MB | Reduce -9.4% | 0.10% | −0.01 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.01 |
| PSX Phillips 66 | Reduce -36.5% | 0.01% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -9.3% | 0.02% | −0.00 |
| SPMO Invesco S&P 500 Momentum ETF | Sold out | 0.00% | −0.00 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.00 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.00 |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | Sold out | 0.00% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.00 |
| BAM Brookfield Asset Mgmt-A | Sold out | 0.00% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -13.8% | 0.01% | −0.00 |
| AMT American Tower Corp. | Reduce -18.1% | 0.20% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| NEE Nextera Energy Inc. | Add +129.1% | 0.43% | +0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.99% | +0.17 |
| PG The Procter & Gamble Co. | Add +16.4% | 0.85% | +0.15 |
| VCIT Vanguard Int-Term Corporate | Add +3265.0% | 0.15% | +0.15 |
| MDT Medtronic PLC | Add +7.1% | 0.76% | +0.15 |
| JNJ Johnson & Johnson | Add +9.5% | 0.64% | +0.14 |
| ABT Abbott Laboratories | Add +0.1% | 0.82% | +0.14 |
| AEP American Electric Power | Add +39.9% | 0.34% | +0.14 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.94% | +0.13 |
| COP Conocophillips | Add +46.5% | 0.32% | +0.12 |
| NVS Novartis AG-Sponsored ADR | Add +8.5% | 0.55% | +0.12 |
| DOW Dow Inc. | Add +39.8% | 0.57% | +0.12 |
| TRP TC Energy Corp. | Add +22.1% | 0.40% | +0.09 |
| CVX Chevron Corp. | Add +0.7% | 0.52% | +0.09 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.57% | +0.08 |
| QCOM Qualcomm Inc. | Add +10.8% | 0.58% | +0.07 |
| HAS Hasbro Inc. | Add +13.1% | 0.33% | +0.07 |
| HIMU iShares High Yild Muni A ETF | New | 0.07% | +0.07 |
| UNP Union Pacific Corp. | Add +1.2% | 0.96% | +0.07 |
| PLD Prologis Inc. | Add +4.5% | 0.50% | +0.06 |
| META Meta Platforms Inc. Class A | Add +5.0% | 0.98% | +0.06 |
| KKR KKR & Co. Inc. | New | 0.06% | +0.06 |
| SPOT Spotify Technology SA | New | 0.05% | +0.05 |
| RTX RTX Corp. | Add +1.9% | 0.30% | +0.05 |
| C Citigroup Inc. | Add +0.4% | 1.18% | +0.05 |
| WING Wingstop Inc. | New | 0.05% | +0.05 |
| NOC Northrop Grumman Corp. | Add +7.7% | 0.26% | +0.04 |
| IEF iShares 7-10 Year Treasury B | Add +1945.2% | 0.05% | +0.04 |
| AMGN Amgen Inc. | Add +0.3% | 0.23% | +0.04 |
| MBB iShares MBS ETF | New | 0.04% | +0.04 |
| BSCV Invesco Bulletshares 2031 CB | Add +42.0% | 0.11% | +0.04 |
| BSCW Invesco Bulletshares 2032 CB | Add +71.3% | 0.08% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +49.6% | 0.07% | +0.02 |
| NFLX Netflix Inc. | Add +6.0% | 0.18% | +0.02 |
| PGR Progressive Corp. | Add +2.7% | 0.11% | +0.02 |
| KO The Coca-Cola Co. | Add +3.2% | 0.12% | +0.02 |
| INTU Intuit Inc. | Add +17.8% | 0.11% | +0.02 |
| BSCU Invesco Bulletshares 2030 CB | Add +18.4% | 0.09% | +0.02 |
| MA Mastercard Inc. Class A | Add +2.6% | 0.17% | +0.01 |
| MRK Merck & Co. Inc. | Add +9.9% | 0.74% | +0.01 |
| CTAS Cintas Corp. | Add +7.5% | 0.07% | +0.01 |
| BSCX Invesco Bulletshares 2033 CB | Add +24.0% | 0.06% | +0.01 |
| LRCX Lam Research Corp. | Add +10.0% | 0.09% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.5% | 0.15% | +0.01 |
| SYK Stryker Corp. | Add +8.1% | 0.09% | +0.01 |
| BSCY Invesco Bulletshares 2034 CB | New | 0.01% | +0.01 |
| IBMQ iShares Ibonds Dec 2028 Muni | New | 0.01% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +8.8% | 0.08% | +0.01 |
| HRL Hormel Foods Corp. | Add +18.4% | 0.05% | +0.01 |
| ODFL Old Dominion Freight Line | Add +18.5% | 0.07% | +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 |