YANKCOM Partnership

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), YANKCOM Partnership reported 316 stock positions worth $204.4 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.0% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 5.8%) and Vanguard S&P 500 ETF (VOO, 5.8%). Compared with Q1 2025, it opened 36 new positions, sold out of 3, added to 128 and reduced 31. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +26%) and the biggest sale Crown Castle (CCI, shares −99%).

Most Recent 13F
Q2 2026
Location
Yankton, SD
CIK
0002036975
Portfolio Value
$204.4M (Q2 2025)
SEC Filing
0001140361-25-030523 ↗ filed Aug 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $187.0M Q4 2024 Q1 2025: $181.8M Q1 2025 Q2 2025: $204.4M $204.4M Q2 2025 Q3 2025: $222.1M Q3 2025 Q4 2025: $235.2M Q4 2025 Q1 2026: $243.2M Q1 2026 Q2 2026: $278.8M Q2 2026

Holdings 316 stocks · $204.4M
VEA Vanguard Ftse Developed ETF 7.00% 251,072 $14.3M Reduce -0.2%
SCHV Schwab US Large-Cap Value 5.84% 431,200 $11.9M Add +6.7%
VOO Vanguard S&P 500 ETF 5.80% 20,876 $11.9M Add +3.3%
IJH iShares Core S&P Midcap ETF 4.38% 144,189 $8.9M Add +7.0%
IWY iShares Russell Top 200 Grow 3.77% 31,231 $7.7M Add +25.7%
MSFT Microsoft Corp. 3.53% 14,499 $7.2M Add +3.4%
AMZN Amazon.com Inc. 3.05% 28,447 $6.2M Add +2.1%
AAPL Apple Inc. 2.45% 24,406 $5.0M Add +3.4%
NVDA Nvidia Corp. 2.28% 29,533 $4.7M Add +2.1%
VWO Vanguard Ftse Emerging Marke 1.84% 76,030 $3.8M Add +11.2%
SPDW Ste STR SPDR PT DW Eu ETF 1.72% 86,755 $3.5M No change
JPM JPMorgan Chase & Co. 1.58% 11,116 $3.2M Add +2.2%
IJR iShares Core S&P Small-Cap E 1.45% 27,071 $3.0M Add +2.1%
GOOGL Alphabet Inc. Class A 1.39% 16,070 $2.8M Add +3.7%
IEFA iShares Core MSCI Eafe ETF 1.37% 33,506 $2.8M Add +28.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.26% 4,178 $2.6M Add +6.7%
C Citigroup Inc. 1.25% 30,126 $2.6M No change
AVGO Broadcom Inc. 1.24% 9,222 $2.5M Reduce -2.4%
META Meta Platforms Inc. Class A 1.11% 3,082 $2.3M Reduce -0.3%
IVV iShares Core S&P 500 ETF 1.00% 3,294 $2.0M No change
AMP Ameriprise Financial Inc. 0.90% 3,428 $1.8M Add +7.1%
ABBV Abbvie Inc. 0.89% 9,766 $1.8M Add +2.4%
UNP Union Pacific Corp. 0.88% 7,861 $1.8M Add +6.1%
CSCO Cisco Systems Inc. 0.83% 24,352 $1.7M Add +1.3%
WMB Williams Cos Inc. 0.82% 26,674 $1.7M Add +1.0%
VNQ Vanguard Real Estate ETF 0.82% 18,792 $1.7M Add +7.2%
MCD McDonald's Corp. 0.81% 5,697 $1.7M Add +2.1%
XOM Exxon Mobil Corp. 0.79% 15,024 $1.6M Add +4.8%
BRK.B Berkshire Hathaway Inc. Class B 0.76% 3,218 $1.6M Reduce -4.8%
ABT Abbott Laboratories 0.75% 11,263 $1.5M Add +0.1%
V Visa Inc. Class A 0.75% 4,295 $1.5M Add +5.7%
HON Honeywell International Inc. 0.73% 6,372 $1.5M Add +2.9%
PM Philip Morris International 0.73% 8,138 $1.5M Reduce -0.5%
PG The Procter & Gamble Co. 0.72% 9,268 $1.5M Add +1.7%
RSP Invesco S&P 500 Equal Weight 0.68% 7,700 $1.4M No change
MDT Medtronic PLC 0.67% 15,637 $1.4M Add +1.4%
DLR Digital Realty Trust Inc. 0.65% 7,604 $1.3M Add +3.4%
TSLA Tesla Inc. 0.64% 4,098 $1.3M Reduce -2.0%
COST Costco Wholesale Corp. 0.63% 1,296 $1.3M Reduce -3.6%
PEP Pepsico Inc. 0.63% 9,708 $1.3M Add +3.0%
DGX Quest Diagnostics Inc. 0.61% 6,957 $1.2M Add +0.2%
BSCQ Invesco Bulletshares 2026 CB 0.61% 63,924 $1.2M Reduce -0.7%
MRK Merck & Co. Inc. 0.61% 15,713 $1.2M Add +4.7%
QCOM Qualcomm Inc. 0.58% 7,508 $1.2M Add +8.5%
LMT Lockheed Martin Corp. 0.58% 2,565 $1.2M Add +8.2%
SHOP Shopify Inc. Class A 0.58% 10,224 $1.2M No change
BKNG Booking Holdings Inc. 0.54% 191 $1.1M Reduce -6.4%
QUAL iShares MSCI USA Quality Fac 0.54% 6,000 $1.1M No change
NVS Novartis AG-Sponsored ADR 0.53% 9,004 $1.1M Add +0.5%
JNJ Johnson & Johnson 0.53% 7,042 $1.1M Add +0.8%
IWD iShares Russell 1000 Value E 0.50% 5,249 $1.0M No change
BSCP Invesco Bulletshares 2025 CB 0.48% 47,811 $989K Reduce -12.1%
VZ Verizon Communications Inc. 0.48% 22,621 $979K Reduce -0.3%
GOOG Alphabet Inc. Class C 0.48% 5,510 $977K Add +3.1%
IWF iShares Russell 1000 Growth 0.45% 2,182 $927K Reduce -0.2%
BSCR Invesco Bulletshares 2027 CB 0.44% 46,113 $906K Add +3.4%
DOW Dow Inc. 0.44% 34,000 $900K Add +13.7%
HD Home Depot Inc. 0.44% 2,442 $895K Add +3.1%
ALL Allstate Corp. 0.44% 4,440 $894K Add +3.3%
CAT Caterpillar Inc. 0.43% 2,261 $878K Add +3.9%
ETN Eaton Corp. PLC 0.43% 2,446 $873K Add +4.0%
PLD Prologis Inc. 0.42% 8,263 $869K Add +2.1%
WMT Walmart Inc. 0.40% 8,390 $820K Reduce -8.5%
CIBR First Trust Nasdaq Cybersecu 0.40% 10,754 $813K No change
CVX Chevron Corp. 0.39% 5,626 $806K Reduce -1.3%
SBUX Starbucks Corp. 0.39% 8,700 $797K Add +3.2%
APD Air Products & Chemicals Inc. 0.39% 2,805 $791K Add +1.3%
NEE Nextera Energy Inc. 0.38% 11,202 $778K Add +1.0%
TRP TC Energy Corp. 0.37% 15,620 $762K Add +0.6%
PRU Prudential Financial Inc. 0.37% 7,060 $759K Add +5.1%
FITB Fifth Third Bancorp 0.37% 18,364 $755K Add +24.4%
CRM Salesforce Inc. 0.36% 2,713 $740K Add +5.8%
FDX FedEx Corp. 0.35% 3,170 $721K No change
TGT Target Corp. 0.35% 7,230 $713K Add +3.6%
HAS Hasbro Inc. 0.35% 9,660 $713K Add +0.5%
LLY Eli Lilly & Co. 0.34% 894 $697K Add +0.6%
PYPL PayPal Holdings Inc. 0.34% 9,216 $685K Add +3.4%
MS Morgan Stanley 0.32% 4,715 $664K Add +18.3%
SLYV SS SPDR S&P 600 SC Val ETF 0.32% 8,158 $651K No change
BX Blackstone Inc. 0.32% 4,329 $648K Add +35975.0%
ENB Enbridge Inc. 0.31% 14,192 $643K Add +0.3%
CB Chubb Ltd. 0.30% 2,127 $616K Add +2.5%
RTX RTX Corp. 0.30% 4,196 $613K Add +2.6%
TEL Te Connectivity PLC 0.30% 3,615 $610K Add +5.3%
TFC Truist Financial Corp. 0.29% 14,006 $602K Add +1.3%
GLW Corning Inc. 0.29% 11,429 $601K Add +4.0%
HBAN Huntington Bancshares Inc. 0.29% 35,595 $597K Add +2.5%
AEP American Electric Power 0.29% 5,674 $589K Add +0.7%
ECL Ecolab Inc. 0.28% 2,155 $581K Add +3.3%
BSMR Invesco Bulletshares 2027 MB 0.27% 23,226 $545K Add +38.2%
COP Conocophillips 0.25% 5,800 $520K Add +3.8%
BTI British American Tob-SP ADR 0.25% 10,939 $518K Reduce -0.7%
BSMQ Invesco Bulletshares 2026 MB 0.25% 21,440 $505K Add +42.8%
ADBE Adobe Inc. 0.24% 1,278 $494K Add +12.0%
ITA iShares U.S. Aerospace & Def 0.24% 2,600 $491K No change
NOC Northrop Grumman Corp. 0.24% 974 $487K Add +6.0%
NFLX Netflix Inc. 0.23% 357 $478K Add +1.1%
ITOT iShares Core S&P Total U.S. 0.23% 3,500 $473K No change
PNC PNC Financial Services Group 0.23% 2,480 $462K Add +4.1%
BSCS Invesco Bulletshares 2028 CB 0.22% 22,115 $453K Add +9.9%

Show all 316 holdings

Portfolio Sells Q1 2025 → Q2 2025
CCI Crown Castle Inc. Reduce -99.2% 0.00% −0.46
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.8% 0.76% −0.23
BSCP Invesco Bulletshares 2025 CB Reduce -12.1% 0.48% −0.13
CVX Chevron Corp. Reduce -1.3% 0.39% −0.13
ZTS Zoetis Inc. Reduce -22.5% 0.17% −0.09
VZ Verizon Communications Inc. Reduce -0.3% 0.48% −0.09
BSCQ Invesco Bulletshares 2026 CB Reduce -0.7% 0.61% −0.08
UNH Unitedhealth Group Inc. Reduce -4.5% 0.08% −0.08
COST Costco Wholesale Corp. Reduce -3.6% 0.63% −0.07
FTV Fortive Corp. Reduce -9.7% 0.09% −0.07
MSCI MSCI Inc. Sold out 0.00% −0.05
IEF iShares 7-10 Year Treasury B Reduce -95.1% 0.00% −0.04
WMT Walmart Inc. Reduce -8.5% 0.40% −0.04
LULU Lululemon Athletica Inc. Reduce -94.5% 0.00% −0.04
BSMP Invesco Bulletshares 2025 MB Reduce -5.6% 0.16% −0.03
VEA Vanguard Ftse Developed ETF Reduce -0.2% 7.00% −0.03
CPRT Copart Inc. Reduce -0.4% 0.05% −0.02
PFF iShares Preferred & Income S Sold out 0.00% −0.01
IBMQ iShares Ibonds Dec 2028 Muni Sold out 0.00% −0.01
RIGS Alps Strategic Income Fund Reduce -0.8% 0.07% −0.01
USB US Bancorp Reduce -27.6% 0.01% −0.01
CTAS Cintas Corp. Reduce -1.3% 0.07% −0.00
DIS The Walt Disney Co. Reduce -24.0% 0.02% −0.00
BTI British American Tob-SP ADR Reduce -0.7% 0.25% +0.00
MPWR Monolithic Power Systems Inc. Reduce -1.2% 0.06% +0.01
PANW Palo Alto Networks Inc. Reduce -0.5% 0.14% +0.01
APH Amphenol Corp. Class A Reduce -13.3% 0.08% +0.01
PM Philip Morris International Reduce -0.5% 0.73% +0.01
INTU Intuit Inc. Reduce -2.4% 0.13% +0.01
IWF iShares Russell 1000 Growth Reduce -0.2% 0.45% +0.02
BKNG Booking Holdings Inc. Reduce -6.4% 0.54% +0.02
TSLA Tesla Inc. Reduce -2.0% 0.64% +0.04
META Meta Platforms Inc. Class A Reduce -0.3% 1.11% +0.13
AVGO Broadcom Inc. Reduce -2.4% 1.24% +0.37

Portfolio Buys Q1 2025 → Q2 2025
IWY iShares Russell Top 200 Grow Add +25.7% 3.77% +0.88
MSFT Microsoft Corp. Add +3.4% 3.53% +0.63
NVDA Nvidia Corp. Add +2.1% 2.28% +0.56
BX Blackstone Inc. Add +35975.0% 0.32% +0.32
IEFA iShares Core MSCI Eafe ETF Add +28.9% 1.37% +0.29
AMZN Amazon.com Inc. Add +2.1% 3.05% +0.14
VWO Vanguard Ftse Emerging Marke Add +11.2% 1.84% +0.14
JPM JPMorgan Chase & Co. Add +2.2% 1.58% +0.11
VOO Vanguard S&P 500 ETF Add +3.3% 5.80% +0.09
BSMU Invesco Bulletshares 2030 MB New 0.08% +0.08
BSCY Invesco Bulletshares 2034 CB Add +804.7% 0.09% +0.08
BSMT Invesco Bulletshares 2029 MB Add +160.8% 0.13% +0.08
ETN Eaton Corp. PLC Add +4.0% 0.43% +0.08
BSMS Invesco Bulletshares 2028 MB Add +94.4% 0.17% +0.07
MS Morgan Stanley Add +18.3% 0.32% +0.07
DLR Digital Realty Trust Inc. Add +3.4% 0.65% +0.07
GOOGL Alphabet Inc. Class A Add +3.7% 1.39% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +6.7% 1.26% +0.06
NFLX Netflix Inc. Add +1.1% 0.23% +0.05
BSMQ Invesco Bulletshares 2026 MB Add +42.8% 0.25% +0.05
SPOT Spotify Technology SA Add +61.4% 0.10% +0.05
FITB Fifth Third Bancorp Add +24.4% 0.37% +0.05
IJH iShares Core S&P Midcap ETF Add +7.0% 4.38% +0.05
BSMR Invesco Bulletshares 2027 MB Add +38.2% 0.27% +0.05
AMP Ameriprise Financial Inc. Add +7.1% 0.90% +0.04
CAT Caterpillar Inc. Add +3.9% 0.43% +0.03
TEL Te Connectivity PLC Add +5.3% 0.30% +0.03
NOW ServiceNow Inc. Add +0.9% 0.22% +0.03
TTD Trade Desk Inc./the Class A Add +70.5% 0.06% +0.03
ITM Vaneck Intermediate Muni ETF New 0.03% +0.03
KKR KKR & Co. Inc. Add +46.0% 0.08% +0.03
PGR Progressive Corp. Add +46.8% 0.14% +0.03
HAS Hasbro Inc. Add +0.5% 0.35% +0.02
LRCX Lam Research Corp. Add +2.0% 0.11% +0.02
GOOG Alphabet Inc. Class C Add +3.1% 0.48% +0.02
GLW Corning Inc. Add +4.0% 0.29% +0.02
WING Wingstop Inc. Add +3.5% 0.06% +0.02
PYPL PayPal Holdings Inc. Add +3.4% 0.34% +0.02
DDOG Datadog Inc. Class A Add +5.3% 0.06% +0.01
ASML ASML Holding NV-NY Reg SHS Add +9.4% 0.09% +0.01
VKTX Viking Therapeutics Inc. Add +88.8% 0.03% +0.01
SNPS Synopsys Inc. Add +3.3% 0.13% +0.01
ELS Equity Lifestyle Properties New 0.01% +0.01
QQQ Invesco QQQ Trust Series 1 Add +2.6% 0.16% +0.01
BSCU Invesco Bulletshares 2030 CB Add +24.5% 0.10% +0.01
CSCO Cisco Systems Inc. Add +1.3% 0.83% +0.01
DKNG Draftkings Inc. Class A Add +14.8% 0.03% +0.01
BSCX Invesco Bulletshares 2033 CB Add +24.1% 0.07% +0.01
URI United Rentals Inc. Add +9.7% 0.05% +0.01
VMI Valmont Industries New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 308$278.8MVEA, SCHV, VOO, IJH, IWY
Q1 2026 368$243.2MVEA, SCHV, VOO, IJH, IWY
Q4 2025 376$235.2MVEA, VOO, SCHV, IJH, IWY
Q3 2025 283$222.1MVEA, VOO, SCHV, IJH, IWY
Q2 2025 316$204.4MVEA, SCHV, VOO, IJH, IWY
Q1 2025 283$181.8MVEA, SCHV, VOO, IJH, AMZN
Q4 2024 266$187.0MVEA, SCHV, VOO, IJH, AMZN