YANKCOM Partnership
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), YANKCOM Partnership reported 283 stock positions worth $222.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.9%) and Schwab US Large-Cap Value (SCHV, 5.9%). Compared with Q2 2025, it opened 20 new positions, sold out of 53, added to 102 and reduced 61. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Amazon.com (AMZN, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Yankton, SD
- CIK
- 0002036975
- Portfolio Value
- $222.1M (Q3 2025)
- SEC Filing
- 0001140361-25-038578 ↗ filed Oct 20, 2025
Holdings Value
Holdings 283 stocks · $222.1M
| VEA Vanguard Ftse Developed ETF | 7.09% | 262,845 | $15.8M | Add +4.7% |
| VOO Vanguard S&P 500 ETF | 5.92% | 21,484 | $13.2M | Add +2.9% |
| SCHV Schwab US Large-Cap Value | 5.89% | 449,786 | $13.1M | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 4.40% | 149,643 | $9.8M | Add +3.8% |
| IWY iShares Russell Top 200 Grow | 3.95% | 32,031 | $8.8M | Add +2.6% |
| MSFT Microsoft Corp. | 3.33% | 14,288 | $7.4M | Reduce -1.5% |
| AAPL Apple Inc. | 2.80% | 24,458 | $6.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.77% | 28,003 | $6.1M | Reduce -1.6% |
| NVDA Nvidia Corp. | 2.50% | 29,765 | $5.6M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 1.94% | 79,386 | $4.3M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 1.72% | 15,741 | $3.8M | Reduce -2.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.67% | 86,755 | $3.7M | No change |
| JPM JPMorgan Chase & Co. | 1.57% | 11,042 | $3.5M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 1.44% | 26,969 | $3.2M | Reduce -0.4% |
| C Citigroup Inc. | 1.38% | 30,126 | $3.1M | No change |
| AVGO Broadcom Inc. | 1.38% | 9,265 | $3.1M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.32% | 33,506 | $2.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 4,106 | $2.7M | Reduce -1.7% |
| ABBV Abbvie Inc. | 1.03% | 9,875 | $2.3M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.00% | 3,011 | $2.2M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 0.99% | 3,294 | $2.2M | No change |
| UNP Union Pacific Corp. | 0.90% | 8,485 | $2.0M | Add +7.9% |
| XOM Exxon Mobil Corp. | 0.84% | 16,593 | $1.9M | Add +10.4% |
| VNQ Vanguard Real Estate ETF | 0.82% | 19,988 | $1.8M | Add +6.4% |
| TSLA Tesla Inc. | 0.82% | 4,084 | $1.8M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.79% | 5,765 | $1.8M | Add +1.2% |
| WMB Williams Cos Inc. | 0.78% | 27,472 | $1.7M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 3,435 | $1.7M | Add +6.7% |
| AMP Ameriprise Financial Inc. | 0.78% | 3,511 | $1.7M | Add +2.4% |
| HD Home Depot Inc. | 0.74% | 4,045 | $1.6M | Add +65.6% |
| CSCO Cisco Systems Inc. | 0.72% | 23,413 | $1.6M | Reduce -3.9% |
| V Visa Inc. Class A | 0.70% | 4,572 | $1.6M | Add +6.5% |
| SHOP Shopify Inc. Class A | 0.69% | 10,238 | $1.5M | Add +0.1% |
| ABT Abbott Laboratories | 0.68% | 11,237 | $1.5M | Reduce -0.2% |
| MDT Medtronic PLC | 0.67% | 15,725 | $1.5M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.66% | 7,700 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.65% | 9,416 | $1.4M | Add +1.6% |
| MRK Merck & Co. Inc. | 0.62% | 16,434 | $1.4M | Add +4.6% |
| HON Honeywell International Inc. | 0.62% | 6,512 | $1.4M | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.60% | 2,651 | $1.3M | Add +3.4% |
| DLR Digital Realty Trust Inc. | 0.59% | 7,582 | $1.3M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.59% | 7,054 | $1.3M | Add +0.2% |
| PM Philip Morris International | 0.58% | 7,964 | $1.3M | Reduce -2.1% |
| PEP Pepsico Inc. | 0.57% | 9,039 | $1.3M | Reduce -6.9% |
| QCOM Qualcomm Inc. | 0.57% | 7,629 | $1.3M | Add +1.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.56% | 63,924 | $1.3M | No change |
| GOOG Alphabet Inc. Class C | 0.56% | 5,065 | $1.2M | Reduce -8.1% |
| COST Costco Wholesale Corp. | 0.55% | 1,308 | $1.2M | Add +0.9% |
| DGX Quest Diagnostics Inc. | 0.53% | 6,226 | $1.2M | Reduce -10.5% |
| QUAL iShares MSCI USA Quality Fac | 0.53% | 6,000 | $1.2M | No change |
| CAT Caterpillar Inc. | 0.50% | 2,320 | $1.1M | Add +2.6% |
| NVS Novartis AG-Sponsored ADR | 0.49% | 8,409 | $1.1M | Reduce -6.6% |
| IWD iShares Russell 1000 Value E | 0.48% | 5,249 | $1.1M | No change |
| VZ Verizon Communications Inc. | 0.46% | 23,425 | $1.0M | Add +3.5% |
| BKNG Booking Holdings Inc. | 0.46% | 190 | $1.0M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.46% | 13,549 | $1.0M | Add +20.9% |
| IWF iShares Russell 1000 Growth | 0.46% | 2,182 | $1.0M | No change |
| PLD Prologis Inc. | 0.44% | 8,601 | $985K | Add +4.1% |
| ALL Allstate Corp. | 0.44% | 4,529 | $972K | Add +2.0% |
| MS Morgan Stanley | 0.42% | 5,904 | $938K | Add +25.2% |
| ETN Eaton Corp. PLC | 0.42% | 2,490 | $932K | Add +1.8% |
| CVX Chevron Corp. | 0.41% | 5,854 | $909K | Add +4.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.41% | 45,703 | $901K | Reduce -0.9% |
| GLW Corning Inc. | 0.39% | 10,682 | $876K | Reduce -6.5% |
| WMT Walmart Inc. | 0.39% | 8,433 | $869K | Add +0.5% |
| HBAN Huntington Bancshares Inc. | 0.39% | 50,017 | $864K | Add +40.5% |
| TRP TC Energy Corp. | 0.38% | 15,653 | $852K | Add +0.2% |
| FITB Fifth Third Bancorp | 0.38% | 18,989 | $846K | Add +3.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.38% | 40,859 | $845K | Reduce -14.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.37% | 10,754 | $817K | No change |
| SBUX Starbucks Corp. | 0.36% | 9,546 | $808K | Add +9.7% |
| APD Air Products & Chemicals Inc. | 0.36% | 2,895 | $790K | Add +3.2% |
| TEL Te Connectivity PLC | 0.34% | 3,444 | $756K | Reduce -4.7% |
| BX Blackstone Inc. | 0.34% | 4,382 | $749K | Add +1.2% |
| FDX FedEx Corp. | 0.34% | 3,170 | $748K | No change |
| TFC Truist Financial Corp. | 0.33% | 15,857 | $725K | Add +13.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.33% | 8,158 | $723K | No change |
| LLY Eli Lilly & Co. | 0.32% | 928 | $708K | Add +3.8% |
| RTX RTX Corp. | 0.32% | 4,230 | $708K | Add +0.8% |
| ENB Enbridge Inc. | 0.32% | 13,927 | $703K | Reduce -1.9% |
| PRU Prudential Financial Inc. | 0.31% | 6,679 | $693K | Reduce -5.4% |
| TGT Target Corp. | 0.30% | 7,462 | $669K | Add +3.2% |
| CRM Salesforce Inc. | 0.30% | 2,780 | $659K | Add +2.5% |
| AEP American Electric Power | 0.29% | 5,806 | $653K | Add +2.3% |
| PYPL PayPal Holdings Inc. | 0.29% | 9,528 | $639K | Add +3.4% |
| DOW Dow Inc. | 0.28% | 27,418 | $629K | Reduce -19.4% |
| CB Chubb Ltd. | 0.28% | 2,204 | $622K | Add +3.6% |
| NOC Northrop Grumman Corp. | 0.28% | 1,014 | $618K | Add +4.1% |
| ECL Ecolab Inc. | 0.27% | 2,187 | $599K | Add +1.5% |
| COP Conocophillips | 0.25% | 5,926 | $561K | Add +2.2% |
| BSMR Invesco Bulletshares 2027 MB | 0.25% | 23,226 | $550K | No change |
| ITA iShares U.S. Aerospace & Def | 0.24% | 2,600 | $544K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 1,055 | $512K | Add +11.2% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 3,500 | $510K | No change |
| PNC PNC Financial Services Group | 0.23% | 2,537 | $510K | Add +2.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.23% | 21,440 | $507K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.21% | 22,600 | $465K | Add +2.2% |
| ADBE Adobe Inc. | 0.21% | 1,314 | $464K | Add +2.8% |
| XYL Xylem Inc. | 0.20% | 3,000 | $443K | Reduce -0.1% |
| NFLX Netflix Inc. | 0.20% | 368 | $441K | Add +3.1% |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -1.6% | 2.77% | −0.29 |
| BTI British American Tob-SP ADR | Reduce -99.2% | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -1.5% | 3.33% | −0.20 |
| HAS Hasbro Inc. | Reduce -44.6% | 0.18% | −0.17 |
| DOW Dow Inc. | Reduce -19.4% | 0.28% | −0.16 |
| PM Philip Morris International | Reduce -2.1% | 0.58% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 1.00% | −0.12 |
| CSCO Cisco Systems Inc. | Reduce -3.9% | 0.72% | −0.11 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -14.5% | 0.38% | −0.10 |
| BKNG Booking Holdings Inc. | Reduce -0.5% | 0.46% | −0.08 |
| DGX Quest Diagnostics Inc. | Reduce -10.5% | 0.53% | −0.08 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.68% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -37.1% | 0.10% | −0.07 |
| PGR Progressive Corp. | Reduce -33.1% | 0.08% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -5.4% | 0.31% | −0.06 |
| DLR Digital Realty Trust Inc. | Reduce -0.3% | 0.59% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -95.6% | 0.00% | −0.06 |
| PEP Pepsico Inc. | Reduce -6.9% | 0.57% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 0.17% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -6.6% | 0.49% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.2% | 0.07% | −0.04 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.9% | 0.41% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -48.6% | 0.04% | −0.04 |
| ACN Accenture PLC Class A | Reduce -1.2% | 0.11% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 1.23% | −0.03 |
| SNPS Synopsys Inc. | Reduce -5.0% | 0.11% | −0.02 |
| T AT&T Inc. | Reduce -97.9% | 0.00% | −0.02 |
| BSMS Invesco Bulletshares 2028 MB | Reduce -3.8% | 0.15% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.09% | −0.02 |
| BSMT Invesco Bulletshares 2029 MB | Reduce -4.8% | 0.12% | −0.01 |
| ITM Vaneck Intermediate Muni ETF | Reduce -47.2% | 0.01% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.17% | −0.01 |
| HRL Hormel Foods Corp. | Reduce -6.2% | 0.03% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.0% | 0.12% | −0.01 |
| RIGS Alps Strategic Income Fund | Reduce -5.5% | 0.06% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 1.57% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.01 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.01 |
| SYY Sysco Corp. | Reduce -16.5% | 0.03% | −0.01 |
| PSX Phillips 66 | Reduce -58.9% | 0.00% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -5.0% | 0.06% | −0.01 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.01 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -12.1% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 1.44% | −0.00 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.00 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.00 |
| AFL Aflac Inc. | Reduce -1.3% | 0.09% | −0.00 |
| ADP Automatic Data Processing | Reduce -28.6% | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.01% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +0.2% | 2.80% | +0.35 |
| HD Home Depot Inc. | Add +65.6% | 0.74% | +0.30 |
| NVDA Nvidia Corp. | Add +0.8% | 2.50% | +0.22 |
| SNA Snap-on Inc. | New | 0.19% | +0.19 |
| IWY iShares Russell Top 200 Grow | Add +2.6% | 3.95% | +0.18 |
| ABBV Abbvie Inc. | Add +1.1% | 1.03% | +0.14 |
| AVGO Broadcom Inc. | Add +0.5% | 1.38% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +2.9% | 5.92% | +0.12 |
| SHOP Shopify Inc. Class A | Add +0.1% | 0.69% | +0.11 |
| MS Morgan Stanley | Add +25.2% | 0.42% | +0.10 |
| HBAN Huntington Bancshares Inc. | Add +40.5% | 0.39% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +4.4% | 1.94% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +4.7% | 7.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.08% | +0.08 |
| NEE Nextera Energy Inc. | Add +20.9% | 0.46% | +0.08 |
| IDXX Idexx Laboratories Inc. | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | Add +2.6% | 0.50% | +0.07 |
| JNJ Johnson & Johnson | Add +0.2% | 0.59% | +0.06 |
| SCHV Schwab US Large-Cap Value | Add +4.3% | 5.89% | +0.06 |
| XOM Exxon Mobil Corp. | Add +10.4% | 0.84% | +0.05 |
| BSCZ Invesco Bulletshares 2035 CB | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +11.2% | 0.23% | +0.04 |
| NOC Northrop Grumman Corp. | Add +4.1% | 0.28% | +0.04 |
| TFC Truist Financial Corp. | Add +13.2% | 0.33% | +0.03 |
| LRCX Lam Research Corp. | Add +0.8% | 0.14% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +260.0% | 0.04% | +0.03 |
| BSCX Invesco Bulletshares 2033 CB | Add +48.8% | 0.09% | +0.03 |
| BSCW Invesco Bulletshares 2032 CB | Add +43.3% | 0.10% | +0.02 |
| CAVA Cava Group Inc. | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +3.8% | 4.40% | +0.02 |
| URI United Rentals Inc. | Add +25.8% | 0.07% | +0.02 |
| BX Blackstone Inc. | Add +1.2% | 0.34% | +0.02 |
| RTX RTX Corp. | Add +0.8% | 0.32% | +0.02 |
| PLD Prologis Inc. | Add +4.1% | 0.44% | +0.02 |
| UNP Union Pacific Corp. | Add +7.9% | 0.90% | +0.02 |
| BSCV Invesco Bulletshares 2031 CB | Add +26.3% | 0.12% | +0.02 |
| CVX Chevron Corp. | Add +4.0% | 0.41% | +0.02 |
| LMT Lockheed Martin Corp. | Add +3.4% | 0.60% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.3% | 0.18% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.01% | +0.01 |
| AVSC Avantis US Small Cap Equity | New | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +280.0% | 0.02% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.7% | 0.78% | +0.01 |
| APH Amphenol Corp. Class A | Add +0.8% | 0.09% | +0.01 |
| MRK Merck & Co. Inc. | Add +4.6% | 0.62% | +0.01 |
| FITB Fifth Third Bancorp | Add +3.4% | 0.38% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.01% | +0.01 |
| TRP TC Energy Corp. | Add +0.2% | 0.38% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.9% | 0.10% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +1.2% | 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 |