YANKCOM Partnership
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), YANKCOM Partnership reported 376 stock positions worth $235.2 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.0%) and Schwab US Large-Cap Value (SCHV, 5.9%). Compared with Q3 2025, it opened 107 new positions, sold out of 17, added to 158 and reduced 29. The biggest buy was Eli Lilly (LLY, shares +47%) and the biggest sale an exit from Invesco Bulletshares 2025 CB (BSCP).
- Most Recent 13F
- Q2 2026
- Location
- Yankton, SD
- CIK
- 0002036975
- Portfolio Value
- $235.2M (Q4 2025)
- SEC Filing
- 0001140361-26-001619 ↗ filed Jan 20, 2026
Holdings Value
Holdings 376 stocks · $235.2M
| VEA Vanguard Ftse Developed ETF | 7.20% | 270,998 | $16.9M | Add +3.1% |
| VOO Vanguard S&P 500 ETF | 6.02% | 22,580 | $14.2M | Add +5.1% |
| SCHV Schwab US Large-Cap Value | 5.92% | 470,368 | $13.9M | Add +4.6% |
| IJH iShares Core S&P Midcap ETF | 4.36% | 155,192 | $10.2M | Add +3.7% |
| IWY iShares Russell Top 200 Grow | 3.87% | 32,835 | $9.1M | Add +2.5% |
| MSFT Microsoft Corp. | 3.09% | 15,026 | $7.3M | Add +5.2% |
| AAPL Apple Inc. | 2.93% | 25,371 | $6.9M | Add +3.7% |
| AMZN Amazon.com Inc. | 2.87% | 29,291 | $6.8M | Add +4.6% |
| NVDA Nvidia Corp. | 2.49% | 31,339 | $5.8M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 1.99% | 14,923 | $4.7M | Reduce -5.2% |
| VWO Vanguard Ftse Emerging Marke | 1.86% | 81,310 | $4.4M | Add +2.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.64% | 86,755 | $3.9M | No change |
| C Citigroup Inc. | 1.52% | 30,624 | $3.6M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 1.50% | 10,971 | $3.5M | Reduce -0.6% |
| AVGO Broadcom Inc. | 1.40% | 9,521 | $3.3M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 1.39% | 27,249 | $3.3M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.30% | 34,061 | $3.0M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 4,366 | $3.0M | Add +6.3% |
| IVV iShares Core S&P 500 ETF | 0.97% | 3,316 | $2.3M | Add +0.7% |
| ABBV Abbvie Inc. | 0.94% | 9,639 | $2.2M | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.91% | 17,834 | $2.1M | Add +7.5% |
| META Meta Platforms Inc. Class A | 0.88% | 3,140 | $2.1M | Add +4.3% |
| UNP Union Pacific Corp. | 0.85% | 8,668 | $2.0M | Add +2.2% |
| AMP Ameriprise Financial Inc. | 0.85% | 4,055 | $2.0M | Add +15.5% |
| TSLA Tesla Inc. | 0.81% | 4,214 | $1.9M | Add +3.2% |
| VNQ Vanguard Real Estate ETF | 0.80% | 21,215 | $1.9M | Add +6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 3,634 | $1.8M | Add +5.8% |
| CSCO Cisco Systems Inc. | 0.76% | 23,331 | $1.8M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.76% | 5,854 | $1.8M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.75% | 5,595 | $1.8M | Add +10.5% |
| MRK Merck & Co. Inc. | 0.74% | 16,469 | $1.7M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.72% | 11,764 | $1.7M | Add +24.9% |
| V Visa Inc. Class A | 0.71% | 4,781 | $1.7M | Add +4.6% |
| WMB Williams Cos Inc. | 0.71% | 27,855 | $1.7M | Add +1.4% |
| SHOP Shopify Inc. Class A | 0.70% | 10,264 | $1.7M | Add +0.3% |
| HD Home Depot Inc. | 0.66% | 4,496 | $1.5M | Add +11.2% |
| MDT Medtronic PLC | 0.65% | 15,796 | $1.5M | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 0.63% | 7,700 | $1.5M | No change |
| LLY Eli Lilly & Co. | 0.62% | 1,362 | $1.5M | Add +46.8% |
| JNJ Johnson & Johnson | 0.62% | 6,995 | $1.4M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.61% | 2,507 | $1.4M | Add +8.1% |
| ABT Abbott Laboratories | 0.61% | 11,431 | $1.4M | Add +1.7% |
| HON Honeywell International Inc. | 0.60% | 7,180 | $1.4M | Add +10.3% |
| LMT Lockheed Martin Corp. | 0.57% | 2,784 | $1.3M | Add +5.0% |
| PEP Pepsico Inc. | 0.56% | 9,251 | $1.3M | Add +2.4% |
| QCOM Qualcomm Inc. | 0.56% | 7,761 | $1.3M | Add +1.7% |
| PM Philip Morris International | 0.53% | 7,812 | $1.3M | Reduce -1.9% |
| WMT Walmart Inc. | 0.53% | 11,084 | $1.2M | Add +31.4% |
| COST Costco Wholesale Corp. | 0.52% | 1,430 | $1.2M | Add +9.3% |
| DLR Digital Realty Trust Inc. | 0.51% | 7,772 | $1.2M | Add +2.5% |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 6,000 | $1.2M | No change |
| NVS Novartis AG-Sponsored ADR | 0.50% | 8,499 | $1.2M | Add +1.1% |
| PLD Prologis Inc. | 0.47% | 8,734 | $1.1M | Add +1.6% |
| IWD iShares Russell 1000 Value E | 0.47% | 5,258 | $1.1M | Add +0.2% |
| NEE Nextera Energy Inc. | 0.46% | 13,603 | $1.1M | Add +0.4% |
| DGX Quest Diagnostics Inc. | 0.46% | 6,246 | $1.1M | Add +0.3% |
| MS Morgan Stanley | 0.46% | 6,092 | $1.1M | Add +3.2% |
| IWF iShares Russell 1000 Growth | 0.44% | 2,184 | $1.0M | Add +0.1% |
| BKNG Booking Holdings Inc. | 0.44% | 192 | $1.0M | Add +1.1% |
| ALL Allstate Corp. | 0.43% | 4,879 | $1.0M | Add +7.7% |
| VZ Verizon Communications Inc. | 0.41% | 23,486 | $957K | Add +0.3% |
| CVX Chevron Corp. | 0.40% | 6,209 | $946K | Add +6.1% |
| SBUX Starbucks Corp. | 0.40% | 11,133 | $938K | Add +16.6% |
| FDX FedEx Corp. | 0.39% | 3,210 | $927K | Add +1.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.39% | 46,523 | $911K | Reduce -27.2% |
| FITB Fifth Third Bancorp | 0.38% | 19,079 | $893K | Add +0.5% |
| HBAN Huntington Bancshares Inc. | 0.37% | 50,361 | $874K | Add +0.7% |
| TRP TC Energy Corp. | 0.37% | 15,682 | $863K | Add +0.2% |
| RTX RTX Corp. | 0.36% | 4,632 | $850K | Add +9.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.36% | 42,870 | $846K | Reduce -6.2% |
| ETN Eaton Corp. PLC | 0.35% | 2,563 | $816K | Add +2.9% |
| TFC Truist Financial Corp. | 0.33% | 15,950 | $785K | Add +0.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.32% | 10,490 | $750K | Reduce -2.5% |
| APD Air Products & Chemicals Inc. | 0.32% | 3,033 | $749K | Add +4.8% |
| CRM Salesforce Inc. | 0.32% | 2,824 | $748K | Add +1.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.32% | 8,158 | $742K | No change |
| TEL Te Connectivity PLC | 0.31% | 3,187 | $725K | Reduce -7.5% |
| PRU Prudential Financial Inc. | 0.31% | 6,416 | $724K | Reduce -3.9% |
| CB Chubb Ltd. | 0.30% | 2,256 | $704K | Add +2.4% |
| BX Blackstone Inc. | 0.30% | 4,551 | $701K | Add +3.9% |
| TGT Target Corp. | 0.29% | 6,929 | $677K | Reduce -7.1% |
| ENB Enbridge Inc. | 0.28% | 13,963 | $668K | Add +0.3% |
| AEP American Electric Power | 0.28% | 5,787 | $667K | Reduce -0.3% |
| GLW Corning Inc. | 0.28% | 7,444 | $652K | Reduce -30.3% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 1,116 | $647K | Add +5.8% |
| ECL Ecolab Inc. | 0.25% | 2,280 | $599K | Add +4.3% |
| NOC Northrop Grumman Corp. | 0.25% | 1,033 | $589K | Add +1.9% |
| COP Conocophillips | 0.24% | 6,048 | $566K | Add +2.1% |
| ITA iShares U.S. Aerospace & Def | 0.24% | 2,600 | $558K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.23% | 23,226 | $550K | No change |
| PNC PNC Financial Services Group | 0.23% | 2,583 | $539K | Add +1.8% |
| PYPL PayPal Holdings Inc. | 0.23% | 9,143 | $534K | Reduce -4.0% |
| BSCS Invesco Bulletshares 2028 CB | 0.22% | 25,602 | $527K | Add +13.3% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 3,500 | $520K | No change |
| ISRG Intuitive Surgical Inc. | 0.21% | 878 | $497K | Add +6.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.19% | 19,340 | $457K | Reduce -9.8% |
| ADBE Adobe Inc. | 0.19% | 1,291 | $452K | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 730 | $448K | Add +12.3% |
| HAS Hasbro Inc. | 0.19% | 5,391 | $442K | Add +0.7% |
| AMGN Amgen Inc. | 0.19% | 1,341 | $439K | Add +2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.38 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -27.2% | 0.39% | −0.18 |
| DOW Dow Inc. | Reduce -51.9% | 0.13% | −0.15 |
| BSMP Invesco Bulletshares 2025 MB | Sold out | 0.00% | −0.14 |
| GLW Corning Inc. | Reduce -30.3% | 0.28% | −0.12 |
| ABBV Abbvie Inc. | Reduce -2.4% | 0.94% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 1.50% | −0.07 |
| RIGS Alps Strategic Income Fund | Sold out | 0.00% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -4.0% | 0.23% | −0.06 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -2.5% | 0.32% | −0.05 |
| PM Philip Morris International | Reduce -1.9% | 0.53% | −0.05 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -6.2% | 0.36% | −0.05 |
| POOL Pool Corp. | Sold out | 0.00% | −0.04 |
| SNPS Synopsys Inc. | Reduce -25.7% | 0.08% | −0.04 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -9.8% | 0.19% | −0.03 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.03 |
| TEL Te Connectivity PLC | Reduce -7.5% | 0.31% | −0.03 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| SOLS Solstice Adv Materials Inc. | Reduce -68.4% | 0.01% | −0.03 |
| PGR Progressive Corp. | Reduce -17.3% | 0.06% | −0.02 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -5.6% | 0.15% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.19% | −0.02 |
| BSMS Invesco Bulletshares 2028 MB | Reduce -5.3% | 0.14% | −0.02 |
| ITM Vaneck Intermediate Muni ETF | Sold out | 0.00% | −0.01 |
| TGT Target Corp. | Reduce -7.1% | 0.29% | −0.01 |
| HI Hillenbrand Inc. | Sold out | 0.00% | −0.01 |
| AEP American Electric Power | Reduce -0.3% | 0.28% | −0.01 |
| RAL Ralliant Corp. | Sold out | 0.00% | −0.01 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.0% | 0.05% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -3.9% | 0.31% | −0.00 |
| PDBC Invesco Optimum Yield Divers | Reduce -94.9% | 0.00% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -13.0% | 0.02% | −0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -4.0% | 0.04% | −0.00 |
| RWT HOLDINGS INC (RWT 5.75 10/01/25) | Sold out | 0.00% | −0.00 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.00 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.00 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.00 |
| AVLV Avantis US Large Cap Value | Sold out | 0.00% | −0.00 |
| SOBO South Bow Corp. | Sold out | 0.00% | −0.00 |
| APH Amphenol Corp. Class A | Reduce -2.6% | 0.09% | +0.00 |
| LRCX Lam Research Corp. | Reduce -15.7% | 0.15% | +0.00 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.62% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.76% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -5.2% | 1.99% | +0.26 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +46.8% | 0.62% | +0.30 |
| GOOG Alphabet Inc. Class C | Add +10.5% | 0.75% | +0.19 |
| C Citigroup Inc. | Add +1.6% | 1.52% | +0.14 |
| WMT Walmart Inc. | Add +31.4% | 0.53% | +0.13 |
| AAPL Apple Inc. | Add +3.7% | 2.93% | +0.13 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.74% | +0.12 |
| CAT Caterpillar Inc. | Add +8.1% | 0.61% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 7.20% | +0.11 |
| AMZN Amazon.com Inc. | Add +4.6% | 2.87% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +5.1% | 6.02% | +0.10 |
| GCOW Pacer Global Cash Cows Divid | New | 0.08% | +0.08 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +7.5% | 0.91% | +0.07 |
| AMP Ameriprise Financial Inc. | Add +15.5% | 0.85% | +0.07 |
| BSCZ Invesco Bulletshares 2035 CB | Add +156.4% | 0.11% | +0.07 |
| PG The Procter & Gamble Co. | Add +24.9% | 0.72% | +0.07 |
| FDX FedEx Corp. | Add +1.3% | 0.39% | +0.06 |
| BSCY Invesco Bulletshares 2034 CB | Add +64.3% | 0.13% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +6.3% | 0.21% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +5.8% | 0.28% | +0.04 |
| RTX RTX Corp. | Add +9.5% | 0.36% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +48.3% | 0.14% | +0.04 |
| MS Morgan Stanley | Add +3.2% | 0.46% | +0.04 |
| BSCX Invesco Bulletshares 2033 CB | Add +47.2% | 0.13% | +0.04 |
| SBUX Starbucks Corp. | Add +16.6% | 0.40% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.3% | 1.27% | +0.03 |
| PLD Prologis Inc. | Add +1.6% | 0.47% | +0.03 |
| PWV Invesco Large Cap Value ETF | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +464.7% | 0.04% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +24.7% | 0.13% | +0.03 |
| BSCW Invesco Bulletshares 2032 CB | Add +37.3% | 0.13% | +0.03 |
| BSCV Invesco Bulletshares 2031 CB | Add +30.1% | 0.15% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +4.6% | 5.92% | +0.03 |
| AXP American Express Co. | Add +383.7% | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +2.8% | 1.40% | +0.03 |
| EFA iShares MSCI Eafe ETF | New | 0.02% | +0.02 |
| SAP Sap SE-Sponsored ADR | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +217.5% | 0.03% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.02% | +0.02 |
| CRM Salesforce Inc. | Add +1.6% | 0.32% | +0.02 |
| BSCU Invesco Bulletshares 2030 CB | Add +29.1% | 0.11% | +0.02 |
| AMGN Amgen Inc. | Add +2.4% | 0.19% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.02% | +0.02 |
| UBS UBS Group AG-Reg | New | 0.02% | +0.02 |
| CASY Casey's General Stores Inc. | Add +103.5% | 0.04% | +0.02 |
| CB Chubb Ltd. | Add +2.4% | 0.30% | +0.02 |
| IDXX Idexx Laboratories Inc. | Add +24.9% | 0.10% | +0.02 |
| BAC Bank of America Corp. | Add +21.2% | 0.10% | +0.02 |
| SHOP Shopify Inc. Class A | Add +0.3% | 0.70% | +0.02 |
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 |