YANKCOM Partnership
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), YANKCOM Partnership reported 368 stock positions worth $243.2 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.9% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 6.7%) and Vanguard S&P 500 ETF (VOO, 6.0%). Compared with Q4 2025, it opened 34 new positions, sold out of 43, added to 82 and reduced 91. The biggest buy was Schwab US Large-Cap Value (SCHV, shares +14%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Yankton, SD
- CIK
- 0002036975
- Portfolio Value
- $243.2M (Q1 2026)
- SEC Filing
- 0001140361-26-015513 ↗ filed Apr 20, 2026
Holdings Value
Holdings 368 stocks · $243.2M
| VEA Vanguard Ftse Developed ETF | 7.91% | 300,064 | $19.2M | Add +10.7% |
| SCHV Schwab US Large-Cap Value | 6.72% | 536,086 | $16.4M | Add +14.0% |
| VOO Vanguard S&P 500 ETF | 6.03% | 24,550 | $14.7M | Add +8.7% |
| IJH iShares Core S&P Midcap ETF | 4.92% | 177,320 | $12.0M | Add +14.3% |
| IWY iShares Russell Top 200 Grow | 3.86% | 37,695 | $9.4M | Add +14.8% |
| AAPL Apple Inc. | 2.67% | 25,619 | $6.5M | Add +1.0% |
| AMZN Amazon.com Inc. | 2.57% | 30,010 | $6.3M | Add +2.5% |
| MSFT Microsoft Corp. | 2.45% | 16,096 | $6.0M | Add +7.1% |
| NVDA Nvidia Corp. | 2.23% | 31,159 | $5.4M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 2.04% | 91,852 | $5.0M | Add +13.0% |
| GOOGL Alphabet Inc. Class A | 1.79% | 15,148 | $4.4M | Add +1.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.63% | 86,755 | $4.0M | No change |
| AVGO Broadcom Inc. | 1.58% | 12,426 | $3.8M | Add +30.5% |
| IJR iShares Core S&P Small-Cap E | 1.44% | 28,245 | $3.5M | Add +3.7% |
| C Citigroup Inc. | 1.41% | 30,326 | $3.4M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.38% | 11,374 | $3.3M | Add +3.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.27% | 34,061 | $3.1M | No change |
| XOM Exxon Mobil Corp. | 1.19% | 17,055 | $2.9M | Reduce -4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.17% | 4,366 | $2.8M | No change |
| IVV iShares Core S&P 500 ETF | 0.93% | 3,480 | $2.3M | Add +5.0% |
| VNQ Vanguard Real Estate ETF | 0.90% | 24,703 | $2.2M | Add +16.4% |
| ABBV Abbvie Inc. | 0.88% | 9,861 | $2.1M | Add +2.3% |
| UNP Union Pacific Corp. | 0.87% | 8,731 | $2.1M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.81% | 16,469 | $2.0M | No change |
| WMB Williams Cos Inc. | 0.79% | 26,350 | $1.9M | Reduce -5.4% |
| AMP Ameriprise Financial Inc. | 0.78% | 4,248 | $1.9M | Add +4.8% |
| MCD McDonald's Corp. | 0.77% | 5,994 | $1.9M | Add +2.4% |
| CSCO Cisco Systems Inc. | 0.76% | 23,772 | $1.8M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 3,806 | $1.8M | Add +4.7% |
| META Meta Platforms Inc. Class A | 0.75% | 3,170 | $1.8M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.71% | 12,003 | $1.7M | Add +2.0% |
| HD Home Depot Inc. | 0.69% | 5,092 | $1.7M | Add +13.3% |
| HON Honeywell International Inc. | 0.68% | 7,329 | $1.7M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 0.66% | 5,570 | $1.6M | Reduce -0.5% |
| V Visa Inc. Class A | 0.65% | 5,227 | $1.6M | Add +9.3% |
| COST Costco Wholesale Corp. | 0.64% | 1,554 | $1.5M | Add +8.7% |
| PEP Pepsico Inc. | 0.63% | 9,911 | $1.5M | Add +7.1% |
| LMT Lockheed Martin Corp. | 0.63% | 2,519 | $1.5M | Reduce -9.5% |
| TSLA Tesla Inc. | 0.62% | 4,087 | $1.5M | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.62% | 6,211 | $1.5M | Reduce -11.2% |
| CAT Caterpillar Inc. | 0.62% | 2,141 | $1.5M | Reduce -14.6% |
| RSP Invesco S&P 500 Equal Weight | 0.61% | 7,700 | $1.5M | No change |
| MDT Medtronic PLC | 0.60% | 16,709 | $1.4M | Add +5.8% |
| CVX Chevron Corp. | 0.58% | 6,794 | $1.4M | Add +9.4% |
| DLR Digital Realty Trust Inc. | 0.57% | 7,705 | $1.4M | Reduce -0.9% |
| WMT Walmart Inc. | 0.55% | 10,822 | $1.3M | Reduce -2.4% |
| NVS Novartis AG-Sponsored ADR | 0.52% | 8,313 | $1.3M | Reduce -2.2% |
| LLY Eli Lilly & Co. | 0.51% | 1,338 | $1.2M | Reduce -1.8% |
| SHOP Shopify Inc. Class A | 0.50% | 10,293 | $1.2M | Add +0.3% |
| DGX Quest Diagnostics Inc. | 0.50% | 6,199 | $1.2M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.49% | 12,961 | $1.2M | Reduce -4.7% |
| PM Philip Morris International | 0.49% | 7,223 | $1.2M | Reduce -7.5% |
| VZ Verizon Communications Inc. | 0.49% | 23,718 | $1.2M | Add +1.0% |
| ABT Abbott Laboratories | 0.48% | 11,313 | $1.2M | Reduce -1.0% |
| QUAL iShares MSCI USA Quality Fac | 0.47% | 6,000 | $1.2M | No change |
| PLD Prologis Inc. | 0.47% | 8,661 | $1.1M | Reduce -0.8% |
| FDX FedEx Corp. | 0.47% | 3,210 | $1.1M | No change |
| IWD iShares Russell 1000 Value E | 0.46% | 5,258 | $1.1M | No change |
| ALL Allstate Corp. | 0.45% | 5,222 | $1.1M | Add +7.0% |
| QCOM Qualcomm Inc. | 0.41% | 7,768 | $1.0M | Add +0.1% |
| SBUX Starbucks Corp. | 0.41% | 11,152 | $999K | Add +0.2% |
| ETN Eaton Corp. PLC | 0.41% | 2,757 | $986K | Add +7.6% |
| MS Morgan Stanley | 0.40% | 5,845 | $962K | Reduce -4.0% |
| IWF iShares Russell 1000 Growth | 0.38% | 2,184 | $932K | No change |
| TRP TC Energy Corp. | 0.38% | 14,655 | $917K | Reduce -6.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.37% | 46,064 | $900K | Reduce -1.0% |
| RTX RTX Corp. | 0.36% | 4,581 | $884K | Reduce -1.1% |
| FITB Fifth Third Bancorp | 0.36% | 18,930 | $879K | Reduce -0.8% |
| COP Conocophillips | 0.36% | 6,645 | $877K | Add +9.9% |
| GLW Corning Inc. | 0.36% | 6,411 | $872K | Reduce -13.9% |
| BKNG Booking Holdings Inc. | 0.35% | 204 | $859K | Add +6.3% |
| APD Air Products & Chemicals Inc. | 0.35% | 2,938 | $853K | Reduce -3.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.35% | 42,870 | $841K | No change |
| HBAN Huntington Bancshares Inc. | 0.34% | 53,241 | $833K | Add +5.7% |
| TGT Target Corp. | 0.34% | 6,750 | $818K | Reduce -2.6% |
| BX Blackstone Inc. | 0.32% | 6,870 | $790K | Add +51.0% |
| CB Chubb Ltd. | 0.32% | 2,378 | $775K | Add +5.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.32% | 8,158 | $772K | No change |
| AEP American Electric Power | 0.30% | 5,630 | $738K | Reduce -2.7% |
| NOC Northrop Grumman Corp. | 0.30% | 1,080 | $737K | Add +4.5% |
| TFC Truist Financial Corp. | 0.30% | 15,837 | $728K | Reduce -0.7% |
| ENB Enbridge Inc. | 0.30% | 13,426 | $727K | Reduce -3.9% |
| TEL Te Connectivity PLC | 0.29% | 3,355 | $701K | Add +5.3% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.27% | 15,813 | $659K | Add +20.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 10,490 | $658K | No change |
| ECL Ecolab Inc. | 0.26% | 2,394 | $637K | Add +5.0% |
| PRU Prudential Financial Inc. | 0.25% | 6,344 | $620K | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 1,209 | $594K | Add +8.3% |
| ITA iShares U.S. Aerospace & Def | 0.23% | 2,600 | $569K | No change |
| PNC PNC Financial Services Group | 0.23% | 2,730 | $568K | Add +5.7% |
| CRM Salesforce Inc. | 0.23% | 2,963 | $553K | Add +4.9% |
| BSMR Invesco Bulletshares 2027 MB | 0.23% | 23,226 | $549K | No change |
| KLAC KLA Corp. | 0.22% | 360 | $530K | New |
| BSCS Invesco Bulletshares 2028 CB | 0.21% | 25,171 | $514K | Reduce -1.7% |
| HAS Hasbro Inc. | 0.21% | 5,358 | $502K | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 3,500 | $499K | No change |
| AMGN Amgen Inc. | 0.20% | 1,376 | $484K | Add +2.6% |
| BSMQ Invesco Bulletshares 2026 MB | 0.19% | 19,340 | $457K | No change |
| DUK Duke Energy Corp. | 0.19% | 3,467 | $454K | Reduce -0.4% |
| SNA Snap-on Inc. | 0.18% | 1,227 | $446K | Reduce -0.8% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -0.6% | 2.23% | −0.25 |
| TSLA Tesla Inc. | Reduce -3.0% | 0.62% | −0.18 |
| ABT Abbott Laboratories | Reduce -1.0% | 0.48% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.51% | −0.12 |
| C Citigroup Inc. | Reduce -1.0% | 1.41% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.66% | −0.09 |
| GCOW Pacer Global Cash Cows Divid | Sold out | 0.00% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.08 |
| NOW ServiceNow Inc. | Reduce -11.0% | 0.09% | −0.06 |
| MS Morgan Stanley | Reduce -4.0% | 0.40% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -3.3% | 0.16% | −0.06 |
| INTU Intuit Inc. | Reduce -31.8% | 0.04% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -86.1% | 0.01% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -1.1% | 0.25% | −0.05 |
| CPRT Copart Inc. | Reduce -94.3% | 0.00% | −0.04 |
| PM Philip Morris International | Reduce -7.5% | 0.49% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -32.5% | 0.10% | −0.04 |
| TFC Truist Financial Corp. | Reduce -0.7% | 0.30% | −0.03 |
| SPOT Spotify Technology SA | Reduce -25.5% | 0.05% | −0.03 |
| BAC Bank of America Corp. | Reduce -17.4% | 0.07% | −0.03 |
| DKNG Draftkings Inc. Class A | Reduce -91.2% | 0.00% | −0.03 |
| PGR Progressive Corp. | Reduce -34.8% | 0.03% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -33.1% | 0.10% | −0.03 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.02 |
| AXP American Express Co. | Reduce -57.7% | 0.01% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -21.3% | 0.04% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -0.3% | 0.08% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -49.0% | 0.02% | −0.02 |
| NFLX Netflix Inc. | Reduce -10.9% | 0.14% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -0.8% | 0.36% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.1% | 0.06% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -1.0% | 0.37% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -8.1% | 0.11% | −0.02 |
| LRCX Lam Research Corp. | Reduce -25.4% | 0.13% | −0.01 |
| SNPS Synopsys Inc. | Reduce -1.1% | 0.06% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -10.1% | 0.15% | −0.01 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Reduce -69.7% | 0.01% | −0.01 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -1.7% | 0.21% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -91.4% | 0.00% | −0.01 |
| MBB iShares MBS ETF | Reduce -27.2% | 0.03% | −0.01 |
| UBS UBS Group AG-Reg | Reduce -49.5% | 0.01% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -8.7% | 0.03% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.2% | 0.06% | −0.01 |
| BSMT Invesco Bulletshares 2029 MB | Reduce -6.5% | 0.10% | −0.01 |
| BLK BlackRock Inc. | Reduce -11.9% | 0.04% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -7.7% | 0.06% | −0.01 |
| SOLS Solstice Adv Materials Inc. | Reduce -98.8% | 0.00% | −0.01 |
| JCI Johnson Controls Internation | Reduce -74.1% | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHV Schwab US Large-Cap Value | Add +14.0% | 6.72% | +0.80 |
| VEA Vanguard Ftse Developed ETF | Add +10.7% | 7.91% | +0.71 |
| IJH iShares Core S&P Midcap ETF | Add +14.3% | 4.92% | +0.57 |
| KLAC KLA Corp. | New | 0.22% | +0.22 |
| VWO Vanguard Ftse Emerging Marke | Add +13.0% | 2.04% | +0.18 |
| AVGO Broadcom Inc. | Add +30.5% | 1.58% | +0.18 |
| CVX Chevron Corp. | Add +9.4% | 0.58% | +0.18 |
| DOW Dow Inc. | Add +20.0% | 0.27% | +0.14 |
| COP Conocophillips | Add +9.9% | 0.36% | +0.12 |
| COST Costco Wholesale Corp. | Add +8.7% | 0.64% | +0.11 |
| VNQ Vanguard Real Estate ETF | Add +16.4% | 0.90% | +0.10 |
| HON Honeywell International Inc. | Add +2.1% | 0.68% | +0.09 |
| VZ Verizon Communications Inc. | Add +1.0% | 0.49% | +0.08 |
| CMI Cummins Inc. | Add +1082.8% | 0.08% | +0.07 |
| PEP Pepsico Inc. | Add +7.1% | 0.63% | +0.07 |
| MNST Monster Beverage Corp. | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | Add +7.6% | 0.41% | +0.06 |
| PWR Quanta Services Inc. | New | 0.06% | +0.06 |
| NOC Northrop Grumman Corp. | Add +4.5% | 0.30% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +3.7% | 1.44% | +0.05 |
| ACN Accenture PLC Class A | Add +97.4% | 0.16% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| ODFL Old Dominion Freight Line | Add +24.3% | 0.09% | +0.03 |
| HD Home Depot Inc. | Add +13.3% | 0.69% | +0.03 |
| BX Blackstone Inc. | Add +51.0% | 0.32% | +0.03 |
| RBLX Roblox Corp. Class A | New | 0.02% | +0.02 |
| CTAS Cintas Corp. | Add +62.8% | 0.08% | +0.02 |
| CB Chubb Ltd. | Add +5.4% | 0.32% | +0.02 |
| UNP Union Pacific Corp. | Add +0.7% | 0.87% | +0.02 |
| CASY Casey's General Stores Inc. | Add +10.2% | 0.06% | +0.02 |
| HIMU iShares High Yild Muni A ETF | Add +32.2% | 0.08% | +0.02 |
| RWK Invesco S&P Midcap 400 Rev | New | 0.02% | +0.02 |
| SPGI S&P Global Inc. | Add +60.2% | 0.07% | +0.01 |
| ALL Allstate Corp. | Add +7.0% | 0.45% | +0.01 |
| AMGN Amgen Inc. | Add +2.6% | 0.20% | +0.01 |
| SBUX Starbucks Corp. | Add +0.2% | 0.41% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +8.7% | 6.03% | +0.01 |
| AMT American Tower Corp. | Add +14.2% | 0.14% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +43.7% | 0.04% | +0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.01% | +0.01 |
| BSMS Invesco Bulletshares 2028 MB | Add +11.5% | 0.15% | +0.01 |
| BSCY Invesco Bulletshares 2034 CB | Add +13.0% | 0.14% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| RWJ Invesco S&P Smallcap 600 | New | 0.01% | +0.01 |
| ZTS Zoetis Inc. | Add +16.8% | 0.14% | +0.01 |
| ECL Ecolab Inc. | Add +5.0% | 0.26% | +0.01 |
| WM Waste Management Inc. | Add +60.8% | 0.02% | +0.01 |
| CSL Carlisle Cos Inc. | New | 0.01% | +0.01 |
| JPIE JPMorgan Income ETF | New | 0.01% | +0.01 |
| CGCB Cap Group Core Bond | New | 0.01% | +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 |