Yankcom Partnership Top Holdings and 13F Report (2025) About Yankcom PartnershipInvestment ActivityYankcom Partnership has $204.40 million in total holdings as of June 30, 2025.Yankcom Partnership owns shares of 316 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 4.82% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Yankcom Partnership has purchased 283 new stocks and bought additional shares in 128 stocks.Yankcom Partnership sold shares of 31 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $14,313,965Schwab U.S. Large-Cap Value ETF $11,931,210Vanguard S&P 500 ETF $11,859,278iShares Core S&P Mid-Cap ETF $8,943,095iShares Russell Top 200 Growth ETF $7,699,359 Largest New Holdings this Quarter 46138J445 - Invesco BulletShares 2030 Municipal Bond ETF $169,850 Holding92189H201 - VanEck Intermediate Muni ETF $57,822 Holding29472R108 - Equity Lifestyle Properties $23,373 Holding920253101 - Valmont Industries $13,063 Holding14040H105 - Capital One Financial $10,638 Holding Largest Purchases this Quarter iShares Russell Top 200 Growth ETF 6,380 shares (about $1.57M)Schwab U.S. Large-Cap Value ETF 27,072 shares (about $749.08K)Blackstone 4,317 shares (about $645.74K)iShares Core MSCI EAFE ETF 7,512 shares (about $627.11K)iShares Core S&P Mid-Cap ETF 9,391 shares (about $582.46K) Largest Sales this Quarter Crown Castle 7,976 shares (about $819.28K)Invesco BulletShares 2025 Corporate Bond ETF 6,567 shares (about $135.81K)Zoetis 627 shares (about $97.78K)iShares 7-10 Year Treasury Bond ETF 817 shares (about $78.24K)Berkshire Hathaway 161 shares (about $78.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofYankcom Partnership Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$14,313,965$24,401 ▼-0.2%251,0727.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$11,931,210$749,076 ▲6.7%431,2005.8%ETFVOOVanguard S&P 500 ETF$11,859,278$378,911 ▲3.3%20,8765.8%ETFIJHiShares Core S&P Mid-Cap ETF$8,943,095$582,462 ▲7.0%144,1894.4%ETFIWYiShares Russell Top 200 Growth ETF$7,699,359$1,572,857 ▲25.7%31,2313.8%ETFMSFTMicrosoft$7,211,951$236,270 ▲3.4%14,4993.5%Computer and TechnologyAMZNAmazon.com$6,240,983$129,440 ▲2.1%28,4473.1%Retail/WholesaleAAPLApple$5,007,376$166,598 ▲3.4%24,4062.4%Computer and TechnologyNVDANVIDIA$4,665,918$94,320 ▲2.1%29,5332.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,760,870$377,967 ▲11.2%76,0301.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,512,7100.0%86,7551.7%ETFJPMJPMorgan Chase & Co.$3,222,644$70,738 ▲2.2%11,1161.6%FinanceIJRiShares Core S&P Small-Cap ETF$2,958,514$61,310 ▲2.1%27,0711.4%ETFGOOGLAlphabet$2,832,017$101,509 ▲3.7%16,0701.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$2,797,133$627,113 ▲28.9%33,5061.4%ETFSPYSPDR S&P 500 ETF Trust$2,581,375$162,494 ▲6.7%4,1781.3%FinanceCCitigroup$2,564,3250.0%30,1261.3%Financial ServicesAVGOBroadcom$2,542,045$63,124 ▼-2.4%9,2221.2%Computer and TechnologyMETAMeta Platforms$2,274,797$5,905 ▼-0.3%3,0821.1%Computer and TechnologyIVViShares Core S&P 500 ETF$2,045,2450.0%3,2941.0%ETFAMPAmeriprise Financial$1,829,624$120,623 ▲7.1%3,4280.9%FinanceABBVAbbVie$1,812,762$42,136 ▲2.4%9,7660.9%MedicalUNPUnion Pacific$1,808,660$103,536 ▲6.1%7,8610.9%TransportationCSCOCisco Systems$1,689,542$21,438 ▲1.3%24,3520.8%Computer and TechnologyWMBWilliams Companies$1,675,396$17,022 ▲1.0%26,6740.8%EnergyVNQVanguard Real Estate ETF$1,673,729$112,847 ▲7.2%18,7920.8%ETFMCDMcDonald's$1,664,501$34,476 ▲2.1%5,6970.8%Retail/WholesaleXOMExxon Mobil$1,619,582$73,412 ▲4.7%15,0240.8%EnergyBRK.BBerkshire Hathaway$1,563,207$78,209 ▼-4.8%3,2180.8%FinanceABTAbbott Laboratories$1,531,880$1,632 ▲0.1%11,2630.7%MedicalVVisa$1,524,939$82,727 ▲5.7%4,2950.7%Business ServicesHONHoneywell International$1,483,911$41,453 ▲2.9%6,3720.7%Multi-Sector ConglomeratesPMPhilip Morris International$1,482,178$6,921 ▼-0.5%8,1380.7%Consumer StaplesPGProcter & Gamble$1,476,583$24,535 ▲1.7%9,2680.7%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$1,399,3980.0%7,7000.7%ETFMDTMedtronic$1,363,078$18,742 ▲1.4%15,6370.7%MedicalDLRDigital Realty Trust$1,325,607$43,583 ▲3.4%7,6040.6%FinanceTSLATesla$1,301,772$26,683 ▼-2.0%4,0980.6%Auto/Tires/TrucksCOSTCostco Wholesale$1,282,976$48,508 ▼-3.6%1,2960.6%Retail/WholesalePEPPepsiCo$1,281,847$36,839 ▲3.0%9,7080.6%Consumer StaplesDGXQuest Diagnostics$1,249,685$2,515 ▲0.2%6,9570.6%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,247,852$8,980 ▼-0.7%63,9240.6%ETFMRKMerck & Co., Inc.$1,243,837$55,253 ▲4.6%15,7130.6%MedicalQCOMQUALCOMM$1,195,726$94,123 ▲8.5%7,5080.6%Computer and TechnologyLMTLockheed Martin$1,187,951$89,849 ▲8.2%2,5650.6%AerospaceSHOPShopify$1,179,3430.0%10,2240.6%Computer and TechnologyBKNGBooking$1,105,730$75,259 ▼-6.4%1910.5%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$1,096,9200.0%6,0000.5%ETFNVSNovartis$1,089,570$5,324 ▲0.5%9,0040.5%MedicalJNJJohnson & Johnson$1,075,665$8,859 ▲0.8%7,0420.5%MedicalIWDiShares Russell 1000 Value ETF$1,019,5010.0%5,2490.5%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$988,787$135,813 ▼-12.1%47,8110.5%ETFVZVerizon Communications$978,808$3,462 ▼-0.4%22,6210.5%Computer and TechnologyGOOGAlphabet$977,416$29,447 ▲3.1%5,5100.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$926,662$2,123 ▼-0.2%2,1820.5%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$906,154$30,164 ▲3.4%46,1130.4%ETFDOWDOW$900,326$108,119 ▲13.6%34,0000.4%Basic MaterialsHDHome Depot$895,335$27,131 ▲3.1%2,4420.4%Retail/WholesaleALLAllstate$893,815$28,183 ▲3.3%4,4400.4%FinanceCATCaterpillar$877,745$32,998 ▲3.9%2,2610.4%IndustrialsETNEaton$873,206$33,200 ▲4.0%2,4460.4%IndustrialsPLDPrologis$868,607$17,555 ▲2.1%8,2630.4%FinanceWMTWalmart$820,371$75,975 ▼-8.5%8,3900.4%Retail/WholesaleCIBRFirst Trust Nasdaq Cybersecurity ETF$812,7930.0%10,7540.4%ManufacturingCVXChevron$805,593$10,596 ▼-1.3%5,6260.4%EnergySBUXStarbucks$797,183$24,465 ▲3.2%8,7000.4%Retail/WholesaleAPDAir Products and Chemicals$791,181$9,872 ▲1.3%2,8050.4%Basic MaterialsNEENextEra Energy$777,643$7,428 ▲1.0%11,2020.4%UtilitiesTRPTC Energy$762,100$4,684 ▲0.6%15,6200.4%EnergyPRUPrudential Financial$758,527$36,745 ▲5.1%7,0600.4%FinanceFITBFifth Third Bancorp$755,305$148,355 ▲24.4%18,3640.4%FinanceCRMSalesforce$739,811$40,358 ▲5.8%2,7130.4%Computer and TechnologyFDXFedEx$720,5720.0%3,1700.4%TransportationTGTTarget$713,234$24,761 ▲3.6%7,2300.3%Retail/WholesaleHASHasbro$713,097$3,691 ▲0.5%9,6600.3%Consumer DiscretionaryLLYEli Lilly and Company$696,904$3,898 ▲0.6%8940.3%MedicalPYPLPayPal$684,933$22,296 ▲3.4%9,2160.3%Business ServicesMSMorgan Stanley$664,153$102,546 ▲18.3%4,7150.3%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$650,6820.0%8,1580.3%ETFBXBlackstone$647,531$645,736 ▲35,975.0%4,3290.3%FinanceENBEnbridge$643,182$1,767 ▲0.3%14,1920.3%EnergyCBChubb$616,233$14,776 ▲2.5%2,1270.3%FinanceRTXRTX$612,704$15,478 ▲2.6%4,1960.3%AerospaceTE Connectivity PLC Registered Shares$609,740$30,867 ▲5.3%3,6150.3%ORD SHSTFCTruist Financial$602,121$7,910 ▲1.3%14,0060.3%FinanceGLWCorning$601,047$23,087 ▲4.0%11,4290.3%Computer and TechnologyHBANHuntington Bancshares$596,573$14,380 ▲2.5%35,5950.3%FinanceAEPAmerican Electric Power$588,731$3,943 ▲0.7%5,6740.3%UtilitiesECLEcolab$580,645$18,591 ▲3.3%2,1550.3%Basic MaterialsBSMRInvesco BulletShares 2027 Municipal Bond ETF$545,114$150,748 ▲38.2%23,2260.3%ETFCOPConocoPhillips$520,494$19,204 ▲3.8%5,8000.3%EnergyBTIBritish American Tobacco$517,744$3,597 ▼-0.7%10,9390.3%Consumer StaplesBSMQInvesco BulletShares 2026 Municipal Bond ETF$505,126$151,420 ▲42.8%21,4400.2%ETFADBEAdobe$494,431$53,002 ▲12.0%1,2780.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$490,5020.0%2,6000.2%ETFNOCNorthrop Grumman$486,992$27,500 ▲6.0%9740.2%AerospaceNFLXNetflix$478,070$5,357 ▲1.1%3570.2%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$472,6400.0%3,5000.2%ETFPNCThe PNC Financial Services Group$462,316$18,083 ▲4.1%2,4800.2%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$453,156$40,982 ▲9.9%22,1150.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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