Yankcom Partnership Top Holdings and 13F Report (2026) About Yankcom PartnershipInvestment ActivityYankcom Partnership has $288.21 million in total holdings as of September 30, 2026.Yankcom Partnership owns shares of 322 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 5.84% of the portfolio was purchased this quarter.About 2.87% of the portfolio was sold this quarter.This quarter, Yankcom Partnership has purchased 308 new stocks and bought additional shares in 100 stocks.Yankcom Partnership sold shares of 70 stocks and completely divested from 22 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $24,341,456Schwab U.S. Large-Cap Value ETF $21,556,969Vanguard S&P 500 ETF $20,457,812iShares Core S&P Mid-Cap ETF $14,827,007iShares Russell Top 200 Growth ETF $13,515,056 Largest New Holdings this Quarter 438516205 - Honeywell International Inc - New $451,203 Holding573874104 - Marvell Technology $266,317 Holding25809K105 - Doordash Inc $163,542 Holding316092840 - Fidelity High Dividend ETF $149,760 Holding26923N108 - American Conservative Values ETF $102,201 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Value ETF 61,636 shares (about $2.05M)Vanguard S&P 500 ETF 2,851 shares (about $2.00M)Vanguard FTSE Developed Markets ETF 21,138 shares (about $1.49M)iShares Russell Top 200 Growth ETF 4,612 shares (about $1.36M)iShares Core S&P Mid-Cap ETF 12,446 shares (about $895.52K) Largest Sales this Quarter Broadcom 1,294 shares (about $454.44K)Prudential Financial 2,900 shares (about $329.38K)Apple 980 shares (about $326.36K)Adobe 1,259 shares (about $302.08K)Microsoft 581 shares (about $297.99K) 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$24,341,456$1,492,584 ▲6.5%344,7248.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$21,556,969$2,053,089 ▲10.5%647,1647.5%ETFVOOVanguard S&P 500 ETF$20,457,812$1,997,987 ▲10.8%29,1927.1%ETFIJHiShares Core S&P Mid-Cap ETF$14,827,007$895,523 ▲6.4%206,0665.1%ETFIWYiShares Russell Top 200 Growth ETF$13,515,056$1,360,058 ▲11.2%45,8304.7%ETFMSFTMicrosoft$9,039,342$297,995 ▼-3.2%17,6243.1%TechnologyAAPLApple$8,285,203$326,360 ▼-3.8%24,8792.9%TechnologyNVDANVIDIA$7,330,080$38,368 ▼-0.5%32,0962.5%TechnologyAMZNAmazon.com$7,184,741$187,610 ▼-2.5%28,8372.5%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$6,297,894$325,796 ▲5.5%106,1842.2%ETFJPMJPMorgan Chase & Co.$4,694,812$36,722 ▲0.8%14,1911.6%FinanceGOOGLAlphabet$4,626,152$182,362 ▼-3.8%13,4451.6%Communication ServicesSPDWSPDR Portfolio Developed World ex-US ETF$4,359,383$3,414 ▲0.1%86,8231.5%ETFIJRiShares Core S&P Small-Cap ETF$3,946,309$22,448 ▲0.6%29,0061.4%ETFCCitigroup$3,900,714$24,601 ▼-0.6%30,1261.4%FinanceMETAMeta Platforms$3,474,339$608,426 ▲21.2%4,7911.2%Communication ServicesIEFAiShares Core MSCI EAFE ETF$3,317,828$1,744 ▲0.1%34,2461.2%ETFSPYSPDR S&P 500 ETF Trust$3,297,610$27,455 ▲0.8%4,3241.1%ETFAVGOBroadcom$3,115,760$454,440 ▼-12.7%8,8721.1%TechnologyBRK.BBerkshire Hathaway$2,954,339$580,610 ▲24.5%5,9331.0%FinanceIVViShares Core S&P 500 ETF$2,899,507$226,692 ▲8.5%3,7861.0%ETFVNQVanguard Real Estate ETF$2,732,584$275,168 ▲11.2%30,4870.9%ETFABBVAbbVie$2,672,662$14,126 ▲0.5%10,2170.9%HealthcareGOOGAlphabet$2,399,152$285,200 ▲13.5%7,0410.8%Communication ServicesLLYEli Lilly and Company$2,310,687$39,341 ▼-1.7%1,9970.8%HealthcareUNPUnion Pacific$2,310,660$123,819 ▼-5.1%8,4910.8%IndustrialsCSCOCisco Systems$2,267,119$154,557 ▼-6.4%21,0640.8%TechnologyAMPAmeriprise Financial$2,250,043$14,278 ▲0.6%4,5700.8%FinanceMRKMerck & Co., Inc.$2,200,431$177,133 ▼-7.5%15,1430.8%HealthcareVVisa$2,095,975$14,733 ▲0.7%5,8330.7%FinancePGProcter & Gamble$1,967,090$168,961 ▲9.4%13,5400.7%Consumer StaplesTSLATesla$1,859,201$318,974 ▲20.7%5,2400.6%Consumer DiscretionaryWMBWilliams Companies$1,779,047$55,871 ▲3.2%26,1740.6%EnergyHDHome Depot$1,713,473$197,150 ▲13.0%6,0230.6%Consumer DiscretionaryMCDMcDonald's$1,686,090$227,245 ▲15.6%7,3010.6%Consumer DiscretionaryMDTMedtronic$1,683,599$4,746 ▼-0.3%19,5110.6%HealthcareRSPInvesco S&P 500 Equal Weight ETF$1,601,7540.0%7,7000.6%ETFCATCaterpillar$1,585,904$117,564 ▲8.0%1,9560.6%IndustrialsJNJJohnson & Johnson$1,577,587$11,384 ▼-0.7%5,9590.5%HealthcareShopify Inc$1,523,040$4,746 ▼-0.3%10,2700.5%CL A SUB VTG SHSCOSTCostco Wholesale$1,512,076$50,069 ▲3.4%1,6610.5%Consumer StaplesDGXQuest Diagnostics$1,458,553$29,134 ▼-2.0%6,2580.5%HealthcarePEPPepsiCo$1,426,864$119,750 ▲9.2%11,2600.5%Consumer StaplesPMPhilip Morris International$1,390,128$3,053 ▼-0.2%7,2850.5%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$1,364,775$31,336 ▲2.4%6,1410.5%ETFDLRDigital Realty Trust$1,348,595$1,580 ▼-0.1%7,6830.5%Real EstateIWDiShares Russell 1000 Value ETF$1,311,592$7,934 ▲0.6%5,2900.5%ETFLMTLockheed Martin$1,311,319$9,676 ▲0.7%2,5750.5%IndustrialsETNEaton$1,281,825$42,112 ▲3.4%2,9830.4%IndustrialsPLDPrologis$1,224,125$103,612 ▲9.2%9,4280.4%Real EstateALLAllstate$1,214,242$16,196 ▼-1.3%5,4730.4%FinanceQCOMQualcomm$1,198,467$5,521 ▲0.5%6,5120.4%TechnologyCVXChevron$1,186,667$12,048 ▲1.0%5,8110.4%EnergyNVSNovartis$1,181,051$8,839 ▼-0.7%8,2840.4%HealthcareWal-Mart Stores Inc$1,175,231$31,280 ▲2.7%11,3090.4%COMVZVerizon Communications$1,120,374$44,631 ▲4.1%24,4250.4%Communication ServicesMSMorgan Stanley$1,115,499$17,115 ▲1.6%5,9310.4%FinanceABTAbbott Laboratories$1,113,0240.0%11,2620.4%HealthcareCIBRFirst Trust Nasdaq Cybersecurity ETF$1,081,4220.0%10,4900.4%ETFVTIVanguard Total Stock Market ETF$1,063,9650.0%2,8430.4%ETFSBUXStarbucks$1,055,922$3,383 ▲0.3%11,2380.4%Consumer DiscretionaryNEENextEra Energy$1,007,489$67,711 ▲7.2%13,3020.3%UtilitiesBKNGBooking$1,006,305$103,938 ▲11.5%6,1770.3%Consumer DiscretionaryFDXFedEx$994,394$79,255 ▲8.7%3,4880.3%IndustrialsFITBFifth Third Bancorp$960,563$5,260 ▼-0.5%18,9910.3%FinanceTMOThermo Fisher Scientific$948,430$42,527 ▲4.7%1,4050.3%HealthcareTGTTarget$905,823$140,707 ▼-13.4%5,7810.3%Consumer StaplesHBANHuntington Bancshares$888,638$198 ▲0.0%58,2330.3%FinanceRTXRTX$877,197$2,785 ▲0.3%4,7250.3%IndustrialsBXBlackstone$863,876$30,713 ▲3.7%7,7070.3%FinanceCBChubb$858,335$35,778 ▲4.3%2,6390.3%FinanceAPDAir Products and Chemicals$856,395$30,605 ▲3.7%3,0780.3%MaterialsCOPConocoPhillips$855,898$6,883 ▲0.8%6,8390.3%EnergyBSCQInvesco BulletShares 2026 Corporate Bond ETF$842,625$27,310 ▼-3.1%43,1650.3%ETFCRMSalesforce$840,920$80,120 ▲10.5%3,6630.3%TechnologyTRPTC Energy$840,005$36,575 ▲4.6%14,5380.3%EnergyBSCRInvesco BulletShares 2027 Corporate Bond ETF$819,777$18,178 ▼-2.2%41,9400.3%ETFIWFiShares Russell 1000 Growth ETF$808,349$225,731 ▼-21.8%6,4530.3%ETFTE Connectivity PLC Registered Shares$805,904$42,849 ▲5.6%3,8180.3%ORD SHSSLYVSPDR S&P 600 Small Cap Value ETF$796,770$18,693 ▼-2.3%7,8000.3%ETFTFCTruist Financial$746,170$1,945 ▲0.3%16,1160.3%FinanceECLEcolab$735,050$29,655 ▲4.2%2,6770.3%MaterialsPNCThe PNC Financial Services Group$687,009$26,894 ▲4.1%3,0910.2%FinanceAEPAmerican Electric Power$680,875$11,627 ▲1.7%5,7390.2%UtilitiesACNAccenture$671,871$12,469 ▲1.9%3,6640.2%TechnologyLam Research Corp. Ordinary Shares$670,840$214,853 ▲47.1%2,0420.2%COM NEWPalantir Technologies Inc$664,772$97,640 ▲17.2%3,5540.2%CL AGLWCorning$635,950$3,690 ▼-0.6%4,1360.2%TechnologyENBEnbridge$634,540$15,946 ▲2.6%13,6490.2%EnergyCMICummins$593,020$217,992 ▲58.1%1,1480.2%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$581,9800.0%3,5000.2%ETFSNASnap-On$558,470$106,462 ▲23.6%1,5370.2%IndustrialsAMGNAmgen$551,757$13,488 ▼-2.4%1,3090.2%HealthcareBSMRInvesco BulletShares 2027 Municipal Bond ETF$540,3020.0%23,2260.2%ETFITAiShares U.S. Aerospace & Defense ETF$538,7100.0%2,6000.2%ETFNOCNorthrop Grumman$511,032$55,116 ▼-9.7%1,0570.2%IndustrialsPANWPalo Alto Networks$493,058$178,391 ▼-26.6%1,2410.2%TechnologyHASHasbro$475,487$2,543 ▲0.5%5,4230.2%Consumer DiscretionaryDSIiShares ESG MSCI KLD 400 ETF$468,2140.0%3,2030.2%ETFQQQInvesco QQQ$457,916$90,252 ▼-16.5%6190.2%ETFShowing largest 100 holdings. View all holdings. 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