Yankcom Partnership Top Holdings and 13F Report (2026) About Yankcom PartnershipInvestment ActivityYankcom Partnership has $243.22 million in total holdings as of March 31, 2026.Yankcom Partnership owns shares of 368 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 6.20% of the portfolio was purchased this quarter.About 1.63% of the portfolio was sold this quarter.This quarter, Yankcom Partnership has purchased 376 new stocks and bought additional shares in 81 stocks.Yankcom Partnership sold shares of 91 stocks and completely divested from 43 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $19,228,312Schwab U.S. Large-Cap Value ETF $16,350,473Vanguard S&P 500 ETF $14,669,410iShares Core S&P Mid-Cap ETF $11,974,510iShares Russell Top 200 Growth ETF $9,379,171 Largest New Holdings this Quarter 482480100 - KLA $530,068 Holding61174X109 - Monster Beverage $155,570 Holding74762E102 - Quanta Services $137,250 Holding922908769 - Vanguard Total Stock Market ETF $109,075 Holding771049103 - Roblox $57,921 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Value ETF 65,718 shares (about $2.00M)Vanguard FTSE Developed Markets ETF 29,066 shares (about $1.86M)iShares Core S&P Mid-Cap ETF 22,128 shares (about $1.49M)iShares Russell Top 200 Growth ETF 4,860 shares (about $1.21M)Vanguard S&P 500 ETF 1,970 shares (about $1.18M) Largest Sales this Quarter Caterpillar 366 shares (about $259.30K)Johnson & Johnson 784 shares (about $191.64K)Lockheed Martin 265 shares (about $160.16K)Corning 1,033 shares (about $140.46K)ExxonMobil 779 shares (about $132.17K) 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$19,228,312$1,862,570 ▲10.7%300,0647.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$16,350,473$2,004,381 ▲14.0%536,0866.7%ETFVOOVanguard S&P 500 ETF$14,669,410$1,177,138 ▲8.7%24,5506.0%ETFIJHiShares Core S&P Mid-Cap ETF$11,974,510$1,494,315 ▲14.3%177,3204.9%ETFIWYiShares Russell Top 200 Growth ETF$9,379,171$1,209,252 ▲14.8%37,6953.9%ETFAAPLApple$6,501,849$62,940 ▲1.0%25,6192.7%Computer and TechnologyAMZNAmazon.com$6,250,186$149,746 ▲2.5%30,0102.6%Retail/WholesaleMSFTMicrosoft$5,958,262$396,082 ▲7.1%16,0962.4%Computer and TechnologyNVDANVIDIA$5,434,125$31,392 ▼-0.6%31,1592.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$4,965,109$569,853 ▲13.0%91,8522.0%ETFGOOGLAlphabet$4,355,957$64,701 ▲1.5%15,1481.8%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$3,960,3660.0%86,7551.6%ETFAVGOBroadcom$3,845,979$899,128 ▲30.5%12,4261.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,511,114$123,812 ▲3.7%28,2451.4%ETFCCitigroup$3,439,272$33,796 ▼-1.0%30,3261.4%Financial ServicesJPMJPMorgan Chase & Co.$3,345,778$118,547 ▲3.7%11,3741.4%FinanceIEFAiShares Core MSCI EAFE ETF$3,083,5980.0%34,0611.3%ETFXOMExxonMobil$2,893,551$132,165 ▼-4.4%17,0551.2%EnergySPYSPDR S&P 500 ETF Trust$2,839,3830.0%4,3661.2%FinanceIVViShares Core S&P 500 ETF$2,273,170$107,126 ▲4.9%3,4800.9%ETFVNQVanguard Real Estate ETF$2,191,515$309,436 ▲16.4%24,7030.9%ETFABBVAbbVie$2,144,661$48,283 ▲2.3%9,8610.9%MedicalUNPUnion Pacific$2,118,323$15,285 ▲0.7%8,7310.9%TransportationMRKMerck & Co., Inc.$1,981,0590.0%16,4690.8%MedicalWMBWilliams Companies$1,917,754$109,534 ▼-5.4%26,3500.8%EnergyAMPAmeriprise Financial$1,887,817$85,769 ▲4.8%4,2480.8%FinanceMCDMcDonald's$1,862,878$43,511 ▲2.4%5,9940.8%Retail/WholesaleCSCOCisco Systems$1,844,471$34,217 ▲1.9%23,7720.8%Computer and TechnologyBRK.BBerkshire Hathaway$1,823,837$82,422 ▲4.7%3,8060.7%FinanceMETAMeta Platforms$1,813,653$17,164 ▲1.0%3,1700.7%Computer and TechnologyPGProcter & Gamble$1,733,705$34,521 ▲2.0%12,0030.7%Consumer StaplesHDHome Depot$1,674,699$196,017 ▲13.3%5,0920.7%Retail/WholesaleHONHoneywell International$1,656,564$33,678 ▲2.1%7,3290.7%Multi-Sector ConglomeratesGOOGAlphabet$1,597,808$7,171 ▼-0.4%5,5700.7%Computer and TechnologyVVisa$1,579,808$134,799 ▲9.3%5,2270.6%Business ServicesCOSTCostco Wholesale$1,548,454$123,557 ▲8.7%1,5540.6%Retail/WholesalePEPPepsiCo$1,539,078$102,491 ▲7.1%9,9110.6%Consumer StaplesLMTLockheed Martin$1,522,464$160,164 ▼-9.5%2,5190.6%AerospaceTSLATesla$1,519,340$47,212 ▼-3.0%4,0870.6%Auto/Tires/TrucksJNJJohnson & Johnson$1,518,219$191,641 ▼-11.2%6,2110.6%MedicalCATCaterpillar$1,516,814$259,297 ▼-14.6%2,1410.6%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,477,7840.0%7,7000.6%ETFMDTMedtronic$1,447,835$79,111 ▲5.8%16,7090.6%MedicalCVXChevron$1,405,673$121,036 ▲9.4%6,7940.6%EnergyDLRDigital Realty Trust$1,388,516$12,074 ▼-0.9%7,7050.6%FinanceWal-Mart Stores Inc$1,344,952$32,561 ▼-2.4%10,8220.6%COMNVSNovartis$1,269,812$28,412 ▼-2.2%8,3130.5%MedicalLLYEli Lilly and Company$1,230,653$22,074 ▼-1.8%1,3380.5%MedicalShopify Inc$1,220,956$3,440 ▲0.3%10,2930.5%CL A SUB VTG SHSDGXQuest Diagnostics$1,214,884$9,211 ▼-0.8%6,1990.5%MedicalNEENextEra Energy$1,203,818$59,629 ▼-4.7%12,9610.5%UtilitiesPMPhilip Morris International$1,194,248$97,385 ▼-7.5%7,2230.5%Consumer StaplesVZVerizon Communications$1,190,644$11,646 ▲1.0%23,7180.5%Computer and TechnologyABTAbbott Laboratories$1,161,505$12,115 ▼-1.0%11,3130.5%MedicalQUALiShares MSCI USA Quality Factor ETF$1,150,8600.0%6,0000.5%ETFPLDPrologis$1,144,807$9,649 ▼-0.8%8,6610.5%FinanceFDXFedEx$1,143,3380.0%3,2100.5%TransportationIWDiShares Russell 1000 Value ETF$1,123,5660.0%5,2580.5%ETFALLAllstate$1,082,728$71,118 ▲7.0%5,2220.4%FinanceQCOMQualcomm$1,000,370$901 ▲0.1%7,7680.4%Computer and TechnologySBUXStarbucks$999,105$1,702 ▲0.2%11,1520.4%Retail/WholesaleETNEaton$986,096$69,388 ▲7.6%2,7570.4%IndustrialsMSMorgan Stanley$961,911$40,649 ▼-4.1%5,8450.4%FinanceIWFiShares Russell 1000 Growth ETF$931,7200.0%2,1840.4%ETFTRPTC Energy$917,400$64,290 ▼-6.5%14,6550.4%EnergyBSCQInvesco BulletShares 2026 Corporate Bond ETF$899,673$8,965 ▼-1.0%46,0640.4%ETFRTXRTX$883,675$9,838 ▼-1.1%4,5810.4%AerospaceFITBFifth Third Bancorp$879,487$6,923 ▼-0.8%18,9300.4%FinanceCOPConocoPhillips$877,140$78,804 ▲9.9%6,6450.4%EnergyGLWCorning$871,702$140,457 ▼-13.9%6,4110.4%Computer and TechnologyBKNGBooking$858,894$50,523 ▲6.3%2040.4%Retail/WholesaleAPDAir Products and Chemicals$853,455$27,596 ▼-3.1%2,9380.4%Basic MaterialsBSCRInvesco BulletShares 2027 Corporate Bond ETF$841,3750.0%42,8700.3%ETFHBANHuntington Bancshares$833,220$45,072 ▲5.7%53,2410.3%FinanceTGTTarget$818,099$21,695 ▼-2.6%6,7500.3%Retail/WholesaleBXBlackstone$789,994$266,666 ▲51.0%6,8700.3%FinanceCBChubb$775,060$39,763 ▲5.4%2,3780.3%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$771,5840.0%8,1580.3%ETFAEPAmerican Electric Power$737,981$20,580 ▼-2.7%5,6300.3%UtilitiesNOCNorthrop Grumman$736,810$32,065 ▲4.5%1,0800.3%AerospaceTFCTruist Financial$728,030$5,195 ▼-0.7%15,8370.3%FinanceENBEnbridge$726,888$29,073 ▼-3.8%13,4260.3%EnergyTE Connectivity PLC Registered Shares$701,252$35,115 ▲5.3%3,3550.3%ORD SHSDOWDOW$658,616$109,582 ▲20.0%15,8130.3%Basic MaterialsCIBRFirst Trust Nasdaq Cybersecurity ETF$657,5180.0%10,4900.3%ManufacturingECLEcolab$636,837$30,326 ▲5.0%2,3940.3%Basic MaterialsPRUPrudential Financial$619,745$7,034 ▼-1.1%6,3440.3%FinanceTMOThermo Fisher Scientific$594,260$45,712 ▲8.3%1,2090.2%MedicalITAiShares U.S. Aerospace & Defense ETF$568,7940.0%2,6000.2%ETFPNCThe PNC Financial Services Group$568,087$30,589 ▲5.7%2,7300.2%FinanceCRMSalesforce$553,102$25,947 ▲4.9%2,9630.2%Computer and TechnologyBSMRInvesco BulletShares 2027 Municipal Bond ETF$549,3870.0%23,2260.2%ETFKLACKLA$530,068$530,068 ▲New Holding3600.2%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$514,083$8,803 ▼-1.7%25,1710.2%ETFHASHasbro$501,509$3,089 ▼-0.6%5,3580.2%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$498,5050.0%3,5000.2%ETFAMGNAmgen$484,146$12,315 ▲2.6%1,3760.2%MedicalBSMQInvesco BulletShares 2026 Municipal Bond ETF$456,9080.0%19,3400.2%ETFDUKDuke Energy$453,964$1,702 ▼-0.4%3,4670.2%UtilitiesSNASnap-On$445,675$3,632 ▼-0.8%1,2270.2%Consumer DiscretionaryShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
