Q3 2026 13F · SEC CIK 2036975

YANKCOM Partnership

Investment managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $288.2M
Reported positions: 322
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2.0 yrs

YANKCOM Partnership is an investment manager that reported 322 positions worth $288.2M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 8.4%), Schwab Strategic Tr (SCHV, 7.5%), Vanguard Index Fds (VOO, 7.1%).

YANKCOM Partnership holdings largest 50 of 322 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

YANKCOM Partnership 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	8.4%	8.3%	344,724	+6.5%	$24.3M
SCHVSchwab Strategic Tr	7.5%	7.3%	647,164	+10.5%	$21.6M
VOOVanguard Index Fds	7.1%	6.5%	29,192	+10.8%	$20.5M
IJHIshares Tr	5.1%	5.4%	206,066	+6.4%	$14.8M
IWYIshares Tr	4.7%	4.3%	45,830	+11.2%	$13.5M
MSFTMicrosoft Corp	3.1%	2.4%	17,624	-3.2%	$9.0M
AAPLApple Inc	2.9%	2.7%	24,879	-3.8%	$8.3M
NVDANvidia Corporation	2.5%	2.3%	32,096	-0.5%	$7.3M
AMZNAmazon Com Inc	2.5%	2.5%	28,837	-2.5%	$7.2M
VWOVanguard Intl Equity Index F	2.2%	2.2%	106,184	+5.5%	$6.3M
JPMJpmorgan Chase & Co	1.6%	1.7%	14,191	+0.8%	$4.7M
GOOGLAlphabet Inc	1.6%	1.8%	13,445	-3.8%	$4.6M
SPDWSpdr Index Shs Fds	1.5%	1.6%	86,823	+0.1%	$4.4M
IJRIshares Tr	1.4%	1.5%	29,006	+0.6%	$3.9M
CCitigroup Inc	1.4%	1.5%	30,126	-0.6%	$3.9M
METAMeta Platforms Inc	1.2%	0.8%	4,791	+21.2%	$3.5M
IEFAIshares Tr	1.2%	1.2%	34,246	+0.1%	$3.3M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	4,324	+0.8%	$3.3M
AVGOBroadcom Inc	1.1%	1.4%	8,872	-12.7%	$3.1M
BRK-BBerkshire Hathaway Inc Del	1.0%	0.9%	5,933	+24.5%	$3.0M
IVVIshares Tr	1.0%	0.9%	3,786	+8.5%	$2.9M
VNQVanguard Index Fds	0.9%	0.9%	30,487	+11.2%	$2.7M
ABBVAbbvie Inc	0.9%	0.9%	10,217	+0.5%	$2.7M
GOOGAlphabet Inc	0.8%	0.8%	7,041	+13.5%	$2.4M
LLYEli Lilly & Co	0.8%	0.9%	1,997	-1.7%	$2.3M
UNPUnion Pac Corp	0.8%	0.9%	8,491	-5.1%	$2.3M
CSCOCisco Sys Inc	0.8%	0.9%	21,064	-6.4%	$2.3M
AMPAmeriprise Finl Inc	0.8%	0.7%	4,570	+0.6%	$2.3M
MRKMerck & Co Inc	0.8%	0.8%	15,143	-7.5%	$2.2M
VVisa Inc	0.7%	0.7%	5,833	+0.7%	$2.1M
PGProcter & Gamble Co	0.7%	0.7%	13,540	+9.4%	$2.0M
TSLATesla Inc	0.6%	0.7%	5,240	+20.7%	$1.9M
WMBWilliams Cos	0.6%	0.7%	26,174	+3.2%	$1.8M
HDHome Depot Inc	0.6%	0.7%	6,023	+13.0%	$1.7M
MCDMcdonalds Corp	0.6%	0.6%	7,301	+15.6%	$1.7M
MDTMedtronic PLC	0.6%	0.5%	19,511	-0.3%	$1.7M
RSPInvesco Exchange Traded Fd T	0.6%	0.6%	7,700	+0.0%	$1.6M
CATCaterpillar Inc	0.6%	0.7%	1,956	+8.0%	$1.6M
JNJJohnson & Johnson	0.5%	0.5%	5,959	-0.7%	$1.6M
SHOPShopify Inc	0.5%	—	10,270	—	$1.5M
COSTCostco Wholesale Corporation	0.5%	0.5%	1,661	+3.4%	$1.5M
DGXQuest Diagnostics Inc	0.5%	0.5%	6,258	-2.0%	$1.5M
PEPPepsico Inc	0.5%	0.5%	11,260	+9.2%	$1.4M
PMPhilip Morris Intl Inc	0.5%	0.5%	7,285	-0.2%	$1.4M
QUALIshares Tr	0.5%	0.5%	6,141	+2.4%	$1.4M
DLRDigital Rlty Tr Inc	0.5%	0.5%	7,683	-0.1%	$1.3M
IWDIshares Tr	0.5%	0.5%	5,290	+0.6%	$1.3M
LMTLockheed Martin Corp	0.5%	0.5%	2,575	+0.7%	$1.3M
ETNEaton Corp PLC	0.4%	—	2,983	—	$1.3M
PLDPrologis Inc	0.4%	—	9,428	—	$1.2M

What YANKCOM Partnership bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BRK-B Berkshire Hathaway Inc Del+24.5% shares
META Meta Platforms Inc+21.2% shares
TSLA Tesla Inc+20.7% shares
MCD Mcdonalds Corp+15.6% shares
GOOG Alphabet Inc+13.5% shares
HD Home Depot Inc+13.0% shares
VNQ Vanguard Index Fds+11.2% shares
IWY Ishares Tr+11.2% shares

Reduced

AVGO Broadcom Inc-12.7% shares
MRK Merck & Co Inc-7.5% shares
CSCO Cisco Sys Inc-6.4% shares
UNP Union Pac Corp-5.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$288.2M	322
Q2 2026	$278.8M	308
Q1 2026	$243.2M	368
Q4 2025	$235.2M	376
Q3 2025	$222.1M	283
Q2 2025	$204.4M	316
Q1 2025	$181.8M	283
Q4 2024	$187.0M	266

Questions about YANKCOM Partnership's portfolio

What stocks does YANKCOM Partnership own?

YANKCOM Partnership's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 322 positions worth $288.2M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 8.4%, Schwab Strategic Tr (SCHV) at 7.5%, Vanguard Index Fds (VOO) at 7.1%, Ishares Tr (IJH) at 5.1% and Ishares Tr (IWY) at 4.7%.

What did YANKCOM Partnership buy last quarter?

In Q3 2026, YANKCOM Partnership added Berkshire Hathaway Inc Del (BRK-B) (+24.5% shares), Meta Platforms Inc (META) (+21.2% shares) and Tesla Inc (TSLA) (+20.7% shares), compared with its Q2 2026 filing.

What did YANKCOM Partnership sell last quarter?

In Q3 2026, YANKCOM Partnership cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Allstate Corp (ALL), cut from its top 50 Novartis AG (NVS), Broadcom Inc (AVGO) (-12.7% shares), Merck & Co Inc (MRK) (-7.5% shares) and Cisco Sys Inc (CSCO) (-6.4% shares), compared with its Q2 2026 filing.

When is YANKCOM Partnership's next 13F filing due?

13F filings are due 45 days after each quarter ends. YANKCOM Partnership's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.