AI Portfolio Summary
In 2026 Q1, YANKCOM Partnership maintained a portfolio of 411 distinct positions. They heavily accumulated shares in Vanguard FTSE Develo, increasing their position by 10.7%. The fund also reduced its exposure to Caterpillar Inc by 14.6%.
Total Positions
411
Quarter
2026 Q1
Top Holding
VEA (7.9%)
Top 10 Concentration
41.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 411
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
Vanguard FTSE D...
|
ETF | 7.91% | 7.20% |
#1
Prev: #1
|
7.2 | 29,066 | 10.7% |
P
S
|
300,064 | $19,228,312 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHV
Schwab Strategi...
|
ETF | 6.72% | 5.92% |
#2
1
Prev: #3
|
6.2 | 65,718 | 14.0% |
P
S
|
536,086 | $16,350,473 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VOO
Vanguard Index ...
|
ETF | 6.03% | 6.02% |
#3
1
Prev: #2
|
5.4 | 1,970 | 8.7% |
P
S
|
24,550 | $14,669,410 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IJH
iShares Tr S&P ...
|
ETF | 4.92% | 4.36% |
#4
Prev: #4
|
4.5 | 22,128 | 14.3% |
P
S
|
177,320 | $11,974,510 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IWY
iShares Tr Russ...
|
ETF | 3.86% | 3.87% |
#5
Prev: #5
|
4.0 | 4,860 | 14.8% |
P
S
|
37,695 | $9,379,171 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
Apple Computer ...
|
Technology | 2.67% | 2.93% |
#6
1
Prev: #7
|
1.6 | 248 | 1.0% |
P
S
|
25,619 | $6,501,849 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 2.57% | 2.87% |
#7
1
Prev: #8
|
1.5 | 719 | 2.5% |
P
S
|
30,010 | $6,250,186 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
Microsoft Corp
|
Technology | 2.45% | 3.09% |
#8
2
Prev: #6
|
3.0 | 1,070 | 7.1% |
P
S
|
16,096 | $5,958,262 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVDA
Nvidia Corp
|
Technology | 2.23% | 2.49% |
#9
Prev: #9
|
1.4 | -180 | -0.6% |
P
S
|
31,159 | $5,434,125 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VWO
Vanguard FTSE E...
|
ETF | 2.04% | 1.86% |
#10
1
Prev: #11
|
2.8 | 10,542 | 13.0% |
P
S
|
91,852 | $4,965,109 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOGL
Alphabet Inc Ca...
|
Communication Services | 1.79% | 1.99% |
#11
1
Prev: #10
|
1.2 | 225 | 1.5% |
P
S
|
15,148 | $4,355,957 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPDW
SPDR Portfolio ...
|
ETF | 1.63% | 1.64% |
#12
Prev: #12
|
1.7 | no change | no change |
P
S
|
86,755 | $3,960,366 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.58% | 1.40% |
#13
2
Prev: #15
|
3.1 | 2,905 | 30.5% |
P
S
|
12,426 | $3,845,979 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IJR
iShares Core S&...
|
ETF | 1.44% | 1.39% |
#14
2
Prev: #16
|
1.1 | 996 | 3.7% |
P
S
|
28,245 | $3,511,114 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
C
Citigroup Inc
|
Financial Services | 1.41% | 1.52% |
#15
2
Prev: #13
|
1.1 | -298 | -1.0% |
P
S
|
30,326 | $3,439,272 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.38% | 1.50% |
#16
2
Prev: #14
|
1.1 | 403 | 3.7% |
P
S
|
11,374 | $3,345,778 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IEFA
iShares Core MS...
|
ETF | 1.27% | 1.30% |
#17
Prev: #17
|
1.5 | no change | no change |
P
S
|
34,061 | $3,083,598 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 1.19% | 0.91% |
#18
3
Prev: #21
|
1.0 | -779 | -4.4% |
P
S
|
17,055 | $2,893,551 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.17% | 1.27% |
#19
1
Prev: #18
|
1.5 | no change | no change |
P
S
|
4,366 | $2,839,383 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IVV
iShares Core S&...
|
ETF | 0.93% | 0.97% |
#20
1
Prev: #19
|
0.9 | 164 | 4.9% |
P
S
|
3,480 | $2,273,170 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VNQ
Vanguard REIT E...
|
ETF | 0.90% | 0.80% |
#21
5
Prev: #26
|
2.4 | 3,488 | 16.4% |
P
S
|
24,703 | $2,191,515 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ABBV
AbbVie Inc
|
Healthcare | 0.88% | 0.94% |
#22
2
Prev: #20
|
0.9 | 222 | 2.3% |
P
S
|
9,861 | $2,144,661 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
UNP
Union Pacific C...
|
Industrials | 0.87% | 0.85% |
#23
Prev: #23
|
0.8 | 63 | 0.7% |
P
S
|
8,731 | $2,118,323 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MRK
Merck & Co Inc
|
Healthcare | 0.81% | 0.74% |
#24
7
Prev: #31
|
1.3 | no change | no change |
P
S
|
16,469 | $1,981,059 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WMB
Williams Compan...
|
Energy | 0.79% | 0.71% |
#25
9
Prev: #34
|
0.8 | -1,505 | -5.4% |
P
S
|
26,350 | $1,917,754 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMP
Ameriprise Fina...
|
Financial Services | 0.78% | 0.85% |
#26
2
Prev: #24
|
0.8 | 193 | 4.8% |
P
S
|
4,248 | $1,887,817 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MCD
McDonalds Corp
|
Consumer Cyclical | 0.77% | 0.76% |
#27
2
Prev: #29
|
0.8 | 140 | 2.4% |
P
S
|
5,994 | $1,862,878 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CSCO
Cisco Systems I...
|
Technology | 0.76% | 0.76% |
#28
Prev: #28
|
0.8 | 441 | 1.9% |
P
S
|
23,772 | $1,844,471 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.75% | 0.78% |
#29
2
Prev: #27
|
0.8 | 172 | 4.7% |
P
S
|
3,806 | $1,823,837 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
META
Meta Platforms ...
|
Communication Services | 0.75% | 0.88% |
#30
8
Prev: #22
|
0.8 | 30 | 1.0% |
P
S
|
3,170 | $1,813,653 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.71% | 0.72% |
#31
1
Prev: #32
|
0.8 | 239 | 2.0% |
P
S
|
12,003 | $1,733,705 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HD
Home Depot
|
Consumer Cyclical | 0.69% | 0.66% |
#32
4
Prev: #36
|
2.3 | 596 | 13.3% |
P
S
|
5,092 | $1,674,699 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HON
Honeywell Intl ...
|
Industrials | 0.68% | 0.60% |
#33
10
Prev: #43
|
0.8 | 149 | 2.1% |
P
S
|
7,329 | $1,656,564 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOG
Alphabet Inc Ca...
|
Communication Services | 0.66% | 0.75% |
#34
4
Prev: #30
|
0.8 | -25 | -0.4% |
P
S
|
5,570 | $1,597,808 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
V
Visa Inc
|
Financial Services | 0.65% | 0.71% |
#35
2
Prev: #33
|
2.3 | 446 | 9.3% |
P
S
|
5,227 | $1,579,808 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.64% | 0.52% |
#36
13
Prev: #49
|
2.3 | 124 | 8.7% |
P
S
|
1,554 | $1,548,454 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PEP
Pepsico Inc
|
Consumer Defensive | 0.63% | 0.56% |
#37
8
Prev: #45
|
2.3 | 660 | 7.1% |
P
S
|
9,911 | $1,539,078 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LMT
Lockheed Martin...
|
Industrials | 0.63% | 0.57% |
#38
6
Prev: #44
|
0.8 | -265 | -9.5% |
P
S
|
2,519 | $1,522,464 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TSLA
Tesla Motors In...
|
Consumer Cyclical | 0.62% | 0.81% |
#39
14
Prev: #25
|
0.7 | -127 | -3.0% |
P
S
|
4,087 | $1,519,340 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.62% | 0.62% |
#40
Prev: #40
|
0.7 | -784 | -11.2% |
P
S
|
6,211 | $1,518,219 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CAT
Caterpillar Inc
|
Industrials | 0.62% | 0.61% |
#41
Prev: #41
|
0.7 | -366 | -14.6% |
P
S
|
2,141 | $1,516,814 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RSP
Invesco S&P 500...
|
ETF | 0.61% | 0.63% |
#42
4
Prev: #38
|
1.2 | no change | no change |
P
S
|
7,700 | $1,477,784 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MDT
Medtronic Hldg ...
|
Healthcare | 0.60% | 0.65% |
#43
6
Prev: #37
|
2.2 | 913 | 5.8% |
P
S
|
16,709 | $1,447,835 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CVX
Chevron Texaco ...
|
Energy | 0.58% | 0.40% |
#44
18
Prev: #62
|
2.2 | 585 | 9.4% |
P
S
|
6,794 | $1,405,673 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DLR
Digital Realty ...
|
Real Estate | 0.57% | 0.51% |
#45
5
Prev: #50
|
0.7 | -67 | -0.9% |
P
S
|
7,705 | $1,388,516 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WMT
Wal-Mart Stores...
|
Consumer Defensive | 0.55% | 0.53% |
#46
2
Prev: #48
|
0.7 | -262 | -2.4% |
P
S
|
10,822 | $1,344,952 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVS
Novartis AG ADR
|
Healthcare | 0.52% | 0.50% |
#47
5
Prev: #52
|
0.7 | -186 | -2.2% |
P
S
|
8,313 | $1,269,812 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 0.51% | 0.62% |
#48
9
Prev: #39
|
0.7 | -24 | -1.8% |
P
S
|
1,338 | $1,230,653 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SHOP
Shopify Inc
|
Technology | 0.50% | 0.70% |
#49
14
Prev: #35
|
0.7 | 29 | 0.3% |
P
S
|
10,293 | $1,220,956 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DGX
Quest Diagnosti...
|
Healthcare | 0.50% | 0.46% |
#50
6
Prev: #56
|
0.7 | -47 | -0.8% |
P
S
|
6,199 | $1,214,884 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 411 holdings