§ 13F · FUND PROFILE
YANKCOM Partnership.
AUM · $279M (13F)Positions · 544Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab Strategic Tr US Large-Cap Value ETF | 483K | $17M | 6.0% | +9% |
| 2 | VEA | Vanguard FTSE Developed Markets ETF | 210K | $15M | 5.4% | +8% |
| 3 | VOO | Vanguard Index Funds S&P 500 ETF | 21K | $15M | 5.3% | +7% |
| 4 | IWY | iShares Tr Russell Top 200 Growth ETF | 32K | $9M | 3.3% | +9% |
| 5 | IJH | iShares Tr S&P Midcap 400 ETF | 117K | $9M | 3.2% | +9% |
| 6 | VEA | Vanguard FTSE Developed Markets ETF | 109K | $8M | 2.8% | — |
| 7 | IJH | iShares Tr S&P Midcap 400 ETF | 74K | $6M | 2.1% | — |
| 8 | NVDA | Nvidia Corp | 24K | $5M | 1.8% | +4% |
| 9 | AAPL | Apple Computer Inc | 16K | $5M | 1.6% | +1% |
| 10 | SPDW | SPDR Portfolio Developed World Ex-US ETF | 87K | $4M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YANKCOM SIGNAL
AC read
YANKCOM Partnership is a Other fund managing $279 million in assets. The fund runs a broad portfolio of 544 positions.
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