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Portfolio (Quarterly) Guide ↗

YANKCOM Partnership

· CIK 0002036975
13F Portfolio $279M AUM 544 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 94 Added 44 Reduced 80 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 UBER Uber Technologies Technology 174 $13K 0.01% SOLD
22 XEL XCEL Energy Inc Utilities 136 $11K 0.00% SOLD
23 MCK McKesson Corp Healthcare 12 $10K 0.00% SOLD
24 CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A Technology 25 $10K 0.00% SOLD
25 CIEN Ciena Corp Technology 25 $10K 0.00% SOLD
26 IBM International Business Machines Corp Technology 39 $9K 0.00% SOLD
27 SNDK Sandisk Corp Technology 14 $9K 0.00% SOLD
28 RACE Ferrari Consumer Cyclical 25 $8K 0.00% SOLD
29 MLM Martin Marietta Materials, Inc Basic Materials 13 $8K 0.00% SOLD
30 BK Bank Of New York Mellon Corp Financial Services 63 $7K 0.00% SOLD
31 EQT EQT Corp Energy 116 $7K 0.00% SOLD
32 ROK Rockwell Automation Inc Industrials 20 $7K 0.00% SOLD
33 HWM Howmet Aerospace Inc Corp Industrials 31 $7K 0.00% SOLD
34 MET MetLife, Inc. Com Financial Services 95 $7K 0.00% SOLD
35 LYV Live Nation Entertainment Inc Communication Services 42 $6K 0.00% SOLD
36 TBIL US Treasury 3 Month Bill ETF 100 $5K 0.00% SOLD
37 CPRT Copart Inc Industrials 150 $5K 0.00% SOLD
38 HMC Honda Motor Co Ltd ADR Consumer Cyclical 204 $5K 0.00% SOLD
39 MFC Manulife Financial Corp Financial Services 132 $5K 0.00% SOLD
40 BSX Boston Scientific Corp Healthcare 71 $4K 0.00% SOLD
Page 2 of 4  ·  80 positions
Sector Allocation
Technology 26.2%
Financial Services 19.2%
Healthcare 11.9%
Consumer Cyclical 11.2%
Industrials 8.6%
Consumer Defensive 6.3%
Communication Services 6.1%
Energy 5.4%
Real Estate 2.1%
Utilities 1.7%