Portfolio (Quarterly) Guide ↗

YANKCOM Partnership

· CIK 0002036975

13F Portfolio $243M AUM 634 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 35 New 78 Added 88 Reduced 43 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	KWEB	Kraneshares Trust CSI China Internet ETF	—	69	$2K	0.00%	SOLD
42	IWP	MFC IShares Tr Russell Mid-Cap Growth ETF	—	16	$2K	0.00%	SOLD
43	PDBC	Invesco Tr II Optimum Yield Diversified Commodity ETF	—	35	$464.0	—	SOLD

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Sector Allocation

Technology 24.2%

Financial Services 17.3%

Healthcare 11.2%

Consumer Cyclical 11.0%

Industrials 9.7%

Communication Services 7.2%

Energy 6.7%

Consumer Defensive 6.6%

Real Estate 2.2%

Utilities 1.9%