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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BP ADR BP Amoco P L C Energy 82 $4K 0.00% SOLD
42 PINS Pinterest Inc Communication Services 210 $4K 0.00% SOLD
43 DKNG Draftkings Inc New Class A Consumer Cyclical 172 $4K 0.00% SOLD
44 LUNR Intuitive Machines Inc Industrials 200 $4K 0.00% SOLD
45 SNOW Snowflake Inc. Technology 22 $3K 0.00% SOLD
46 MRSH Marsh & McLennan Co Inc Financial Services 19 $3K 0.00% SOLD
47 ADP Automatic Data Processing Industrials 16 $3K 0.00% SOLD
48 TVTX Travere Therapeutics Inc Healthcare 100 $3K 0.00% SOLD
49 LOVE Lovesac Company Consumer Cyclical 200 $3K 0.00% SOLD
50 GMAB Genmab ADR Healthcare 100 $3K 0.00% SOLD
51 DVN Devon Energy Corp Energy 52 $3K 0.00% SOLD
52 AQST Aquestive Therapeutics Inc Healthcare 600 $2K 0.00% SOLD
53 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 8 $2K 0.00% SOLD
54 KEY KeyCorp Financial Services 113 $2K 0.00% SOLD
55 U Unity Software Inc Technology 80 $2K 0.00% SOLD
56 COIN Coinbase Global Inc Financial Services 10 $2K 0.00% SOLD
57 EQR Equity Residential Properties Trust Real Estate 29 $2K 0.00% SOLD
58 RDW Redwire Corporation Industrials 200 $2K 0.00% SOLD
59 EVER Everquote Inc Communication Services 110 $2K 0.00% SOLD
60 ICE Intercontinental Exchange Inc Financial Services 10 $2K 0.00% SOLD
Page 3 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%