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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 DMAC DiaMedica Therapeutics Inc Healthcare 200 $1K 0.00% SOLD
62 UPST Upstart Holdings Inc Financial Services 48 $1K 0.00% SOLD
63 CTVA Corteva Inc Corp Basic Materials 13 $1K SOLD
64 RXRX Recursion Pharmaceuticals Inc Healthcare 300 $921.0 SOLD
65 Q Qnity Electronics Inc Technology 7 $808.0 SOLD
66 AA Alcoa Upstream Corp Common Basic Materials 10 $663.0 SOLD
67 DD Dupont De Nemours Inc Corp Basic Materials 14 $641.0 SOLD
68 BFLY Butterfly Network Class A Healthcare 150 $606.0 SOLD
69 PGNY Progyny Inc Healthcare 35 $594.0 SOLD
70 SIRI Sirius XM Holdings Inc Communication Services 15 $346.0 SOLD
71 ACHR Archer Aviation Inc Industrials 65 $336.0 SOLD
72 ETD Ethan Allen Interiors Inc Consumer Cyclical 12 $267.0 SOLD
73 VRT Vertiv Holdings Co Industrials 1 $251.0 SOLD
74 AI C3.ai Inc Technology 28 $236.0 SOLD
75 AOSL Alpha & Omega Semiconductor Ltd Technology 10 $222.0 SOLD
76 Brand House Collective Inc 200 $186.0 SOLD
77 SENS Senseonics Holdings Inc Healthcare 22 $147.0 SOLD
78 LAB Standard Biotools Inc Healthcare 94 $86.0 SOLD
79 LCID Lucid Group Inc Consumer Cyclical 9 $86.0 SOLD
80 OGI Organigram Global Inc Healthcare 41 $55.0 SOLD
Page 4 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%