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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBIT Ishares Bitcoin Trust ETF Financial Services 137.0 $5K 0.00% -456.0 -76.9% $33.29 +35.9%
42 T AT&T Inc Communication Services 77.0 $2K 0.00% -354.0 -82.1% $20.70 +24.0%
43 Block Inc 17.0 $1K -19.0 -52.8% $76.00
44 SOLS Solstice Advanced Materials Inc Basic Materials 2.0 $177.0 -4.0 -66.7% $88.50 -28.0%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%