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Portfolio (Quarterly) Guide ↗

YANKCOM Partnership

· CIK 0002036975
13F Portfolio $235M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 376 New
Page 10 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VXUS Vanguard Total International Stock ETF 823.0 $62K 0.03% NEW $75.44 +12.0%
182 VTWO Vanguard Russell 2000 ETF 589.0 $59K 0.03% NEW $99.52 +20.9%
183 ESGV Vanguard ESG US Stock ETF 458.0 $55K 0.02% NEW $120.96 +6.7%
184 SAP SAP SE ADR Technology 228.0 $55K 0.02% NEW $242.91 -36.2%
185 EFA iShares MSCI EAFE ETF 576.0 $55K 0.02% NEW $96.03 +6.8%
186 CWI SPDR MSCI ACWI Ex US ETF 1,538.0 $55K 0.02% NEW $35.92 +11.7%
187 Entergy Corp 558.0 $52K 0.02% NEW $92.43
188 USMV iShares MSCI USA Min Vol Factor ETF 541.0 $51K 0.02% NEW $94.16 +1.9%
189 VO Vanguard MSCI US Mid Cap 450 Index 169.0 $49K 0.02% NEW $290.22 -72.4%
190 HDV Ishares Core High Dividend ETF 400.0 $49K 0.02% NEW $121.91 -77.2%
191 DE Deere and Co Industrials 102.0 $47K 0.02% NEW $465.58 +31.7%
192 CW Curtiss-Wright Corp Industrials 86.0 $47K 0.02% NEW $551.27 +35.6%
193 VIG Vanguard Dividend Appreciation Index Fund ETF 214.0 $47K 0.02% NEW $219.78 +6.7%
194 UBS UBS Group Ag Registered Shares Financial Services 1,008.0 $47K 0.02% NEW $46.31 +6.0%
195 CSX CSX Corp Industrials 1,280.0 $46K 0.02% NEW $36.25 +31.5%
196 VGIT Vanguard Intermediate Term Treasury ETF 758.0 $45K 0.02% NEW $59.93 -1.3%
197 FCX Freeport-McMoran Copper & Gold Inc Basic Materials 869.0 $44K 0.02% NEW $50.79 +23.0%
198 BND Vanguard Total Bond Market ETF 550.0 $41K 0.02% NEW $74.07 -0.5%
199 VB Vanguard Small-Cap Index Fund ETF 152.0 $39K 0.02% NEW $257.95 +16.1%
200 IXUS Ishares Core MSCI Total International Stock ETF 449.0 $38K 0.02% NEW $84.64 +11.4%
Page 10 of 19  ·  376 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 25.9%
Financial Services 18.3%
Consumer Cyclical 11.7%
Healthcare 11.4%
Industrials 8.6%
Communication Services 7.7%
Consumer Defensive 6.0%
Energy 5.3%
Real Estate 2.0%
Utilities 1.7%