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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 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTI Vanguard Total Stock Market Index Fund ETF 2,843.0 $1.1M 0.38% +3K +736.2% $370.04 +2.6%
62 HBAN Huntington Bancshares Inc Corp Common Financial Services 58,220.0 $1.0M 0.37% +5K +9.3% $17.73 -3.9%
63 IWF iShares Tr Russell 1000 Growth ETF 8,255.0 $1.0M 0.37% +6K +278.0% $124.18 -0.6%
64 ABT Abbott Laboratories Healthcare 11,262.0 $1.0M 0.37% $90.74 +19.4%
65 FDX FedEx Corp Industrials 3,210.0 $1.0M 0.36% $313.13 +3.0%
66 VZ Verizon Communications Communication Services 23,452.0 $993K 0.36% -266.0 -1.1% $42.34 +18.4%
67 BKNG Booking Holdings Consumer Cyclical 5,539.0 $987K 0.35% +5K +2615.2% $178.24 +8.4%
68 CVX Chevron Texaco Corp Energy 5,752.0 $953K 0.34% -1K -15.3% $165.76 +25.8%
69 CIBR First Trust Nasdaq Cybersecurity ETF 10,490.0 $943K 0.34% $89.85 +5.3%
70 TRP TC Energy Corp Energy 13,905.0 $922K 0.33% -750.0 -5.1% $66.29 -5.6%
71 RTX RTX Corporation (Formerly Raytheon Technologies) Industrials 4,710.0 $894K 0.32% +129.0 +2.8% $189.73 +5.8%
72 BX Blackstone Inc Financial Services 7,433.0 $875K 0.31% +563.0 +8.2% $117.67 +15.7%
73 TGT Target Corporation Consumer Defensive 6,679.0 $872K 0.31% -71.0 -1.1% $130.61 +25.9%
74 SLYV SPDR S&P 600 Small Cap Value ETF 7,983.0 $871K 0.31% -175.0 -2.1% $109.11 +0.5%
75 APD Air Products & Chemicals Inc Basic Materials 2,968.0 $870K 0.31% +30.0 +1.0% $293.18 +2.8%
76 BSCQ Invesco Bulletshares 2026 Corporate Bond ETF 44,564.0 $870K 0.31% -2K -3.3% $19.53 +0.1%
77 CB Chubb Ltd Ord Financial Services 2,529.0 $862K 0.31% +151.0 +6.3% $340.74 +0.2%
78 BSCR Invesco Bulletshares 2027 Corporate Bond ETF 42,870.0 $841K 0.30% $19.62 +0.0%
79 TFC Truist Financial Corp Financial Services 16,074.0 $801K 0.29% +237.0 +1.5% $49.82 +3.7%
80 AEP American Electric Power Co Inc Utilities 5,641.0 $772K 0.28% $136.81 -9.0%
Page 4 of 16  ·  308 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%