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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 6 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSMQ Invesco Bulletshares 2026 Municipal Bond ETF 19,340.0 $455K 0.16% $23.55 -0.2%
102 ACN Accenture PLC Technology 3,596.0 $447K 0.16% +2K +81.4% $124.44 +50.0%
103 DUK Duke Energy Corp Utilities 3,522.0 $446K 0.16% +55.0 +1.6% $126.58 -5.0%
104 HAS Hasbro Inc Consumer Cyclical 5,394.0 $445K 0.16% +36.0 +0.7% $82.59 +12.0%
105 IHDG Wisdomtree International Hedged Qual Dividend Growth ETF 8,400.0 $440K 0.16% $52.38 +1.6%
106 DVY iShares Select Dividend ETF 2,550.0 $399K 0.14% $156.30 +5.1%
107 BSCY Invesco Bulletshares 2034 Corporate Bond ETF 19,121.0 $395K 0.14% +3K +16.1% $20.67 -2.3%
108 ISRG Intuitive Surgical Inc Healthcare 949.0 $377K 0.14% +51.0 +5.7% $397.68 -7.8%
109 ASML ASML Holdings NV ADR Technology 189.0 $376K 0.14% +3.0 +1.6% $1989.39 -13.8%
110 ARM Arm Holdings PLC ADR Technology 1,031.0 $366K 0.13% NEW $354.57 -28.9%
111 IWM iShares Russell 2000 Index 1,201.0 $361K 0.13% $300.38 -1.5%
112 BSMS Invesco Bulletshares 2028 Municipal Bond ETF 15,266.0 $358K 0.13% $23.44 -0.7%
113 XYL Xylem Inc Industrials 3,000.0 $355K 0.13% $118.21 -10.6%
114 AMT American Tower Corp Real Estate 2,163.0 $354K 0.13% +167.0 +8.4% $163.57 +7.5%
115 PLTR Palantir Technologies Inc Technology 3,032.0 $354K 0.13% +2K +181.5% $116.67 +49.4%
116 BSCV Invesco Bulletshares 2031 Corporate Bond ETF 20,733.0 $340K 0.12% $16.39 -1.5%
117 DHR Danaher Corp Healthcare 1,768.0 $337K 0.12% +263.0 +17.5% $190.48 +9.0%
118 BSCT Invesco Bulletshares 2029 Corporate Bond ETF 17,973.0 $334K 0.12% $18.58 -0.6%
119 BSCZ Invesco Bulletshares 2035 Corporate Bond ETF 16,076.0 $329K 0.12% +3K +19.9% $20.47 -2.6%
120 FTV Fortive Corp Technology 5,303.0 $324K 0.12% +628.0 +13.4% $61.09 -6.8%
Page 6 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%