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Portfolio (Quarterly) Guide ↗

Phil A. Younker & Associates, Ltd.

· CIK 0002063635
13F Portfolio $148M AUM 29 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 5 Added 9 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MINT PIMCO ETF TR 221,702.0 $22.3M 15.06% +26K +13.1% $100.81 -0.0%
2 SCHD SCHWAB STRATEGIC TR 342,607.0 $10.9M 7.32% +68K +24.8% $31.71 +10.1%
3 SCHF SCHWAB STRATEGIC TR 306,501.0 $8.5M 5.72% +15K +5.2% $27.70 +2.2%
4 SCHX SCHWAB STRATEGIC TR 168,396.0 $5.0M 3.34% +32K +23.1% $29.43 +3.1%
5 JELD JELD-WEN HLDG INC Industrials 94,500.0 $142K 0.10% +22K +31.2% $1.50 +68.7%

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
Consumer Defensive 39.5%
Industrials 30.9%
Energy 13.7%
Financial Services 8.5%
Technology 7.1%
Basic Materials 0.3%