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Portfolio (Quarterly) Guide ↗

Phil A. Younker & Associates, Ltd.

· CIK 0002063635
13F Portfolio $143M AUM 36 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEI ISHARES TR 7,500.0 $895K 0.62% NEW $119.35 -1.9%
22 SCHE SCHWAB STRATEGIC TR 25,180.0 $825K 0.57% NEW $32.75 +9.2%
23 SCHR SCHWAB STRATEGIC TR 27,514.0 $690K 0.48% NEW $25.08 -2.0%
24 FNDX SCHWAB STRATEGIC TR 25,306.0 $689K 0.48% NEW $27.21 +13.3%
25 XOM EXXON MOBIL CORP Energy 5,167.0 $622K 0.43% NEW $120.34 +28.7%
26 SCHG SCHWAB STRATEGIC TR 16,984.0 $554K 0.39% NEW $32.62 +5.4%
27 SCHV SCHWAB STRATEGIC TR 12,660.0 $375K 0.26% NEW $29.61 +12.5%
28 GLD SPDR GOLD TR Financial Services 766.0 $304K 0.21% NEW $396.31 +4.4%
29 BNDX VANGUARD CHARLOTTE FDS 6,250.0 $302K 0.21% NEW $48.32 -0.5%
30 OAKM HARRIS OAKMARK ETF TRUST 8,500.0 $241K 0.17% NEW $28.36 -0.8%
31 V VISA INC Financial Services 675.0 $237K 0.17% NEW $350.71 -6.2%
32 ALK ALASKA AIR GROUP INC Industrials 4,500.0 $226K 0.16% NEW $50.30 -17.8%
33 AMZN AMAZON COM INC Consumer Cyclical 945.0 $218K 0.15% NEW $230.82 +15.4%
34 COP CONOCOPHILLIPS Energy 2,300.0 $215K 0.15% NEW $93.63 +28.7%
35 JELD JELD-WEN HLDG INC Industrials 32,000.0 $79K 0.06% NEW $2.46 -29.3%
36 THM INTERNATIONAL TOWER HILL MIN Basic Materials 10,000.0 $19K 0.01% NEW $1.86 +28.5%
Page 2 of 2  ·  36 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
Consumer Defensive 44.9%
Industrials 26.9%
Energy 14.6%
Financial Services 9.4%
Consumer Cyclical 3.8%
Basic Materials 0.3%