Fund HoldingsYANKCOM Partnership

Total Portfolio Value
$278.79M
Total Bought
$42.32M
Total Sold
$14.89M
Net Transaction
+$27.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR Portfolio Developed World Ex-US ETF
ST STR PO EX ETF
086,755+86,75504,3721.57%+4,372
Schwab Strategic Tr US Large-Cap Value ETF536,086585,528+49,44216,35020,3827.31%+4,031
Vanguard FTSE Developed Markets ETF300,064323,586+23,52219,22823,0568.27%+3,827
Vanguard Index Funds S&P 500 ETF24,55026,341+1,79114,66918,0876.49%+3,417
iShares Tr S&P Midcap 400 ETF177,320193,620+16,30011,97514,9305.36%+2,956
iShares Tr Russell Top 200 Growth ETF37,69541,218+3,5239,37911,9764.30%+2,597
JPMorgan Chase & Co(JPM)014,080+14,08004,6091.65%+4,609
Eli Lilly & Co(LLY)02,031+2,03102,4360.87%+2,436
Vanguard FTSE Emerging Markets ETF91,852100,691+8,8394,9656,0102.16%+1,045
Nvidia Corp(NVDA)032,264+32,26406,4562.32%+6,456
Apple Computer Inc(AAPL)025,859+25,85907,4832.68%+7,483
Vanguard Total Stock Market Index Fund ETF3402,843+2,5031091,0520.38%+943
Microsoft Corp(MSFT)018,205+18,20506,7912.44%+6,791
Citigroup Inc(C)030,316+30,31604,2431.52%+4,243
Amazon.com Inc(AMZN)029,590+29,59007,0522.53%+7,052
Cisco Systems Inc(CSCO)23,77222,500-1,2721,8442,6430.95%+798
iShares Core S&P Smallcap 600 Index ETF28,24528,841+5963,5114,2781.53%+767
Alphabet Inc Cap Stock Cl A(GOOG)013,975+13,97504,9941.79%+4,994
Alphabet Inc Cap Stock Cl C(GOOG)06,204+6,20402,1920.79%+2,192
Berkshire Hathaway Inc Class B04,767+4,76702,3850.86%+2,385
Vanguard REIT ETF24,70327,417+2,7142,1922,6450.95%+453
AbbVie Inc(ABBV)010,163+10,16302,5570.92%+2,557
Meta Platforms Inc (formerly Facebook Inc)(META)03,952+3,95202,2260.80%+2,226
Caterpillar Inc(CAT)2,1411,811-3301,5171,9290.69%+412
Visa Inc(V)05,792+5,79201,9870.71%+1,987
Arm Holdings PLC ADR01,031+1,03103660.13%+366
SPDR S&P 500 ETF(SPY)04,288+4,28803,2021.15%+3,202
iShares Core S&P 500 ETF03,490+3,49002,6140.94%+2,614
Cummins Inc(CMI)343726+3831855180.19%+333
Union Pacific Corp(UNP)8,7318,946+2152,1182,4330.87%+315
Tesla Motors Inc(TSLA)04,341+4,34101,8260.65%+1,826
Palo Alto Networks Inc Common(PANW)01,690+1,69005760.21%+576
Pacer Funds Trust Global Cash Cows Dividend ETF
GLOBL CASH ETF
06,829+6,82902960.11%+296
Pacer Funds Trust US Cash Cows 100 ETF
US CASH COWS 100
04,656+4,65602900.10%+290
First Trust Nasdaq Cybersecurity ETF
NASDAQ CYB ETF
010,490+10,49009430.34%+943
Lam Research Corp. Ordinary Shares(LRCX)01,388+1,38806010.22%+601
Morgan Stanley(MS)05,840+5,84001,2210.44%+1,221
Eaton Corp(ETN)2,7572,885+1289861,2290.44%+243
Allstate Corporation(ALL)5,2225,546+3241,0831,3200.47%+237
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
34,06134,228+1673,0843,3061.19%+222
Unitedhealth Group Inc(UNH)0687+68702860.10%+286
Home Depot(HD)5,0925,330+2381,6751,8800.67%+205
Huntington Bancshares Inc Corp Common(HBAN)058,220+58,22001,0320.37%+1,032
Qualcomm Inc(QCOM)06,482+6,48201,1980.43%+1,198
Fifth Third Bancorp(FITB)019,095+19,09501,0760.39%+1,076
Palantir Technologies Inc(PLTR)03,032+3,03203540.13%+354
Ameriprise Financial Corp(AMP)04,541+4,54102,0830.75%+2,083
Corning Inc(GLW)6,4114,160-2,2518721,0630.38%+191
Ishares Trust ESG Aware MSCI USA Small-Cap ETF
ESG AWARE MSCI
03,060+3,06001710.06%+171
Ishares MSCI USA Quality Factor ETF
MSCI USA QLT FCT
06,000+6,00001,3170.47%+1,317
PNC Financial Services Group(PNC)2,7302,970+2405687310.26%+163
Datadog Inc Cl A(DDOG)01,110+1,11002890.10%+289
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
07,700+7,70001,6380.59%+1,638
Ishares Russell 1000 Value ETF5,2585,25801,1241,2750.46%+151
Starbucks Corp(SBUX)11,15211,202+509991,1450.41%+146
Quest Diagnostics Inc(DGX)6,1996,383+1841,2151,3530.49%+138
Robinhood Markets Inc(HOOD)01,343+1,34301350.05%+135
Avantis International Equity ETF01,713+1,71301530.05%+153
ASML Holdings NV ADR
N Y REGISTRY SHS
0189+18903760.13%+376
Booking Holdings(BKNG)05,539+5,53909870.35%+987
Philip Morris Inc(PM)07,301+7,30101,3210.47%+1,321
Invesco QQQ Trust Series 1 ETF0741+74105460.20%+546
Merck & Co Inc(MRK)16,46916,362-1071,9812,1030.75%+121
Technipfmc PLC(FTI)01,724+1,72401140.04%+114
Progressive Corp(PGR)0835+83501820.07%+182
SPDR S&P 600 Small Cap Value ETF
ST STR SP600SM C
8,1587,983-1757728710.31%+99
Applied Materials Inc239245+6821770.06%+95
iShares Tr Russell 1000 Growth ETF08,255+8,25501,0250.37%+1,025
Monster Beverage Corp(MNST)2,1472,564+4171562460.09%+91
Chubb Ltd Ord
COM
2,3782,529+1517758620.31%+87
Amphenol Corp01,606+1,60602830.10%+283
Blackstone Inc(BX)6,8707,433+5637908750.31%+85
iShares High Yield Muni Active ETF3,8405,382+1,5421842680.10%+84
Medtronic Hldg Ltd(MDT)019,566+19,56601,5310.55%+1,531
Procter & Gamble Co(PG)12,00312,377+3741,7341,8150.65%+81
Taiwan Semiconductor Manufacturing Co Ltd ADR(TSM)0295+29501410.05%+141
Ecolab Inc(ECL)2,3942,569+1756377160.26%+79
Thermo Fisher Scientific(TMO)01,342+1,34206730.24%+673
Prudential Financial(PFH)06,461+6,46106970.25%+697
Ishares Core S&P Total US Stock Market ETF03,500+3,50005750.21%+575
Truist Financial Corp(TFC)016,074+16,07408010.29%+801
United Rentals Inc(URI)0168+16801900.07%+190
iShares MSCI KLD 400 Social Index ETF03,203+3,20304560.16%+456
Fortive Corp(FTV)4,6755,303+6282583240.12%+66
Avantis U.S. Equity ETF0500+5000640.02%+64
Grayscale Bitcoin Trust(GBTC)01,400+1,4000640.02%+64
iShares Russell 2000 Index01,201+1,20103610.13%+361
iShares Dow Jones US Aerospace and Defense Index Fund ETF02,600+2,60006300.23%+630
Quanta Services Inc250267+171371920.07%+55
Snap-On Tools Corp(SNA)1,2271,244+174465010.18%+55
Ishares Trust U.S. Treasury Bond ETF
US TREAS BD ETF
02,403+2,4030550.02%+55
Accenture PLC
SHS CLASS A
1,9823,596+1,6143934470.16%+54
Invesco Bulletshares 2034 Corporate Bond ETF
BULL 2034 CO ETF
16,46919,121+2,6523413950.14%+54
Target Corporation(TGT)6,7506,679-718188720.31%+54
Invesco Bulletshares 2035 Corporate Bond ETF
BULLETSHARES
016,076+16,07603290.12%+329
Danaher Corp(DHR)01,768+1,76803370.12%+337
JPMorgan Equity Premium Income ETF
EQUITY PREMIUM
0891+8910500.02%+50
Ebay Inc(EBAY)02,142+2,14202390.09%+239
Novartis AG ADR(NVS)8,3138,346+331,2701,3080.47%+38
Wisdomtree International Hedged Qual Dividend Growth ETF(WT)08,400+8,40004400.16%+440
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