Fund Holdings — YANKCOM Partnership

Total Portfolio Value
$243.22M
Total Bought
$19.58M
Total Sold
$7.51M
Net Transaction
+$12.06M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Schwab Strategic Tr US Large-Cap Value ETF470,368536,086+65,71813,92816,3506.72%+2,423
Vanguard FTSE Developed Markets ETF270,998300,064+29,06616,93019,2287.91%+2,298
iShares Tr S&P Midcap 400 ETF155,192177,320+22,12810,24311,9754.92%+1,732
Exxon Mobil Corp17,83417,055-7792,1462,8941.19%+747
Vanguard FTSE Emerging Markets ETF81,31091,852+10,5424,3724,9652.04%+593
Broadcom Inc(AVGO)9,52112,426+2,9053,2953,8461.58%+551
KLA Corp(KLAC)0360+36005300.22%+530
Vanguard Index Funds S&P 500 ETF22,58024,550+1,97014,15814,6696.03%+511
Chevron Texaco Corp(CVX)6,2096,794+5859461,4060.58%+459
Intuitive Surgical Inc34898+86434140.17%+411
Dow Inc(DOW)13,18215,813+2,6313086590.27%+350
Costco Wholesale Corp(COST)1,4301,554+1241,2331,5480.64%+315
Vanguard REIT ETF21,21524,703+3,4881,8782,1920.90%+314
Conoco Phillips(COP)6,0486,645+5975668770.36%+311
iShares Tr Russell Top 200 Growth ETF32,83537,695+4,8609,0929,3793.86%+288
Honeywell Intl Inc(HON)7,1807,329+1491,4011,6570.68%+256
Merck & Co Inc(MRK)16,46916,46901,7341,9810.81%+248
Williams Companies(WMB)27,85526,350-1,5051,6741,9180.79%+243
iShares Core S&P Smallcap 600 Index ETF27,24928,245+9963,2753,5111.44%+236
Verizon Communications(VZ)23,48623,718+2329571,1910.49%+234
Corning Inc(GLW)7,4446,411-1,0336528720.36%+220
FedEx Corp(FDX)3,2103,21009271,1430.47%+216
Pepsico Inc(PEP)9,2519,911+6601,3281,5390.63%+211
Digital Realty Tr Inc(DLR)7,7727,705-671,2021,3890.57%+186
Lockheed Martin Corp(LMT)2,7842,519-2651,3471,5220.63%+176
Eaton Corp(ETN)2,5632,757+1948169860.41%+170
Cummins Inc(CMI)29343+314151850.08%+170
Monster Beverage Corp(MNST)02,147+2,14701560.06%+156
Northrop Grumman Corp(NOC)1,0331,080+475897370.30%+148
Target Corporation(TGT)6,9296,750-1796778180.34%+141
Quanta Services Inc0250+25001370.06%+137
Quest Diagnostics Inc(DGX)6,2466,199-471,0841,2150.50%+131
Home Depot(HD)4,4965,092+5961,5471,6750.69%+128
Accenture PLC
SHS CLASS A
1,0041,982+9782693930.16%+124
Union Pacific Corp(UNP)8,6688,731+632,0052,1180.87%+113
Nextera Energy Inc(NEE)13,60312,961-6421,0921,2040.49%+112
Wal-Mart Stores Inc(WMT)11,08410,822-2621,2351,3450.55%+110
Vanguard Total Stock Market Index Fund ETF0340+34001090.04%+109
SPDR Portfolio Developed World Ex-US ETF
ST STR PO EX ETF
86,75586,75503,8533,9601.63%+108
Air Products & Chemicals Inc3,0332,938-957498530.35%+104
Novartis AG ADR(NVS)8,4998,313-1861,1721,2700.52%+98
Blackstone Inc(BX)4,5516,870+2,3197017900.32%+89
Caterpillar Inc(CAT)2,5072,141-3661,4361,5170.62%+81
Old Dominion Freight Lines(ODFL)9311,157+2261462260.09%+80
Energy Select Sector SPDR ETF
ST STR ENERG ETF
4,7644,76402132920.12%+79
McDonalds Corp(MCD)5,8545,994+1401,7891,8630.77%+74
Chubb Ltd Ord
COM
2,2562,378+1227047750.32%+71
American Electric Power Co Inc5,7875,630-1576677380.30%+71
Johnson & Johnson Inc(JNJ)6,9956,211-7841,4481,5180.62%+71
Allstate Corporation(ALL)4,8795,222+3431,0161,0830.45%+67
Starbucks Corp(SBUX)11,13311,152+199389990.41%+62
Hasbro Inc(HAS)5,3915,358-334425020.21%+59
Enbridge Inc(ENB)13,96313,426-5376687270.30%+59
Cintas Corp(CTAS)6661,084+4181251830.08%+58
Roblox Corporation Ordinary Shares(RBLX)01,024+1,0240580.02%+58
TC Energy Corp(TRP)15,68214,655-1,0278639170.38%+55
Procter & Gamble Co(PG)11,76412,003+2391,6861,7340.71%+48
Cisco Systems Inc(CSCO)23,33123,772+4411,7971,8440.76%+47
Duke Energy Corp(DUK)3,4803,467-134084540.19%+46
Amgen Inc(AMGN)1,3411,376+354394840.20%+45
Casey's General Stores Inc(CASY)177195+18981420.06%+44
iShares High Yield Muni Active ETF2,9043,840+9361411840.08%+43
S&P Global Inc(SPGI)259415+1561351770.07%+41
Ecolab Inc(ECL)2,2802,394+1145996370.26%+38
American Tower Corp(AMT)1,7481,996+2483073440.14%+38
Invesco S&P Midcap 400 Revenue ETF
S&P MDCP 400 REV
0290+2900370.02%+37
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
34,06134,06103,0473,0841.27%+36
Invesco Bulletshares 2028 Municipal Bond ETF
BULSHS 2028 MUNI
13,69115,266+1,5753223570.15%+35
Invesco Bulletshares 2034 Corporate Bond ETF
BULL 2034 CO ETF
14,56916,469+1,9003063410.14%+35
RTX Corporation (Formerly Raytheon Technologies)(RTX)4,6324,581-518508840.36%+34
Prologis Inc Reit(PLD)8,7348,661-731,1151,1450.47%+30
Monolithic Power Systems Inc(MPWR)176173-31601890.08%+30
Zoetis Inc Class A(ZTS)2,4022,806+4043023320.14%+29
SPDR S&P 600 Small Cap Value ETF
ST STR SP600SM C
8,1588,15807427720.32%+29
Vanguard Total International Stock ETF8231,183+36062910.04%+29
PNC Financial Services Group(PNC)2,5832,730+1475395680.23%+29
iShares Select Dividend ETF2,5502,55003603860.16%+26
iShares Currency Hedged MSCI EAFE ETF
HDG MSCI EAFE
0580+5800250.01%+25
Ishares Bitcoin Trust ETF(IBIT)0593+5930230.01%+23
Fortive Corp(FTV)4,3044,675+3712382580.11%+21
KKR & Company Inc(KKR)1,3382,067+7291711910.08%+21
Invesco S&P Smallcap 600 Revenue ETF
S&P SMALLCAP 600
0390+3900200.01%+20
Snap-On Tools Corp(SNA)1,2371,227-104264460.18%+19
Waste Management Inc. Com(WM)120193+7326440.02%+18
Coca Cola Co(KO)3,2603,228-322282450.10%+18
Ishares Russell 1000 Value ETF5,2585,25801,1061,1240.46%+18
Deere and Co(DE)102115+1347650.03%+17
Applied Materials Inc252239-1365820.03%+17
Carlisle Companies(CSL)049+490160.01%+16
JPMorgan Income ETF
INCOME ETF
0346+3460160.01%+16
Capital Group Core Bond ETF
CORE BOND ETF
0602+6020160.01%+16
Eaton Vance Total Return Bond ETF
EATO VANC BD ETF
0304+3040150.01%+15
iShares S&P Global Materials Index ETF1,5891,58901541690.07%+15
Flexshares Trust Global Upstream Natural Resources Index ETF
MORNSTAR UPSTR
0273+2730150.01%+15
Valero Energy Corp(VLO)057+570140.01%+14
JPMorgan Ultra-Short Income ETF
ULTRA SHRT ETF
0275+2750140.01%+14
Vaneck Trust Semiconductor ETF
SEMICONDUCTR ETF
036+360140.01%+14
Ishares Barclays 1-3 Year Treasury Bond Fund ETF0158+1580130.01%+13
Uber Technologies(UBER)0174+1740130.01%+13
TJX Companies Inc(TJX)93163+7014260.01%+12
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