StockDriftsStockDriftsTop 50 Yankcom Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 8.45% | 344.7K | $24.3M | +6.53%(+21.14K) | $54.32(+27.68%) | 2026-09-30 | |
| SCHV | Schwab Strategic Tr US Large-Cap Value ETF | 7.48% | 647.2K | $21.6M | +10.53%(+61.64K) | $28.03(+21.28%) | 2026-09-30 | |
| VOO | Vanguard Index Funds S&P 500 ETF | 7.1% | 29.2K | $20.5M | +10.82%(+2.85K) | $564.99(+24.71%) | 2026-09-30 | |
| IJH | iShares Tr S&P Midcap 400 ETF | 5.14% | 206.1K | $14.8M | +6.43%(+12.45K) | $64.27(+12.62%) | 2026-09-30 | |
| IWY | iShares Tr Russell Top 200 Growth ETF | 4.69% | 45.8K | $13.5M | +11.19%(+4.61K) | $242.36(+19.03%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 3.14% | 17.6K | $9.0M | -3.19%(-581) | $421.77(+26.50%) | 2026-09-30 | |
| AAPL | Apple Computer Inc | 2.87% | 24.9K | $8.3M | -3.79%(-980) | $233.50(+46.87%) | 2026-09-30 | |
| NVDA | Nvidia Corp | 2.54% | 32.1K | $7.3M | -0.52%(-168) | $132.79(+63.48%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 2.49% | 28.8K | $7.2M | -2.54%(-753) | $204.30(+28.46%) | 2026-09-30 | |
| VWO | Vanguard FTSE Emerging Markets ETF | 2.19% | 106.2K | $6.3M | +5.46%(+5.49K) | $48.70(+19.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.66% |
Yankcom Partnership reports $288.21M in US-listed equity holdings across 322 positions in its most recent 13F filing. Its largest disclosed positions are VEA (8.4%), SCHV (7.5%) and VOO (7.1%). The top 20 holdings account for 59.17% of reported assets. Its disclosed equity book has returned +30.22% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yankcom Partnership’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2036975). View Yankcom Partnership’s 13F filings on SEC