StockDriftsStockDriftsTop 50 YANKCOM Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 8.27% | 323.6K | $23.1M | +7.84%(+23.52K) | $53.24(+37.10%) | 2026-06-30 | |
| SCHV | Schwab Strategic Tr US Large-Cap Value ETF | 7.31% | 585.5K | $20.4M | +9.22%(+49.44K) | $27.48(+27.36%) | 2026-06-30 | |
| VOO | Vanguard Index Funds S&P 500 ETF | 6.49% | 26.3K | $18.1M | +7.30%(+1.79K) | $551.05(+29.03%) | 2026-06-30 | |
| IJH | iShares Tr S&P Midcap 400 ETF | 5.36% | 193.6K | $14.9M | +9.19%(+16.30K) | $63.61(+22.49%) | 2026-06-30 | |
| IWY | iShares Tr Russell Top 200 Growth ETF | 4.3% | 41.2K | $12.0M | +9.35%(+3.52K) | $236.72(+22.64%) | 2026-06-30 | |
| AAPL | Apple Computer Inc | 2.68% | 25.9K | $7.5M | +0.94%(+240) | $233.50(+31.34%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 2.53% | 29.6K | $7.1M | -1.40%(-420) | $204.30(+34.58%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.44% | 18.2K | $6.8M | +13.10%(+2.11K) | $421.77(+19.20%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 2.32% | 32.3K | $6.5M | +3.55%(+1.10K) | $132.79(+66.02%) | 2026-06-30 | |
| VWO | Vanguard FTSE Emerging Markets ETF | 2.16% | 100.7K | $6.0M | +9.62%(+8.84K) | $48.12(+25.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.16% |
YANKCOM Partnership reports $278.79M in US-listed equity holdings across 308 positions in its most recent 13F filing. Its largest disclosed positions are VEA (8.3%), SCHV (7.3%) and VOO (6.5%). The top 20 holdings account for 57.54% of reported assets. Its disclosed equity book has returned +28.69% cumulatively over 6 quarters. Figures reflect the Q2 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