YANKCOM Partnership
Yankton, SD
$279m in 308 US stocks at the end of 30 June 2026. The top 10 are 43.8% of the money. It changed about 6.1% of the portfolio this quarter.
Value
$279m
Stocks
308
Top 10 share
43.8%
Turnover
6.1%
What changed this quarter
New
Bought for the first time this quarter.
- ARM HoldingsARM0.1% of the fund
- Pacer FDS TRGCOW0.1% of the fund
- Pacer FDS TRCOWZ0.1% of the fund
- Ishares TRESML<0.1% of the fund
- Robinhood MarketsHOOD<0.1% of the fund
- TechnipFMCFTI<0.1% of the fund
- American Centy ETF TRAVUS<0.1% of the fund
- Grayscale Bitcoin Trust ETFGBTC<0.1% of the fund
- Ishares TRGOVT<0.1% of the fund
- J P Morgan Exchange Traded FJEPI<0.1% of the fund
- J P Morgan Exchange Traded FJMTG<0.1% of the fund
- NokiaNOK<0.1% of the fund
- NucorNUE<0.1% of the fund
- Vaneck ETF TrustNLR<0.1% of the fund
- Vanguard Whitehall FDSVYM<0.1% of the fund
- Grayscale Bitcoin Mini TR ETBTC<0.1% of the fund
- Ishares TRIUSG<0.1% of the fund
- StellantisSTLA<0.1% of the fund
- Ishares TRIUSV<0.1% of the fund
- Dimensional ETF TrustDFIS<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Tax-Managed FDSVEA8.3% of the fund+8%
- Schwab Strategic TRSCHV7.3% of the fund+9%
- Vanguard Index FDSVOO6.5% of the fund+7%
- Ishares TRIJH5.4% of the fund+9%
- Ishares TRIWY4.3% of the fund+9%
- MicrosoftMSFT2.4% of the fund+13%
- NvidiaNVDA2.3% of the fund+4%
- Vanguard Intl Equity Index FVWO2.2% of the fund+10%
- JPMorgan ChaseJPM1.7% of the fund+24%
- Ishares TRIJR1.5% of the fund+2%
- Vanguard Index FDSVNQ0.9% of the fund+11%
- AbbVieABBV0.9% of the fund+3%
- Eli LillyLLY0.9% of the fund+52%
- Union PacificUNP0.9% of the fund+2%
- Berkshire HathawayBRK-B0.9% of the fund+25%
- Meta PlatformsMETA0.8% of the fund+25%
- AlphabetGOOG0.8% of the fund+11%
- Ameriprise FinancialAMP0.7% of the fund+7%
- VisaV0.7% of the fund+11%
- Home DepotHD0.7% of the fund+5%
- TeslaTSLA0.7% of the fund+6%
- Procter & GamblePG0.7% of the fund+3%
- McDonald'sMCD0.6% of the fund+5%
- MedtronicMDT0.5% of the fund+17%
- Costco WholesaleCOST0.5% of the fund+3%
Cut
Sold some of their stake.
- AlphabetGOOGL1.8% of the fund-8%
- BroadcomAVGO1.4% of the fund-18%
- Cisco SystemsCSCO0.9% of the fund-5%
- CaterpillarCAT0.7% of the fund-15%
- Williams CompaniesWMB0.7% of the fund-4%
- Johnson & JohnsonJNJ0.5% of the fund-3%
- QualcommQCOM0.4% of the fund-17%
- NextEra EnergyNEE0.4% of the fund-4%
- CorningGLW0.4% of the fund-35%
- Ishares TRIWF0.4% of the fund-6%
- ChevronCVX0.3% of the fund-15%
- TC EnergyTRP0.3% of the fund-5%
- Spdr Series TrustSLYV0.3% of the fund-2%
- Invesco Exch TRD SLF IDX FDBSCQ0.3% of the fund-3%
- Lam ResearchLRCX0.2% of the fund-8%
- Palo Alto NetworksPANW0.2% of the fund-3%
- AmgenAMGN0.2% of the fund-3%
- MastercardMA0.1% of the fund-6%
- Spdr Series TrustSDY<0.1% of the fund-44%
- Monolithic Power SystemsMPWR<0.1% of the fund-34%
- Vanguard World FDVGT<0.1% of the fund-28%
- Ishares TRHYG<0.1% of the fund-21%
- BlackRockBLK<0.1% of the fund-2%
- Caseys General StoresCASY<0.1% of the fund-55%
- PayPal HoldingsPYPL<0.1% of the fund-84%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- DOWDOW-100%
- KLAKLAC-100%
- S&P GlobalSPGI-100%
- Spotify TechnologySPOT-100%
- Spdr Index SHS FDSCWI-100%
- Invesco Exch Traded FD TR IIRWK-100%
- Dollar TreeDLTR-100%
- PfizerPFE-100%
- Invesco Exch Traded FD TR IIRWJ-100%
- Chipotle Mexican GrillCMG-100%
- Carlisle CompaniesCSL-100%
- McCormickMKC-100%
- J P Morgan Exchange Traded FJPIE-100%
- Capital GRP Fixed Incm ETF TCGCB-100%
- Morgan Stanley ETF TrustEVTR-100%
- Flexshares TRGUNR-100%
- Valero EnergyVLO-100%
- J P Morgan Exchange Traded FJPST-100%
- Ishares TRSHY-100%
- Uber TechnologiesUBER-100%
- Xcel EnergyXEL-100%
- MckessonMCK-100%
- CrowdStrike HoldingsCRWD-100%
- CienaCIEN-100%
Holdings
- Vanguard Tax-Managed FDSVEA
- Share
- 8.3%
- Value
- $23m
- Shares
- 323,586
+8%
- Schwab Strategic TRSCHV
- Share
- 7.3%
- Value
- $20m
- Shares
- 585,528
+9%
- Vanguard Index FDSVOO
- Share
- 6.5%
- Value
- $18m
- Shares
- 26,341
+7%
- Ishares TRIJH
- Share
- 5.4%
- Value
- $15m
- Shares
- 193,620
+9%
- Ishares TRIWY
- Share
- 4.3%
- Value
- $12m
- Shares
- 41,218
+9%
- Vanguard Intl Equity Index FVWO
- Share
- 2.2%
- Value
- $6m
- Shares
- 100,691
+10%
- Spdr Index SHS FDSSPDW
- Share
- 1.6%
- Value
- $4m
- Shares
- 86,755
Held
- Ishares TRIJR
- Share
- 1.5%
- Value
- $4m
- Shares
- 28,841
+2%
- Ishares TRIEFA
- Share
- 1.2%
- Value
- $3m
- Shares
- 34,228
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.1%
- Value
- $3m
- Shares
- 4,288
Held
- Vanguard Index FDSVNQ
- Share
- 0.9%
- Value
- $3m
- Shares
- 27,417
+11%
- Ishares TRIVV
- Share
- 0.9%
- Value
- $3m
- Shares
- 3,490
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.6%
- Value
- $2m
- Shares
- 7,700
Held
- Ishares TRQUAL
- Share
- 0.5%
- Value
- $1m
- Shares
- 6,000
Held
- Ishares TRIWD
- Share
- 0.5%
- Value
- $1m
- Shares
- 5,258
Held
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $1m
- Shares
- 2,843
+736%
- Ishares TRIWF
- Share
- 0.4%
- Value
- $1m
- Shares
- 8,255
-6%
- First TR Exchange-Traded FDCIBR
- Share
- 0.3%
- Value
- $942,534
- Shares
- 10,490
Held
- TC EnergyTRP
- Share
- 0.3%
- Value
- $921,765
- Shares
- 13,905
-5%
- Spdr Series TrustSLYV
- Share
- 0.3%
- Value
- $871,025
- Shares
- 7,983
-2%
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- 0.3%
- Value
- $870,158
- Shares
- 44,564
-3%
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 0.3%
- Value
- $840,948
- Shares
- 42,870
Held
- Ishares TRITA
- Share
- 0.2%
- Value
- $630,341
- Shares
- 2,600
Held
- Ishares TRITOT
- Share
- 0.2%
- Value
- $574,945
- Shares
- 3,500
Held
- Invesco Exch TRD SLF IDX FDBSMR
- Share
- 0.2%
- Value
- $549,063
- Shares
- 23,226
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $545,672
- Shares
- 741
Held
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 0.2%
- Value
- $512,625
- Shares
- 25,171
Held
- Ishares TRDSI
- Share
- 0.2%
- Value
- $456,075
- Shares
- 3,203
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Tax-Managed FDSVEA | 8.3% | $23m | 323,586 | +8% |
| Schwab Strategic TRSCHV | 7.3% | $20m | 585,528 | +9% |
| Vanguard Index FDSVOO | 6.5% | $18m | 26,341 | +7% |
| Ishares TRIJH | 5.4% | $15m | 193,620 | +9% |
| Ishares TRIWY | 4.3% | $12m | 41,218 | +9% |
| AppleAAPL | 2.7% | $7m | 25,859 | Held |
| Amazon.comAMZN | 2.5% | $7m | 29,590 | Held |
| MicrosoftMSFT | 2.4% | $7m | 18,205 | +13% |
| NvidiaNVDA | 2.3% | $6m | 32,264 | +4% |
| Vanguard Intl Equity Index FVWO | 2.2% | $6m | 100,691 | +10% |
| AlphabetGOOGL | 1.8% | $5m | 13,975 | -8% |
| JPMorgan ChaseJPM | 1.7% | $5m | 14,080 | +24% |
| Spdr Index SHS FDSSPDW | 1.6% | $4m | 86,755 | Held |
| Ishares TRIJR | 1.5% | $4m | 28,841 | +2% |
| CitigroupC | 1.5% | $4m | 30,316 | Held |
| BroadcomAVGO | 1.4% | $4m | 10,166 | -18% |
| Ishares TRIEFA | 1.2% | $3m | 34,228 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.1% | $3m | 4,288 | Held |
| Vanguard Index FDSVNQ | 0.9% | $3m | 27,417 | +11% |
| Cisco SystemsCSCO | 0.9% | $3m | 22,500 | -5% |
| Ishares TRIVV | 0.9% | $3m | 3,490 | Held |
| AbbVieABBV | 0.9% | $3m | 10,163 | +3% |
| Eli LillyLLY | 0.9% | $2m | 2,031 | +52% |
| Union PacificUNP | 0.9% | $2m | 8,946 | +2% |
| Berkshire HathawayBRK-B | 0.9% | $2m | 4,767 | +25% |
| ExxonMobil HoldingsXOM | 0.8% | $2m | 17,067 | Held |
| Meta PlatformsMETA | 0.8% | $2m | 3,952 | +25% |
| AlphabetGOOG | 0.8% | $2m | 6,204 | +11% |
| MerckMRK | 0.8% | $2m | 16,362 | Held |
| Ameriprise FinancialAMP | 0.7% | $2m | 4,541 | +7% |
| VisaV | 0.7% | $2m | 5,792 | +11% |
| CaterpillarCAT | 0.7% | $2m | 1,811 | -15% |
| Williams CompaniesWMB | 0.7% | $2m | 25,352 | -4% |
| Home DepotHD | 0.7% | $2m | 5,330 | +5% |
| TeslaTSLA | 0.7% | $2m | 4,341 | +6% |
| Procter & GamblePG | 0.7% | $2m | 12,377 | +3% |
| McDonald'sMCD | 0.6% | $2m | 6,317 | +5% |
| Invesco Exchange Traded FD TRSP | 0.6% | $2m | 7,700 | Held |
| MedtronicMDT | 0.5% | $2m | 19,566 | +17% |
| Johnson & JohnsonJNJ | 0.5% | $2m | 6,002 | -3% |
| Costco WholesaleCOST | 0.5% | $2m | 1,606 | +3% |
| PepsiCoPEP | 0.5% | $1m | 10,315 | +4% |
| Digital Realty TrustDLR | 0.5% | $1m | 7,692 | Held |
| Quest DiagnosticsDGX | 0.5% | $1m | 6,383 | +3% |
| Philip Morris InternationalPM | 0.5% | $1m | 7,301 | Held |
| AllstateALL | 0.5% | $1m | 5,546 | +6% |
| Ishares TRQUAL | 0.5% | $1m | 6,000 | Held |
| Novartis AGNVS | 0.5% | $1m | 8,346 | Held |
| Lockheed MartinLMT | 0.5% | $1m | 2,556 | Held |
| Ishares TRIWD | 0.5% | $1m | 5,258 | Held |
| WalmartWMT | 0.4% | $1m | 11,008 | Held |
| EatonETN | 0.4% | $1m | 2,885 | +5% |
| Morgan StanleyMS | 0.4% | $1m | 5,840 | Held |
| QualcommQCOM | 0.4% | $1m | 6,482 | -17% |
| ShopifySHOP | 0.4% | $1m | 10,302 | Held |
| PrologisPLD | 0.4% | $1m | 8,630 | Held |
| StarbucksSBUX | 0.4% | $1m | 11,202 | Held |
| NextEra EnergyNEE | 0.4% | $1m | 12,408 | -4% |
| Fifth Third BancorpFITB | 0.4% | $1m | 19,095 | Held |
| CorningGLW | 0.4% | $1m | 4,160 | -35% |
| Vanguard Index FDSVTI | 0.4% | $1m | 2,843 | +736% |
| Huntington BancsharesHBAN | 0.4% | $1m | 58,220 | +9% |
| Ishares TRIWF | 0.4% | $1m | 8,255 | -6% |
| Abbott LaboratoriesABT | 0.4% | $1m | 11,262 | Held |
| FedExFDX | 0.4% | $1m | 3,210 | Held |
| Verizon CommunicationsVZ | 0.4% | $992,959 | 23,452 | Held |
| Booking HoldingsBKNG | 0.4% | $987,270 | 5,539 | +9% |
| ChevronCVX | 0.3% | $953,450 | 5,752 | -15% |
| First TR Exchange-Traded FDCIBR | 0.3% | $942,534 | 10,490 | Held |
| TC EnergyTRP | 0.3% | $921,765 | 13,905 | -5% |
| RTXRTX | 0.3% | $893,625 | 4,710 | +3% |
| BlackstoneBX | 0.3% | $874,636 | 7,433 | +8% |
| TargetTGT | 0.3% | $872,347 | 6,679 | Held |
| Spdr Series TrustSLYV | 0.3% | $871,025 | 7,983 | -2% |
| Air Products & ChemicalsAPD | 0.3% | $870,161 | 2,968 | Held |
| Invesco Exch TRD SLF IDX FDBSCQ | 0.3% | $870,158 | 44,564 | -3% |
| ChubbCB | 0.3% | $861,734 | 2,529 | +6% |
| Invesco Exch TRD SLF IDX FDBSCR | 0.3% | $840,948 | 42,870 | Held |
| Truist FinancialTFC | 0.3% | $800,808 | 16,074 | Held |
| American Electric PowerAEP | 0.3% | $771,747 | 5,641 | Held |
| PNC Financial Services GroupPNC | 0.3% | $731,271 | 2,970 | +9% |
| TE ConnectivityTEL | 0.3% | $728,813 | 3,615 | +8% |
| EnbridgeENB | 0.3% | $721,318 | 13,306 | Held |
| EcolabECL | 0.3% | $715,746 | 2,569 | +7% |
| ConocoPhillipsCOP | 0.3% | $705,264 | 6,784 | +2% |
| Prudential FinancialPRU | 0.3% | $697,340 | 6,461 | Held |
| Thermo Fisher ScientificTMO | 0.2% | $672,821 | 1,342 | +11% |
| Ishares TRITA | 0.2% | $630,341 | 2,600 | Held |
| Lam ResearchLRCX | 0.2% | $601,466 | 1,388 | -8% |
| Northrop GrummanNOC | 0.2% | $596,403 | 1,171 | +8% |
| Palo Alto NetworksPANW | 0.2% | $576,313 | 1,690 | -3% |
| Ishares TRITOT | 0.2% | $574,945 | 3,500 | Held |
| Invesco Exch TRD SLF IDX FDBSMR | 0.2% | $549,063 | 23,226 | Held |
| Invesco QQQ TRQQQ | 0.2% | $545,672 | 741 | Held |
| SalesforceCRM | 0.2% | $519,174 | 3,314 | +12% |
| CumminsCMI | 0.2% | $517,786 | 726 | +112% |
| Invesco Exch TRD SLF IDX FDBSCS | 0.2% | $512,625 | 25,171 | Held |
| Snap-onSNA | 0.2% | $500,589 | 1,244 | Held |
| AmgenAMGN | 0.2% | $485,603 | 1,341 | -3% |
| Ishares TRDSI | 0.2% | $456,075 | 3,203 | Held |
Showing the largest 100 of 308.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 36.4% since 30 June 2025.
Where the money is
Technology12.9%
Financial services9.2%
Health care6.0%
Retail & consumer5.5%
Industrials4.6%
Media & telecom3.8%
Everyday goods3.2%
Energy2.4%
Utilities1.2%
Real estate1.1%
Materials0.8%
Other49.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.