YANKCOM Partnership
Long book
$243.2M
Q1 2026
Positions
368
Top-10 weight
41%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsYANKCOM Partnership is an institutional manager, running a $243.2M US long book across 368 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD FTSE DEVELOPED ETF, SCHWAB US LARGE-CAP VALUE, VANGUARD S&P 500 ETF, ISHARES CORE S&P MIDCAP ETF, ISHARES RUSSELL TOP 200 GROW.
Over the last 6 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-2.0%
Q1 2025
+8.7%
Q2 2025
+7.2%
Q3 2025
+3.0%
Q4 2025
-0.9%
Q1 2026
+11.3%
Sector allocation
Technology 30%
Financials 15%
Consumer discretionary 13%
Industrials 12%
Healthcare 10%
Energy 5%
Utilities 4%
Other 4%
Long book by quarter
What does YANKCOM Partnership own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 25.6K | $6.5M | 2.7% | +1.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 30.0K | $6.3M | 2.6% | +2.5% |
| MSFT MICROSOFT CORP | Technology | 16.1K | $6.0M | 2.4% | +7.1% |
| NVDA NVIDIA CORP | Technology | 31.2K | $5.4M | 2.2% | -0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 15.1K | $4.4M | 1.8% | +1.5% |
| AVGO BROADCOM INC | Technology | 12.4K | $3.8M | 1.6% | +30.5% |
| C CITIGROUP INC | Financials | 30.3K | $3.4M | 1.4% | -1.0% |
| JPM JPMORGAN CHASE & CO | Financials | 11.4K | $3.3M | 1.4% | +3.7% |
| XOM EXXON MOBIL CORP | Energy | 17.1K | $2.9M | 1.2% | -4.4% |
| ABBV ABBVIE INC | Healthcare | 9.9K | $2.1M | 0.9% | +2.3% |
| UNP UNION PACIFIC CORP | Industrials | 8.7K | $2.1M | 0.9% | +0.7% |
| MRK MERCK & CO. INC. | Healthcare | 16.5K | $2.0M | 0.8% | Held |
| WMB WILLIAMS COS INC | Utilities | 26.4K | $1.9M | 0.8% | -5.4% |
| AMP AMERIPRISE FINANCIAL INC | Financials | 4.2K | $1.9M | 0.8% | +4.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 6.0K | $1.9M | 0.8% | +2.4% |
| CSCO CISCO SYSTEMS INC | Technology | 23.8K | $1.8M | 0.8% | +1.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.8K | $1.8M | 0.7% | +4.7% |
| META META PLATFORMS INC-CLASS A | Technology | 3.2K | $1.8M | 0.7% | +1.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 12.0K | $1.7M | 0.7% | +2.0% |
| HD HOME DEPOT INC | Consumer discretionary | 5.1K | $1.7M | 0.7% | +13.3% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 7.3K | $1.7M | 0.7% | +2.1% |
| GOOG ALPHABET INC-CL C | Technology | 5.6K | $1.6M | 0.7% | -0.4% |
| V VISA INC-CLASS A SHARES | Services media | 5.2K | $1.6M | 0.6% | +9.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.6K | $1.5M | 0.6% | +8.7% |
| PEP PEPSICO INC | Consumer staples | 9.9K | $1.5M | 0.6% | +7.1% |
| LMT LOCKHEED MARTIN CORP | Industrials | 2.5K | $1.5M | 0.6% | -9.5% |
| TSLA TESLA INC | Industrials | 4.1K | $1.5M | 0.6% | -3.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.2K | $1.5M | 0.6% | -11.2% |
| CAT CATERPILLAR INC | Industrials | 2.1K | $1.5M | 0.6% | -14.6% |
| MDT MEDTRONIC PLC | Healthcare | 16.7K | $1.4M | 0.6% | +5.8% |
| CVX CHEVRON CORP | Energy | 6.8K | $1.4M | 0.6% | +9.4% |
| WMT WALMART INC | Consumer discretionary | 10.8K | $1.3M | 0.6% | -2.4% |
| LLY ELI LILLY & CO | Healthcare | 1.3K | $1.2M | 0.5% | -1.8% |
| SHOP SHOPIFY INC - CLASS A | Technology | 10.3K | $1.2M | 0.5% | +0.3% |
| DGX QUEST DIAGNOSTICS INC | Healthcare | 6.2K | $1.2M | 0.5% | -0.8% |
| NEE NEXTERA ENERGY INC | Utilities | 13.0K | $1.2M | 0.5% | -4.7% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 7.2K | $1.2M | 0.5% | -7.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 23.7K | $1.2M | 0.5% | +1.0% |
| ABT ABBOTT LABORATORIES | Healthcare | 11.3K | $1.2M | 0.5% | -1.0% |
| FDX FEDEX CORP | Industrials | 3.2K | $1.1M | 0.5% | Held |
| ALL ALLSTATE CORP | Financials | 5.2K | $1.1M | 0.4% | +7.0% |
| QCOM QUALCOMM INC | Technology | 7.8K | $1.0M | 0.4% | +0.1% |
| SBUX STARBUCKS CORP | Consumer discretionary | 11.2K | $999K | 0.4% | +0.2% |
| ETN EATON CORP PLC | Industrials | 2.8K | $986K | 0.4% | +7.6% |
| MS MORGAN STANLEY | Financials | 5.8K | $962K | 0.4% | -4.1% |
| TRP TC ENERGY CORP | Utilities | 14.7K | $917K | 0.4% | -6.5% |
| RTX RTX CORP | Industrials | 4.6K | $884K | 0.4% | -1.1% |
| FITB FIFTH THIRD BANCORP | Financials | 18.9K | $879K | 0.4% | -0.8% |
| COP CONOCOPHILLIPS | Energy | 6.6K | $877K | 0.4% | +9.9% |
| GLW CORNING INC | Industrials | 6.4K | $872K | 0.4% | -13.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 634 | $243.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 654 | $235.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 497 | $222.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 527 | $204.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 488 | $181.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 474 | $187.0M | canonical | SEC ↗ |
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