YANKCOM Partnership

Q3 2025 13F-HR Holdings

Location
Yankton, SD
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
283
Total value ($000)
$222,117
Net value change ($000)
+17,720 (8.7%)
New positions
20
Sold out positions
53
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/12/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 1,436 10.0%
VOO 1,297 10.9%
AAPL 1,221 24.4%
SCHV 1,162 9.7%
IWY 1,065 13.8%
GOOGL 995 35.1%
NVDA 888 19.0%
IJH 823 9.2%
HD 744 83.1%
VWO 541 14.4%
Top Reduces (Value $000, Stocks/ETFs)
BTI -513 -99.0%
HAS -307 -43.1%
DOW -271 -30.1%
PM -190 -12.8%
BSCP -144 -14.6%
SCHD -120 -35.1%
TTD -114 -96.6%
HON -113 -7.6%
PGR -108 -38.0%
AMP -105 -5.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type