YANKCOM Partnership

Q4 2025 13F-HR Holdings

Location
Yankton, SD
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
376
Total value ($000)
$235,192
Net value change ($000)
+13,075 (5.9%)
New positions
112
Sold out positions
18
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/20/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,180 7.5%
VOO 1,002 7.6%
GOOGL 844 22.1%
SCHV 835 6.4%
LLY 756 106.8%
AAPL 669 10.7%
AMZN 612 10.0%
GOOGL 522 42.3%
C 516 16.9%
IJH 477 4.9%
Top Reduces (Value $000, Stocks/ETFs)
BSCP -845 -100.0%
BSCQ -339 -27.1%
DOW -321 -51.0%
Invesco Exchange-Traded Self-Indexed Fund Trust -320 -100.0%
GLW -224 -25.6%
META -138 -6.2%
RIGS -138 -100.0%
MSFT -133 -1.8%
ETN -116 -12.4%
DLR -109 -8.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type