YANKCOM Partnership

Q1 2026 13F-HR Holdings

Location
Yankton, SD
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
368
Total value ($000)
$243,217
Net value change ($000)
+8,025 (3.4%)
New positions
34
Sold out positions
43
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

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

Snapshot: Change Analysis

Compared to Q4 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)
SCHV 2,422 17.4%
VEA 2,298 13.6%
IJH 1,732 16.9%
XOM 748 34.9%
VWO 593 13.6%
AVGO 551 16.7%
KLAC 530 NEW
VOO 511 3.6%
CVX 460 48.6%
DOW 351 114.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,309 -18.0%
AMZN -511 -7.6%
SHOP -431 -26.1%
NVDA -411 -7.0%
AAPL -395 -5.7%
TSLA -376 -19.8%
QCOM -328 -24.7%
GOOGL -315 -6.7%
ABT -270 -18.9%
META -259 -12.5%
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