YANKCOM Partnership

Q2 2026 13F-HR Holdings

Location
Yankton, SD
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
308
Total value ($000)
$278,790
Net value change ($000)
+35,573 (14.6%)
New positions
20
Sold out positions
79
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,032 24.7%
VEA 3,828 19.9%
VOO 3,418 23.3%
IJH 2,955 24.7%
IWY 2,597 27.7%
JPM 1,263 37.7%
LLY 1,205 97.9%
VWO 1,045 21.0%
NVDA 1,022 18.8%
AAPL 981 15.1%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,657 -100.0%
DOW -659 -100.0%
XOM -561 -19.4%
KLAC -530 -100.0%
CVX -453 -32.2%
PYPL -340 -85.0%
LMT -220 -14.5%
VZ -198 -16.6%
SPGI -177 -100.0%
COP -172 -19.6%
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