YANKCOM Partnership

Q3 2026 13F-HR Holdings

Location
Yankton, SD
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
322
Total value ($000)
$288,214
Net value change ($000)
+9,424 (3.4%)
New positions
36
Sold out positions
22
Turnover %
1.8%
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 Q2 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)
VOO 2,371 13.1%
MSFT 2,248 33.1%
IWY 1,539 12.9%
VEA 1,285 5.6%
META 1,248 56.1%
SCHV 1,175 5.8%
NVDA 874 13.5%
AAPL 802 10.7%
BRK-B 569 23.9%
HON 451 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,333 -100.0%
AVGO -724 -18.9%
GLW -427 -40.2%
CSCO -376 -14.2%
GOOGL -368 -7.4%
CAT -343 -17.8%
C -342 -8.1%
IJR -332 -7.8%
PRU -293 -42.0%
ADBE -249 -80.1%
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