Phil A. Younker & Associates, Ltd.
All 13F Filings
- Location
- Fairbanks, AK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 149,964
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 36 | 149,964 | 13F-HR | Phil A. Younker & Associates, Ltd. |
| Q4 2025 | 1/27/2026 | 36 | 143,411 | 13F-HR | Phil A. Younker & Associates, Ltd. |
| Q3 2025 | 10/24/2025 | 33 | 130,550 | 13F-HR | Phil A. Younker & Associates, Ltd. |
| Q2 2025 | 7/16/2025 | 29 | 101,441 | 13F-HR | Phil A. Younker & Associates, Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.538 K | 4.4% | 0 | 90.77 K | -90.77 K |
| ETFs | 142.4 K | 95.0% | 97.32 K | 0 | 97.32 K |
| Debt | 995 | 0.7% | 0 | 5 | -5 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
149,964
Holdings
36
QoQ value change ($000)
6,553
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.