Phil A. Younker & Associates, Ltd.
All 13F Filings
- Location
- Fairbanks, AK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,389
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 29 | 148,389 | 13F-HR | Phil A. Younker & Associates, Ltd. |
| 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 | 5.769 K | 3.9% | 0 | 769 | -769 |
| ETFs | 142.6 K | 96.1% | 191 | 0 | 191 |
| Debt | 0 | 0.0% | 0 | 995 | -995 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
148,389
Holdings
29
QoQ value change ($000)
-1,575
(-1.1%)
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.