SEC 13F Intelligence

Managers / Q1 2026

YANKCOM Partnership

CIK 0002036975 · 225 CEDAR ST, YANKTON, SD, 57078 · 605-731-5122

Reported Value
$243M
Q1 2026
Positions
634
Filings on Record
6
2019–present window
Filed
Apr 20, 2026
original filing

Summary

Yankcom Partnership reported $243M in U.S.-listed holdings across 634 positions for Q1 2026.

Its largest position, Schwab Strategic Tr US Large Cap Value Etf, represents 5.5% of the portfolio.

Compared with Q4 2025, the fund opened 35 new positions and exited 43.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+30.9%
share of reported value
Largest Position
+5.5%
Schwab Strategic Tr US Large Cap Value Etf
New / Exited
35 / 43
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $187MQ4 ’24Q1 ’25: $182MQ1 ’25Q2 ’25: $204MQ2 ’25Q3 ’25: $222MQ3 ’25Q4 ’25: $235MQ4 ’25Q1 ’26: $243MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 49.7%ETP: 46.6%Other: 2.0%REIT: 1.2%ADR: 0.6%
  • Common Stock · 49.7% · $121M
  • ETP · 46.6% · $113M
  • Other · 2.0% · $5M
  • REIT · 1.2% · $3M
  • ADR · 0.6% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KLACKLA CorpNEW+360360+$530,068$530,068
MNSTMonster Beverage CorpNEW+2.1K2.1K+$155,570$155,570
PWRQuanta Services IncNEW+250250+$137,250$137,250
Vanguard Total Stock Market Index Fund ETFNEW+340340+$109,075$109,075
RBLXRoblox Corporation Ordinary SharesNEW+1.0K1.0K+$57,921$57,921
Invesco S&P Midcap 400 Revenue ETFNEW+290290+$37,196$37,196
iShares Currency Hedged MSCI EAFE ETFNEW+580580+$24,647$24,647
IBITIshares Bitcoin Trust ETFNEW+593593+$22,783$22,783

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

36 positions
#IssuerClass% PortfolioValueShares
1Vanguard FTSE Developed Markets ETFVAN FTSE DEV MKT7.80%$19M296.0K
2Schwab Strategic Tr US Large-Cap Value ETFUS LCAP VA ETF6.70%$16M534.3K
3Vanguard Index Funds S&P 500 ETFS&P 500 ETF SHS6.01%$15M24.4K
4iShares Tr S&P Midcap 400 ETFCORE S&P MCP ETF4.84%$12M174.5K
5iShares Tr Russell Top 200 Growth ETFRUS TP200 GR ETF3.82%$9M37.3K
6AAPLApple Computer Inchistory →COM2.63%$6M25.2K
7AMZNAmazon.com Inchistory →COM2.54%$6M29.7K
8MSFTMicrosoft Corphistory →COM2.40%$6M15.7K
9NVDANvidia Corphistory →COM2.19%$5M30.5K
10Vanguard FTSE Emerging Markets ETFFTSE EMR MKT ETF2.00%$5M90.0K
11GOOGLAlphabet Inc Cap Stock Cl Ahistory →CAP STK CL A1.75%$4M14.8K
12SPDR Portfolio Developed World Ex-US ETFPORTFOLIO DEVLPD1.63%$4M86.8K
13AVGOBroadcom Inchistory →COM1.55%$4M12.2K
14TRVCCitigroup Inchistory →COM NEW1.41%$3M30.3K
15JPMJPMorgan Chase & Cohistory →COM1.35%$3M11.1K
16iShares Core MSCI EAFE ETFCORE MSCI EAFE1.26%$3M33.9K
17iShares Core S&P Smallcap 600 Index ETFCORE S&P SCP ETF1.17%$3M22.9K
18SPDR S&P 500 ETFTR UNIT1.17%$3M4.4K
19EXMOCExxon Mobil Corphistory →COM1.16%$3M16.7K
20iShares Core S&P 500 ETFCORE S&P500 ETF0.93%$2M3.5K
21Vanguard REIT ETFREAL ESTATE ETF0.65%$2M17.7K
22Invesco S&P 500 Equal Weight ETFS&P500 EQL WGT0.61%$1M7.7K
23TSLATesla Motors IncCOM0.52%$1M3.4K
24Ishares MSCI USA Quality Factor ETFMSCI USA QLT FCT0.47%$1M6.0K
25ABTAbbott LaboratoriesCOM0.47%$1M11.2K
26Ishares Russell 1000 Value ETFRUS 1000 VAL ETF0.46%$1M5.3K
27CATCaterpillar IncCOM0.45%$1M1.6K
28WMBWilliams CompaniesCOM0.45%$1M15.1K
29VVisa IncCOM CL A0.45%$1M3.6K
30SHOPShopify IncCL A SUB VTG SHS0.44%$1M9.1K
31METAMeta Platforms Inc (formerly Facebook Inc)CL A0.44%$1M1.9K
32BRK/BBerkshire Hathaway Inc Class BCL B NEW0.44%$1M2.2K
33ABBVAbbVie IncCOM0.44%$1M4.9K
34CSCOCisco Systems IncCOM0.44%$1M13.6K
35A4SAmeriprise Financial CorpCOM0.43%$1M2.3K
36UNPUnion Pacific CorpCOM0.43%$1M4.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$243M634Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$235M654Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$222M497Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$204M527Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$182M488Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$187M474Jan 27, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Midwest Trust Co028-25691

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.