YANKCOM Partnership

CIK

2036975

Location

Yankton, SD

Portfolio Value

Small $239,138,208

Diversification

Diversified

Reports for

Midwest Trust Co

Files via

Midwest Trust Co

Filing Date

Global Rank

#5,306 / 8,807 ▲ 39 · as of Jun 2026

Top Industry

Semiconductors 8.9%

Period ended 20 days ago

Filed Oct 15, 2026 · 5d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 50.9%, 25.6 effective positions, active share 60.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

7.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 60.9%; sector active share 39.8% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

322 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.2%

−1.2 pts

Top 5

35.6%

−2.7 pts

Top 10

49.7%

−1.2 pts

HHI

374

Diversified−17

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	39.6%	$94,709,982	125
Technology	16.9%	$40,493,191	32
Financial Services	10.5%	$25,135,164	32
Healthcare	7.1%	$17,058,450	23
Consumer Cyclical	6.6%	$15,725,732	21
Industrials	5.2%	$12,448,702	39
Communication Services	5.0%	$11,993,210	10
Consumer Defensive	3.7%	$8,967,298	10
Energy	2.3%	$5,515,267	12
Real Estate	1.3%	$3,018,701	5
Utilities	0.9%	$2,229,682	6
Basic Materials	0.8%	$1,842,829	7

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHV	Schwab U.S. Large-Cap Value ETF	+61,636	647,164	$21,557,032
VEA	Vanguard FTSE Developed Markets ETF	+21,138	344,724	$24,340,960
IJH	iShares Core S&P Mid-Cap ETF	+12,446	206,066	$0
IUSB	iShares Core Universal USD Bond ETF	+5,754	6,107	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+5,493	106,184	$6,297,771
GOVT	iShares U.S. Treasury Bond ETF	+5,211	7,614	$0
—		+4,612	45,830	$0
VNQ	VANGUARD REAL ESTATE INDEX FUND	+3,070	30,487	$2,732,548
VOO	VANGUARD 500 INDEX FUND	+2,851	29,192	$20,459,504
T	At&T Inc.	+2,762	2,839	$69,271
INTC	Intel Corp	+2,396	2,451	$294,683
MNST	Monster Beverage Corp	+2,334	4,898	$203,854
APH	Amphenol Corp /De/	+1,495	3,101	$261,414
FTV	Fortive Corp	+1,408	6,711	$367,829
BRK-B	Berkshire Hathaway Inc	+1,166	5,933	$2,954,336
PG	PROCTER & GAMBLE Co	+1,163	13,540	$1,967,089
MCD	Mcdonalds Corp	+984	7,301	$1,686,092
VZ	Verizon Communications Inc	+973	24,425	$1,120,373
PEP	Pepsico Inc	+945	11,260	$1,426,866
TSLA	Tesla, Inc.	+899	5,240	$1,859,203
NEE	Nextera Energy Inc	+894	13,302	$1,007,492
META	Meta Platforms, Inc.	+839	4,791	$3,474,336
GOOG	Alphabet Inc.	+837	7,041	$2,399,149
WMB	Williams Companies, Inc.	+822	26,174	$1,779,045
PLD	Prologis, Inc.	+798	9,428	$1,224,130
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	−3,488	140	$5,030
SCHD	Schwab U.S. Dividend Equity ETF	−3,285	4,845	$157,607
BSCV		−3,000	17,733	$279,648
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	−2,958	12,792	$206,462
PRU	Prudential Financial Inc	−2,900	3,561	$404,458
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	−2,660	15,313	$278,696
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	−2,433	22,738	$457,601
BSCZ		−2,402	13,674	$262,912
BSCW		−2,397	13,178	$258,090
BSCY		−2,378	16,743	$326,775
IWF	iShares Russell 1000 Growth ETF	−1,802	6,453	$0
AVDE	Avantis International Equity ETF	−1,485	228	$20,545
CSCO	Cisco Systems, Inc.	−1,436	21,064	$2,267,117
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−1,399	43,165	$842,580
AVGO	Broadcom Inc.	−1,294	8,872	$3,115,757
ADBE	Adobe Inc.	−1,259	257	$61,664
MRK	Merck & Co., Inc.	−1,219	15,143	$2,200,428
DVY	iShares Select Dividend ETF	−1,100	1,450	$0
AAPL	Apple Inc.	−980	24,879	$8,285,203
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	−930	41,940	$819,716
TGT	Target Corp	−898	5,781	$905,824
VXUS	Vanguard Total International Stock ETF	−773	682	$57,942
AMZN	Amazon Com Inc	−753	28,837	$7,184,738
MSFT	Microsoft Corp	−581	17,624	$9,039,348
SYK	Stryker Corp	−542	22	$6,058
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,139	$451,200
MRVL	Marvell Technology, Inc.	1,008	$266,323
DASH	DoorDash, Inc.	891	$163,542
FDVV	Fidelity High Dividend ETF	2,466	$149,760
ACVF	American Conservative Values ETF	1,878	$102,200
RKLB	Rocket Lab Corp	1,052	$73,303
DYNF	iShares U.S. Equity Factor Rotation Active ETF	747	$51,737
BINC		817	$41,495
PECO	Phillips Edison & Company, Inc.	1,056	$39,431
BAI	BlackRock ETF Trust	753	$35,534
BLCR		487	$23,843
IDEF		744	$23,232
THRO		394	$17,328
WBD	Warner Bros. Discovery, Inc.	544	$16,836
AVDV	Avantis International Small Cap Value ETF	82	$8,969
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	154	$8,121
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	75	$4,584
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	29	$3,569
FTCS	First Trust Capital Strength ETF	28	$2,627
VOD	Vodafone Group Public Ltd Co	159	$2,567
EPD	Enterprise Products Partners L.P.	65	$2,314
SYLD	Cambria Shareholder Yield ETF	26	$2,095
TEAM	Atlassian Corp	4	$717
NU	Nu Holdings Ltd.	44	$557
GH	Guardant Health, Inc.	3	$535
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	17,067	$2,333,399
ZTS	Zoetis Inc.	3,379	$242,814
KKR	KKR & Co. Inc.	2,115	$194,114
SNPS	Synopsys Inc	386	$172,182
WING	Wingstop Inc.	556	$96,415
AVUS	Avantis U.S. Equity ETF	500	$64,040
AVSC	Avantis U.S. Small Cap Equity ETF	500	$36,670
PFG	Principal Financial Group Inc	248	$26,729
UBS	UBS Group AG	509	$25,226
MGA	Magna International Inc	267	$17,531
GSK	GSK plc	324	$16,984
FIS	Fidelity National Information Services, Inc.	350	$13,608
INTU	Intuit Inc.	50	$13,050
RBLX	Roblox Corp	205	$11,147
UL	Unilever PLC	91	$5,470
IBIT	iShares Bitcoin Trust ETF	137	$4,560
BABA	Alibaba Group Holding Ltd	43	$4,127
SONY	Sony Group Corp	115	$2,306
XYZ	Block, Inc.	17	$1,292
VSNT	Versant Media Group, Inc.	12	$432
MICC	Magnum Ice Cream Co N.V.	20	$348
SOLS	Solstice Advanced Materials Inc.	2	$177
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

322 tracked positions · $239,138,208 total · filing declares 527 positions · $288,214,127 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 322 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	344,724	+21,138	$24,340,960	+5.6%	10.18%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	647,164	+61,636	$21,557,032	+5.8%	9.01%
VOO	VANGUARD 500 INDEX FUND	Added	29,192	+2,851	$20,459,504	+13.1%	8.56%
MSFT	Microsoft Corp Technology	Reduced	17,624	-581	$9,039,348	+33.1%	3.78%
AAPL	Apple Inc. Technology	Reduced	24,879	-980	$8,285,203	+10.7%	3.46%
NVDA	Nvidia Corp Technology	Reduced	32,096	-168	$7,330,083	+13.5%	3.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,837	-753	$7,184,738	+1.9%	3.00%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	106,184	+5,493	$6,297,771	+4.8%	2.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,191	+111	$4,694,807	+1.9%	1.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,445	-530	$4,626,154	−7.4%	1.93%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	86,823	+68	$4,359,382	−0.3%	1.82%
C	Citigroup Inc Financial Services	Reduced	30,126	-190	$3,900,714	−8.1%	1.63%
META	Meta Platforms, Inc. Communication Services	Added	4,791	+839	$3,474,336	+56.1%	1.45%
SPY	Spdr S&P 500 ETF Trust	Added	4,324	+36	$3,297,612	+3.0%	1.38%
AVGO	Broadcom Inc. Technology	Reduced	8,872	-1,294	$3,115,757	−18.9%	1.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,933	+1,166	$2,954,336	+23.9%	1.24%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	30,487	+3,070	$2,732,548	+3.4%	1.14%
ABBV	AbbVie Inc. Healthcare	Added	10,217	+54	$2,672,663	+4.5%	1.12%
GOOG	Alphabet Inc. Communication Services	Added	7,041	+837	$2,399,149	+9.4%	1.00%
LLY	ELI LILLY & Co Healthcare	Reduced	1,997	-34	$2,310,688	−5.1%	0.97%
UNP	Union Pacific Corp Industrials	Reduced	8,491	-455	$2,310,654	−5.0%	0.97%
CSCO	Cisco Systems, Inc. Technology	Reduced	21,064	-1,436	$2,267,117	−14.2%	0.95%
AMP	Ameriprise Financial Inc Financial Services	Added	4,570	+29	$2,250,038	+8.0%	0.94%
MRK	Merck & Co., Inc. Healthcare	Reduced	15,143	-1,219	$2,200,428	+4.7%	0.92%
V	Visa Inc. Financial Services	Added	5,833	+41	$2,095,971	+5.5%	0.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,540	+1,163	$1,967,089	+8.4%	0.82%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,240	+899	$1,859,203	+1.8%	0.78%
WMB	Williams Companies, Inc. Energy	Added	26,174	+822	$1,779,045	−5.6%	0.74%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,023	+693	$1,713,482	−8.8%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,301	+984	$1,686,092	−1.3%	0.71%
MDT	Medtronic plc Healthcare	Reduced	19,511	-55	$1,683,603	+10.0%	0.70%
CAT	Caterpillar Inc Industrials	Added	1,956	+145	$1,585,904	−17.8%	0.66%
JNJ	Johnson & Johnson Healthcare	Reduced	5,959	-43	$1,577,584	+3.5%	0.66%
SHOP	Shopify Inc. Technology	Reduced	10,270	-32	$1,523,040	+29.5%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,661	+55	$1,512,074	+0.6%	0.63%
DGX	Quest Diagnostics Inc Healthcare	Reduced	6,258	-125	$1,458,551	+7.8%	0.61%
PEP	Pepsico Inc Consumer Defensive	Added	11,260	+945	$1,426,866	+2.2%	0.60%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	7,285	-16	$1,390,122	+5.2%	0.58%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	7,683	-9	$1,348,595	−2.4%	0.56%
LMT	Lockheed Martin Corp Industrials	Added	2,575	+19	$1,311,317	+0.7%	0.55%
ETN	Eaton Corp plc Industrials	Added	2,983	+98	$1,281,824	+4.3%	0.54%
PLD	Prologis, Inc. Real Estate	Added	9,428	+798	$1,224,130	+4.7%	0.51%
ALL	Allstate Corp Financial Services	Reduced	5,473	-73	$1,214,238	−8.0%	0.51%
QCOM	Qualcomm Inc/De Technology	Added	6,512	+30	$1,198,467	+0.1%	0.50%
CVX	Chevron Corp Energy	Added	5,811	+59	$1,186,663	+24.5%	0.50%
NVS	Novartis AG Healthcare	Reduced	8,284	-62	$1,181,049	−9.7%	0.49%
WMT	Walmart Inc. Consumer Defensive	Added	11,309	+301	$1,175,230	−5.7%	0.49%
VZ	Verizon Communications Inc Communication Services	Added	24,425	+973	$1,120,373	+12.8%	0.47%
MS	Morgan Stanley Financial Services	Added	5,931	+91	$1,115,501	−8.6%	0.47%
ABT	Abbott Laboratories Healthcare	Held	11,262	0	$1,113,022	+8.9%	0.47%

Showing the top 50 of 322 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.