YANKCOM Partnership

CIK

2036975

Location

Yankton, SD

Portfolio Value

Micro $2,534,405

Diversification

Diversified

Filing Date

Global Rank

#4,780 / 8,232 ▲ 284

Top Industry

Semiconductors 8.2%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed Apr 20, 2026 · 56d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.6%

SPY

+23.4%

Annualised alpha

-3.5%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

270 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.9%

−0.6 pts

Top 5

21.7%

−2.3 pts

Top 10

34.1%

−1.7 pts

HHI

186

Diversified−16

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$31,722,508	45
Financial Services	16.2%	$21,302,359	42
Healthcare	11.2%	$14,704,445	37
Consumer Cyclical	11.0%	$14,431,472	30
Industrials	9.7%	$12,813,498	45
Energy	6.7%	$8,855,524	15
Consumer Defensive	6.6%	$8,731,226	14
Communication Services	6.0%	$7,938,358	14
Unclassified	2.5%	$3,290,912	4
Real Estate	2.2%	$2,903,168	5
Utilities	1.9%	$2,534,405	7
Basic Materials	1.8%	$2,396,964	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+2,905	12,426	$3,845,970
HBAN	Huntington Bancshares Inc /Md/	+2,880	53,241	$833,221
DOW	Dow Inc.	+2,631	15,813	$658,610
BX	Blackstone Inc.	+2,319	6,870	$789,979
MSFT	Microsoft Corp	+1,070	16,096	$5,958,254
ACN	Accenture plc	+978	1,982	$393,010
MDT	Medtronic plc	+913	16,709	$1,447,832
KKR	KKR & Co. Inc.	+729	2,067	$191,197
AMZN	Amazon Com Inc	+719	30,010	$6,250,182
PEP	Pepsico Inc	+660	9,911	$1,539,078
COP	Conocophillips	+597	6,645	$877,140
HD	Home Depot, Inc.	+596	5,092	$1,674,706
CVX	Chevron Corp	+585	6,794	$1,405,677
V	Visa Inc.	+446	5,227	$1,579,807
CSCO	Cisco Systems, Inc.	+441	23,772	$1,844,467
CTAS	Cintas Corp	+418	1,084	$183,347
ZTS	Zoetis Inc.	+404	2,806	$331,697
JPM	Jpmorgan Chase & Co	+403	11,374	$3,345,773
FTV	Fortive Corp	+371	4,675	$258,433
ALL	Allstate Corp	+343	5,222	$1,082,728
CMI	Cummins Inc	+314	343	$184,540
AMT	American Tower Corp /Ma/	+248	1,996	$344,469
AAPL	Apple Inc.	+248	25,619	$6,501,845
PG	PROCTER & GAMBLE Co	+239	12,003	$1,733,711
VZ	Verizon Communications Inc	+232	23,718	$1,190,642
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−3,497	565	$18,085
CPRT	Copart Inc	−2,485	150	$4,980
DKNG	DraftKings Inc.	−1,789	172	$3,718
WMB	Williams Companies, Inc.	−1,505	26,350	$1,917,752
GLW	Corning Inc /Ny	−1,033	6,411	$871,701
TRP	Tc Energy Corp	−1,027	14,655	$917,402
BP	Bp PLC	−876	82	$3,854
SONY	Sony Group Corp	−861	115	$2,380
JNJ	Johnson & Johnson	−784	6,211	$1,518,215
XOM	Exxon Mobil Corp	−779	17,055	$2,893,549
BAC	Bank Of America Corp /De/	−736	3,503	$170,771
NEE	Nextera Energy Inc	−642	12,961	$1,203,815
ING	Ing Groep NV	−629	319	$8,309
PM	Philip Morris International Inc.	−589	7,223	$1,194,249
ENB	Enbridge Inc	−537	13,426	$726,883
LRCX	Lam Research Corp	−513	1,506	$321,770
SOLS	Solstice Advanced Materials Inc.	−509	6	$456
UBS	UBS Group AG	−499	509	$19,886
NFLX	Netflix Inc	−437	3,576	$343,832
FCX	Freeport-Mcmoran Inc	−395	474	$27,861
PFE	Pfizer Inc	−391	717	$20,133
CAT	Caterpillar Inc	−366	2,141	$1,516,811
PYPL	PayPal Holdings, Inc.	−303	8,840	$399,832
C	Citigroup Inc	−298	30,326	$3,439,271
GSK	GSK plc	−267	324	$17,881
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	360	$530,067
MNST	Monster Beverage Corp	2,147	$155,570
PWR	Quanta Services, Inc.	250	$137,254
RBLX	Roblox Corp	1,024	$57,917
IBIT	iShares Bitcoin Trust ETF	593	$22,783
CSL	Carlisle Companies Inc	49	$16,347
VLO	Valero Energy Corp/Tx	57	$14,083
UBER	Uber Technologies, Inc	174	$12,515
XEL	Xcel Energy Inc	136	$10,803
MCK	Mckesson Corp	12	$10,384
CRWD	CrowdStrike Holdings, Inc.	25	$9,760
SNDK	Sandisk Corp	14	$8,894
MLM	Martin Marietta Materials Inc	13	$7,652
EQT	EQT Corp	116	$7,382
ROK	Rockwell Automation, Inc	20	$7,177
MET	Metlife Inc	95	$6,718
LYV	Live Nation Entertainment, Inc.	42	$6,405
RIVN	Rivian Automotive, Inc. / DE	330	$4,966
GEV	GE Vernova Inc.	3	$2,618
BE	Bloom Energy Corp	18	$2,438
HLT	Hilton Worldwide Holdings Inc.	8	$2,432
VSNT	Versant Media Group, Inc.	12	$444
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
SAP	Sap SE	228	$55,383
BCS	Barclays PLC	759	$19,316
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	780	$18,181
BHP	BHP Group Ltd	301	$18,170
SAN	Banco Santander, S.A.	1,398	$16,398
TM	Toyota Motor Corp/	72	$15,412
RY	Royal Bank Of Canada	88	$15,003
LYG	Lloyds Banking Group plc	2,782	$14,744
SNY	Sanofi	301	$14,586
CNQ	Canadian Natural Resources Ltd	372	$12,592
HSBC	Hsbc Holdings PLC	148	$11,643
ITW	Illinois Tool Works Inc	44	$10,837
MUFG	Mitsubishi Ufj Financial Group Inc	661	$10,483
BUD	Anheuser-Busch InBev SA/NV	159	$10,182
BA	Boeing Co	44	$9,553
CNI	Canadian National Railway Co	87	$8,599
VRSK	Verisk Analytics, Inc.	34	$7,605
MDLZ	Mondelez International, Inc.	127	$6,836
CCI	Crown Castle Inc.	56	$4,976
ABNB	Airbnb, Inc.	26	$3,528
DRI	Darden Restaurants Inc	17	$3,128
DB	Deutsche Bank Aktiengesellschaft	75	$2,892
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $2,534,405 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Reduced	12,961	-642	$1,203,815	+10.2%	47.50%
AEP	American Electric Power Co Inc Utilities	Reduced	5,630	-157	$737,979	+10.6%	29.12%
DUK	Duke Energy CORP Utilities	Reduced	3,467	-13	$453,968	+11.3%	17.91%
ETR	Entergy Corp /De/ Utilities	Held	558	0	$62,696	+21.6%	2.47%
PNW	Pinnacle West Capital Corp Utilities	Held	341	0	$34,355	+13.6%	1.36%
SO	Southern Co Utilities	Held	319	0	$30,789	+10.7%	1.21%
XEL	Xcel Energy Inc Utilities	NEW	136	NEW	$10,803	NEW	0.43%