YANKCOM Partnership holds a focused book of 308 stocks worth $278.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Arm Holdings PLC-ADR and trimmed Amazon.com Inc. Their largest long position is Vanguard Ftse Developed ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2036975/holdings"
Use Arkolith to show YANKCOM Partnership's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +24.6%, a 1.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning YANKCOM Partnership's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as YANKCOM Partnership
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $826.1B |
| MORGAN STANLEY | 80 / 80 | $671.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $613.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $479.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $198.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $193.4B |
| UBS Group AG | 80 / 80 | $177.8B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $154.5B |
Ranked by how many of YANKCOM Partnership's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard FTSE Developed Markets ETF VAN FTSE DEV MKT | $23.1M | 323.6K | 8.3% | ▲+7.8% Added · +24K sh | |
| 2 | Schwab Strategic Tr US Large-Cap Value ETF US LCAP VA ETF | $20.4M | 585.5K | 7.3% | ▲+9.2% Added · +49K sh | |
| 3 | Vanguard Index Funds S&P 500 ETF S&P 500 ETF SHS | $18.1M | 26.3K | 6.5% | ▲+7.3% Added · +2K sh | |
| 4 | iShares Tr S&P Midcap 400 ETF CORE S&P MCP ETF | $14.9M | 193.6K | 5.4% | ▲+9.2% Added · +16K sh | |
| 5 | iShares Tr Russell Top 200 Growth ETF RUS TP200 GR ETF | $12.0M | 41.2K | 4.3% | ▲+9.3% Added · +4K sh | |
| 6 | Apple Computer Inc COM | $7.5M | 25.9K | 2.7% | ▲+0.9% Added · +240 sh | |
| 7 | Amazon.com Inc COM | $7.1M | 29.6K | 2.5% | ▼−1.4% Reduced · −420 sh | |
| 8 | Microsoft Corp COM | $6.8M | 18.2K | 2.4% | ▲+13% Added · +2K sh | |
| 9 | Nvidia Corp COM | $6.5M | 32.3K | 2.3% | ▲+3.5% Added · +1K sh | |
| 10 | Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF | $6.0M | 100.7K | 2.2% | ▲+9.6% Added · +9K sh | |
| 11 | Alphabet Inc Cap Stock Cl A CAP STK CL A | $5.0M | 14.0K | 1.8% | ▼−7.7% Reduced · −1K sh | |
| 12 | JPMorgan Chase & Co COM | $4.6M | 14.1K | 1.7% | ▲+24% Added · +3K sh | |
| 13 | SPDR Portfolio Developed World Ex-US ETF STATE STREET SPD | $4.4M | 86.8K | 1.6% | —Held | |
| 14 | iShares Core S&P Smallcap 600 Index ETF CORE S&P SCP ETF | $4.3M | 28.8K | 1.5% | ▲+2.1% Added · +596 sh | |
| 15 | Citigroup Inc COM NEW | $4.2M | 30.3K | 1.5% | ▼~0% Reduced · −10 sh | |
| 16 | Broadcom Inc COM | $3.8M | 10.2K | 1.4% | ▼−18% Reduced · −2K sh | |
| 17 | iShares Core MSCI EAFE ETF CORE MSCI EAFE | $3.3M | 34.2K | 1.2% | ▲+0.5% Added · +167 sh | |
| 18 | SPDR S&P 500 ETF TR UNIT | $3.2M | 4.3K | 1.1% | ▼−1.8% Reduced · −78 sh | |
| 19 | Vanguard REIT ETF REAL ESTATE ETF | $2.6M | 27.4K | 0.9% | ▲+11% Added · +3K sh | |
| 20 | Cisco Systems Inc COM | $2.6M | 22.5K | 0.9% | ▼−5.3% Reduced · −1K sh | |
| 21 | iShares Core S&P 500 ETF CORE S&P500 ETF | $2.6M | 3.5K | 0.9% | ▲+0.3% Added · +10 sh | |
| 22 | AbbVie Inc COM | $2.6M | 10.2K | 0.9% | ▲+3.1% Added · +302 sh | |
| 23 | Eli Lilly & Co COM | $2.4M | 2.0K | 0.9% | ▲+52% Added · +693 sh | |
| 24 | Union Pacific Corp COM | $2.4M | 8.9K | 0.9% | ▲+2.5% Added · +215 sh | |
| 25 | Berkshire Hathaway Inc Class B CL B NEW | $2.4M | 4.8K | 0.9% | ▲+25% Added · +961 sh | |
| 26 | Exxon Mobil Corp COM | $2.3M | 17.1K | 0.8% | ▲+0.1% Added · +12 sh | |
| 27 | Meta Platforms Inc (formerly Facebook Inc) CL A | $2.2M | 4.0K | 0.8% | ▲+25% Added · +782 sh | |
| 28 | Alphabet Inc Cap Stock Cl C CAP STK CL C | $2.2M | 6.2K | 0.8% | ▲+11% Added · +634 sh | |
| 29 | Merck & Co Inc COM | $2.1M | 16.4K | 0.8% | ▼−0.6% Reduced · −107 sh | |
| 30 | Ameriprise Financial Corp COM | $2.1M | 4.5K | 0.7% | ▲+6.9% Added · +293 sh | |
| 31 | Visa Inc COM CL A | $2.0M | 5.8K | 0.7% | ▲+11% Added · +565 sh | |
| 32 | Caterpillar Inc COM | $1.9M | 1.8K | 0.7% | ▼−15% Reduced · −330 sh | |
| 33 | Williams Companies COM | $1.9M | 25.4K | 0.7% | ▼−3.8% Reduced · −998 sh | |
| 34 | Home Depot COM | $1.9M | 5.3K | 0.7% | ▲+4.7% Added · +238 sh | |
| 35 | Tesla Motors Inc COM | $1.8M | 4.3K | 0.7% | ▲+6.2% Added · +254 sh | |
| 36 | Procter & Gamble Co COM | $1.8M | 12.4K | 0.7% | ▲+3.1% Added · +374 sh | |
| 37 | McDonalds Corp COM | $1.7M | 6.3K | 0.6% | ▲+5.4% Added · +323 sh | |
| 38 | Invesco S&P 500 Equal Weight ETF S&P500 EQL WGT | $1.6M | 7.7K | 0.6% | —Held | |
| 39 | Medtronic Hldg Ltd SHS | $1.5M | 19.6K | 0.5% | ▲+17% Added · +3K sh | |
| 40 | Johnson & Johnson Inc COM | $1.5M | 6.0K | 0.5% | ▼−3.4% Reduced · −209 sh | |
| 41 | Costco Wholesale Corp COM | $1.5M | 1.6K | 0.5% | ▲+3.3% Added · +52 sh | |
| 42 | Pepsico Inc COM | $1.4M | 10.3K | 0.5% | ▲+4.1% Added · +404 sh | |
| 43 | Digital Realty Tr Inc COM | $1.4M | 7.7K | 0.5% | ▼−0.2% Reduced · −13 sh | |
| 44 | Quest Diagnostics Inc COM | $1.4M | 6.4K | 0.5% | ▲+3.0% Added · +184 sh | |
| 45 | Philip Morris Inc COM | $1.3M | 7.3K | 0.5% | ▲+1.1% Added · +78 sh | |
| 46 | Allstate Corporation COM | $1.3M | 5.5K | 0.5% | ▲+6.2% Added · +324 sh | |
| 47 | Ishares MSCI USA Quality Factor ETF MSCI USA QLT FCT | $1.3M | 6.0K | 0.5% | —Held | |
| 48 | Novartis AG ADR SPONSORED ADR | $1.3M | 8.3K | 0.5% | ▲+0.4% Added · +33 sh | |
| 49 | Lockheed Martin Corp COM | $1.3M | 2.6K | 0.5% | ▲+1.5% Added · +37 sh | |
| 50 | Ishares Russell 1000 Value ETF RUS 1000 VAL ETF | $1.3M | 5.3K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 544 | $278.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 634 | $243.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 654 | $235.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 497 | $222.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 527 | $204.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 488 | $181.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 474 | $187.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.