Yankcom Partnership Incresed Positions in Q4 2025

Yankcom Partnership

  • $235 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
19.5K
+ 7.75%
$59.18 - $62.09 $1.15M - $1.21M
271K $16.9B
IWY
Ishares Tr Russell 200 Growth

ETFs
7.98K
+ 32.13%
$268.43 - $288.26 $2.14M - $2.3M
32.8K $9.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.37K
+ 11.73%
$600.51 - $631.95 $1.42M - $1.5M
22.6K $14.2B
SCHV
Schwab Strategic Tr Us Large C

ETFs
66.2K
+ 16.39%
$28.46 - $29.45 $1.89M - $1.95M
470K $13.9B
NVDA
Nvidia Corp

Technology
2.4K
+ 8.3%
$179.83 - $207.04 $432K - $498K
31.3K $5.84B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.4K
+ 15.13%
$63.25 - $66.24 $1.29M - $1.35M
155K $10.2B
MSFT
Microsoft Corp

Technology
1K
+ 7.14%
$496.82 - $542.07 $498K - $543K
15K $7.27B
AVGO
Broadcom Inc.

Technology
70
+ 0.74%
$324.63 - $385.98 $22.7K - $27K
9.52K $3.3B
AAPL
Apple Inc.

Technology
1.78K
+ 7.53%
$245.27 - $275.25 $436K - $489K
25.4K $6.9B
AMZN
Amazon Com Inc

Consumer Cyclical
1.43K
+ 5.15%
$213.04 - $254.0 $305K - $364K
29.3K $6.76B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.9K
+ 18.89%
$52.54 - $55.77 $679K - $721K
81.3K $4.37B
IEFA
Ishares Tr

ETFs
8.07K
+ 31.03%
$86.09 - $89.88 $694K - $725K
34.1K $3.05B
GOOG
Alphabet Inc.

Communication Services
251
+ 4.7%
$237.49 - $291.74 $59.6K - $73.2K
5.6K $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
99
+ 0.91%
$294.11 - $320.41 $29.1K - $31.7K
11K $3.54B
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 0.77%
$401.99 - $468.37 $12.9K - $15K
4.21K $1.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
451
+ 11.52%
$653.02 - $687.39 $295K - $310K
4.37K $2.98B
LLY
Eli Lilly & CO

Healthcare
473
+ 53.21%
$799.57 - $1025.28 $378K - $485K
1.36K $1.46B
CAT
Caterpillar Inc

Industrials
331
+ 15.21%
$480.82 - $585.49 $159K - $194K
2.51K $1.44B
BX
Blackstone Inc.

Financial Services
4.54K
+ 37825.0%
$138.42 - $168.45 $628K - $765K
4.55K $701M
HD
Home Depot, Inc.

Consumer Cyclical
2.13K
+ 89.86%
$358.03 - $397.02 $762K - $845K
4.5K $1.55B
SHOP
Shopify Inc.

Technology
40
+ 0.39%
$146.04 - $179.01 $5.84K - $7.16K
10.3K $1.65B
MS
Morgan Stanley

Financial Services
2.11K
+ 52.8%
$151.86 - $169.92 $320K - $358K
6.09K $1.08B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
739
+ 2.79%
$114.27 - $121.15 $84.4K - $89.5K
27.2K $3.27B
XOM
Exxon Mobil Corp

Energy
3.49K
+ 24.34%
$110.64 - $119.78 $386K - $418K
17.8K $2.15B
AMP
Ameriprise Financial Inc

Financial Services
853
+ 26.64%
$440.8 - $497.79 $376K - $425K
4.06K $1.99B
WMT
Walmart Inc.

Consumer Defensive
1.92K
+ 20.91%
$101.18 - $109.03 $194K - $209K
11.1K $1.23B
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 0.67%
$656.2 - $690.71 $14.4K - $15.2K
3.32K $2.27B
MRK
Merck & Co., Inc.

Healthcare
1.45K
+ 9.68%
$82.49 - $92.93 $120K - $135K
16.5K $1.73B
HBAN
Huntington Bancshares Inc

Financial Services
15.6K
+ 44.98%
$15.16 - $17.21 $237K - $269K
50.4K $874M
FITB
Fifth Third Bancorp

Financial Services
4.32K
+ 29.29%
$40.36 - $44.41 $174K - $192K
19.1K $893M
RTX
Raytheon Technologies Corp

Industrials
542
+ 13.25%
$157.0 - $179.44 $85.1K - $97.3K
4.63K $850M
NEE
Nextera Energy Inc

Utilities
2.51K
+ 22.6%
$78.18 - $86.03 $196K - $216K
13.6K $1.09B
VNQ
Vanguard Specialized Funds Van

ETFs
3.69K
+ 21.06%
$88.13 - $92.69 $325K - $342K
21.2K $1.88B
META
Meta Platforms, Inc.

Communication Services
50
+ 1.62%
$609.01 - $751.67 $30.5K - $37.6K
3.14K $2.07B
JNJ
Johnson & Johnson

Healthcare
11
+ 0.16%
$185.98 - $199.58 $2.05K - $2.2K
7K $1.45B
LMT
Lockheed Martin Corp

Industrials
413
+ 17.42%
$452.1 - $514.24 $187K - $212K
2.78K $1.35B
Invesco Bulletshares 2034 Corporate Bond ETF
13.6K
+ 1386.63%
N/A
14.6K $306M
QCOM
Qualcomm Inc

Technology
844
+ 12.2%
$153.59 - $187.68 $130K - $158K
7.76K $1.33B
TMO
Thermo Fisher Scientific Inc.

Healthcare
338
+ 43.44%
$524.58 - $588.02 $177K - $199K
1.12K $647M
UNP
Union Pacific Corp

Industrials
1.26K
+ 16.96%
$216.37 - $237.41 $272K - $298K
8.67K $2.01B
V
Visa Inc.

Financial Services
719
+ 17.7%
$325.75 - $352.42 $234K - $253K
4.78K $1.68B
TFC
Truist Financial Corp

Financial Services
2.13K
+ 15.4%
$41.09 - $45.64 $87.4K - $97.1K
16K $785M
PLD
Prologis, Inc.

Real Estate
638
+ 7.88%
$111.23 - $127.18 $71K - $81.1K
8.73K $1.11B
ABBV
Abb Vie Inc.

Healthcare
100
+ 1.05%
$211.96 - $244.38 $21.2K - $24.4K
9.64K $2.2B
Invesco Bullet Shares 2033 Corporate Bond ETF
8.72K
+ 171.92%
N/A
13.8K $296M
ETN
Eaton Corp PLC

Industrials
210
+ 8.92%
$352.39 - $387.75 $74K - $81.4K
2.56K $816M
QQQ
Invesco Qqq Trust, Series 1

ETFs
145
+ 24.79%
$589.5 - $635.77 $85.5K - $92.2K
730 $448M
ASML
Asml Holding Nv

Technology
76
+ 37.62%
$936.19 - $1075.45 $71.2K - $81.7K
278 $297M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
6.88K
+ 148.36%
$23.01 - $23.18 $158K - $159K
11.5K $266M
Activity Summary
Buys All Purchases 287 New Holdings 128 Increased Positions 159 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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