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Size ($ in 1000's)
At 09/30/2025: $222,119
At 06/30/2025: $204,403
Combined Holding Report Includes:
YANKCOM Partnership
Midwest Trust
Midwest Trust
YANKCOM Partnership AUM history
YANKCOM Partnership holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from YANKCOM Partnership 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the YANKCOM Partnership top holdings by largest position size, as per the latest 13f filing made by YANKCOM Partnership.
In the YANKCOM Partnership-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by YANKCOM Partnership in that top holding, then the share count change between reporting periods, and finally the YANKCOM Partnership top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| Vanguard FTSE Developed Markets ETF (VEA) |
262,845 |
+11,773 |
$15,750 | | VEA | 262,845 | +11,773 | $15,750 | | Vanguard Index Funds S&P 500 ETF (VOO) |
21,484 |
+608 |
$13,156 | | VOO | 21,484 | +608 | $13,156 | | Schwab Strategic Tr US Large Cap Value ETF (SCHV) |
449,786 |
+18,586 |
$13,093 | | SCHV | 449,786 | +18,586 | $13,093 | | iShares Tr S&P Midcap 400 ETF (IJH) |
149,643 |
+5,454 |
$9,766 | | IJH | 149,643 | +5,454 | $9,766 | | iShares Tr Russell Top 200 Growth ETF (IWY) |
32,031 |
+800 |
$8,764 | | IWY | 32,031 | +800 | $8,764 | | Microsoft Corp |
14,288 |
-211 |
$7,400 | | MSFT | 14,288 | -211 | $7,400 | | Apple Computer Inc |
24,458 |
+52 |
$6,228 | | AAPL | 24,458 | +52 | $6,228 | | Amazon.com Inc |
28,003 |
-444 |
$6,149 | | AMZN | 28,003 | -444 | $6,149 | | Nvidia Corp |
29,765 |
+232 |
$5,554 | | NVDA | 29,765 | +232 | $5,554 | | Vanguard FTSE Emerging Markets ETF (VWO) |
79,386 |
+3,356 |
$4,302 | | VWO | 79,386 | +3,356 | $4,302 | | Alphabet Inc Cap Stock Cl A |
15,741 |
-329 |
$3,827 | | GOOGL | 15,741 | -329 | $3,827 | | SPDR Portfolio Developed World Ex US ETF (SPDW) |
86,755 |
UNCH |
$3,712 | | SPDW | 86,755 | UNCH | $3,712 | | JPMorgan Chase & Co |
11,042 |
-74 |
$3,483 | | JPM | 11,042 | -74 | $3,483 | | iShares Tr S&P Smallcap 600 Index ETF (IJR) |
26,969 |
-102 |
$3,205 | | IJR | 26,969 | -102 | $3,205 | | Citigroup Inc |
30,126 |
UNCH |
$3,058 | | C | 30,126 | UNCH | $3,058 | | Broadcom Inc |
9,265 |
+43 |
$3,057 | | AVGO | 9,265 | +43 | $3,057 | | iShares Core MSCI EAFE ETF (IEFA) |
33,506 |
UNCH |
$2,925 | | IEFA | 33,506 | UNCH | $2,925 | | SPDR S&P 500 ETF (SPY) |
4,106 |
-72 |
$2,735 | | SPY | 4,106 | -72 | $2,735 | | AbbVie Inc Common |
9,875 |
+109 |
$2,286 | | ABBV | 9,875 | +109 | $2,286 | | Meta Platforms Inc formerly Facebook Inc |
3,011 |
-71 |
$2,211 | | META | 3,011 | -71 | $2,211 | | iShares Core S&P 500 ETF (IVV) |
3,294 |
UNCH |
$2,205 | | IVV | 3,294 | UNCH | $2,205 | | Union Pacific Corp |
8,485 |
+624 |
$2,006 | | UNP | 8,485 | +624 | $2,006 | | Exxon Mobil Corp |
16,593 |
+1,569 |
$1,871 | | XOM | 16,593 | +1,569 | $1,871 | | Vanguard REIT ETF (VNQ) |
19,988 |
+1,196 |
$1,828 | | VNQ | 19,988 | +1,196 | $1,828 | | Tesla Motors Inc |
4,084 |
-14 |
$1,816 | | TSLA | 4,084 | -14 | $1,816 | | McDonalds Corp |
5,765 |
+68 |
$1,752 | | MCD | 5,765 | +68 | $1,752 | | Williams Companies |
27,472 |
+798 |
$1,740 | | WMB | 27,472 | +798 | $1,740 |  Berkshire Hathaway Inc Class B |
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$1,727 | | BRK.B | 3,435 | +217 | $1,727 | | Ameriprise Financial Corp |
3,511 |
+83 |
$1,725 | | AMP | 3,511 | +83 | $1,725 | | Home Depot |
4,045 |
+1,603 |
$1,639 | | HD | 4,045 | +1,603 | $1,639 | | Cisco Systems Inc |
23,413 |
-939 |
$1,602 | | CSCO | 23,413 | -939 | $1,602 | | Visa Inc |
4,572 |
+277 |
$1,561 | | V | 4,572 | +277 | $1,561 | | Shopify Inc |
10,238 |
+14 |
$1,521 | | SHOP | 10,238 | +14 | $1,521 | | Abbott Laboratories |
11,237 |
-26 |
$1,505 | | ABT | 11,237 | -26 | $1,505 | | Medtronic Hldg Ltd |
15,725 |
+88 |
$1,498 | | MDT | 15,725 | +88 | $1,498 | | Invesco S&P 500 Equal Weight ETF (RSP) |
7,700 |
UNCH |
$1,461 | | RSP | 7,700 | UNCH | $1,461 | | Procter & Gamble Co |
9,416 |
+148 |
$1,447 | | PG | 9,416 | +148 | $1,447 | | Merck & Co Inc |
16,434 |
+721 |
$1,379 | | MRK | 16,434 | +721 | $1,379 | | Honeywell Intl Inc |
6,512 |
+140 |
$1,371 | | HON | 6,512 | +140 | $1,371 | | Lockheed Martin Corp |
2,651 |
+86 |
$1,323 | | LMT | 2,651 | +86 | $1,323 | | Digital Realty Tr Inc |
7,582 |
-22 |
$1,311 | | DLR | 7,582 | -22 | $1,311 | | Johnson & Johnson Inc |
7,054 |
+12 |
$1,308 | | JNJ | 7,054 | +12 | $1,308 | | Philip Morris Inc |
7,964 |
-174 |
$1,292 | | PM | 7,964 | -174 | $1,292 | | Pepsico Inc |
9,039 |
-669 |
$1,269 | | PEP | 9,039 | -669 | $1,269 | | Qualcomm Inc |
7,629 |
+121 |
$1,269 | | QCOM | 7,629 | +121 | $1,269 | | Invesco Bulletshares 2026 Corporate Bond ETF (BSCQ) |
63,924 |
UNCH |
$1,250 | | BSCQ | 63,924 | UNCH | $1,250 | | Alphabet Inc Cap Stock Cl C |
5,065 |
-445 |
$1,234 | | GOOG | 5,065 | -445 | $1,234 | | Costco Wholesale Corp |
1,308 |
+12 |
$1,211 | | COST | 1,308 | +12 | $1,211 | | Quest Diagnostics Inc |
6,226 |
-731 |
$1,187 | | DGX | 6,226 | -731 | $1,187 | | Ishares MSCI USA Quality Factor ETF (QUAL) |
6,000 |
UNCH |
$1,167 | | QUAL | 6,000 | UNCH | $1,167 |
See Full List: All Stocks Held By YANKCOM Partnership
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By YANKCOM Partnership
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