Institutional Fund
Yankcom Partnership
Yankton, SDCIK 20369755 filings on record
Portfolio Value
$243.22M
Q1 2026
Holdings
368
Reported positions
New Buys
35
Opened this quarter
QoQ Change
+3.4%
from $235.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds7.9%
- Schwab Strategic Tr6.7%
- Vanguard Index Fds6.0%
- Ishares Tr4.9%
- Ishares Tr3.9%
- Apple Inc2.7%
- Other67.9%
Portfolio Holdings
368 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 300.1K | $19.23M | 7.9% | +29.1K | Added |
| 2 | Schwab Strategic Tr | 536.1K | $16.35M | 6.7% | +65.7K | Added |
| 3 | Vanguard Index Fds | 24.6K | $14.67M | 6.0% | +2.0K | Added |
| 4 | Ishares Tr | 177.3K | $11.97M | 4.9% | +22.1K | Added |
| 5 | Ishares Tr | 37.7K | $9.38M | 3.9% | +4.9K | Added |
| 6 | Apple Inc | 25.6K | $6.50M | 2.7% | +248 | Added |
| 7 | Amazon Com Inc | 30.0K | $6.25M | 2.6% | +719 | Added |
| 8 | Microsoft Corp | 16.1K | $5.96M | 2.4% | +1.1K | Added |
| 9 | Nvidia Corporation | 31.2K | $5.43M | 2.2% | −180 | Reduced |
| 10 | Vanguard Intl Equity Index F | 91.9K | $4.97M | 2.0% | +10.5K | Added |
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