YANKCOM Partnership
SEC Form 13F institutional filer · CIK 0002036975
13F-HR · 212 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
48.9%
YANKCOM Partnership — $206M AUM allocation strategy
YANKCOM Partnership files SEC Form 13F and reports $206M of long US equity value across 212 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.1%, followed by Information Technology 10.6% and Consumer Discretionary 3.0%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
YANKCOM Partnership — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$206M
total across 212 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +60.7K sh · +$2.28M+$IVV +22.7K sh · +$1.96M+$IWM +4.8K sh · +$197K
Biggest trims (shares)
−$CMG −3.5K sh · −$132K−$CPRT −2.48K sh · −$98.2K−$WMB −1.5K sh · +$243K
Exited to nil (held last quarter, gone now)
$ITW ($10.8K last qtr)$BA ($9.55K last qtr)$VRSK ($7.61K last qtr)$MDLZ ($6.84K last qtr)$CCI ($4.98K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage8.2%—
- Semiconductors4.5%—
- Diversified Banks3.3%—
- Asset Management & Custody Banks3.3%—
- Technology Hardware, Storage & Peripherals3.1%—
- Broadline Retail3.0%—
- Systems Software2.9%—
- Financial Exchanges & Data2.4%—
- Other holdings69.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 549K | $16.8M | +60.7K | 8.2% |
| $IVZ | Invesco Ltd | 260K | $6.69M | +156 | 3.3% |
| $AAPL | Apple Inc | 25.6K | $6.5M | +248 | 3.2% |
| $AMZN | Amazon.com Inc | 30K | $6.25M | +719 | 3.0% |
| $MSFT | Microsoft Corporation | 16.1K | $5.96M | +1.07K | 2.9% |
| $NVDA | NVIDIA Corporation | 31.2K | $5.43M | -180 | 2.6% |
| $SPGI | S&P Global Inc | 95.3K | $4.91M | +156 | 2.4% |
…and 205 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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