YANKCOM Partnership

CIK 0002036975 · Q1 2026

13F Equity AUM

$243.2M

+3.4% QoQ

Positions

365

-9 QoQ

AUM Rank

#6,647

Top 53%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 29.4%Top 10: 41.4%Top 20: 55.2%

VEA7.9%

SCHV6.7%

VOO6.0%

IJH4.9%

IWY3.9%

AAPL2.7%

AMZN2.6%

MSFT2.5%

NVDA2.2%

VWO2.0%

Others (355)58.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.1%

Technology13.1%

Healthcare6.0%

Consumer Cyclical5.8%

Industrials5.2%

Communication Services3.9%

Energy3.6%

Consumer Defensive3.1%

Other6.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 365Median: 0.02%Avg: 0.27%

0–0.5%

316(25.1%)

0.5–1%

30(20.6%)

1–3%

14(24.8%)

3–5%

2(8.8%)

5%+

3(20.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 364Unique: 1vs 20 funds

5%Low

365

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.9%

BANK OF AMERICA CORP /DE/

7.6%

7.1%

11.3%

8.1%

7.8%

VANGUARD CAPITAL MANAGEMENT LLC

7.3%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

8.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New35Increased81Decreased91Exited43

New Positions

KLAC0.2%

+360

PWR0.1%

+250

MNST0.1%

+2K

VTI0.0%

+340

RWK0.0%

+290

RBLX0.0%

+1K

SHY0.0%

+158

JPIE0.0%

+346

RWJ0.0%

+390

IBIT0.0%

+593

Increased

SCHV6.7%

+66K(+14%)

VEA7.9%

+29K(+11%)

IJH4.9%

+22K(+14%)

VWO2.0%

+11K(+13%)

IWY3.9%

+5K(+15%)

VNQ0.9%

+3K(+16%)

AVGO1.6%

+3K(+31%)

HBAN0.3%

+3K(+6%)

DOW0.3%

+3K(+20%)

BX0.3%

+2K(+51%)

Decreased

SCHD0.1%

-3,923(-33%)

CMG0.0%

-3,497(-86%)

CPRT0.0%

-2,485(-94%)

DKNG0.0%

-1,789(-91%)

WMB0.8%

-1,505(-5%)

GLW0.4%

-1,033(-14%)

TRP0.4%

-1,027(-7%)

SCHG0.0%

-980(-21%)

BP0.0%

-876(-91%)

SONY0.0%

-861(-88%)

Exited

-4,389

-2,993

-228

-929

-622

-301

-43

SAN

-1,398

HBC2

-148

BINC

-298

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...