YANKCOM Partnership

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CIK 2036975

13F portfolio (2026-Q1)

$243M

Positions

368

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

368

Top 5

29.4%

Top 10

41.4%

Effective N

39.6

HHI

0.025

This quarter

35 new · 0 exit →

By sector

Unclassified46.6%

Information Technology12.4%

Financials8.7%

Consumer Discretionary7.4%

Industrials6.1%

Health Care5.6%

Communication Services3.9%

Energy2.5%

Other6.8%

By market cap

Unknown48.0%

Mega (>$200B)30.7%

Large ($10–200B)21.3%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

North America52.7%

Other46.6%

Europe0.7%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	47.33%	105
Specialty Retail	4.94%	12
Pharmaceuticals & Biotechnology	4.28%	20
Technology Hardware & Equipment	4.25%	14
Banks	4.15%	18
Semiconductors & Semiconductor Equipment	4.05%	12
Software	3.67%	16
Software & IT Services	3.20%	6
Oil, Gas & Consumable Fuels	2.48%	13
Utilities	2.21%	9
Aerospace & Defense	1.98%	8
Machinery	1.80%	15
Capital Markets	1.69%	9
Chemicals	1.64%	11
Commercial Services & Supplies	1.33%	12
Hotels, Restaurants & Leisure	1.21%	6
Insurance	1.19%	11
Equity Real Estate Investment Trusts (REITs)	1.19%	5
Road & Rail	1.00%	5
Health Care Equipment & Supplies	0.85%	6
Beverages	0.80%	3
Automobiles & Components	0.64%	6
Health Care Providers & Services	0.51%	3
Diversified Telecommunication Services	0.49%	2
Tobacco	0.49%	1
Airlines	0.47%	1
Communications Equipment	0.42%	2
Metals & Mining	0.38%	5
Transportation Infrastructure	0.35%	1
Distributors	0.33%	4
Leisure Products	0.21%	1
Media & Entertainment	0.19%	5
Paper & Forest Products	0.10%	3
Textiles, Apparel & Luxury Goods	0.08%	1
Construction & Engineering	0.06%	1
Electrical Equipment & Components	0.02%	4
Entertainment	0.01%	3
Professional Services	0.01%	1
Food Products	0.01%	1
Life Sciences Tools & Services	0.01%	2
Industrial Conglomerates	0.00%	1
Construction Materials	0.00%	1
Household Durables	0.00%	2
Agricultural Products	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	7.91%
2	SCHV	SCHWAB STRATEGIC TR	Unclassified	6.72%
3	VOO	VANGUARD INDEX FDS	Unclassified	6.03%
4	IJH	ISHARES TR	Unclassified	4.92%
5	IWY	ISHARES TR	Unclassified	3.86%
6	AAPL	Apple Inc.	Information Technology	2.67%
7	AMZN	AMAZON COM INC	Consumer Discretionary	2.57%
8	MSFT	MICROSOFT CORP	Information Technology	2.45%
9	NVDA	NVIDIA CORP	Information Technology	2.23%
10	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	2.04%

265/368 names classified · sector 53.4% of weight · industry 52.7% · mkt cap 52.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyMSFT, AAPL, NVDA, AVGO, CSCO · other

FinancialsJPM, C, AMP, BRK.B, V · other

Consumer DiscretionaryAMZN, MCD, TSLA, COST, HD · other

Health CareABBV, MRK, ABT, MDT, DGX · other

IndustrialsUNP, HON, LMT, CAT, BKNG · other

Communication ServicesGOOGL, META, GOOG, VZ, NFLX · other

MaterialsPG, APD, DOW, GLW, ECL · other

UtilitiesWMB, NEE, TRP, AEP, DUK · other

EnergyXOM, CVX, ENB, COP, SOBO · other

Consumer StaplesPEP, PM, BTI, KO, MNST · other

Real EstateDLR, PLD, AMT, CCI, ELS · other

UnclassifiedVEA, SCHV, VOO, IJH, IWY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 53.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (213 classified)YANKCOM Partnership centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryIndustrialsHealth CareCommunication ServicesEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for YANKCOM Partnership: centroid Large Core. Heaviest cells: Large Growth 19.9%, Large Value 11.7%, Large Core 11.7%.

Classified: 51.0% of book weight (213/368 names) · unclassified 49.0%: VEA, SCHV, VOO, IJH, IWY, VWO, SPDW, IJR, IEFA, SPY +145 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 368 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VEAVANGUARD TAX-MANAGED FDS	300,064	$19M	7.9%	ADD 11%
2	SCHVSCHWAB STRATEGIC TR	536,086	$16M	6.7%	ADD 14%
3	VOOVANGUARD INDEX FDS	24,550	$15M	6.0%	ADD 9%
4	IJHISHARES TR	177,320	$12M	4.9%	ADD 14%
5	IWYISHARES TR	37,695	$9M	3.9%	ADD 15%
6	AAPLAPPLE INC	25,619	$7M	2.7%	HOLD
7	AMZNAMAZON COM INC	30,010	$6M	2.6%	ADD 2%
8	MSFTMICROSOFT CORP	16,096	$6M	2.4%	ADD 7%
9	NVDANVIDIA CORPORATION	31,159	$5M	2.2%	HOLD
10	VWOVANGUARD INTL EQUITY INDEX F	91,852	$5M	2.0%	ADD 13%
11	GOOGLALPHABET INC	15,148	$4M	1.8%	HOLD
12	SPDWSPDR INDEX SHS FDS	86,755	$4M	1.6%	HOLD
13	AVGOBROADCOM INC	12,426	$4M	1.6%	ADD 31%
14	IJRISHARES TR	28,245	$4M	1.4%	ADD 4%
15	CCITIGROUP INC	30,326	$3M	1.4%	HOLD
16	JPMJPMORGAN CHASE & CO	11,374	$3M	1.4%	ADD 4%
17	IEFAISHARES TR	34,061	$3M	1.3%	HOLD
18	XOMEXXON MOBIL CORP	17,055	$3M	1.2%	TRIM −4%
19	SPYSTATE STR SPDR S&P 500 ETF T	4,366	$3M	1.2%	HOLD
20	IVVISHARES TR	3,480	$2M	0.9%	ADD 5%
21	VNQVANGUARD INDEX FDS	24,703	$2M	0.9%	ADD 16%
22	ABBVABBVIE INC	9,861	$2M	0.9%	ADD 2%
23	UNPUNION PAC CORP	8,731	$2M	0.9%	HOLD
24	MRKMERCK & CO INC	16,469	$2M	0.8%	HOLD
25	WMBWILLIAMS COS INC	26,350	$2M	0.8%	TRIM −5%
26	AMPAMERIPRISE FINL INC	4,248	$2M	0.8%	ADD 5%
27	MCDMCDONALDS CORP	5,994	$2M	0.8%	ADD 2%
28	CSCOCISCO SYS INC	23,772	$2M	0.8%	HOLD
29	BRK.BBERKSHIRE HATHAWAY INC DEL	3,806	$2M	0.7%	ADD 5%
30	METAMETA PLATFORMS INC	3,170	$2M	0.7%	HOLD
31	PGPROCTER AND GAMBLE CO	12,003	$2M	0.7%	ADD 2%
32	HDHOME DEPOT INC	5,092	$2M	0.7%	ADD 13%
33	HONHONEYWELL INTL INC	7,329	$2M	0.7%	ADD 2%
34	GOOGALPHABET INC	5,570	$2M	0.7%	HOLD
35	VVISA INC	5,227	$2M	0.6%	ADD 9%
36	COSTCOSTCO WHSL CORP NEW	1,554	$2M	0.6%	ADD 9%
37	PEPPEPSICO INC	9,911	$2M	0.6%	ADD 7%
38	LMTLOCKHEED MARTIN CORP	2,519	$2M	0.6%	TRIM −10%
39	TSLATESLA INC	4,087	$2M	0.6%	TRIM −3%
40	JNJJOHNSON & JOHNSON	6,211	$2M	0.6%	TRIM −11%
41	CATCATERPILLAR INC	2,141	$2M	0.6%	TRIM −15%
42	RSPINVESCO EXCHANGE TRADED FD T	7,700	$1M	0.6%	HOLD
43	MDTMEDTRONIC PLC	16,709	$1M	0.6%	ADD 6%
44	CVXCHEVRON CORP NEW	6,794	$1M	0.6%	ADD 9%
45	DLRDIGITAL RLTY TR INC	7,705	$1M	0.6%	HOLD
46	WMTWALMART INC	10,822	$1M	0.6%	TRIM −2%
47	NVSNOVARTIS AG	8,313	$1M	0.5%	TRIM −2%
48	LLYELI LILLY & CO	1,338	$1M	0.5%	HOLD
49	SHOPSHOPIFY INC	10,293	$1M	0.5%	HOLD
50	DGXQUEST DIAGNOSTICS INC	6,199	$1M	0.5%	HOLD
51	NEENEXTERA ENERGY INC	12,961	$1M	0.5%	TRIM −5%
52	PMPHILIP MORRIS INTL INC	7,223	$1M	0.5%	TRIM −8%
53	VZVERIZON COMMUNICATIONS INC	23,718	$1M	0.5%	HOLD
54	ABTABBOTT LABS	11,313	$1M	0.5%	HOLD
55	QUALISHARES TR	6,000	$1M	0.5%	HOLD
56	PLDPROLOGIS INC.	8,661	$1M	0.5%	HOLD
57	FDXFEDEX CORP	3,210	$1M	0.5%	HOLD
58	IWDISHARES TR	5,258	$1M	0.5%	HOLD
59	ALLALLSTATE CORP	5,222	$1M	0.4%	ADD 7%
60	QCOMQUALCOMM INC	7,768	$1M	0.4%	HOLD
61	SBUXSTARBUCKS CORP	11,152	$999,105	0.4%	HOLD
62	ETNEATON CORP PLC	2,757	$986,096	0.4%	ADD 8%
63	MSMORGAN STANLEY	5,845	$961,911	0.4%	TRIM −4%
64	IWFISHARES TR	2,184	$931,720	0.4%	HOLD
65	TRPTC ENERGY CORP	14,655	$917,400	0.4%	TRIM −7%
66	BSCQINVESCO EXCH TRD SLF IDX FD	46,064	$899,673	0.4%	HOLD
67	RTXRTX CORPORATION	4,581	$883,675	0.4%	HOLD
68	FITBFIFTH THIRD BANCORP	18,930	$879,487	0.4%	HOLD
69	COPCONOCOPHILLIPS	6,645	$877,140	0.4%	ADD 10%
70	GLWCORNING INC	6,411	$871,702	0.4%	TRIM −14%
71	BKNGBOOKING HOLDINGS INC	204	$858,894	0.4%	ADD 6%
72	APDAIR PRODS & CHEMS INC	2,938	$853,455	0.4%	TRIM −3%
73	BSCRINVESCO EXCH TRD SLF IDX FD	42,870	$841,375	0.3%	HOLD
74	HBANHUNTINGTON BANCSHARES INC	53,241	$833,220	0.3%	ADD 6%
75	TGTTARGET CORP	6,750	$818,099	0.3%	TRIM −3%
76	BXBLACKSTONE INC	6,870	$789,994	0.3%	ADD 51%
77	CBCHUBB LIMITED	2,378	$775,060	0.3%	ADD 5%
78	SLYVSPDR SERIES TRUST	8,158	$771,584	0.3%	HOLD
79	AEPAMERICAN ELEC PWR CO INC	5,630	$737,981	0.3%	TRIM −3%
80	NOCNORTHROP GRUMMAN CORP	1,080	$736,810	0.3%	ADD 5%
81	TFCTRUIST FINL CORP	15,837	$728,030	0.3%	HOLD
82	ENBENBRIDGE INC	13,426	$726,888	0.3%	TRIM −4%
83	TELTE CONNECTIVITY PLC	3,355	$701,252	0.3%	ADD 5%
84	DOWDOW HLDGS INC	15,813	$658,616	0.3%	ADD 20%
85	CIBRFIRST TR EXCHANGE-TRADED FD	10,490	$657,518	0.3%	HOLD
86	ECLECOLAB INC	2,394	$636,837	0.3%	ADD 5%
87	PRUPRUDENTIAL FINL INC	6,344	$619,745	0.3%	HOLD
88	TMOTHERMO FISHER SCIENTIFIC INC	1,209	$594,260	0.2%	ADD 8%
89	ITAIShares U.S. Aerospace & Defense ETF	2,600	$568,794	0.2%	HOLD
90	PNCPNC FINL SVCS GROUP INC	2,730	$568,087	0.2%	ADD 6%
91	CRMSALESFORCE INC	2,963	$553,102	0.2%	ADD 5%
92	BSMRINVESCO EXCH TRD SLF IDX FD	23,226	$549,387	0.2%	HOLD
93	KLACKLA CORP	360	$530,068	0.2%	NEW
94	BSCSINVESCO EXCH TRD SLF IDX FD	25,171	$514,083	0.2%	HOLD
95	HASHASBRO INC	5,358	$501,509	0.2%	HOLD
96	ITOTISHARES TR	3,500	$498,505	0.2%	HOLD
97	AMGNAMGEN INC	1,376	$484,146	0.2%	ADD 3%
98	BSMQINVESCO EXCH TRD SLF IDX FD	19,340	$456,908	0.2%	HOLD
99	DUKDUKE ENERGY CORP NEW	3,467	$453,964	0.2%	HOLD
100	SNASNAP ON INC	1,227	$445,675	0.2%	HOLD
101	QQQINVESCO QQQ TR	730	$421,343	0.2%	HOLD
102	ISRGINTUITIVE SURGICAL INC	898	$413,975	0.2%	ADD 2%
103	IHDGWisdomTree International Hdgd Div Gr ETF	8,400	$404,460	0.2%	HOLD
104	PYPLPAYPAL HLDGS INC	8,840	$399,834	0.2%	TRIM −3%
105	ACNACCENTURE PLC IRELAND	1,982	$393,014	0.2%	ADD 97%
106	DSIISHARES TR	3,203	$388,171	0.2%	HOLD
107	DVYISHARES TR	2,550	$386,096	0.2%	HOLD
108	XYLXYLEM INC	3,000	$358,500	0.1%	HOLD
109	BSMSINVESCO EXCH TRD SLF IDX FD	15,266	$357,151	0.1%	ADD 12%
110	SDYSPDR SER TR	2,442	$356,385	0.1%	TRIM −10%
111	AMTAMERICAN TOWER CORP	1,996	$344,469	0.1%	ADD 14%
112	NFLXNETFLIX INC	3,576	$343,830	0.1%	TRIM −11%
113	BSCVINVESCO EXCH TRD SLF IDX FD	20,733	$341,266	0.1%	HOLD
114	BSCYINVESCO EXCH TRD SLF IDX FD	16,469	$340,876	0.1%	ADD 13%
115	ADBEADOBE INC	1,383	$336,176	0.1%	ADD 7%
116	BSCTINVESCO EXCH TRD SLF IDX FD	17,973	$335,402	0.1%	HOLD
117	ZTSZOETIS INC	2,806	$331,698	0.1%	ADD 17%
118	LRCXLAM RESEARCH CORP	1,506	$321,776	0.1%	TRIM −25%
119	IWMISHARES TR	1,201	$297,774	0.1%	HOLD
120	MAMASTERCARD INCORPORATED	591	$295,300	0.1%	HOLD
121	XLESELECT SECTOR SPDR TR	4,764	$291,842	0.1%	HOLD
122	BSCXINVESCO EXCH TRD SLF IDX FD	13,792	$291,701	0.1%	HOLD
123	BSCWINVESCO EXCH TRD SLF IDX FD	14,111	$290,516	0.1%	HOLD
124	DHRDANAHER CORP DEL	1,505	$285,347	0.1%	ADD 14%
125	PANWPALO ALTO NETWORKS INC	1,746	$279,918	0.1%	ADD 10%
126	BSCZINVESCO EXCH TRD SLF IDX FD	13,410	$275,174	0.1%	ADD 4%
127	VCITVANGUARD SCOTTSDALE FDS	3,265	$270,179	0.1%	TRIM −8%
128	BSCUINVESCO EXCH TRD SLF IDX FD	15,750	$263,331	0.1%	HOLD
129	FTVFORTIVE CORP	4,675	$258,438	0.1%	ADD 9%
130	SCHDSCHWAB STRATEGIC TR	8,130	$249,429	0.1%	TRIM −33%
131	BSMTINVESCO EXCH TRD SLF IDX FD	10,759	$247,713	0.1%	TRIM −7%
132	ASMLASML HOLDING N V	186	$245,678	0.1%	TRIM −33%
133	KOCOCA COLA CO	3,228	$245,489	0.1%	HOLD
134	ODFLOLD DOMINION FREIGHT LINE IN	1,157	$226,079	0.1%	ADD 24%
135	NOWSERVICENOW INC	2,136	$223,319	0.1%	TRIM −11%
136	PKGPACKAGING CORP AMER	1,030	$218,587	0.1%	HOLD
137	AFLAFLAC INC	1,826	$200,330	0.1%	HOLD
138	APHAMPHENOL CORP	1,565	$197,738	0.1%	HOLD
139	EBAYEBAY INC.	2,142	$194,965	0.1%	HOLD
140	KKRKKR & CO INC	2,067	$191,194	0.1%	ADD 54%
141	MPWRMONOLITHIC PWR SYS INC	173	$189,150	0.1%	HOLD
142	IDXXIDEXX LABS INC	330	$185,426	0.1%	HOLD
143	CMICUMMINS INC	343	$184,536	0.1%	ADD 1083%
144	HIMUBLACKROCK ETF TRUST II	3,840	$184,293	0.1%	ADD 32%
145	CTASCINTAS CORP	1,084	$183,346	0.1%	ADD 63%
146	SPGIS&P GLOBAL INC	415	$176,514	0.1%	ADD 60%
147	SYKSTRYKER CORPORATION	530	$174,155	0.1%	ADD 8%
148	BSMUINVESCO EXCH TRD SLF IDX FD	7,900	$172,326	0.1%	HOLD
149	BACBANK AMERICA CORP	3,503	$170,772	0.1%	TRIM −17%
150	MXIISHARES TR	1,589	$168,784	0.1%	HOLD
151	SHWSHERWIN WILLIAMS CO	517	$165,722	0.1%	ADD 5%
152	PLTRPALANTIR TECHNOLOGIES INC	1,077	$157,541	0.1%	HOLD
153	MNSTMONSTER BEVERAGE CORP NEW	2,147	$155,570	0.1%	NEW
154	VUGVANGUARD INDEX FDS	353	$154,187	0.1%	TRIM −2%
155	LECOLINCOLN ELEC HLDGS INC	612	$152,435	0.1%	TRIM −2%
156	SNPSSYNOPSYS INC	375	$148,675	0.1%	HOLD
157	CASYCASEYS GEN STORES INC	195	$141,932	0.1%	ADD 10%
158	SCHWSCHWAB CHARLES CORP	1,463	$137,493	0.1%	TRIM −8%
159	PWRQUANTA SVCS INC	250	$137,250	0.1%	NEW
160	DDOGDATADOG INC	1,080	$127,493	0.1%	HOLD
161	SPOTSPOTIFY TECHNOLOGY S A	245	$118,811	0.0%	TRIM −26%
162	URIUNITED RENTALS INC	162	$118,031	0.0%	HOLD
163	SRLNSSGA ACTIVE ETF TR	2,936	$117,851	0.0%	HOLD
164	INTUINTUIT	253	$109,396	0.0%	TRIM −32%
165	VTIVANGUARD INDEX FDS	340	$109,075	0.0%	NEW
166	HYGISHARES TR	1,331	$105,895	0.0%	HOLD
167	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	3,628	$105,683	0.0%	TRIM −21%
168	VXUSVANGUARD STAR FDS	1,183	$91,222	0.0%	ADD 44%
169	VSGXVANGUARD WORLD FD	1,233	$88,443	0.0%	HOLD
170	VGTVANGUARD WORLD FD	126	$87,912	0.0%	HOLD
171	BLKBLACKROCK INC	89	$85,593	0.0%	TRIM −12%
172	AMATAPPLIED MATLS INC	239	$81,688	0.0%	TRIM −5%
173	PGRPROGRESSIVE CORP	385	$76,324	0.0%	TRIM −35%
174	PWVINVESCO EXCHANGE TRADED FD T	1,077	$75,078	0.0%	HOLD
175	UNHUNITEDHEALTH GROUP INC	274	$74,142	0.0%	TRIM −9%
176	MBBISHARES TR	761	$72,257	0.0%	TRIM −27%
177	WINGWINGSTOP INC	426	$66,022	0.0%	HOLD
178	DEDEERE & CO	115	$64,780	0.0%	ADD 13%
179	SYYSYSCO CORP	897	$63,983	0.0%	ADD 3%
180	ETRENTERGY CORP NEW	558	$62,697	0.0%	HOLD
181	TSMTAIWAN SEMICONDUCTOR MFG LTD	182	$61,507	0.0%	TRIM −28%
182	VTWOVANGUARD SCOTTSDALE FDS	589	$59,000	0.0%	HOLD
183	CWCURTISS WRIGHT CORP	86	$58,576	0.0%	HOLD
184	RBLXROBLOX CORP	1,024	$57,921	0.0%	NEW
185	CWISPDR INDEX SHS FDS	1,538	$56,275	0.0%	HOLD
186	EFAISHARES TR	576	$55,947	0.0%	HOLD
187	HDVISHARES TR	400	$54,423	0.0%	HOLD
188	ESGVVanguard ESG US Stock - ETF	458	$51,420	0.0%	HOLD
189	USMVISHARES TR	541	$50,172	0.0%	HOLD
190	VOVANGUARD INDEX FDS	169	$48,534	0.0%	HOLD
191	CSXCSX CORP	1,142	$46,879	0.0%	TRIM −11%
192	VIGVANGUARD SPECIALIZED FUNDS	214	$46,023	0.0%	HOLD
193	SLBSCHLUMBERGER LTD	868	$44,607	0.0%	HOLD
194	WMWASTE MGMT INC DEL	193	$44,351	0.0%	ADD 61%
195	GSGOLDMAN SACHS GROUP INC	49	$41,454	0.0%	TRIM −49%
196	BNDVANGUARD BD INDEX FDS	550	$40,502	0.0%	HOLD
197	VBVANGUARD INDEX FDS	152	$39,812	0.0%	HOLD
198	IXUSISHARES TR	449	$38,901	0.0%	HOLD
199	CPCANADIAN PACIFIC KANSAS CITY	492	$38,701	0.0%	HOLD
200	CHDCHURCH & DWIGHT CO INC	413	$38,541	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VEAVANGUARD TAX-MANAGED FDS

252K

251K

263K

271K

300K

$19M

SCHVSCHWAB STRATEGIC TR

416K

404K

431K

450K

470K

536K

$16M

VOOVANGUARD INDEX FDS

20K

21K

23K

25K

$15M

IJHISHARES TR

138K

135K

144K

150K

155K

177K

$12M

IWYISHARES TR

25K

31K

32K

33K

38K

$9M

AAPLAPPLE INC

23K

24K

25K

26K

$7M

AMZNAMAZON COM INC

27K

28K

29K

30K

$6M

MSFTMICROSOFT CORP

14K

15K

16K

$6M

NVDANVIDIA CORPORATION

28K

29K

30K

31K

$5M

VWOVANGUARD INTL EQUITY INDEX F

69K

68K

76K

79K

81K

92K

$5M

GOOGLALPHABET INC

15K

16K

15K

$4M

SPDWSPDR INDEX SHS FDS

87K

$4M

AVGOBROADCOM INC

10K

12K

$4M

IJRISHARES TR

27K

28K

$4M

CCITIGROUP INC

30K

31K

30K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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