Phil A. Younker & Associates, Ltd.
Phil A. Younker & Associates, Ltd. reported 29 holdings worth US$148M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Phil A. Younker & Associates, Ltd. reported 29 holdings worth US$148M as of Jun 30, 2026. Largest: British American Tobacco P.l.c., Boeing Company (the) and Exxon Mobil Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| British American Tobacco P.l.c. | 38,712 | US$2.39M | 1.6% |
| Boeing Company (the) | 7,986 | US$1.73M | 1.2% |
| Exxon Mobil Corporation | 4,189 | US$573K | 0.39% |
| Microsoft Corp. | 1,150 | US$429K | 0.29% |
| Mplx Lp | 4,500 | US$253K | 0.17% |
| Visa Inc. | 675 | US$232K | 0.16% |
| Jeld-wen Holding, Inc. | 94,500 | US$142K | 0.10% |
| International Tower Hill Mines Ltd. | 10,000 | US$19,900 | 0.01% |
| Alaska Air Group, Inc. | 0 | US$0 | 0.00% |