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Portfolio (Quarterly) Guide ↗

Phil A. Younker & Associates, Ltd.

· CIK 0002063635
13F Portfolio $150M AUM 36 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 13 Added 6 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHZ SCHWAB STRATEGIC TR 1,570,095.0 $36.5M 24.31% +102K +7.0% $23.22 -1.0%
2 MINT PIMCO ETF TR 196,010.0 $19.7M 13.14% +129K +194.4% $100.57 +0.1%
3 SCHD SCHWAB STRATEGIC TR 274,492.0 $8.4M 5.62% +11K +4.3% $30.68 +5.1%
4 SCHF SCHWAB STRATEGIC TR 291,215.0 $7.2M 4.81% +57K +24.1% $24.75 +10.5%
5 LQD ISHARES TR 30,015.0 $3.3M 2.18% +21K +234.5% $108.99 -0.8%
6 SCHA SCHWAB STRATEGIC TR 103,747.0 $3.0M 2.01% +3K +2.5% $29.08 +14.1%
7 BTI BRITISH AMERN TOB PLC Consumer Defensive 47,871.0 $2.8M 1.87% +2K +5.4% $58.47 +12.4%
8 SCHR SCHWAB STRATEGIC TR 80,465.0 $2.0M 1.34% +53K +192.4% $24.91 -1.3%
9 BA BOEING CO Industrials 7,986.0 $1.6M 1.06% +2K +40.5% $199.03 +10.3%
10 FNDF SCHWAB STRATEGIC TR 31,530.0 $1.5M 1.03% +2K +7.9% $48.93 +9.6%
11 SCHE SCHWAB STRATEGIC TR 28,669.0 $945K 0.63% +3K +13.9% $32.95 +8.0%
12 ALK ALASKA AIR GROUP INC Industrials 19,000.0 $699K 0.47% +14K +322.2% $36.78 +11.7%
13 JELD JELD-WEN HLDG INC Industrials 72,000.0 $89K 0.06% +40K +125.0% $1.24 +29.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 40.8%
Industrials 34.6%
Energy 16.5%
Financial Services 7.8%
Basic Materials 0.3%