Phil A. Younker & Associates, Ltd. - Portfolio Stock Holdings

Phil A. Younker & Associates, Ltd. disclosed 31 stock positions in a recent SEC 13F filing. $156,551,057 of stock holdings were filed, with the largest holdings including SCHZ, MINT, and SCHB. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $202,173,074 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.