Institutions / Phil A. Younker & Associates, Ltd. / Activity
Activity — Phil A. Younker & Associates, Ltd.
36 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 72201R833 Common stock | $15.64M | +155K +232.94% | 221,702 15.06% of portfolio | medium |
| Q2 2026 as of | Exit | 808524862 Common stock | $-9.80M | -402K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 808524102 Common stock | $-6.14M | -212K -18.64% | 926,210 18.08% of portfolio | medium |
| Q2 2026 as of | Add | 808524797 Common stock | $2.52M | +80K +30.25% | 342,607 7.32% of portfolio | low |
| Q2 2026 as of | Trim | 46436E718 Common stock | $-2.34M | -23K -44.88% | 28,573 1.94% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $2.30M | +21K +234.50% | 30,015 2.21% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $1.99M | +72K +30.63% | 306,501 5.72% of portfolio | low |
| Q2 2026 as of | Trim | 464289867 Common stock | $-1.36M | -20K -11.01% | 157,991 7.40% of portfolio | low |
| Q2 2026 as of | Trim | 808524839 Common stock | $-1.12M | -48K -3.29% | 1,419,857 22.13% of portfolio | low |
| Q2 2026 as of | Trim | 78468R663 Common stock | $-1.11M | -12K -61.29% | 7,674 0.47% of portfolio | low |
| Q2 2026 as of | Exit | 921937827 Common stock | $-1.00M | -13K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287440 Common stock | $-933.2K | -10K -100.00% | 0 | low |
| Q2 2026 as of | Add | 808524201 Common stock | $931.3K | +32K +23.14% | 168,396 3.34% of portfolio | low |
| Q2 2026 as of | Exit | 464288661 Common stock | $-895.1K | -8K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464289883 Common stock | $-769.1K | -19K -79.11% | 4,895 0.14% of portfolio | low |
| Q2 2026 as of | Exit | 808524300 Common stock | $-554.0K | -17K -100.00% | 0 | low |
| Q2 2026 as of | Add | The Boeing Company Common stock | $497.9K | +2K +40.45% | 7,986 1.17% of portfolio | low |
| Q2 2026 as of | New | Microsoft Corp Common stock | $429.0K | +1K | 1,150 0.29% of portfolio | low |
| Q2 2026 as of | Trim | 110448107 Common stock | $-413.2K | -7K -14.74% | 38,712 1.61% of portfolio | low |
| Q2 2026 as of | New | 464289875 Common stock | $379.6K | +8K | 7,609 0.26% of portfolio | low |
| Q2 2026 as of | Exit | 808524409 Common stock | $-374.9K | -13K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 78467V400 Common stock | $-309.3K | -6K -3.45% | 163,610 5.83% of portfolio | low |
| Q2 2026 as of | Exit | 92203J407 Common stock | $-302.0K | -6K -100.00% | 0 | low |
| Q2 2026 as of | New | MPLX Mplx LP MLP | $253.5K | +5K | 4,500 0.17% of portfolio | low |
| Q2 2026 as of | Exit | 41456U106 Common stock | $-241.1K | -9K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Alaska Air Group, Inc. Common stock | $-226.3K | -5K -100.00% | 0 | low |
| Q2 2026 as of | New | 464289859 Common stock | $222.7K | +2K | 2,282 0.15% of portfolio | low |
| Q2 2026 as of | Exit | Amazon.com Inc Common stock | $-218.1K | -945 -100.00% | 0 | low |
| Q2 2026 as of | Exit | ConocoPhillips Common stock | $-215.3K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 78468R523 Common stock | $-149.1K | -2K -16.05% | 7,845 0.53% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-133.7K | -978 -18.93% | 4,189 0.39% of portfolio | low |
| Q2 2026 as of | Add | 808524706 Common stock | $126.5K | +3K +13.86% | 28,669 0.70% of portfolio | low |
| Q2 2026 as of | Add | 808524755 Common stock | $121.3K | +2K +7.87% | 31,530 1.12% of portfolio | low |
| Q2 2026 as of | Add | JELD-WEN Holding, Inc. Common stock | $93.8K | +63K +195.31% | 94,500 0.10% of portfolio | low |
| Q2 2026 as of | Add | 808524607 Common stock | $92.5K | +3K +2.53% | 103,747 2.53% of portfolio | low |
| Q2 2026 as of | Add | 808524854 Common stock | $33.9K | +1K +4.99% | 28,888 0.48% of portfolio | low |