13F Filings History of Phil A. Younker & Associates, Ltd.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$143,411,472
Signature - Title
Jim Cullen - Filing Agent
Location
Fairbanks, AK
Summary
This page shows a list of all the recent 13F filings made by Phil A. Younker & Associates, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Phil A. Younker & Associates, Ltd. reported 36 stock holdings with total value $143,411,472 as of Q4 2025. Top holdings included SCHZ, SCHB, AOR, SCHO, and GAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $143,411,472 +$21,111,259 -$9,349,281 +$11,761,978 SCHZ, SCHB, AOR, SCHO, GAL 13F-HR 27 Jan 2026, 14:28
Q3 2025 33 $130,550,060 +$27,420,866 -$2,296,664 +$25,124,202 SCHZ, SCHB, SGOV, SCHO, GAL 13F-HR 24 Oct 2025, 11:57
Q2 2025 29 $101,440,570 +$1,915,619 -$6,781,890 -$4,866,271 SCHB, SCHZ, GAL, SCHO, AOR 13F-HR 16 Jul 2025, 09:58
Q1 2025 30 $101,593,490 +$6,064,499 -$5,049,361 +$1,015,138 SCHZ, SCHB, SCHO, GAL, AOR 13F-HR 29 Apr 2025, 11:09
Q4 2024 28 $100,051,991 $0 $0 $0 SCHB, SCHZ, SCHO, GAL, AOR 13F-HR 07 Apr 2025, 11:33