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CIK: 0002109159
Total reported value
$510.0M
$510.0M
446 檔
9.3%
At the close of Q1 2026, Timothy G. Youngquist 2020 Irrevocable Trust disclosed equity holdings valued at approximately $510.0M, spread across 446 reported holdings.
In Q1 2026, Timothy G. Youngquist 2020 Irrevocable Trust displayed an active expansion posture, initiating 150 new positions and adding to 14 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 446 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHRS | Coherus Oncology Inc | Stock-Other | 8.96% | -5.38% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | -2.71% | — | |
| 3 | ADBE | Adobe Inc. | Stock-Tech | 3.19% | -3.18% | — | |
| 4 | GLD | SPDR Gold Shares | ETF-Commodities | 2.60% | -2.07% | — | |
| 5 | AMZN | Amazon.com, Inc. | Stock-Consumer Disc | 2.36% | -2.04% | — | |
| 6 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 2.23% | +3.51% | — | |
| 7 | RLAY | Relay Therapeutics Inc | Stock-Other | 2.14% | +0.80% | — | |
| 8 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.12% | -0.35% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -2.03% | EXIT | |
| 10 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.95% | -1.95% | EXIT | |
| 11 | UPS | United Parcel Service, Inc. | Stock-Industrials | 1.89% | -0.96% | — | |
| 12 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 1.75% | -0.13% | — | |
| 13 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.70% | +0.71% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | -1.15% | — | |
| 15 | SQQQ | Proshares Ultrapro Short Qqq | ETF-Other | 1.63% | -0.64% | — | |
| 16 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 1.58% | +0.50% | — | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.44% | -1.44% | EXIT | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -1.33% | EXIT | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.23% | -1.23% | EXIT | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | -1.17% | EXIT | |
| 21 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.14% | -1.14% | EXIT | |
| 22 | GE | General Electric | Stock-Industrials | 1.11% | -1.11% | EXIT | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.11% | -1.11% | EXIT | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 1.11% | -1.11% | EXIT | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.11% | -1.11% | EXIT | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 1.09% | -1.09% | EXIT | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.04% | -1.04% | EXIT | |
| 28 | DELL | Dell Technologies -c | Stock-Tech | 1.01% | -1.01% | EXIT | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 0.98% | -0.98% | EXIT | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.98% | +0.06% | — | |
| 31 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.98% | -0.46% | — | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.88% | -0.88% | EXIT | |
| 33 | MKSI | Mks Inc | Stock-Tech | 0.87% | -0.87% | EXIT | |
| 34 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.85% | -0.85% | EXIT | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.84% | -0.84% | EXIT | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.84% | -0.84% | EXIT | |
| 37 | LMND | Lemonade Inc | Stock-Financials | 0.84% | -0.84% | EXIT | |
| 38 | CVNA | Carvana Co | Stock-Consumer Disc | 0.84% | -0.84% | EXIT | |
| 39 | SANM | Sanmina CORP | Stock-Tech | 0.82% | -0.82% | EXIT | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.82% | -0.82% | EXIT | |
| 41 | LUV | Southwest Airlines Co | Stock-Industrials | 0.81% | -0.81% | EXIT | |
| 42 | SNDK | Sandisk CORP | Stock-Tech | 0.80% | -0.18% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.76% | EXIT | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | -0.29% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | -0.75% | EXIT | |
| 46 | CERT | Certara Inc | Stock-Other | 0.71% | -0.71% | EXIT | |
| 47 | CDXS | Codexis Inc | Stock-Other | 0.69% | -0.69% | EXIT | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.22% | — | |
| 49 | TZA | Dirx Dly Smal Cap B3x Etf-ui | ETF-Other | 0.66% | -0.13% | — | |
| 50 | ALAB | Astera Labs Inc | Stock-Tech | 0.63% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHRS | Coherus Oncology Inc | +2.8% | — | Add |
| 2 | GLD | SPDR Gold Shares | +2.6% | — | Add |
| 3 | HOOD | Robinhood Markets Inc - A | +2.1% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +2% | NEW | New buy |
| 5 | ADBE | Adobe Inc. | +2% | — | Unchanged |
| 6 | UPS | United Parcel Service, Inc. | +1.9% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +1.7% | — | Add |
| 8 | AMZN | Amazon.com Inc | +1.6% | NEW | New buy |
| 9 | KLAC | Kla CORP | +1.4% | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | NEW | New buy |
| 11 | AAPL | Apple Inc | +1.2% | NEW | New buy |
| 12 | CAT | Caterpillar Inc | +1.2% | NEW | New buy |
| 13 | CHRW | C.h. Robinson Worldwide Inc | +1.1% | NEW | New buy |
| 14 | GE | General Electric | +1.1% | NEW | New buy |
| 15 | IWM | Ishares Russell 2000 ETF | +1.1% | NEW | New buy |
| 16 | XLI | Ss Industrial Select Sector | +1.1% | NEW | New buy |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | +1.1% | NEW | New buy |
| 18 | APH | Amphenol Corp-cl A | +1.1% | NEW | New buy |
| 19 | AMAT | Applied Materials Inc | +1% | NEW | New buy |
| 20 | DELL | Dell Technologies -c | +1% | NEW | New buy |
| 21 | TEL | TE Connectivity plc | +1% | NEW | New buy |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.9% | NEW | New buy |
| 23 | MKSI | Mks Inc | +0.9% | NEW | New buy |
| 24 | RKLB | Rocket Lab CORP | +0.9% | NEW | New buy |
| 25 | TT | Trane Technologies plc | +0.8% | NEW | New buy |
| 26 | CVNA | Carvana Co | +0.8% | NEW | New buy |
| 27 | SANM | Sanmina CORP | +0.8% | NEW | New buy |
| 28 | GOVT | Ishares US Treasury Bond ETF | +0.8% | NEW | New buy |
| 29 | LUV | Southwest Airlines Co | +0.8% | NEW | New buy |
| 30 | SNDK | Sandisk CORP | +0.8% | NEW | New buy |
| 31 | LITE | Lumentum Holdings Inc | +0.8% | — | Add |
| 32 | MU | Micron Technology Inc | +0.8% | — | Add |
| 33 | GOOGL | Alphabet Inc-cl A | +0.8% | NEW | New buy |
| 34 | RDDT | Reddit Inc-cl A | +0.6% | — | Add |
| 35 | ALAB | Astera Labs Inc | +0.6% | NEW | New buy |
| 36 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | NEW | New buy |
| 37 | VIG | Vanguard Dividend Apprec ETF | +0.5% | NEW | New buy |
| 38 | VTV | Vanguard Value ETF | +0.5% | NEW | New buy |
| 39 | CLS | Celestica Inc | +0.5% | NEW | New buy |
| 40 | AAOI | Applied Optoelectronics Inc | +0.5% | — | Trim |
| 41 | DAWNGBX | Day One Biopharmaceuticals I | +0.5% | NEW | New buy |
| 42 | GOOG | Alphabet Inc-cl C | +0.5% | NEW | New buy |
| 43 | MSFT | Microsoft Corporation | +0.5% | NEW | New buy |
| 44 | PTC | Ptc Inc | +0.4% | NEW | New buy |
| 45 | BSY | Bentley Systems Inc-class B | +0.4% | NEW | New buy |
| 46 | GLD | Spdr Gold Shares | +0.4% | NEW | New buy |
| 47 | WMT | Walmart Inc | +0.4% | NEW | New buy |
| 48 | AUGO | Aura Minerals Inc. | +0.4% | NEW | New buy |
| 49 | XLP | Ss Consumer Staples Sel Sect | +0.4% | NEW | New buy |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | NEW | New buy |
According to official SEC Form 13F filings, Timothy G. Youngquist 2020 Irrevocable Trust reported a total U.S. public equity portfolio value of $510.0M across 446 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CHRS, NVDA, ADBE) accounted for 9.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
HOOD
市值: $4.9M
Top Position Liquidated / Trimmed
前期市值: $19.7M
During Q1 2026, Timothy G. Youngquist 2020 Irrevocable Trust's top holdings by market value included CHRS (9.0%)、NVDA (3.3%)、ADBE (3.2%). The largest single position, CHRS, represented 9.0% of total portfolio value.
In Q1 2026, Timothy G. Youngquist 2020 Irrevocable Trust made 190 total portfolio adjustments, initiating 150 new buys, adding to 14 positions, trimming 11 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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