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CIK: 0002109159
Total reported value
$529.7M
$529.7M
115 檔
63.2%
According to the latest 13F quarterly dataset, Timothy G. Youngquist 2020 Irrevocable Trust managed an equity portfolio of $529.7M at the end of Q2 2026, spanning 115 distinct U.S. exchange-listed positions.
In Q2 2026, Timothy G. Youngquist 2020 Irrevocable Trust adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 121 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 50.91% | +0.99% | — | |
| 2 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 5.74% | -2.68% | +1.56% | |
| 3 | CHRS | Coherus Oncology Inc | Stock-Other | 3.58% | -0.60% | +6.18% | |
| 4 | RLAY | Relay Therapeutics Inc | Stock-Other | 2.94% | -0.21% | +60.60% | |
| 5 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 2.41% | -0.62% | +83.94% | |
| 6 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 2.29% | -0.17% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.23% | -0.08% | — | |
| 8 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 2.08% | -0.41% | +141.64% | |
| 9 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.01% | — | — | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 1.81% | -0.19% | +175.30% | |
| 11 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.77% | +0.14% | +26.68% | |
| 12 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 1.62% | -0.39% | +16.52% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.04% | -0.30% | -31.49% | |
| 14 | SQQQ | Proshares Ultrapro Short Qqq | ETF-Other | 0.99% | -0.99% | EXIT | |
| 15 | UPS | United Parcel Service, Inc. | Stock-Industrials | 0.93% | +0.70% | +37.50% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 0.88% | +0.03% | +456.93% | |
| 17 | IONQ | Ionq Inc | Stock-Tech | 0.67% | -0.14% | — | |
| 18 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.65% | -0.08% | +32.30% | |
| 19 | SIMO | Silicon Motion Technol-adr | Stock-Other | 0.63% | -0.63% | EXIT | |
| 20 | SNDK | Sandisk CORP | Stock-Tech | 0.62% | -0.17% | -52.25% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 0.58% | +0.09% | +4676.71% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.05% | -67.84% | |
| 23 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 0.53% | -0.05% | — | |
| 24 | GLD | SPDR Gold Shares | ETF-Commodities | 0.53% | -0.24% | +33.96% | |
| 25 | TZA | Dirx Dly Smal Cap B3x Etf-ui | ETF-Other | 0.53% | -0.53% | EXIT | |
| 26 | SITM | Sitime CORP | Stock-Tech | 0.53% | -0.53% | EXIT | |
| 27 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.52% | +0.25% | -5.01% | |
| 28 | APLD | Applied Digital CORP | Stock-Tech | 0.51% | -0.19% | — | |
| 29 | ALAB | Astera Labs Inc | Stock-Tech | 0.51% | -0.51% | EXIT | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | — | -43.41% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.46% | +0.03% | +0.30% | |
| 32 | COHR | Coherent CORP | Stock-Tech | 0.46% | -0.14% | +34.04% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.44% | EXIT | |
| 34 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.43% | +0.05% | — | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.34% | EXIT | |
| 36 | AMZN | Amazon.com, Inc. | Stock-Consumer Disc | 0.32% | -0.32% | EXIT | |
| 37 | AVAV | Aerovironment Inc | Stock-Industrials | 0.29% | -0.29% | EXIT | |
| 38 | MXL | Maxlinear Inc | Stock-Other | 0.27% | -0.27% | EXIT | |
| 39 | PENG | Penguin Solutions Inc | Stock-Other | 0.27% | -0.27% | EXIT | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.25% | -0.25% | EXIT | |
| 41 | ICHR | Ichor Holdings, Ltd. | Stock-Other | 0.24% | -0.24% | EXIT | |
| 42 | ✓ | National Energy Services Reu | Stock-Other | 0.23% | -0.23% | EXIT | |
| 43 | ALTO | Alto Ingredients Inc | Stock-Other | 0.21% | -0.21% | EXIT | |
| 44 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 0.21% | -0.21% | EXIT | |
| 45 | SEZL | Sezzle Inc | Stock-Other | 0.20% | -0.20% | EXIT | |
| 46 | CLS | Celestica Inc | Stock-Tech | 0.20% | -0.20% | EXIT | |
| 47 | BTSG | Brightspring Health Services | Stock-Other | 0.20% | -0.20% | EXIT | |
| 48 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.19% | -0.19% | EXIT | |
| 49 | RFIL | Rf Industries LTD | Stock-Other | 0.19% | -0.19% | EXIT | |
| 50 | AUGO | Aura Minerals Inc. | Stock-Other | 0.19% | -0.19% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +50.9% | NEW | New buy |
| 2 | SOXL | Direx Dail Semi Bu 3x Et-usd | +3.5% | +1.56% | Add |
| 3 | TQQQ | Proshares Ultrapro Qqq | +2.3% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +2.2% | NEW | New buy |
| 5 | SPXL | Direxion Daily S&p 500 Bull | +2% | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | +1.3% | +175.30% | Add |
| 7 | RLAY | Relay Therapeutics Inc | +0.8% | +60.60% | Add |
| 8 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.7% | +83.94% | Add |
| 9 | LRCX | Lam Research CORP | +0.7% | +456.93% | Add |
| 10 | IONQ | Ionq Inc | +0.7% | NEW | New buy |
| 11 | SIMO | Silicon Motion Technol-adr | +0.6% | NEW | New buy |
| 12 | ANET | Arista Networks Inc | +0.6% | +4676.71% | Add |
| 13 | MLYS | Mineralys Therapeutics Inc | +0.5% | NEW | New buy |
| 14 | SITM | Sitime CORP | +0.5% | NEW | New buy |
| 15 | APLD | Applied Digital CORP | +0.5% | NEW | New buy |
| 16 | VKTX | Viking Therapeutics Inc | +0.5% | +141.64% | Add |
| 17 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.4% | NEW | New buy |
| 18 | NEE | Nextera Energy Inc | +0.3% | +2592.10% | Add |
| 19 | AVAV | Aerovironment Inc | +0.3% | NEW | New buy |
| 20 | MXL | Maxlinear Inc | +0.3% | NEW | New buy |
| 21 | PENG | Penguin Solutions Inc | +0.3% | NEW | New buy |
| 22 | ICHR | Ichor Holdings, Ltd. | +0.2% | NEW | New buy |
| 23 | GLW | Corning Inc | +0.2% | +1718.48% | Add |
| 24 | ALTO | Alto Ingredients Inc | +0.2% | NEW | New buy |
| 25 | MYRG | Myr Group Inc/delaware | +0.2% | NEW | New buy |
| 26 | SEZL | Sezzle Inc | +0.2% | NEW | New buy |
| 27 | BTSG | Brightspring Health Services | +0.2% | NEW | New buy |
| 28 | DAR | Darling Ingredients Inc | +0.2% | NEW | New buy |
| 29 | CNC | Centene CORP | +0.2% | NEW | New buy |
| 30 | OSCR | Oscar Health Inc - Class A | +0.2% | NEW | New buy |
| 31 | PBR | Petroleo Brasileiro-spon Adr | +0.2% | NEW | New buy |
| 32 | TTE | TotalEnergies SE | +0.2% | NEW | New buy |
| 33 | RXT | Rackspace Technology Inc | +0.2% | NEW | New buy |
| 34 | E | Eni Spa-sponsored Adr | +0.2% | NEW | New buy |
| 35 | BE | Bloom Energy Corp- A | +0.2% | +32.30% | Add |
| 36 | MSFT | Microsoft Corporation | +0.2% | NEW | New buy |
| 37 | BAC | Bank Of America CORP | +0.1% | +598.82% | Add |
| 38 | MTSI | Macom Technology Solutions H | +0.1% | NEW | New buy |
| 39 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 40 | MU | Micron Technology Inc | +0.1% | -31.49% | Trim |
| 41 | HOOD | Robinhood Markets, Inc. | 0% | +53.59% | Add |
| 42 | LQDA | Liquidia CORP | 0% | NEW | New buy |
| 43 | MU | Micron Technology, Inc. | 0% | NEW | New buy |
| 44 | AXTI | Axt Inc | 0% | NEW | New buy |
| 45 | CNTX | Context Therapeutics Inc | 0% | NEW | New buy |
| 46 | COHR | Coherent CORP | — | +34.04% | Add |
| 47 | WDC | Western Digital CORP | — | -2.57% | Trim |
| 48 | ✓ | National Energy Services Reu | 0% | +33.77% | Add |
| 49 | ROST | Ross Stores Inc | 0% | EXIT | Sold out |
| 50 | KO | Coca-cola Co/the | 0% | EXIT | Sold out |
According to official SEC Form 13F filings, Timothy G. Youngquist 2020 Irrevocable Trust reported a total U.S. public equity portfolio value of $529.7M across 115 disclosed positions in Q2 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 VGT, SOXL, CHRS) accounted for 63.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
VGT
市值: $259.7M
Top Position Liquidated / Trimmed
MSFT
前期市值: $4.7M
During Q2 2026, Timothy G. Youngquist 2020 Irrevocable Trust's top holdings by market value included VGT (50.9%)、SOXL (5.7%)、CHRS (3.6%). The largest single position, VGT, represented 50.9% of total portfolio value.
In Q2 2026, Timothy G. Youngquist 2020 Irrevocable Trust made 198 total portfolio adjustments, initiating 32 new buys, adding to 28 positions, trimming 17 holdings, and fully liquidating 121 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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