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Timothy G. Youngquist 2020 Irrevocable Trust Portfolio holdings
AUM
$510M
This Fund
S&P 500
This Quarter
Est. Return
+8.22%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
+$95.3M
(+70%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
475.64%
Top 10 Holdings %
Top 10 Hldgs %
30.83%
Holding
462
New
409
Increased
14
Reduced
11
Closed
16
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coherus Oncology
CHRS
|
+$11.4M |
| 2 |
Robinhood
HOOD
|
+$6.23M |
| 3 |
NVIDIA
NVDA
|
+$5.8M |
| 4 |
Microsoft
MSFT
|
+$5.31M |
| 5 |
Reddit
RDDT
|
+$4.39M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ProShares Ultra Bloomberg Natural Gas
BOIL
|
+$19.7M |
| 2 |
TSXD
Direxion Daily Semiconductors Top 5 Bear 2X ETF
TSXD
|
+$7.23M |
| 3 |
Tesla
TSLA
|
+$6.74M |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.26M |
| 5 |
Harmony Biosciences
HRMY
|
+$4.71M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.02% |
| 2 | Healthcare | 16.39% |
| 3 | Industrials | 8.43% |
| 4 | Communication Services | 4.75% |
| 5 | Financials | 4.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Coca-Cola Europacific Partners
CCEP
$47.9B
| $47K | 0.02% |
+518
| New | +$49.8K |
|
227
Copart
CPRT
$27.5B
| $46.8K | 0.02% |
+1,410
| New | +$53K |
|
228
Lowe's Companies
LOW
$125B
| $46.8K | 0.02% |
+198
| New | +$51.6K |
|
229
Dynatrace
DT
$14.2B
| $46K | 0.02% |
+1,243
| New | +$47.5K |
|
|
230
CALL
Reddit
RDDT
$31.1B
| $46K | 0.02% |
+24,000
| New | +$4.08M |
|
231
Arista Networks
ANET
$238B
| $44.8K | 0.02% |
+365
| New | +$48.8K |
|
232
Accenture
ACN
$108B
| $44K | 0.02% |
+222
| New | +$51.7K |
|
233
Cognizant
CTSH
$26B
| $43.7K | 0.02% |
+713
| New | +$51K |
|
234
Bristol-Myers Squibb
BMY
$132B
| $43.5K | 0.02% |
+718
| New | +$41.9K |
|
235
Guidewire Software
GWRE
$14.2B
| $43.5K | 0.02% |
+291
| New | +$44.3K |
|
236
Lockheed Martin
LMT
$136B
| $43.5K | 0.02% |
+72
| New | +$44.4K |
|
237
Chubb
CB
$135B
| $42K | 0.02% |
+129
| New | +$41.4K |
|
238
Waters Corp
WAT
$39.9B
| $41.4K | 0.02% |
+139
| New | +$47.6K |
|
239
Progressive
PGR
$125B
| $41K | 0.02% |
+207
| New | +$42.7K |
|
240
Capital One
COF
$134B
| $40.7K | 0.02% |
+223
| New | +$46.6K |
|
241
Workday
WDAY
$44.4B
| $40.5K | 0.02% |
+312
| New | +$49.5K |
|
242
Stryker
SYK
$130B
| $39.8K | 0.02% |
+121
| New | +$43.4K |
|
243
Parker-Hannifin
PH
$135B
| $39.4K | 0.02% |
+44
| New | +$41.6K |
|
244
Insmed
INSM
$28.6B
| $39.2K | 0.02% |
+240
| New | +$36.9K |
|
245
Medtronic
MDT
$112B
| $39.2K | 0.02% |
+452
| New | +$43.3K |
|
246
Altria Group
MO
$114B
| $39.1K | 0.02% |
+593
| New | +$38.2K |
|
247
Verisk Analytics
VRSK
$25B
| $38.9K | 0.02% |
+205
| New | +$41.6K |
|
248
ServiceNow
NOW
$129B
| $38.4K | 0.02% |
+367
| New | +$43.2K |
|
249
Charter Communications
CHTR
$18.2B
| $38.2K | 0.02% |
+177
| New | +$38.3K |
|
250
Southern Company
SO
$107B
| $37.5K | 0.02% |
+389
| New | +$36K |
|
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Timothy G. Youngquist 2020 Irrevocable Trust's Q1 2026 Portfolio in Review
As of Q1 2026, Timothy G. Youngquist 2020 Irrevocable Trust held 462 positions worth $232M, up 70% from $137M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Timothy G. Youngquist 2020 Irrevocable Trust deployed $1.1B of net new capital in Q1 2026, opening 409 new positions and adding to 14 existing holdings. Its largest new stake was Robinhood: 71,000 shares worth $4.92M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 13% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was Direxion Daily Semiconductors Top 5 Bear 2X ETF, an estimated $7.23M trimmed.
- Timothy G. Youngquist 2020 Irrevocable Trust's largest Q1 2026 buy was Robinhood: 71,000 shares worth $4.92M.
- Timothy G. Youngquist 2020 Irrevocable Trust added most to Coherus Oncology in Q1 2026, an estimated $11.4M increase.
- Timothy G. Youngquist 2020 Irrevocable Trust's biggest Q1 2026 reduction was Direxion Daily Semiconductors Top 5 Bear 2X ETF, cutting an estimated $7.23M.
- Timothy G. Youngquist 2020 Irrevocable Trust fully exited ProShares Ultra Bloomberg Natural Gas in Q1 2026, selling an estimated $19.7M.
- Timothy G. Youngquist 2020 Irrevocable Trust's ten largest holdings make up 31% of its $232M portfolio in Q1 2026.
- Timothy G. Youngquist 2020 Irrevocable Trust opened 409 new positions and closed 16 in Q1 2026.
- Timothy G. Youngquist 2020 Irrevocable Trust's portfolio value rose 70% quarter-over-quarter to $232M.
Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q1 2026, filed 7 Aug 2026.