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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 | |
|---|---|---|---|---|---|---|
351
Rockwell Automation
ROK
$49B
| $14K | 0.01% |
+39
| New | +$15.4K |
|
352
Coinbase
COIN
$40.5B
| $14K | 0.01% |
+80
| New | +$15.7K |
|
353
EQT Corp
EQT
$32.3B
| $13.9K | 0.01% |
+219
| New | +$12.8K |
|
354
MetLife
MET
$62.1B
| $13.8K | 0.01% |
+195
| New | +$14.6K |
|
355
Nasdaq
NDAQ
$52.9B
| $13.8K | 0.01% |
+162
| New | +$14.5K |
|
356
PG&E
PCG
$38.5B
| $13.6K | 0.01% |
+772
| New | +$13.1K |
|
357
Nucor
NUE
$62.1B
| $13.5K | 0.01% |
+80
| New | +$13.9K |
|
358
Atlassian
TEAM
$37.8B
| $13.5K | 0.01% |
+198
| New | +$19.5K |
|
|
GRMN
359
Garmin
GRMN
$60B
| $13.5K | 0.01% |
+58
| New | +$13K |
|
360
Hartford Financial Services
HIG
$39.3B
| $13.3K | 0.01% |
+98
| New | +$13.4K |
|
361
WEC Energy
WEC
$35.1B
| $13.2K | 0.01% |
+114
| New | +$12.8K |
|
362
D.R. Horton
DHI
$42.3B
| $13.2K | 0.01% |
+96
| New | +$14.5K |
|
363
American Airlines Group
AAL
$10.6B
| $13K | 0.01% |
+1,210
| New | +$16K |
|
364
Vulcan Materials
VMC
$36.9B
| $12.5K | 0.01% |
+46
| New | +$13.5K |
|
365
State Street
STT
$50.7B
| $12.4K | 0.01% |
+98
| New | +$12.5K |
|
366
Martin Marietta Materials
MLM
$33B
| $12.4K | 0.01% |
+21
| New | +$13.4K |
|
367
Archer Daniels Midland
ADM
$36.9B
| $12.2K | 0.01% |
+168
| New | +$11.3K |
|
368
Arch Capital
ACGL
$33.6B
| $12.2K | 0.01% |
+127
| New | +$12.2K |
|
369
Sysco
SYY
$40.3B
| $12K | 0.01% |
+168
| New | +$13.9K |
|
|
XYZ
370
Block Inc
XYZ
$47.5B
| $11.9K | 0.01% |
+198
| New | +$12K |
|
371
Voya Financial
VOYA
$9.19B
| $11.7K | 0.01% |
+171
| New | +$12.4K |
|
372
Kenvue
KVUE
$36.9B
| $11.6K | 0.01% |
+675
| New | +$12K |
|
373
Halliburton
HAL
$26.6B
| $11.6K | 0.01% |
+297
| New | +$10.3K |
|
374
ResMed
RMD
$30.7B
| $11.4K | ﹤0.01% |
+51
| New | +$12.7K |
|
375
Bio-Techne
TECH
$11.3B
| $11.3K | ﹤0.01% |
+216
| New | +$13K |
|
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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.