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Timothy G. Youngquist 2020 Irrevocable Trust Portfolio holdings

AUM $510M
This Fund
S&P 500
This Quarter Est. Return
+76.93%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$278M
Cap. Flow
+$606M
Cap. Flow %
118.88%
Top 10 Hldgs %
76%
Holding
511
New
65
Increased
29
Reduced
19
Closed
396

Top Buys

Rank Stock Value
1
VGT icon
Vanguard Information Technology ETF
VGT
+$238M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$10.6M
3
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$9.99M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$9.56M
5
VKTX icon
Viking Therapeutics
VKTX
+$5.15M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.04M
2
MSFT icon
Microsoft
MSFT
+$5.14M
3
RDDT icon
Reddit
RDDT
+$4.51M
4
KLAC icon
KLA
KLAC
+$3.34M
5
AAPL icon
Apple
AAPL
+$3.22M

Sector Composition

Rank Sector Weight
1 Technology 13.3%
2 Healthcare 10.2%
3 Financials 2.51%
4 Industrials 1.8%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
376
Otis Worldwide
OTIS
$28.2B
– –
-137
Closed -$10.6K
OXY icon
377
Occidental Petroleum
OXY
$55.9B
– –
-254
Closed -$16.5K
PANW icon
378
Palo Alto Networks
PANW
$297B
– –
-1,211
Closed -$194K
PAYX icon
379
Paychex
PAYX
$42.7B
– –
-521
Closed -$48K
PCAR icon
380
PACCAR
PCAR
$70.1B
– –
-779
Closed -$90K
PCG icon
381
PG&E
PCG
$38.5B
– –
-772
Closed -$13.6K
PDD icon
382
Pinduoduo
PDD
$131B
– –
-753
Closed -$76.9K
PEG icon
383
Public Service Enterprise Group
PEG
$37.7B
– –
-175
Closed -$14.2K
PEP icon
384
PepsiCo
PEP
$190B
– –
-2,028
Closed -$315K
PFE icon
385
Pfizer
PFE
$153B
– –
-2,010
Closed -$52.6K
PG icon
386
Procter & Gamble
PG
$339B
– –
-826
Closed -$119K
PGR icon
387
Progressive
PGR
$125B
– –
-207
Closed -$41K
PH icon
388
Parker-Hannifin
PH
$135B
– –
-44
Closed -$39.4K
PHM icon
389
Pultegroup
PHM
$25.3B
– –
-68
Closed -$8K
PLTR icon
390
Palantir
PLTR
$413B
– –
-6,453
Closed -$880K
PM icon
391
Philip Morris
PM
$295B
– –
-549
Closed -$90.8K
PNC icon
392
PNC Financial Services
PNC
$101B
– –
-139
Closed -$28.9K
PPL
393
PPL Corp
PPL
$26.7B
– –
-258
Closed -$9.86K
PSX icon
394
Phillips 66
PSX
$81.4B
– –
-142
Closed -$25.9K
PTC icon
395
PTC
PTC
$16B
– –
-7,200
Closed -$1.03M
PWR icon
396
Quanta Services
PWR
$101B
– –
-52
Closed -$28.5K
PYPL icon
397
PayPal
PYPL
$50.5B
– –
-1,377
Closed -$62.3K
QCOM icon
398
Qualcomm
QCOM
$176B
– –
-1,569
Closed -$293K
RCL icon
399
Royal Caribbean
RCL
$85.6B
– –
-89
Closed -$24.5K
REGN icon
400
Regeneron Pharmaceuticals
REGN
$80.8B
– –
-152
Closed -$117K
14 15
16
17 18

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PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
HIM
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
MC
Machina Capital Paris, France $508M AUM 9.91% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's Q2 2026 Portfolio in Review

As of Q2 2026, Timothy G. Youngquist 2020 Irrevocable Trust held 511 positions worth $510M, up 120% from $232M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Timothy G. Youngquist 2020 Irrevocable Trust deployed $606M of net new capital in Q2 2026, opening 65 new positions and adding to 29 existing holdings. Its largest new stake was Vanguard Information Technology ETF: 2,172,703 shares worth $260M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was NVIDIA, an estimated $6.04M trimmed.

  • Timothy G. Youngquist 2020 Irrevocable Trust's largest Q2 2026 buy was Vanguard Information Technology ETF: 2,172,703 shares worth $260M.
  • Timothy G. Youngquist 2020 Irrevocable Trust added most to Viking Therapeutics in Q2 2026, an estimated $5.15M increase.
  • Timothy G. Youngquist 2020 Irrevocable Trust's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $6.04M.
  • Timothy G. Youngquist 2020 Irrevocable Trust fully exited Microsoft in Q2 2026, selling an estimated $5.14M.
  • Timothy G. Youngquist 2020 Irrevocable Trust's ten largest holdings make up 76% of its $510M portfolio in Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust opened 65 new positions and closed 396 in Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust's portfolio value rose 120% quarter-over-quarter to $510M.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.