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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 | |
|---|---|---|---|---|---|---|
176
Airbnb
ABNB
$107B
| $79.8K | 0.03% |
+632
| New | +$82.2K |
|
177
DXC Technology
DXC
$1.73B
| $79.2K | 0.03% |
+6,300
| New | +$84.6K |
|
178
Fastenal
FAST
$59.5B
| $79.1K | 0.03% |
+1,705
| New | +$76.5K |
|
179
McDonald's
MCD
$195B
| $78.3K | 0.03% |
+252
| New | +$80.3K |
|
180
RingCentral
RNG
$5.28B
| $78.1K | 0.03% |
+2,101
| New | +$67.7K |
|
181
Monolithic Power Systems
MPWR
$68.9B
| $77.6K | 0.03% |
+71
| New | +$77.6K |
|
182
Pinduoduo
PDD
$131B
| $76.9K | 0.03% |
+753
| New | +$79.1K |
|
183
Diamondback Energy
FANG
$52.7B
| $76.9K | 0.03% |
+389
| New | +$66.1K |
|
|
184
CALL
Coherus Oncology
CHRS
$196M
| $75K | 0.03% |
+460,000
| New | +$817K |
|
185
Autodesk
ADSK
$52.6B
| $74.9K | 0.03% |
+313
| New | +$78.7K |
|
186
Verizon
VZ
$196B
| $74.8K | 0.03% |
+1,491
| New | +$69.1K |
|
|
EA
187
DELISTED
Electronic Arts
EA
| $73.6K | 0.03% |
+361
| New | +$72.9K |
|
188
Exelon
EXC
$47B
| $73.5K | 0.03% |
+1,499
| New | +$69.7K |
|
189
Diodes
DIOD
$4.84B
| $73K | 0.03% |
+1,070
| New | +$67.5K |
|
190
AT&T
T
$163B
| $72.7K | 0.03% |
+2,508
| New | +$67K |
|
191
Citigroup
C
$226B
| $71.7K | 0.03% |
+632
| New | +$72K |
|
192
Morgan Stanley
MS
$340B
| $70.1K | 0.03% |
+426
| New | +$73.8K |
|
193
Xcel Energy
XEL
$48.8B
| $69.7K | 0.03% |
+877
| New | +$68.8K |
|
194
NextEra Energy
NEE
$177B
| $68.2K | 0.03% |
+734
| New | +$65.3K |
|
195
Idexx Laboratories
IDXX
$46.2B
| $66.3K | 0.03% |
+118
| New | +$75.7K |
|
|
CRCL
196
Circle Internet Group
CRCL
$16.9B
| $63.8K | 0.03% |
+669
| New | +$56.7K |
|
197
Repligen
RGEN
$9.25B
| $63.3K | 0.03% |
+537
| New | +$75K |
|
198
Abbott
ABT
$187B
| $63.1K | 0.03% |
+615
| New | +$69.4K |
|
199
TJX Companies
TJX
$178B
| $62.8K | 0.03% |
+393
| New | +$61.2K |
|
200
Salesforce
CRM
$158B
| $62.7K | 0.03% |
+336
| New | +$69.6K |
|
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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.