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Timothy G. Youngquist 2020 Irrevocable Trust Portfolio holdings
AUM
$510M
This Fund
S&P 500
This Quarter
Est. Return
+2.74%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$908M
Cap. Flow
% of AUM
664.65%
Top 10 Holdings %
Top 10 Hldgs %
53.71%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ProShares Ultra Bloomberg Natural Gas
BOIL
|
+$31.2M |
| 2 |
TSXD
Direxion Daily Semiconductors Top 5 Bear 2X ETF
TSXD
|
+$9.44M |
| 3 |
Tesla
TSLA
|
+$8.6M |
| 4 |
Coherus Oncology
CHRS
|
+$8.59M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.57M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 19.83% |
| 2 | Technology | 12.59% |
| 3 | Communication Services | 8.14% |
| 4 | Consumer Discretionary | 6.39% |
| 5 | Industrials | 3.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
ProShares Ultra Bloomberg Natural Gas
BOIL
$347M
| $19.7M | 14.43% |
+510,000
| New | +$31.2M |
|
|
2
Tesla
TSLA
$1.3T
| $8.72M | 6.39% |
+19,395
| New | +$8.6M |
|
|
3
Meta Platforms (Facebook)
META
$1.51T
| $8.47M | 6.21% |
+12,838
| New | +$8.57M |
|
|
4
Coherus Oncology
CHRS
$196M
| $8.37M | 6.13% |
+5,895,349
| New | +$8.59M |
|
5
PUT
Amazon
AMZN
$2.96T
| $5.85M | 4.29% |
+838,700
| New | +$192M |
|
6
Harmony Biosciences
HRMY
$2.24B
| $4.71M | 3.45% |
+125,918
| New | +$4.14M |
|
7
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.8B
| $4.54M | 3.33% |
+108,052
| New | +$4.51M |
|
8
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.42B
| $4.33M | 3.17% |
+19,634
| New | +$4.27M |
|
9
CALL
Alphabet (Google) Class A
GOOGL
$4.33T
| $4.32M | 3.16% |
+130,000
| New | +$37.1M |
|
10
ProShares UltraPro QQQ
TQQQ
$37.9B
| $4.31M | 3.16% |
+81,816
| New | +$4.4M |
|
11
Relay Therapeutics
RLAY
$4.31B
| $4.22M | 3.09% |
+499,058
| New | +$3.56M |
|
12
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.46B
| $4.06M | 2.97% |
+89,079
| New | +$4.11M |
|
13
GE Vernova
GEV
$264B
| $3.97M | 2.91% |
+6,070
| New | +$3.7M |
|
14
Viking Therapeutics
VKTX
$4B
| $3.96M | 2.9% |
+112,500
| New | +$3.99M |
|
15
ProShares UltraPro Short QQQ
SQQQ
$1.71B
| $3.26M | 2.38% |
+56,510
| New | +$4M |
|
16
CALL
Robinhood
HOOD
$83.9B
| $3.16M | 2.32% |
+270,000
| New | +$35.1M |
|
17
CALL
Microsoft
MSFT
$3.71T
| $2.65M | 1.94% |
+246,000
| New | +$123M |
|
18
Certara
CERT
$1.25B
| $2.55M | 1.87% |
+289,295
| New | +$2.98M |
|
19
Intel
INTC
$513B
| $2.53M | 1.86% |
+68,681
| New | +$2.59M |
|
20
Shopify
SHOP
$195B
| $2.43M | 1.78% |
+15,092
| New | +$2.42M |
|
21
Palantir
PLTR
$413B
| $2.41M | 1.77% |
+13,586
| New | +$2.46M |
|
22
Credo Technology Group
CRDO
$46.6B
| $2.24M | 1.64% |
+15,581
| New | +$2.4M |
|
23
Lemonade
LMND
$4.1B
| $2.21M | 1.62% |
+31,050
| New | +$2.09M |
|
24
NVIDIA
NVDA
$5.42T
| $2.18M | 1.6% |
+11,692
| New | +$2.18M |
|
25
Albemarle
ALB
$15.5B
| $2.07M | 1.51% |
+14,623
| New | +$1.66M |
|
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Timothy G. Youngquist 2020 Irrevocable Trust's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Timothy G. Youngquist 2020 Irrevocable Trust, which disclosed 53 positions worth $137M. Its ten largest holdings account for 54% of the portfolio.
Its largest position is ProShares Ultra Bloomberg Natural Gas: 510,000 shares worth $19.7M.
By sector, the portfolio is most concentrated in Healthcare at 20% of assets, followed by Technology and Communication Services.
- Timothy G. Youngquist 2020 Irrevocable Trust's largest Q4 2025 buy was ProShares Ultra Bloomberg Natural Gas: 510,000 shares worth $19.7M.
- Timothy G. Youngquist 2020 Irrevocable Trust's ten largest holdings make up 54% of its $137M portfolio in Q4 2025.
- Timothy G. Youngquist 2020 Irrevocable Trust disclosed 53 positions in Q4 2025, its first 13F filing on record.
Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q4 2025, filed 7 Aug 2026.