Timothy G. Youngquist 2020 Irrevocable Trust
Filing Date
Global Rank
#4,917
/ 8,618
▼ 168
Top Industry
Biotechnology
30.0%
3Y Alpha vs SPY
+101.2%
Period ended 50 days ago
Filed Aug 7, 2026 · 12d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+50.0%
SPY
+12.6%
Annualised alpha
+95.5%
Max drawdown
−17.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.9%
−1.1 pts
Top 5
38.5%
+13.6 pts
Top 10
56.8%
+20.6 pts
HHI
443
Diversified+173
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.5% | $67,840,401 |
| Healthcare | 31.1% | $52,019,200 |
| Financial Services | 7.7% | $12,818,628 |
| Unclassified | 6.8% | $11,447,805 |
| Industrials | 5.5% | $9,185,723 |
| Energy | 3.0% | $4,986,505 |
| Consumer Cyclical | 2.0% | $3,367,553 |
| Basic Materials | 1.2% | $2,070,995 |
| Consumer Defensive | 1.1% | $1,877,386 |
| Utilities | 1.0% | $1,734,335 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CHRS | Coherus Oncology, Inc. | +759,823 | 13,050,623 | $18,270,872 | |
| RLAY | Relay Therapeutics, Inc. | +302,406 | 801,464 | $14,995,391 | |
| VKTX | Viking Therapeutics, Inc. | +159,349 | 271,849 | $10,604,829 | |
| NEE | Nextera Energy Inc | +19,026 | 19,760 | $1,734,335 | |
| HOOD | Robinhood Markets, Inc. | +18,945 | 89,945 | $9,019,684 | |
| ANET | Arista Networks, Inc. | +17,070 | 17,435 | $2,961,857 | |
| BAC | Bank Of America Corp /De/ | +14,210 | 16,583 | $944,899 | |
| AMD | Advanced Micro Devices Inc | +10,127 | 15,904 | $9,238,792 | |
| NESR | National Energy Services Reunited Corp. | +9,995 | 39,591 | $1,184,958 | |
| LRCX | Lam Research Corp | +8,508 | 10,370 | $4,493,632 | |
| AAOI | Applied Optoelectronics, Inc. | +7,909 | 55,796 | $8,266,735 | |
| AUGO | Aura Minerals Inc. | +5,309 | 15,723 | $989,762 | |
| GLW | Corning Inc /Ny | +4,743 | 5,019 | $1,282,003 | |
| NBR | Nabors Industries Ltd | +3,514 | 11,276 | $947,296 | |
| GM | General Motors Co | +2,849 | 11,964 | $922,185 | |
| BE | Bloom Energy Corp | +2,690 | 11,018 | $3,335,148 | |
| UNFI | United Natural Foods Inc | +1,645 | 18,349 | $837,998 | |
| COHR | Coherent Corp. | +1,508 | 5,938 | $2,342,362 | |
| AVGO | Broadcom Inc. | +989 | 5,954 | $2,249,123 | |
| RY | Royal Bank Of Canada | +650 | 4,741 | $981,244 | |
| GEV | GE Vernova Inc. | +6 | 1,996 | $2,345,020 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −29,383 | 13,932 | $2,787,653 | |
| RFIL | R F Industries Ltd | −13,180 | 46,813 | $992,903 | |
| ALAB | Astera Labs, Inc. | −7,923 | 5,395 | $2,605,892 | |
| AMZN | Amazon Com Inc | −7,870 | 10,260 | $2,445,368 | |
| WMT | Walmart Inc. | −6,686 | 400 | $45,304 | |
| CRDO | Credo Technology Group Holding Ltd | −2,836 | 3,487 | $948,289 | |
| SNEX | StoneX Group Inc. | −2,274 | 6,991 | $828,433 | |
| MU | Micron Technology Inc | −2,118 | 4,607 | $5,317,814 | |
| GLD | Spdr Gold Trust | −2,090 | 100 | $36,838 | |
| NET | Cloudflare, Inc. | −1,770 | 667 | $163,601 | |
| SNDK | Sandisk Corp | −1,524 | 1,393 | $3,167,305 | |
| CLS | Celestica Inc | −1,315 | 2,776 | $1,012,684 | |
| LITE | Lumentum Holdings Inc. | −162 | 3,070 | $2,634,244 | |
| WDC | Western Digital Corp | −13 | 493 | $314,888 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 15,423 | $11,357,497 | |
| IONQ | IonQ, Inc. | 64,423 | $3,431,168 | |
| SIMO | Silicon Motion Technology CORP | 9,684 | $3,227,967 | |
| MLYS | Mineralys Therapeutics, Inc. | 100,869 | $2,721,445 | |
| SITM | SITIME Corp | 3,625 | $2,702,655 | |
| APLD | Applied Digital Corp. | 70,000 | $2,611,000 | |
| KNSA | Kiniksa Pharmaceuticals International, plc | 34,341 | $2,196,106 | |
| AVAV | AeroVironment Inc | 8,883 | $1,466,316 | |
| MXL | Maxlinear, Inc | 10,846 | $1,388,613 | |
| PENG | Penguin Solutions, Inc. | 17,950 | $1,364,379 | |
| ICHR | Ichor Holdings, Ltd. | 10,762 | $1,208,357 | |
| ALTO | Alto Ingredients, Inc. | 189,690 | $1,081,233 | |
| MYRG | Myr Group Inc. | 2,091 | $1,046,336 | |
| SEZL | Sezzle Inc. | 6,085 | $1,044,368 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 63,579 | $1,027,436 | |
| BTSG | BrightSpring Health Services, Inc. | 14,340 | $1,000,071 | |
| DAR | Darling Ingredients Inc. | 18,200 | $994,084 | |
| CNC | Centene Corp | 14,934 | $958,613 | |
| OSCR | Oscar Health, Inc. | 32,965 | $940,161 | |
| TTE | TotalEnergies SE | 11,825 | $919,512 | |
| RXT | Rackspace Technology, Inc. | 139,263 | $909,387 | |
| E | Eni Spa | 19,362 | $907,303 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 1,936 | $736,396 | |
| SNX | Td Synnex Corp | 1,283 | $342,997 | |
| LQDA | Liquidia Corp | 2,782 | $221,808 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 12,700 | $4,701,159 | |
| RDDT | Reddit, Inc. | 33,527 | $4,514,410 | |
| KLAC | Kla Corp | 2,267 | $3,337,953 | |
| SPY | Spdr S&P 500 ETF Trust | 4,747 | $3,087,163 | |
| AAPL | Apple Inc. | 11,274 | $2,861,228 | |
| GOOGL | Alphabet Inc. | 9,936 | $2,854,467 | |
| CAT | Caterpillar Inc | 3,843 | $2,722,611 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 15,857 | $2,633,371 | |
| GE | General Electric Co | 9,097 | $2,581,455 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 5,535 | $2,563,756 | |
| AMAT | Applied Materials Inc /De | 7,054 | $2,410,986 | |
| DELL | Dell Technologies Inc. | 14,240 | $2,337,211 | |
| TEL | TE Connectivity plc | 10,895 | $2,277,272 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 22,292 | $2,042,838 | |
| MKSI | Mks Inc | 8,752 | $2,011,297 | |
| RKLB | Rocket Lab Corp | 30,636 | $1,967,443 | |
| SHOP | Shopify Inc. | 16,454 | $1,951,773 | |
| TT | Trane Technologies plc | 4,674 | $1,947,842 | |
| LMND | Lemonade, Inc. | 31,050 | $1,946,214 | |
| CVNA | Carvana Co. | 6,172 | $1,940,353 | |
| SANM | Sanmina Corp | 14,699 | $1,905,578 | |
| LUV | Southwest Airlines Co | 50,220 | $1,886,765 | |
| META | Meta Platforms, Inc. | 3,071 | $1,757,011 | |
| CERT | Certara, Inc. | 289,295 | $1,648,981 | |
| CDXS | Codexis, Inc. | 978,071 | $1,594,255 | |
| No positions match the current search. | ||||
63 tracked positions ·
$167,348,531 total
· filing declares
116 positions · $510,033,735
· as of Jun 30, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 63 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CHRS |
Coherus Oncology, Inc.
Healthcare
|
Reduced | 13,050,623 | $18,270,872 | 10.92% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
Added | 801,464 | $14,995,391 | 8.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 15,423 | $11,357,497 | 6.79% | |
| VKTX |
Viking Therapeutics, Inc.
Healthcare
|
Added | 271,849 | $10,604,829 | 6.34% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 15,904 | $9,238,792 | 5.52% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 89,945 | $9,019,684 | 5.39% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
Added | 55,796 | $8,266,735 | 4.94% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 4,607 | $5,317,814 | 3.18% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 10,370 | $4,493,632 | 2.69% | |
| IONQ |
IonQ, Inc.
Technology
|
NEW | 64,423 | $3,431,168 | 2.05% | |
| BE |
Bloom Energy Corp
Industrials
|
Added | 11,018 | $3,335,148 | 1.99% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
NEW | 9,684 | $3,227,967 | 1.93% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 1,393 | $3,167,305 | 1.89% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 17,435 | $2,961,857 | 1.77% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 13,932 | $2,787,653 | 1.67% | |
| MLYS |
Mineralys Therapeutics, Inc.
Healthcare
|
NEW | 100,869 | $2,721,445 | 1.63% | |
| SITM |
SITIME Corp
Technology
|
NEW | 3,625 | $2,702,655 | 1.61% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 3,070 | $2,634,244 | 1.57% | |
| APLD |
Applied Digital Corp.
Technology
|
NEW | 70,000 | $2,611,000 | 1.56% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Reduced | 5,395 | $2,605,892 | 1.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 10,260 | $2,445,368 | 1.46% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,996 | $2,345,020 | 1.40% | |
| COHR |
Coherent Corp.
Technology
|
Added | 5,938 | $2,342,362 | 1.40% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,954 | $2,249,123 | 1.34% | |
| KNSA |
Kiniksa Pharmaceuticals International, plc
Healthcare
|
NEW | 34,341 | $2,196,106 | 1.31% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 19,760 | $1,734,335 | 1.04% | |
| AVAV |
AeroVironment Inc
Industrials
|
NEW | 8,883 | $1,466,316 | 0.88% | |
| MXL |
Maxlinear, Inc
Technology
|
NEW | 10,846 | $1,388,613 | 0.83% | |
| PENG |
Penguin Solutions, Inc.
Technology
|
NEW | 17,950 | $1,364,379 | 0.82% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,019 | $1,282,003 | 0.77% | |
| ICHR |
Ichor Holdings, Ltd.
Technology
|
NEW | 10,762 | $1,208,357 | 0.72% | |
| NESR |
National Energy Services Reunited Corp.
Energy
|
Added | 39,591 | $1,184,958 | 0.71% | |
| ALTO |
Alto Ingredients, Inc.
Basic Materials
|
NEW | 189,690 | $1,081,233 | 0.65% | |
| MYRG |
Myr Group Inc.
Industrials
|
NEW | 2,091 | $1,046,336 | 0.63% | |
| SEZL |
Sezzle Inc.
Financial Services
|
NEW | 6,085 | $1,044,368 | 0.62% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
NEW | 63,579 | $1,027,436 | 0.61% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 2,776 | $1,012,684 | 0.61% | |
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
NEW | 14,340 | $1,000,071 | 0.60% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
NEW | 18,200 | $994,084 | 0.59% | |
| RFIL |
R F Industries Ltd
Industrials
|
Reduced | 46,813 | $992,903 | 0.59% | |
| AUGO |
Aura Minerals Inc.
Basic Materials
|
Added | 15,723 | $989,762 | 0.59% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 4,741 | $981,244 | 0.59% | |
| CNC |
Centene Corp
Healthcare
|
NEW | 14,934 | $958,613 | 0.57% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Reduced | 3,487 | $948,289 | 0.57% | |
| NBR |
Nabors Industries Ltd
Energy
|
Added | 11,276 | $947,296 | 0.57% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 16,583 | $944,899 | 0.56% | |
| OSCR |
Oscar Health, Inc.
Healthcare
|
NEW | 32,965 | $940,161 | 0.56% | |
| GM |
General Motors Co
Consumer Cyclical
|
Added | 11,964 | $922,185 | 0.55% | |
| TTE |
TotalEnergies SE
Energy
|
NEW | 11,825 | $919,512 | 0.55% | |
| RXT |
Rackspace Technology, Inc.
Technology
|
NEW | 139,263 | $909,387 | 0.54% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.