Timothy G. Youngquist 2020 Irrevocable Trust

CIK

2109159

Portfolio Value

Small $443,708,065

Diversification

Highly concentrated

Filing Date

Global Rank

#4,141 / 8,795 ▲ 1770 · as of Jun 2026

Top Industry

Biotechnology 30.0%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

66 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

58.5%

+47.2 pts

Top 5

72.3%

+48.8 pts

Top 10

81.9%

+47.0 pts

HHI

3,502

Highly concentrated+3,253

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.9%	$287,807,339	6
Technology	15.3%	$67,840,401	27
Healthcare	11.7%	$52,019,200	10
Financial Services	2.9%	$12,818,628	5
Industrials	2.1%	$9,185,723	5
Energy	1.1%	$4,986,505	5
Consumer Cyclical	0.8%	$3,367,553	2
Basic Materials	0.5%	$2,070,995	2
Consumer Defensive	0.4%	$1,877,386	3
Utilities	0.4%	$1,734,335	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
CHRS	Coherus Oncology, Inc.	+759,823	13,050,623	$18,270,872
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	+578,765	1,027,042	$0
RLAY	Relay Therapeutics, Inc.	+302,406	801,464	$14,995,391
ANEW	ProShares MSCI Transformational Changes ETF	+225,593	282,103	$16,678,072
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
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
EDV	Vanguard World Funds Extended Duration ETF	2,172,703	$259,681,462
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	19,973	$5,047,177
MSFT	Microsoft Corp	12,700	$4,701,159
RDDT	Reddit, Inc.	33,527	$4,514,410
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	39,184	$3,716,688
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
—		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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $443,708,065 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 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EDV	Vanguard World Funds Extended Duration ETF	NEW	2,172,703	NEW	$259,681,462	NEW	58.53%
CHRS	Coherus Oncology, Inc. Healthcare	Added	13,050,623	+759,823	$18,270,872	−12.0%	4.12%
ANEW	ProShares MSCI Transformational Changes ETF	Added	282,103	+225,593	$16,678,072	—	3.76%
RLAY	Relay Therapeutics, Inc. Healthcare	Added	801,464	+302,406	$14,995,391	+202.0%	3.38%
QQQ	Invesco Qqq Trust, Series 1	NEW	15,423	NEW	$11,357,497	NEW	2.56%
VKTX	Viking Therapeutics, Inc. Healthcare	Added	271,849	+159,349	$10,604,829	+189.7%	2.39%
AMD	Advanced Micro Devices Inc Technology	Added	15,904	+10,127	$9,238,792	+686.1%	2.08%
HOOD	Robinhood Markets, Inc. Financial Services	Added	89,945	+18,945	$9,019,684	+83.3%	2.03%
AAOI	Applied Optoelectronics, Inc. Technology	Added	55,796	+7,909	$8,266,735	+104.1%	1.86%
MU	Micron Technology Inc Technology	Reduced	4,607	-2,118	$5,317,814	+134.1%	1.20%
LRCX	Lam Research Corp Technology	Added	10,370	+8,508	$4,493,632	+1029.5%	1.01%
IONQ	IonQ, Inc. Technology	NEW	64,423	NEW	$3,431,168	NEW	0.77%
BE	Bloom Energy Corp Industrials	Added	11,018	+2,690	$3,335,148	+195.6%	0.75%
SIMO	Silicon Motion Technology CORP Technology	NEW	9,684	NEW	$3,227,967	NEW	0.73%
SNDK	Sandisk Corp Technology	Reduced	1,393	-1,524	$3,167,305	+70.9%	0.71%
ANET	Arista Networks, Inc. Technology	Added	17,435	+17,070	$2,961,857	+6509.2%	0.67%
NVDA	Nvidia Corp Technology	Reduced	13,932	-29,383	$2,787,653	−63.1%	0.63%
MLYS	Mineralys Therapeutics, Inc. Healthcare	NEW	100,869	NEW	$2,721,445	NEW	0.61%
SITM	SITIME Corp Technology	NEW	3,625	NEW	$2,702,655	NEW	0.61%
LITE	Lumentum Holdings Inc. Technology	Reduced	3,070	-162	$2,634,244	+16.0%	0.59%
APLD	Applied Digital Corp. Technology	NEW	70,000	NEW	$2,611,000	NEW	0.59%
ALAB	Astera Labs, Inc. Technology	Reduced	5,395	-7,923	$2,605,892	+78.5%	0.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,260	-7,870	$2,445,368	−35.2%	0.55%
GEV	GE Vernova Inc. Industrials	Added	1,996	+6	$2,345,020	+35.0%	0.53%
COHR	Coherent Corp. Technology	Added	5,938	+1,508	$2,342,362	+122.0%	0.53%
AVGO	Broadcom Inc. Technology	Added	5,954	+989	$2,249,123	+46.4%	0.51%
KNSA	Kiniksa Pharmaceuticals International, plc Healthcare	NEW	34,341	NEW	$2,196,106	NEW	0.49%
NEE	Nextera Energy Inc Utilities	Added	19,760	+19,026	$1,734,335	+2444.0%	0.39%
AVAV	AeroVironment Inc Industrials	NEW	8,883	NEW	$1,466,316	NEW	0.33%
MXL	Maxlinear, Inc Technology	NEW	10,846	NEW	$1,388,613	NEW	0.31%
PENG	Penguin Solutions, Inc. Technology	NEW	17,950	NEW	$1,364,379	NEW	0.31%
GLW	Corning Inc /Ny Technology	Added	5,019	+4,743	$1,282,003	+3316.2%	0.29%
ICHR	Ichor Holdings, Ltd. Technology	NEW	10,762	NEW	$1,208,357	NEW	0.27%
NESR	National Energy Services Reunited Corp. Energy	Added	39,591	+9,995	$1,184,958	+86.5%	0.27%
ALTO	Alto Ingredients, Inc. Basic Materials	NEW	189,690	NEW	$1,081,233	NEW	0.24%
MYRG	Myr Group Inc. Industrials	NEW	2,091	NEW	$1,046,336	NEW	0.24%
SEZL	Sezzle Inc. Financial Services	NEW	6,085	NEW	$1,044,368	NEW	0.24%
PBR	Petrobras - Petroleo Brasileiro SA Energy	NEW	63,579	NEW	$1,027,436	NEW	0.23%
CLS	Celestica Inc Technology	Reduced	2,776	-1,315	$1,012,684	−12.1%	0.23%
BTSG	BrightSpring Health Services, Inc. Healthcare	NEW	14,340	NEW	$1,000,071	NEW	0.23%
DAR	Darling Ingredients Inc. Consumer Defensive	NEW	18,200	NEW	$994,084	NEW	0.22%
RFIL	R F Industries Ltd Industrials	Reduced	46,813	-13,180	$992,903	+60.5%	0.22%
AUGO	Aura Minerals Inc. Basic Materials	Added	15,723	+5,309	$989,762	+16.5%	0.22%
RY	Royal Bank Of Canada Financial Services	Added	4,741	+650	$981,244	+48.3%	0.22%
CNC	Centene Corp Healthcare	NEW	14,934	NEW	$958,613	NEW	0.22%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	3,487	-2,836	$948,289	+59.8%	0.21%
NBR	Nabors Industries Ltd Energy	Added	11,276	+3,514	$947,296	+41.8%	0.21%
BAC	Bank Of America Corp /De/ Financial Services	Added	16,583	+14,210	$944,899	+716.8%	0.21%
OSCR	Oscar Health, Inc. Healthcare	NEW	32,965	NEW	$940,161	NEW	0.21%
GM	General Motors Co Consumer Cyclical	Added	11,964	+2,849	$922,185	+35.8%	0.21%

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.