Position in BE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,335,148
+$2,206,788 QoQ
Shares Held
11,018
+32.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#466
of 1,277 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Timothy G. Youngquist 2020 Irrevocable Trust holds $4,328,051 across 2 Electrical Equipment & Parts names. BE ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
11,018 | $3,335,148 | |
| 2 | RFIL |
R F Industries Ltd
|
46,813 | $992,903 |
All Filings in BE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,335,148 | 11,018 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,128,360 | 8,328 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $430,800 | 4,958 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||