Timothy G. Youngquist 2020 Irrevocable Trust
FORT MYERS, FL
$498m in 70 US stocks at the end of 30 June 2026. The top 10 are 77.8% of the money. It changed about 73.9% of the portfolio this quarter.
Value
$498m
Stocks
70
Top 10 share
77.8%
Turnover
73.9%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard World FDVGT52.1% of the fund
- Proshares TRTQQQ2.3% of the fund
- Invesco QQQ TRQQQ2.3% of the fund
- Direxion Shares ETF TrustSPXL2.1% of the fund
- IonQIONQ0.7% of the fund
- Silicon Motion TechnologySIMO0.6% of the fund
- Mineralys TherapeuticsMLYS0.5% of the fund
- SitimeSITM0.5% of the fund
- Applied DigitalAPLD0.5% of the fund
- Kiniksa Pharmaceuticals InternationalKNSA0.4% of the fund
- AeroVironmentAVAV0.3% of the fund
- MaxlinearMXL0.3% of the fund
- Penguin SolutionsPENG0.3% of the fund
- Ichor HoldingsICHR0.2% of the fund
- Alto IngredientsALTO0.2% of the fund
- MYR GroupMYRG0.2% of the fund
- SezzleSEZL0.2% of the fund
- BrightSpring Health ServicesBTSG0.2% of the fund
- Darling IngredientsDAR0.2% of the fund
- CenteneCNC0.2% of the fund
- Oscar HealthOSCR0.2% of the fund
- Petrobras - Petroleo Brasileiro SAPBR0.2% of the fund
- TotalEnergies SETTE0.2% of the fund
- Rackspace TechnologyRXT0.2% of the fund
- ENI SPAE0.2% of the fund
Added
Bought more of a stock they already held.
- Coherus OncologyCHRS3.7% of the fund+6%
- Relay TherapeuticsRLAY3.0% of the fund+61%
- Direxion Shares ETF TrustTNA2.5% of the fund+84%
- Viking TherapeuticsVKTX2.1% of the fund+142%
- Advanced Micro DevicesAMD1.9% of the fund+175%
- Robinhood MarketsHOOD1.8% of the fund+27%
- Applied OptoelectronicsAAOI1.7% of the fund+17%
- Proshares TRSQQQ1.0% of the fund+144%
- Lam ResearchLRCX0.9% of the fund+457%
- Bloom EnergyBE0.7% of the fund+32%
- Arista NetworksANET0.6% of the fund+4677%
- Direxion Shares ETF Trust0.5% of the fund+228%
- CoherentCOHR0.5% of the fund+34%
- BroadcomAVGO0.5% of the fund+20%
- NextEra EnergyNEE0.3% of the fund+2592%
- CorningGLW0.3% of the fund+1718%
- National Energy Services ReunitedNESR0.2% of the fund+34%
- Aura MineralsAUGO0.2% of the fund+51%
- Royal Bank of CanadaRY0.2% of the fund+16%
- Nabors IndustriesNBR0.2% of the fund+45%
- Bank of AmericaBAC0.2% of the fund+599%
- General MotorsGM0.2% of the fund+31%
- United Natural FoodsUNFI0.2% of the fund+10%
Cut
Sold some of their stake.
- Micron TechnologyMU1.1% of the fund-31%
- SandiskSNDK0.6% of the fund-52%
- NvidiaNVDA0.6% of the fund-68%
- Lumentum HoldingsLITE0.5% of the fund-5%
- Astera LabsALAB0.5% of the fund-59%
- Amazon.comAMZN0.5% of the fund-43%
- CelesticaCLS0.2% of the fund-32%
- R F IndustriesRFIL0.2% of the fund-22%
- Credo Technology Group HoldingCRDO0.2% of the fund-45%
- StoneX GroupSNEX0.2% of the fund-25%
- Western DigitalWDC<0.1% of the fund-3%
- CloudflareNET<0.1% of the fund-73%
- WalmartWMT<0.1% of the fund-94%
- Spdr Gold TRGLD<0.1% of the fund-95%
Sold out
Sold their entire stake.
- MicrosoftMSFT-100%
- RedditRDDT-100%
- KLAKLAC-100%
- State STR Spdr S&P 500 ETF TSPY-100%
- AppleAAPL-100%
- CaterpillarCAT-100%
- C. H. Robinson WorldwideCHRW-100%
- General ElectricGE-100%
- Ishares TRIWM-100%
- Select Sector Spdr TRXLI-100%
- State STR Spdr DOW Jones INDDIA-100%
- AmphenolAPH-100%
- Applied MaterialsAMAT-100%
- Dell TechnologiesDELL-100%
- TE ConnectivityTEL-100%
- Spdr Series TrustBIL-100%
- MKSMKSI-100%
- Rocket LabRKLB-100%
- ShopifySHOP-100%
- Trane TechnologiesTT-100%
- LemonadeLMND-100%
- CarvanaCVNA-100%
- SanminaSANM-100%
- Ishares TRGOVT-100%
- Southwest AirlinesLUV-100%
Holdings
- Vanguard World FDVGT
- Share
- 52.1%
- Value
- $260m
- Shares
- 2,172,703
New
- Direxion Shares ETF TrustSOXL
- Share
- 5.9%
- Value
- $29m
- Shares
- 109,740
Held
- Direxion Shares ETF TrustTNA
- Share
- 2.5%
- Value
- $12m
- Shares
- 163,850
+84%
- Proshares TRTQQQ
- Share
- 2.3%
- Value
- $12m
- Shares
- 143,990
New
- Invesco QQQ TRQQQ
- Share
- 2.3%
- Value
- $11m
- Shares
- 15,423
New
- Direxion Shares ETF TrustSPXL
- Share
- 2.1%
- Value
- $10m
- Shares
- 37,846
New
- Proshares TRSQQQ
- Share
- 1.0%
- Value
- $5m
- Shares
- 138,113
+144%
- Silicon Motion TechnologySIMO
- Share
- 0.6%
- Value
- $3m
- Shares
- 9,684
New
- Direxion Shares ETF Trust
- Share
- 0.5%
- Value
- $3m
- Shares
- 715,606
+228%
- Royal Bank of CanadaRY
- Share
- 0.2%
- Value
- $981,245
- Shares
- 4,741
+16%
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $53,470
- Shares
- 1,000
New
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $36,838
- Shares
- 100
-95%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard World FDVGT | 52.1% | $260m | 2,172,703 | New |
| Direxion Shares ETF TrustSOXL | 5.9% | $29m | 109,740 | Held |
| Coherus OncologyCHRS | 3.7% | $18m | 13,050,623 | +6% |
| Relay TherapeuticsRLAY | 3.0% | $15m | 801,464 | +61% |
| Direxion Shares ETF TrustTNA | 2.5% | $12m | 163,850 | +84% |
| Proshares TRTQQQ | 2.3% | $12m | 143,990 | New |
| Invesco QQQ TRQQQ | 2.3% | $11m | 15,423 | New |
| Viking TherapeuticsVKTX | 2.1% | $11m | 271,849 | +142% |
| Direxion Shares ETF TrustSPXL | 2.1% | $10m | 37,846 | New |
| Advanced Micro DevicesAMD | 1.9% | $9m | 15,904 | +175% |
| Robinhood MarketsHOOD | 1.8% | $9m | 89,945 | +27% |
| Applied OptoelectronicsAAOI | 1.7% | $8m | 55,796 | +17% |
| Micron TechnologyMU | 1.1% | $5m | 4,607 | -31% |
| Proshares TRSQQQ | 1.0% | $5m | 138,113 | +144% |
| Lam ResearchLRCX | 0.9% | $4m | 10,370 | +457% |
| IonQIONQ | 0.7% | $3m | 64,423 | New |
| Bloom EnergyBE | 0.7% | $3m | 11,018 | +32% |
| Silicon Motion TechnologySIMO | 0.6% | $3m | 9,684 | New |
| SandiskSNDK | 0.6% | $3m | 1,393 | -52% |
| Arista NetworksANET | 0.6% | $3m | 17,435 | +4677% |
| NvidiaNVDA | 0.6% | $3m | 13,932 | -68% |
| Mineralys TherapeuticsMLYS | 0.5% | $3m | 100,869 | New |
| Direxion Shares ETF Trust | 0.5% | $3m | 715,606 | +228% |
| SitimeSITM | 0.5% | $3m | 3,625 | New |
| Lumentum HoldingsLITE | 0.5% | $3m | 3,070 | -5% |
| Applied DigitalAPLD | 0.5% | $3m | 70,000 | New |
| Astera LabsALAB | 0.5% | $3m | 5,395 | -59% |
| Amazon.comAMZN | 0.5% | $2m | 10,260 | -43% |
| GE VernovaGEV | 0.5% | $2m | 1,996 | Held |
| CoherentCOHR | 0.5% | $2m | 5,938 | +34% |
| BroadcomAVGO | 0.5% | $2m | 5,954 | +20% |
| Kiniksa Pharmaceuticals InternationalKNSA | 0.4% | $2m | 34,341 | New |
| NextEra EnergyNEE | 0.3% | $2m | 19,760 | +2592% |
| AeroVironmentAVAV | 0.3% | $1m | 8,883 | New |
| MaxlinearMXL | 0.3% | $1m | 10,846 | New |
| Penguin SolutionsPENG | 0.3% | $1m | 17,950 | New |
| CorningGLW | 0.3% | $1m | 5,019 | +1718% |
| Ichor HoldingsICHR | 0.2% | $1m | 10,762 | New |
| National Energy Services ReunitedNESR | 0.2% | $1m | 39,591 | +34% |
| Alto IngredientsALTO | 0.2% | $1m | 189,690 | New |
| MYR GroupMYRG | 0.2% | $1m | 2,091 | New |
| SezzleSEZL | 0.2% | $1m | 6,085 | New |
| CelesticaCLS | 0.2% | $1m | 2,776 | -32% |
| BrightSpring Health ServicesBTSG | 0.2% | $1m | 14,340 | New |
| Darling IngredientsDAR | 0.2% | $994,084 | 18,200 | New |
| R F IndustriesRFIL | 0.2% | $992,904 | 46,813 | -22% |
| Aura MineralsAUGO | 0.2% | $989,763 | 15,723 | +51% |
| Royal Bank of CanadaRY | 0.2% | $981,245 | 4,741 | +16% |
| CenteneCNC | 0.2% | $958,613 | 14,934 | New |
| Credo Technology Group HoldingCRDO | 0.2% | $948,290 | 3,487 | -45% |
| Nabors IndustriesNBR | 0.2% | $947,297 | 11,276 | +45% |
| Bank of AmericaBAC | 0.2% | $944,899 | 16,583 | +599% |
| Oscar HealthOSCR | 0.2% | $940,162 | 32,965 | New |
| Petrobras - Petroleo Brasileiro SAPBR | 0.2% | $930,797 | 63,579 | New |
| General MotorsGM | 0.2% | $922,185 | 11,964 | +31% |
| TotalEnergies SETTE | 0.2% | $919,512 | 11,825 | New |
| Rackspace TechnologyRXT | 0.2% | $909,387 | 139,263 | New |
| ENI SPAE | 0.2% | $907,303 | 19,362 | New |
| United Natural FoodsUNFI | 0.2% | $837,999 | 18,349 | +10% |
| StoneX GroupSNEX | 0.2% | $828,434 | 6,991 | -25% |
| MACOM Technology Solutions HoldingsMTSI | 0.1% | $736,396 | 1,936 | New |
| TD SynnexSNX | <0.1% | $342,997 | 1,283 | New |
| Western DigitalWDC | <0.1% | $314,889 | 493 | -3% |
| LiquidiaLQDA | <0.1% | $221,809 | 2,782 | New |
| CloudflareNET | <0.1% | $163,602 | 667 | -73% |
| AXTAXTI | <0.1% | $130,609 | 1,812 | New |
| Context TherapeuticsCNTX | <0.1% | $109,885 | 198,384 | New |
| Ishares Silver TRSLV | <0.1% | $53,470 | 1,000 | New |
| WalmartWMT | <0.1% | $45,304 | 400 | -94% |
| Spdr Gold TRGLD | <0.1% | $36,838 | 100 | -95% |
Options (45)
- United STS Oil FD LP
- Type
- Put
- Value
- $5m
- Contracts
- 1,100,000
- Spdr Gold TR
- Type
- Put
- Value
- $3m
- Contracts
- 2,860,000
- Amazon.com
- Type
- Put
- Value
- $2m
- Contracts
- 570,000
- Microsoft
- Type
- Call
- Value
- $764,500
- Contracts
- 110,000
- Microsoft
- Type
- Put
- Value
- $528,258
- Contracts
- 171,200
- Robinhood Mkts
- Type
- Put
- Value
- $441,598
- Contracts
- 337,900
- Micron Technology
- Type
- Put
- Value
- $149,400
- Contracts
- 120,000
- Apple
- Type
- Put
- Value
- $144,200
- Contracts
- 280,000
- Nvidia
- Type
- Put
- Value
- $88,448
- Contracts
- 131,100
- Intel
- Type
- Put
- Value
- $83,100
- Contracts
- 870,000
- Cognyte Software
- Type
- Call
- Value
- $79,560
- Contracts
- 22,100
- Adobe
- Type
- Put
- Value
- $68,152
- Contracts
- 900
- Ishares TR
- Type
- Call
- Value
- $64,400
- Contracts
- 40,000
- Riot Platforms
- Type
- Call
- Value
- $47,235
- Contracts
- 14,100
- Hewlett Packard Enterprise C
- Type
- Put
- Value
- $38,415
- Contracts
- 39,000
- Coherus Oncology
- Type
- Call
- Value
- $25,000
- Contracts
- 200,000
- Kraft Heinz
- Type
- Put
- Value
- $24,370
- Contracts
- 21,100
- Nike
- Type
- Call
- Value
- $23,331
- Contracts
- 30,300
- NU Hldgs
- Type
- Call
- Value
- $22,407
- Contracts
- 15,400
- Uipath
- Type
- Put
- Value
- $20,812
- Contracts
- 33,300
- Hecla Mining Company
- Type
- Put
- Value
- $19,866
- Contracts
- 30,100
- Select Sector Spdr TR
- Type
- Call
- Value
- $19,375
- Contracts
- 2,500
- Epam SYS
- Type
- Call
- Value
- $15,840
- Contracts
- 14,400
- Terawulf
- Type
- Call
- Value
- $15,000
- Contracts
- 12,000
- Stmicroelectronics N V
- Type
- Put
- Value
- $11,455
- Contracts
- 7,900
- Walmart
- Type
- Put
- Value
- $11,258
- Contracts
- 5,700
- Netflix
- Type
- Put
- Value
- $8,200
- Contracts
- 2,000
- the Trade Desk
- Type
- Put
- Value
- $5,888
- Contracts
- 18,400
- Palantir Technologies
- Type
- Put
- Value
- $5,280
- Contracts
- 800
- Pfizer
- Type
- Call
- Value
- $5,143
- Contracts
- 27,800
- Sandisk
- Type
- Call
- Value
- $5,125
- Contracts
- 100
- Viavi Solutions
- Type
- Put
- Value
- $5,125
- Contracts
- 5,000
- Alphabet
- Type
- Put
- Value
- $4,248
- Contracts
- 3,600
- Qualcomm
- Type
- Put
- Value
- $3,490
- Contracts
- 1,300
- United Microelectronics
- Type
- Put
- Value
- $2,370
- Contracts
- 7,900
- Nokia
- Type
- Put
- Value
- $2,159
- Contracts
- 25,400
- the Campbells Company
- Type
- Call
- Value
- $1,725
- Contracts
- 4,600
- Annaly Capital Management IN
- Type
- Call
- Value
- $1,616
- Contracts
- 20,200
- Uber Technologies
- Type
- Put
- Value
- $1,271
- Contracts
- 3,100
- Iren Limited
- Type
- Put
- Value
- $876
- Contracts
- 2,400
- Invesco QQQ TR
- Type
- Put
- Value
- $737
- Contracts
- 1,100
- Tilray Brands
- Type
- Call
- Value
- $648
- Contracts
- 8,100
- Servicenow
- Type
- Put
- Value
- $450
- Contracts
- 2,000
- Ishares
- Type
- Put
- Value
- $370
- Contracts
- 2,000
- Cisco SYS
- Type
- Put
- Value
- $338
- Contracts
- 1,500
| Company | Type | Value | Contracts |
|---|---|---|---|
| United STS Oil FD LP | Put | $5m | 1,100,000 |
| Spdr Gold TR | Put | $3m | 2,860,000 |
| Amazon.com | Put | $2m | 570,000 |
| Microsoft | Call | $764,500 | 110,000 |
| Microsoft | Put | $528,258 | 171,200 |
| Robinhood Mkts | Put | $441,598 | 337,900 |
| Micron Technology | Put | $149,400 | 120,000 |
| Apple | Put | $144,200 | 280,000 |
| Nvidia | Put | $88,448 | 131,100 |
| Intel | Put | $83,100 | 870,000 |
| Cognyte Software | Call | $79,560 | 22,100 |
| Adobe | Put | $68,152 | 900 |
| Ishares TR | Call | $64,400 | 40,000 |
| Riot Platforms | Call | $47,235 | 14,100 |
| Hewlett Packard Enterprise C | Put | $38,415 | 39,000 |
| Coherus Oncology | Call | $25,000 | 200,000 |
| Kraft Heinz | Put | $24,370 | 21,100 |
| Nike | Call | $23,331 | 30,300 |
| NU Hldgs | Call | $22,407 | 15,400 |
| Uipath | Put | $20,812 | 33,300 |
| Hecla Mining Company | Put | $19,866 | 30,100 |
| Select Sector Spdr TR | Call | $19,375 | 2,500 |
| Epam SYS | Call | $15,840 | 14,400 |
| Terawulf | Call | $15,000 | 12,000 |
| Stmicroelectronics N V | Put | $11,455 | 7,900 |
| Walmart | Put | $11,258 | 5,700 |
| Netflix | Put | $8,200 | 2,000 |
| the Trade Desk | Put | $5,888 | 18,400 |
| Palantir Technologies | Put | $5,280 | 800 |
| Pfizer | Call | $5,143 | 27,800 |
| Sandisk | Call | $5,125 | 100 |
| Viavi Solutions | Put | $5,125 | 5,000 |
| Alphabet | Put | $4,248 | 3,600 |
| Qualcomm | Put | $3,490 | 1,300 |
| United Microelectronics | Put | $2,370 | 7,900 |
| Nokia | Put | $2,159 | 25,400 |
| the Campbells Company | Call | $1,725 | 4,600 |
| Annaly Capital Management IN | Call | $1,616 | 20,200 |
| Uber Technologies | Put | $1,271 | 3,100 |
| Iren Limited | Put | $876 | 2,400 |
| Invesco QQQ TR | Put | $737 | 1,100 |
| Tilray Brands | Call | $648 | 8,100 |
| Servicenow | Put | $450 | 2,000 |
| Ishares | Put | $370 | 2,000 |
| Cisco SYS | Put | $338 | 1,500 |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 326.7% since 31 December 2025.
Where the money is
Technology13.4%
Health care10.3%
Financial services2.6%
Industrials1.6%
Energy1.0%
Retail & consumer0.7%
Materials0.4%
Everyday goods0.4%
Utilities0.3%
Other69.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.