Timothy G. Youngquist 2020 Irrevocable Trust

CIK 0002109159 · Q2 2026

13F Equity AUM

$510.0M

+119.9% QoQ

Positions

115

-331 QoQ

AUM Rank

#4,876

Top 39%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 65.6%Top 10: 76.0%Top 20: 85.8%

VGT50.9%

SOXL5.7%

CHRS3.6%

RLAY2.9%

TNA2.4%

TQQQ2.3%

NDQ2.2%

VKTX2.1%

SPXL2.0%

AMD1.8%

Others (105)24.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.7%

Technology13.6%

Healthcare9.8%

Unclassified2.0%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 115Median: 0.18%Avg: 0.87%

0–0.5%

86(9.4%)

0.5–1%

16(10.2%)

1–3%

10(20.2%)

3–5%

1(3.6%)

5%+

2(56.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 115vs 20 funds

0%Low

115

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New65Increased29Decreased19Exited396

New Positions

VGT50.9%

+2.2M

TQQQ2.3%

+144K

NDQ2.2%

+15K

SPXL2.0%

+38K

IONQ0.7%

+64K

SIMO0.6%

+10K

SITM0.5%

+4K

MLYS0.5%

+101K

APLD0.5%

+70K

KINIKSA PHARMACEUTIC…0.4%

+34K

Increased

CHRS3.6%

+760K(+6%)

GLD0.5%

+725K(+34%)

TZA0.5%

+498K(+228%)

INTC0.0%

+440K(+102%)

RLAY2.9%

+302K(+61%)

UNITED STS OIL FD LP0.9%

+300K(+38%)

VKTX2.1%

+159K(+142%)

ROBINHOOD MKTS INC0.1%

+118K(+54%)

SQQQ1.0%

+82K(+144%)

TNA2.4%

+75K(+84%)

Decreased

NVDA0.0%

-333,900(-72%)

COHERUS ONCOLOGY INC0.0%

-260,000(-57%)

PLTR0.0%

-219,200(-100%)

ADBE0.0%

-149,100(-99%)

MSFT0.1%

-48,800(-22%)

NVDA0.6%

-29,383(-68%)

RFIL0.2%

-13,180(-22%)

ALAB0.5%

-7,923(-59%)

AMZN0.5%

-7,870(-43%)

WMT0.0%

-6,686(-94%)

Exited

-12,700

-33,527

-2,267

-4,747

-11,274

-3,843

-15,857

-9,097

IWM

-10,388

XLI

-15,911

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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