Timothy G. Youngquist 2020 Irrevocable Trust
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed August 7, 2026), Timothy G. Youngquist 2020 Irrevocable Trust reported 432 stock positions worth $204.8 million. Its top holding was Coherus Oncology (CHRS) at 10.1% of the portfolio, followed by Nvidia (NVDA, 3.7%) and Direx Dail Semi Bu 3X Et-Usd (SOXL, 2.5%). Compared with Q4 2025, it opened 400 new positions, sold out of 9, added to 13 and reduced 10. The biggest buy was Coherus Oncology (CHRS, shares +108%) and the biggest sale an exit from Proshares Ultra Bloomberg NA (BOIL).
- Most Recent 13F
- Q2 2026
- Location
- FORT MYERS, FL
- CIK
- 0002109159
- Portfolio Value
- $204.8M (Q1 2026)
- SEC Filing
- 0002109159-26-000005 ↗ filed Aug 7, 2026
Holdings Value
Holdings 432 stocks · $204.8M
| CHRS Coherus Oncology Inc. | 10.14% | 12,290,800 | $20.8M | Add +108.5% |
| NVDA Nvidia Corp. | 3.69% | 43,315 | $7.6M | Add +270.5% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 2.53% | 108,052 | $5.2M | No change |
| RLAY Relay Therapeutics Inc. | 2.43% | 499,058 | $5.0M | No change |
| HOOD Robinhood Markets Inc. Class A | 2.40% | 71,000 | $4.9M | New |
| MSFT Microsoft Corp. | 2.30% | 12,700 | $4.7M | New |
| RDDT Reddit Inc. Class A | 2.20% | 33,527 | $4.5M | Add +332.2% |
| AAOI Applied Optoelectronics Inc. | 1.98% | 47,887 | $4.1M | Reduce -2.8% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 1.92% | 89,079 | $3.9M | No change |
| AMZN Amazon.com Inc. | 1.84% | 18,130 | $3.8M | New |
| SQQQ Proshares Ultrapro Short QQQ | 1.84% | 56,510 | $3.8M | No change |
| VKTX Viking Therapeutics Inc. | 1.79% | 112,500 | $3.7M | No change |
| KLAC KLA Corp. | 1.63% | 2,267 | $3.3M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 4,747 | $3.1M | New |
| AAPL Apple Inc. | 1.40% | 11,274 | $2.9M | New |
| CAT Caterpillar Inc. | 1.33% | 3,843 | $2.7M | New |
| CHRW C.H. Robinson Worldwide Inc. | 1.29% | 15,857 | $2.6M | New |
| GE General Electric filed as GE AEROSPACE | 1.26% | 9,097 | $2.6M | New |
| IWM iShares Russell 2000 ETF | 1.26% | 10,388 | $2.6M | New |
| XLI SS Industrial Select Sector | 1.26% | 15,911 | $2.6M | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.25% | 5,535 | $2.6M | New |
| APH Amphenol Corp. Class A | 1.23% | 19,973 | $2.5M | New |
| AMAT Applied Materials Inc. | 1.18% | 7,054 | $2.4M | New |
| DELL Dell Technologies -C | 1.14% | 14,240 | $2.3M | New |
| TEL Te Connectivity PLC | 1.11% | 10,895 | $2.3M | New |
| MU Micron Technology Inc. | 1.11% | 6,725 | $2.3M | Add +505.3% |
| LITE Lumentum Holdings Inc. | 1.11% | 3,232 | $2.3M | Add +276.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.00% | 22,292 | $2.0M | New |
| MKSI MKS Inc. | 0.98% | 8,752 | $2.0M | New |
| RKLB Rocket Lab Corp. | 0.96% | 30,636 | $2.0M | New |
| SHOP Shopify Inc. Class A | 0.95% | 16,454 | $2.0M | Add +9.0% |
| TT Trane Technologies PLC | 0.95% | 4,674 | $1.9M | New |
| LMND Lemonade Inc. | 0.95% | 31,050 | $1.9M | No change |
| CVNA Carvana Co. | 0.95% | 6,172 | $1.9M | New |
| SANM Sanmina Corp. | 0.93% | 14,699 | $1.9M | New |
| GOVT iShares US Treasury Bond ETF | 0.92% | 82,583 | $1.9M | New |
| LUV Southwest Airlines Co. | 0.92% | 50,220 | $1.9M | New |
| SNDK Sandisk Corp. | 0.91% | 2,917 | $1.9M | New |
| META Meta Platforms Inc. Class A | 0.86% | 3,071 | $1.8M | Reduce -76.1% |
| GEV GE Vernova Inc. | 0.85% | 1,990 | $1.7M | Reduce -67.2% |
| GOOGL Alphabet Inc. Class A | 0.85% | 6,039 | $1.7M | New |
| CERT Certara Inc. | 0.81% | 289,295 | $1.6M | No change |
| CDXS Codexis Inc. | 0.78% | 978,071 | $1.6M | No change |
| AVGO Broadcom Inc. | 0.75% | 4,965 | $1.5M | Add +85.5% |
| DIREXION SHARES ETF TRUST | 0.75% | 218,072 | $1.5M | Reduce -7.1% |
| ALAB Astera Labs Inc. | 0.71% | 13,318 | $1.5M | New |
| TMDX Transmedics Group Inc. | 0.70% | 14,444 | $1.4M | Add +50.0% |
| TSXD DRXN D Smic T 5 Bear 2X ETF | 0.64% | 33,074 | $1.3M | Reduce -93.3% |
| TLT iShares 20+ Year Treasury BD | 0.60% | 14,220 | $1.2M | New |
| AMD Advanced Micro Devices | 0.57% | 5,777 | $1.2M | Add +32.3% |
| VIG Vanguard Dividend Apprec ETF | 0.57% | 5,459 | $1.2M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.57% | 5,946 | $1.2M | New |
| CLS Celestica Inc. | 0.56% | 4,091 | $1.2M | New |
| DAWN Day One Biopharmaceuticals I | 0.56% | 53,399 | $1.1M | New |
| BE Bloom Energy Corp. Class A | 0.55% | 8,328 | $1.1M | Add +68.0% |
| TSLA Tesla Inc. | 0.55% | 3,034 | $1.1M | Reduce -84.4% |
| GOOG Alphabet Inc. Class C | 0.55% | 3,897 | $1.1M | New |
| COHR Coherent Corp. | 0.52% | 4,430 | $1.1M | Add +34.6% |
| PTC PTC Inc. | 0.50% | 7,200 | $1.0M | New |
| BSY Bentley Systems Inc. Class B | 0.49% | 28,800 | $1.0M | New |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 6,453 | $944K | Reduce -52.5% |
| GLD SPDR Gold Shares | 0.46% | 2,190 | $942K | New |
| WMT Walmart Inc. | 0.43% | 7,086 | $881K | New |
| AUGO Aura Minerals Inc. | 0.41% | 10,414 | $850K | New |
| XLP SS Consumer Staples Sel Sect | 0.41% | 10,306 | $845K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.41% | 18,367 | $843K | New |
| SSRM SSR Mining Inc. | 0.40% | 27,567 | $810K | New |
| AU Anglogold Ashanti PLC | 0.38% | 7,995 | $778K | New |
| NEM Newmont Corp. | 0.38% | 7,185 | $778K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.38% | 8,377 | $777K | New |
| GFI Gold Fields Ltd.-Spons ADR | 0.37% | 16,805 | $763K | New |
| ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW | 0.37% | 47,021 | $758K | New |
| IAG Iamgold Corp. | 0.37% | 40,011 | $753K | New |
| UNFI United Natural Foods Inc. | 0.37% | 16,704 | $753K | New |
| SNEX Stonex Group Inc. | 0.36% | 9,265 | $747K | New |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.36% | 60,621 | $747K | New |
| NEXA Nexa Resources SA | 0.36% | 69,759 | $739K | New |
| B Barrick Mining Corp. | 0.36% | 17,988 | $734K | New |
| CGAU Centerra Gold Inc. | 0.35% | 40,849 | $727K | New |
| GM General Motors Co. | 0.33% | 9,115 | $679K | New |
| FRO Frontline PLC | 0.33% | 19,256 | $671K | New |
| NBR Nabors Industries Ltd. | 0.33% | 7,762 | $668K | New |
| RY Royal Bank of Canada | 0.32% | 4,091 | $662K | New |
| COST Costco Wholesale Corp. | 0.32% | 657 | $655K | New |
| TTMI TTM Technologies | 0.31% | 6,565 | $640K | New |
| NESR National Energy Services Reu | 0.31% | 29,596 | $635K | New |
| CYD China Yuchai Intl Ltd. | 0.30% | 16,143 | $622K | New |
| RFIL RF Industries Ltd. filed as RF INDS LTD | 0.30% | 59,993 | $619K | New |
| NFLX Netflix Inc. | 0.30% | 6,298 | $606K | New |
| CRDO Credo Technology Group Holdi | 0.29% | 6,323 | $594K | Reduce -59.4% |
| TAYD Taylor Devices Inc. | 0.26% | 9,311 | $531K | New |
| NET Cloudflare Inc. Class A | 0.25% | 2,437 | $503K | Add +58.6% |
| BTC Grayscale Bitcoin Mini ETF | 0.24% | 16,558 | $497K | Add +115.6% |
| BND Vanguard Total Bond Market | 0.23% | 6,295 | $464K | New |
| CSCO Cisco Systems Inc. | 0.22% | 5,859 | $455K | New |
| LRCX Lam Research Corp. | 0.19% | 1,862 | $398K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.19% | 3,558 | $388K | New |
| LIN Linde PLC | 0.17% | 692 | $343K | New |
| INTC Intel Corp. | 0.16% | 7,281 | $321K | Reduce -89.4% |
| PEP Pepsico Inc. | 0.15% | 2,028 | $315K | New |
Options reported separately and not counted above: ADOBE INC puts ($7.4M), SPDR GOLD TR puts ($6.0M), AMAZON COM INC puts ($5.5M), UNITED STS OIL FD LP puts ($4.4M), APPLE INC puts ($1.3M), MICROSOFT CORP puts ($1.1M), DELL TECHNOLOGIES INC puts ($541K), INTEL CORP puts ($258K), NVIDIA CORPORATION puts ($246K), ROBINHOOD MKTS INC puts ($117K), PALANTIR TECHNOLOGIES INC puts ($108K), ADVANCED MICRO DEVICES INC puts ($94K), and 2 more.
Portfolio Sells Q4 2025 → Q1 2026
| BOIL Proshares Ultra Bloomberg NA | Sold out | 0.00% | −16.88 |
| TSLA Tesla Inc. | Reduce -84.4% | 0.55% | −6.92 |
| META Meta Platforms Inc. Class A | Reduce -76.1% | 0.86% | −6.40 |
| HRMY Harmony Biosciences Holdings | Sold out | 0.00% | −4.04 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −3.71 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −3.69 |
| GEV GE Vernova Inc. | Reduce -67.2% | 0.85% | −2.55 |
| INTC Intel Corp. | Reduce -89.4% | 0.16% | −2.01 |
| ALB Albemarle Corp. | Sold out | 0.00% | −1.77 |
| CRDO Credo Technology Group Holdi | Reduce -59.4% | 0.29% | −1.63 |
| PLTR Palantir Technologies Inc. Class A | Reduce -52.5% | 0.46% | −1.61 |
| DIREXION SHARES ETF TRUST | Reduce -7.1% | 0.75% | −0.76 |
| TSXD DRXN D Smic T 5 Bear 2X ETF | Reduce -93.3% | 0.64% | −0.68 |
| APP AppLovin Corp. Class A | Reduce -64.0% | 0.09% | −0.65 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.22 |
| CTMX Cytomx Therapeutics Inc. | Sold out | 0.00% | −0.19 |
| CALC Calcimedica Inc. | Sold out | 0.00% | −0.13 |
| MGNX Macrogenics Inc. | Sold out | 0.00% | −0.11 |
| AAOI Applied Optoelectronics Inc. | Reduce -2.8% | 1.98% | +0.51 |
Portfolio Buys Q4 2025 → Q1 2026
| CHRS Coherus Oncology Inc. | Add +108.5% | 10.14% | +2.97 |
| HOOD Robinhood Markets Inc. Class A | New | 2.40% | +2.40 |
| MSFT Microsoft Corp. | New | 2.30% | +2.30 |
| AMZN Amazon.com Inc. | New | 1.84% | +1.84 |
| NVDA Nvidia Corp. | Add +270.5% | 3.69% | +1.82 |
| KLAC KLA Corp. | New | 1.63% | +1.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 1.51% | +1.51 |
| AAPL Apple Inc. | New | 1.40% | +1.40 |
| CAT Caterpillar Inc. | New | 1.33% | +1.33 |
| CHRW C.H. Robinson Worldwide Inc. | New | 1.29% | +1.29 |
| GE General Electric | New | 1.26% | +1.26 |
| IWM iShares Russell 2000 ETF | New | 1.26% | +1.26 |
| XLI SS Industrial Select Sector | New | 1.26% | +1.26 |
| DIA SS SPDR Dow Jones Indus Avg | New | 1.25% | +1.25 |
| APH Amphenol Corp. Class A | New | 1.23% | +1.23 |
| AMAT Applied Materials Inc. | New | 1.18% | +1.18 |
| DELL Dell Technologies -C | New | 1.14% | +1.14 |
| TEL Te Connectivity PLC | New | 1.11% | +1.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 1.00% | +1.00 |
| MKSI MKS Inc. | New | 0.98% | +0.98 |
| RKLB Rocket Lab Corp. | New | 0.96% | +0.96 |
| TT Trane Technologies PLC | New | 0.95% | +0.95 |
| CVNA Carvana Co. | New | 0.95% | +0.95 |
| SANM Sanmina Corp. | New | 0.93% | +0.93 |
| GOVT iShares US Treasury Bond ETF | New | 0.92% | +0.92 |
| LUV Southwest Airlines Co. | New | 0.92% | +0.92 |
| SNDK Sandisk Corp. | New | 0.91% | +0.91 |
| GOOGL Alphabet Inc. Class A | New | 0.85% | +0.85 |
| LITE Lumentum Holdings Inc. | Add +276.7% | 1.11% | +0.84 |
| MU Micron Technology Inc. | Add +505.3% | 1.11% | +0.84 |
| ALAB Astera Labs Inc. | New | 0.71% | +0.71 |
| RDDT Reddit Inc. Class A | Add +332.2% | 2.20% | +0.68 |
| TLT iShares 20+ Year Treasury BD | New | 0.60% | +0.60 |
| VIG Vanguard Dividend Apprec ETF | New | 0.57% | +0.57 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.57% | +0.57 |
| CLS Celestica Inc. | New | 0.56% | +0.56 |
| DAWN Day One Biopharmaceuticals I | New | 0.56% | +0.56 |
| GOOG Alphabet Inc. Class C | New | 0.55% | +0.55 |
| PTC PTC Inc. | New | 0.50% | +0.50 |
| BSY Bentley Systems Inc. Class B | New | 0.49% | +0.49 |
| GLD SPDR Gold Shares | New | 0.46% | +0.46 |
| WMT Walmart Inc. | New | 0.43% | +0.43 |
| AUGO Aura Minerals Inc. | New | 0.41% | +0.41 |
| XLP SS Consumer Staples Sel Sect | New | 0.41% | +0.41 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.41% | +0.41 |
| SSRM SSR Mining Inc. | New | 0.40% | +0.40 |
| AU Anglogold Ashanti PLC | New | 0.38% | +0.38 |
| NEM Newmont Corp. | New | 0.38% | +0.38 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.38% | +0.38 |
| GFI Gold Fields Ltd.-Spons ADR | New | 0.37% | +0.37 |
Options Activity Q4 2025 → Q1 2026
| SPDR GOLD TR | put | Add +318.6% | 2,135,000 | $6.0M |
| AMAZON COM INC | put | Reduce -32.0% | 570,000 | $5.5M |
| UNITED STS OIL FD LP | put | New | 800,000 | $4.4M |
| ALPHABET INC | call | Sold out | 130,000 | $4.3Mbefore exit |
| ROBINHOOD MKTS INC | call | Sold out | 270,000 | $3.2Mbefore exit |
| MICROSOFT CORP | call | Sold out | 246,000 | $2.7Mbefore exit |
| MICROSOFT CORP | put | New | 220,000 | $1.1M |
| DELL TECHNOLOGIES INC | put | New | 42,900 | $541K |
| SANDISK CORP | put | Sold out | 80,000 | $421Kbefore exit |
| NVIDIA CORPORATION | put | New | 465,000 | $246K |
| ALBEMARLE CORP | put | Sold out | 230,000 | $204Kbefore exit |
| PROSHARES TR II | put | Sold out | 35,000 | $135Kbefore exit |
| ROBINHOOD MKTS INC | put | New | 220,000 | $117K |
| PALANTIR TECHNOLOGIES INC | put | New | 220,000 | $108K |
| ADVANCED MICRO DEVICES INC | put | New | 220,000 | $94K |
| COHERUS BIOSCIENCES INC | call | New | 460,000 | $75K |
| REDDIT INC | call | New | 24,000 | $46K |
| UIPATH INC | put | Sold out | 320,000 | $992before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.