Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGTVanguard World Fd | $259.7M | 52.1% | New |
| SOXLDirexion Shares Etf Trust | $29.3M | 5.9% | +1.6% |
| CHRSCoherus Oncology Inc | $18.3M | 3.7% | +6.2% |
| RLAYRelay Therapeutics Inc | $15.0M | 3.0% | +60.6% |
| TNADirexion Shares Etf Trust | $12.3M | 2.5% | +83.9% |
| TQQQProshares Tr | $11.7M | 2.3% | New |
| QQQInvesco Qqq Tr | $11.4M | 2.3% | New |
| VKTXViking Therapeutics Inc | $10.6M | 2.1% | +141.6% |
| SPXLDirexion Shares Etf Trust | $10.2M | 2.1% | New |
| AMDAdvanced Micro Devices Inc | $9.2M | 1.9% | +175.3% |
| HOODRobinhood Mkts Inc | $9.0M | 1.8% | +26.7% |
| AAOIApplied Optoelectronics Inc | $8.3M | 1.7% | +16.5% |
| MUMicron Technology Inc | $5.3M | 1.1% | −31.5% |
| SQQQProshares Tr | $5.1M | 1.0% | +144.4% |
| LRCXLam Research Corp | $4.5M | 0.9% | +456.9% |
| IONQIonq Inc | $3.4M | 0.7% | New |
| BEBloom Energy Corp | $3.3M | 0.7% | +32.3% |
| SIMOSilicon Motion Technology Co | $3.2M | 0.6% | New |
| SNDKSandisk Corp | $3.2M | 0.6% | −52.2% |
| ANETArista Networks Inc | $3.0M | 0.6% | +4676.7% |
| NVDANvidia Corporation | $2.8M | 0.6% | −67.8% |
| MLYSMineralys Therapeutics Inc | $2.7M | 0.5% | New |
| Direxion Shares Etf TrustCUSIP 25460E232 | $2.7M | 0.5% | +228.2% |
| SITMSitime Corp | $2.7M | 0.5% | New |
| LITELumentum Hldgs Inc | $2.6M | 0.5% | −5.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAOIApplied Optoelectronics Inc | December 31, 2025 | +325.0% | $8.3M |
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $3.3M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $9.2M |
| LITELumentum Hldgs Inc | December 31, 2025 | +132.8% | $2.6M |
| RLAYRelay Therapeutics Inc | December 31, 2025 | +121.2% | $15.0M |
| COHRCoherent Corp | December 31, 2025 | +113.7% | $2.3M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $4.5M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $1.3M |
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $2.3M |
| TNADirexion Shares Etf Trust | December 31, 2025 | +64.9% | $12.3M |
Sold off last quarter
- MSFTMicrosoft Corp was $4.7M
- RDDTReddit Inc was $4.5M
- KLACKla Corp was $3.3M
- SPYState Str Spdr S&p 500 Etf T was $3.1M
- AAPLApple Inc was $2.9M
- CATCaterpillar Inc was $2.7M
- CHRWC H Robinson Worldwide In was $2.6M
- GEGe Aerospace was $2.6M
- IWMIshares Tr was $2.6M
- XLISelect Sector Spdr Tr was $2.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.2% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Timothy G. Youngquist 2020 Irrevocable Trust Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109159&type=13F-HR&dateb=&owner=include&count=40CIK 2109159
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109159/000210915926000006/Filed August 7, 2026 · accession 0002109159-26-000006