Timothy G. Youngquist 2020 Irrevocable Trust

FORT MYERS, FL · CIK 2109159 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$498.2m reported value +143.3% vs Q1 2026

70positions

77.8%in top 10

31 new 25 added 14 reduced 393 sold out vs Q1 2026

Options: 15 call positions ($1.1m notional), 30 put positions ($10.7m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,172,703	$259.7m52.12%	52.12%	New
2	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	109,740	$29.3m5.87%	5.87%	Added +1.7k	+1,688 1.6%
3	COHERUS BIOSCIENCES INC COM CHRS	CHRS	13,050,623	$18.3m3.67%	3.67%	Added +759.8k	+759,823 6.2%
4	RELAY THERAPEUTICS INC COM RLAY	RLAY	801,464	$15.0m3.01%	3.01%	Added +302.4k	+302,406 60.6%
5	DIREXION SHS ETF TR DLY SMCAP BULL3X TNA	TNA	163,850	$12.3m2.47%	2.47%	Added +74.8k	+74,771 83.9%
6	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	143,990	$11.7m2.34%	2.34%	New
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,423	$11.4m2.28%	2.28%	New
8	VIKING THERAPEUTICS INC COM VKTX	VKTX	271,849	$10.6m2.13%	2.13%	Added +159.3k	+159,349 141.6%
9	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	37,846	$10.2m2.06%	2.06%	New
10	ADVANCED MICRO DEVICES INC COM AMD	AMD	15,904	$9.2m1.85%	1.85%	Added +10.1k	+10,127 175.3%
11	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	89,945	$9.0m1.81%	1.81%	Added +18.9k	+18,945 26.7%
12	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	55,796	$8.3m1.66%	1.66%	Added +7.9k	+7,909 16.5%
13	MICRON TECHNOLOGY INC COM MU	MU	4,607	$5.3m1.07%	1.07%	Reduced -2.1k	-2,118 -31.5%
14	PROSHARES TR ULTRAPRO SHORT SQQQ	SQQQ	138,113	$5.1m1.02%	1.02%	Added +81.6k	+81,603 144.4%
15	LAM RESEARCH CORP COM NEW LRCX	LRCX	10,370	$4.5m0.90%	0.90%	Added +8.5k	+8,508 456.9%
16	IONQ INC COM IONQ	IONQ	64,423	$3.4m0.69%	0.69%	New
17	BLOOM ENERGY CORP COM CL A BE	BE	11,018	$3.3m0.67%	0.67%	Added +2.7k	+2,690 32.3%
18	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	9,684	$3.2m0.65%	0.65%	New
19	SANDISK CORP COM SNDK	SNDK	1,393	$3.2m0.64%	0.64%	Reduced -1.5k	-1,524 -52.2%
20	ARISTA NETWORKS INC COM SHS ANET	ANET	17,435	$3.0m0.59%	0.59%	Added +17.1k	+17,070 4676.7%
21	NVIDIA CORPORATION COM NVDA	NVDA	13,932	$2.8m0.56%	0.56%	Reduced -29.4k	-29,383 -67.8%
22	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	100,869	$2.7m0.55%	0.55%	New
23	DIREXION SHS ETF TR DAILY SM CP BEAR TZA	TZA	715,606	$2.7m0.54%	0.54%	Added +497.5k	+497,534 228.2%
24	SITIME CORP COM SITM	SITM	3,625	$2.7m0.54%	0.54%	New
25	LUMENTUM HLDGS INC COM LITE	LITE	3,070	$2.6m0.53%	0.53%	Reduced -162	-162 -5.0%
26	APPLIED DIGITAL CORP COM NEW APLD	APLD	70,000	$2.6m0.52%	0.52%	New
27	ASTERA LABS INC COM ALAB	ALAB	5,395	$2.6m0.52%	0.52%	Reduced -7.9k	-7,923 -59.5%
28	AMAZON COM INC COM AMZN	AMZN	10,260	$2.4m0.49%	0.49%	Reduced -7.9k	-7,870 -43.4%
29	GE VERNOVA INC COM GEV	GEV	1,996	$2.3m0.47%	0.47%	Added +6	+6 0.3%
30	COHERENT CORP COM COHR	COHR	5,938	$2.3m0.47%	0.47%	Added +1.5k	+1,508 34.0%
31	BROADCOM INC COM AVGO	AVGO	5,954	$2.2m0.45%	0.45%	Added +989	+989 19.9%
32	KINIKSA PHARMACEUTICALS INTL ORD SHS CL A KNSA	KNSA	34,341	$2.2m0.44%	0.44%	New
33	NEXTERA ENERGY INC COM NEE	NEE	19,760	$1.7m0.35%	0.35%	Added +19.0k	+19,026 2592.1%
34	AEROVIRONMENT INC COM AVAV	AVAV	8,883	$1.5m0.29%	0.29%	New
35	MAXLINEAR INC COM MXL	MXL	10,846	$1.4m0.28%	0.28%	New
36	PENGUIN SOLUTIONS INC COM PENG	PENG	17,950	$1.4m0.27%	0.27%	New
37	CORNING INC COM GLW	GLW	5,019	$1.3m0.26%	0.26%	Added +4.7k	+4,743 1718.5%
38	ICHOR HOLDINGS SHS ICHR	ICHR	10,762	$1.2m0.24%	0.24%	New
39	NATIONAL ENERGY SERVICES REU SHS NESR	NESR	39,591	$1.2m0.24%	0.24%	Added +10.0k	+9,995 33.8%
40	ALTO INGREDIENTS INC COM ALTO	ALTO	189,690	$1.1m0.22%	0.22%	New
41	MYR GROUP INC DEL COM MYRG	MYRG	2,091	$1.0m0.21%	0.21%	New
42	SEZZLE INC COM SEZL	SEZL	6,085	$1.0m0.21%	0.21%	New
43	CELESTICA INC COM CLS	CLS	2,776	$1.0m0.20%	0.20%	Reduced -1.3k	-1,315 -32.1%
44	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	14,340	$1.0m0.20%	0.20%	New
45	DARLING INGREDIENTS INC COM DAR	DAR	18,200	$994.1k0.20%	0.20%	New
46	RF INDS LTD COM PAR $0.01 RFIL	RFIL	46,813	$992.9k0.20%	0.20%	Reduced -13.2k	-13,180 -22.0%
47	AURA MINERALS INC SHS NEW AUGO	AUGO	15,723	$989.8k0.20%	0.20%	Added +5.3k	+5,309 51.0%
48	ROYAL BK CDA COM RY	RY	4,741	$981.2k0.20%	0.20%	Added +650	+650 15.9%
49	CENTENE CORP DEL COM CNC	CNC	14,934	$958.6k0.19%	0.19%	New
50	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	3,487	$948.3k0.19%	0.19%	Reduced -2.8k	-2,836 -44.9%
51	NABORS INDUSTRIES LTD SHS NBR	NBR	11,276	$947.3k0.19%	0.19%	Added +3.5k	+3,514 45.3%
52	BANK AMERICA CORP COM BAC	BAC	16,583	$944.9k0.19%	0.19%	Added +14.2k	+14,210 598.8%
53	OSCAR HEALTH INC CL A OSCR	OSCR	32,965	$940.2k0.19%	0.19%	New
54	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	63,579	$930.8k0.19%	0.19%	New
55	GENERAL MTRS CO COM GM	GM	11,964	$922.2k0.19%	0.19%	Added +2.8k	+2,849 31.3%
56	TOTALENERGIES SE ACT TTE	TTE	11,825	$919.5k0.18%	0.18%	New
57	RACKSPACE TECHNOLOGY INC COM RXT	RXT	139,263	$909.4k0.18%	0.18%	New
58	ENI S P A SPONSORED ADR E	E	19,362	$907.3k0.18%	0.18%	New
59	UNITED NAT FOODS INC COM UNFI	UNFI	18,349	$838.0k0.17%	0.17%	Added +1.6k	+1,645 9.8%
60	STONEX GROUP INC COM SNEX	SNEX	6,991	$828.4k0.17%	0.17%	Reduced -2.3k	-2,274 -24.5%
61	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	1,936	$736.4k0.15%	0.15%	New
62	TD SYNNEX CORPORATION COM SNX	SNX	1,283	$343.0k0.07%	0.07%	New
63	WESTERN DIGITAL CORP COM WDC	WDC	493	$314.9k0.06%	0.06%	Reduced -13	-13 -2.6%
64	LIQUIDIA CORPORATION COM NEW LQDA	LQDA	2,782	$221.8k0.04%	0.04%	New
65	CLOUDFLARE INC CL A COM NET	NET	667	$163.6k0.03%	0.03%	Reduced -1.8k	-1,770 -72.6%
66	AXT INC COM AXTI	AXTI	1,812	$130.6k0.03%	0.03%	New
67	CONTEXT THERAPEUTICS INC COM CNTX	CNTX	198,384	$109.9k0.02%	0.02%	New
68	ISHARES SILVER TR ISHARES SLV	SLV	1,000	$53.5k0.01%	0.01%	New
69	WALMART INC COM WMT	WMT	400	$45.3k0.01%	0.01%	Reduced -6.7k	-6,686 -94.4%
70	SPDR GOLD TR GOLD SHS GLD	GLD	100	$36.8k0.01%	0.01%	Reduced -2.1k	-2,090 -95.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MICROSOFT CORP MSFT	MSFT	12,700	$4.7m12.7k shares
REDDIT INC RDDT	RDDT	33,527	$4.5m33.5k shares
KLA CORP KLAC	KLAC	22,670	$3.3m22.7k shares
SPDR S&P 500 ETF TR SPY	SPY	4,747	$3.1m4.7k shares
APPLE INC AAPL	AAPL	11,274	$2.9m11.3k shares
CATERPILLAR INC CAT	CAT	3,843	$2.7m3.8k shares
C H ROBINSON WORLDWIDE INC CHRW	CHRW	15,857	$2.6m15.9k shares
GE AEROSPACE GE	GE	9,097	$2.6m9.1k shares
ISHARES TR IWM	IWM	10,388	$2.6m10.4k shares
SELECT SECTOR SPDR TR XLI	XLI	15,911	$2.6m15.9k shares
SPDR DOW JONES INDL AVERAGE DIA	DIA	5,535	$2.6m5.5k shares
AMPHENOL CORP APH	APH	19,973	$2.5m20.0k shares
APPLIED MATLS INC AMAT	AMAT	7,054	$2.4m7.1k shares
DELL TECHNOLOGIES INC DELL	DELL	14,240	$2.3m14.2k shares
TE CONNECTIVITY PLC TEL	TEL	10,895	$2.3m10.9k shares
SPDR SER TR BIL	BIL	22,292	$2.0m22.3k shares
MKS INC. MKSI	MKSI	8,752	$2.0m8.8k shares
ROCKET LAB CORP RKLB	RKLB	30,636	$2.0m30.6k shares
SHOPIFY INC SHOP	SHOP	16,454	$2.0m16.5k shares
TRANE TECHNOLOGIES PLC TT	TT	4,674	$1.9m4.7k shares
LEMONADE INC LMND	LMND	31,050	$1.9m31.1k shares
CARVANA CO CVNA	CVNA	30,860	$1.9m30.9k shares
SANMINA CORPORATION SANM	SANM	14,699	$1.9m14.7k shares
ISHARES TR GOVT	GOVT	82,583	$1.9m82.6k shares
SOUTHWEST AIRLS CO LUV	LUV	50,220	$1.9m50.2k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
UNITED STS OIL FD LP USO · Put	USO	Put	1,100,000	$4.7m1.1m shares	Added
SPDR GOLD TR GLD · Put	GLD	Put	2,860,000	$2.7m2.9m shares	Added
AMAZON COM INC AMZN · Put	AMZN	Put	570,000	$1.6m570.0k shares	Unchanged
MICROSOFT CORP MSFT · Call	MSFT	Call	110,000	$764.5k110.0k shares	New
MICROSOFT CORP MSFT · Put	MSFT	Put	171,200	$528.3k171.2k shares	Reduced
ROBINHOOD MKTS INC HOOD · Put	HOOD	Put	337,900	$441.6k337.9k shares	Added
MICRON TECHNOLOGY INC MU · Put	MU	Put	120,000	$149.4k120.0k shares	New
APPLE INC AAPL · Put	AAPL	Put	280,000	$144.2k280.0k shares	Unchanged
NVIDIA CORPORATION NVDA · Put	NVDA	Put	131,100	$88.4k131.1k shares	Reduced
INTEL CORP Put		Put	870,000	$83.1k870.0k shares	New
COGNYTE SOFTWARE LTD CGNT · Call	CGNT	Call	22,100	$79.6k22.1k shares	New
ADOBE INC ADBE · Put	ADBE	Put	900	$68.2k900 shares	Reduced
ISHARES TR Call		Call	40,000	$64.4k40.0k shares	New
RIOT PLATFORMS INC RIOT · Call	RIOT	Call	14,100	$47.2k14.1k shares	New
HEWLETT PACKARD ENTERPRISE C HPE · Put	HPE	Put	39,000	$38.4k39.0k shares	New
COHERUS BIOSCIENCES INC CHRS · Call	CHRS	Call	200,000	$25.0k200.0k shares	Reduced
KRAFT HEINZ CO KHC · Put	KHC	Put	21,100	$24.4k21.1k shares	New
NIKE INC NKE · Call	NKE	Call	30,300	$23.3k30.3k shares	New
NU HLDGS LTD NU · Call	NU	Call	15,400	$22.4k15.4k shares	New
UIPATH INC PATH · Put	PATH	Put	33,300	$20.8k33.3k shares	New
HECLA MNG CO HL · Put	HL	Put	30,100	$19.9k30.1k shares	New
SELECT SECTOR SPDR TR XLV · Call	XLV	Call	2,500	$19.4k2.5k shares	New
EPAM SYS INC EPAM · Call	EPAM	Call	14,400	$15.8k14.4k shares	New
TERAWULF INC WULF · Call	WULF	Call	12,000	$15.0k12.0k shares	New
STMICROELECTRONICS N V STM · Put	STM	Put	7,900	$11.5k7.9k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
COHERUS BIOSCIENCES INC CHRS · 13G · filed 2026-05-15	CHRS	8.3%≈ $17.9m	new	13G	2026-05-15