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.

$204.8m reported value +75.4% vs Q4 2025

432positions

31.4%in top 10

400 new 13 added 10 reduced 9 sold out vs Q4 2025

Options: 2 call positions ($121.0k notional), 12 put positions ($27.0m notional) – listed below, not included above.

Holdings, Q1 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	COHERUS BIOSCIENCES INC COM CHRS	CHRS	12,290,800	$20.8m10.14%	10.14%	Added +6.4m	+6,395,451 108.5%
2	NVIDIA CORPORATION COM NVDA	NVDA	43,315	$7.6m3.69%	3.69%	Added +31.6k	+31,623 270.5%
3	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	108,052	$5.2m2.53%	2.53%	Unchanged
4	RELAY THERAPEUTICS INC COM RLAY	RLAY	499,058	$5.0m2.43%	2.43%	Unchanged
5	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	71,000	$4.9m2.40%	2.40%	New
6	MICROSOFT CORP COM MSFT	MSFT	12,700	$4.7m2.30%	2.30%	New
7	REDDIT INC CL A RDDT	RDDT	33,527	$4.5m2.20%	2.20%	Added +25.8k	+25,769 332.2%
8	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	47,887	$4.1m1.98%	1.98%	Reduced -1.4k	-1,389 -2.8%
9	DIREXION SHS ETF TR DLY SMCAP BULL3X TNA	TNA	89,079	$3.9m1.92%	1.92%	Unchanged
10	AMAZON COM INC COM AMZN	AMZN	18,130	$3.8m1.84%	1.84%	New
11	PROSHARES TR ULTRAPRO SHORT SQQQ	SQQQ	56,510	$3.8m1.84%	1.84%	Unchanged
12	VIKING THERAPEUTICS INC COM VKTX	VKTX	112,500	$3.7m1.79%	1.79%	Unchanged
13	KLA CORP COM NEW KLAC	KLAC	2,267	$3.3m1.63%	1.63%	New
14	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,747	$3.1m1.51%	1.51%	New
15	APPLE INC COM AAPL	AAPL	11,274	$2.9m1.40%	1.40%	New
16	CATERPILLAR INC COM CAT	CAT	3,843	$2.7m1.33%	1.33%	New
17	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	15,857	$2.6m1.29%	1.29%	New
18	GE AEROSPACE COM NEW GE	GE	9,097	$2.6m1.26%	1.26%	New
19	ISHARES TR RUSSELL 2000 ETF IWM	IWM	10,388	$2.6m1.26%	1.26%	New
20	SELECT SECTOR SPDR TR INDL XLI	XLI	15,911	$2.6m1.26%	1.26%	New
21	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	5,535	$2.6m1.25%	1.25%	New
22	AMPHENOL CORP CL A APH	APH	19,973	$2.5m1.23%	1.23%	New
23	APPLIED MATLS INC COM AMAT	AMAT	7,054	$2.4m1.18%	1.18%	New
24	DELL TECHNOLOGIES INC CL C DELL	DELL	14,240	$2.3m1.14%	1.14%	New
25	TE CONNECTIVITY PLC ORD SHS TEL	TEL	10,895	$2.3m1.11%	1.11%	New
26	MICRON TECHNOLOGY INC COM MU	MU	6,725	$2.3m1.11%	1.11%	Added +5.6k	+5,614 505.3%
27	LUMENTUM HLDGS INC COM LITE	LITE	3,232	$2.3m1.11%	1.11%	Added +2.4k	+2,374 276.7%
28	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	22,292	$2.0m1.00%	1.00%	New
29	MKS INC. COM MKSI	MKSI	8,752	$2.0m0.98%	0.98%	New
30	ROCKET LAB CORP COM RKLB	RKLB	30,636	$2.0m0.96%	0.96%	New
31	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	16,454	$2.0m0.95%	0.95%	Added +1.4k	+1,362 9.0%
32	TRANE TECHNOLOGIES PLC SHS TT	TT	4,674	$1.9m0.95%	0.95%	New
33	LEMONADE INC COM LMND	LMND	31,050	$1.9m0.95%	0.95%	Unchanged
34	CARVANA CO CL A CVNA	CVNA	6,172	$1.9m0.95%	0.95%	New
35	SANMINA CORPORATION COM SANM	SANM	14,699	$1.9m0.93%	0.93%	New
36	ISHARES TR US TREAS BD ETF GOVT	GOVT	82,583	$1.9m0.92%	0.92%	New
37	SOUTHWEST AIRLS CO COM LUV	LUV	50,220	$1.9m0.92%	0.92%	New
38	SANDISK CORP COM SNDK	SNDK	2,917	$1.9m0.91%	0.91%	New
39	META PLATFORMS INC CL A META	META	3,071	$1.8m0.86%	0.86%	Reduced -9.8k	-9,767 -76.1%
40	GE VERNOVA INC COM GEV	GEV	1,990	$1.7m0.85%	0.85%	Reduced -4.1k	-4,080 -67.2%
41	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,039	$1.7m0.85%	0.85%	New
42	CERTARA INC COM CERT	CERT	289,295	$1.6m0.81%	0.81%	Unchanged
43	CODEXIS INC COM CDXS	CDXS	978,071	$1.6m0.78%	0.78%	Unchanged
44	BROADCOM INC COM AVGO	AVGO	4,965	$1.5m0.75%	0.75%	Added +2.3k	+2,289 85.5%
45	DIREXION SHS ETF TR DAILY SM CP BEAR TZA	TZA	218,072	$1.5m0.75%	0.75%	Reduced -16.6k	-16,565 -7.1%
46	ASTERA LABS INC COM ALAB	ALAB	13,318	$1.5m0.71%	0.71%	New
47	TRANSMEDICS GROUP INC COM TMDX	TMDX	14,444	$1.4m0.70%	0.70%	Added +4.8k	+4,815 50.0%
48	DIREXION SHARES ETF TRUST DAI SEM BEA ETF TSXD	TSXD	33,074	$1.3m0.64%	0.64%	Reduced -461.5k	-461,511 -93.3%
49	ISHARES TR 20 YR TR BD ETF TLT	TLT	14,220	$1.2m0.60%	0.60%	New
50	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,777	$1.2m0.57%	0.57%	Added +1.4k	+1,409 32.3%
51	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,459	$1.2m0.57%	0.57%	New
52	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,946	$1.2m0.57%	0.57%	New
53	CELESTICA INC COM CLS	CLS	4,091	$1.2m0.56%	0.56%	New
54	DAY ONE BIOPHARMACEUTICALS I COM COM		53,399	$1.1m0.56%	0.56%	New
55	BLOOM ENERGY CORP COM CL A BE	BE	8,328	$1.1m0.55%	0.55%	Added +3.4k	+3,370 68.0%
56	TESLA INC COM TSLA	TSLA	3,034	$1.1m0.55%	0.55%	Reduced -16.4k	-16,361 -84.4%
57	ALPHABET INC CAP STK CL C GOOG	GOOG	3,897	$1.1m0.55%	0.55%	New
58	COHERENT CORP COM COHR	COHR	4,430	$1.1m0.52%	0.52%	Added +1.1k	+1,140 34.6%
59	PTC INC COM PTC	PTC	7,200	$1.0m0.50%	0.50%	New
60	BENTLEY SYS INC COM CL B BSY	BSY	28,800	$1.0m0.49%	0.49%	New
61	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	6,453	$943.9k0.46%	0.46%	Reduced -7.1k	-7,133 -52.5%
62	SPDR GOLD TR GOLD SHS GLD	GLD	2,190	$942.3k0.46%	0.46%	New
63	WALMART INC COM WMT	WMT	7,086	$880.6k0.43%	0.43%	New
64	AURA MINERALS INC SHS NEW AUGO	AUGO	10,414	$849.8k0.42%	0.42%	New
65	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	10,306	$844.9k0.41%	0.41%	New
66	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	18,367	$842.9k0.41%	0.41%	New
67	SSR MINING IN COM SSRM	SSRM	27,567	$809.7k0.40%	0.40%	New
68	ANGLOGOLD ASHANTI PLC COM SHS AU	AU	7,995	$778.4k0.38%	0.38%	New
69	NEWMONT CORP COM NEM	NEM	7,185	$777.8k0.38%	0.38%	New
70	ISHARES TR MSCI USA MIN VOL USMV	USMV	8,377	$776.9k0.38%	0.38%	New
71	GOLD FIELDS LTD SPONSORED ADR GFI	GFI	16,805	$762.9k0.37%	0.37%	New
72	ORLA MNG LTD NEW COM OLA	OLA	47,021	$758.4k0.37%	0.37%	New
73	IAMGOLD CORP COM IAG	IAG	40,011	$753.0k0.37%	0.37%	New
74	UNITED NAT FOODS INC COM UNFI	UNFI	16,704	$752.7k0.37%	0.37%	New
75	STONEX GROUP INC COM SNEX	SNEX	9,265	$747.2k0.36%	0.36%	New
76	SIBANYE STILLWATER LTD SPONSORED ADR SBSW	SBSW	60,621	$746.9k0.36%	0.36%	New
77	NEXA RES S A COM NEXA	NEXA	69,759	$738.7k0.36%	0.36%	New
78	BARRICK MNG CORP COM SHS B	B	17,988	$733.7k0.36%	0.36%	New
79	CENTERRA GOLD INC COM CGAU	CGAU	40,849	$726.7k0.35%	0.35%	New
80	GENERAL MTRS CO COM GM	GM	9,115	$679.1k0.33%	0.33%	New
81	FRONTLINE PLC COM FRO	FRO	19,256	$671.3k0.33%	0.33%	New
82	NABORS INDUSTRIES LTD SHS NBR	NBR	7,762	$668.0k0.33%	0.33%	New
83	ROYAL BK CDA COM RY	RY	4,091	$661.8k0.32%	0.32%	New
84	COSTCO WHSL CORP NEW COM COST	COST	657	$654.7k0.32%	0.32%	New
85	TTM TECHNOLOGIES INC COM TTMI	TTMI	6,565	$639.6k0.31%	0.31%	New
86	NATIONAL ENERGY SERVICES REU SHS NESR	NESR	29,596	$635.4k0.31%	0.31%	New
87	CHINA YUCHAI INTL LTD COM CYD	CYD	16,143	$621.5k0.30%	0.30%	New
88	RF INDS LTD COM PAR $0.01 RFIL	RFIL	59,993	$618.5k0.30%	0.30%	New
89	NETFLIX INC COM NFLX	NFLX	6,298	$605.6k0.30%	0.30%	New
90	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	6,323	$593.5k0.29%	0.29%	Reduced -9.3k	-9,258 -59.4%
91	TAYLOR DEVICES INC COM TAYD	TAYD	9,311	$530.7k0.26%	0.26%	New
92	CLOUDFLARE INC CL A COM NET	NET	2,437	$502.9k0.25%	0.25%	Added +900	+900 58.6%
93	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	16,558	$496.6k0.24%	0.24%	Added +8.9k	+8,878 115.6%
94	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	6,295	$463.6k0.23%	0.23%	New
95	CISCO SYS INC COM CSCO	CSCO	5,859	$454.6k0.22%	0.22%	New
96	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,862	$397.8k0.19%	0.19%	New
97	ISHARES TR IBOXX INV CP ETF LQD	LQD	3,558	$387.8k0.19%	0.19%	New
98	LINDE PLC SHS LIN	LIN	692	$343.1k0.17%	0.17%	New
99	INTEL CORP COM INTC	INTC	7,281	$321.3k0.16%	0.16%	Reduced -61.4k	-61,400 -89.4%
100	PEPSICO INC COM PEP	PEP	2,028	$314.9k0.15%	0.15%	New

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
PROSHARES TR II BOIL	BOIL	1,020,000	$19.7m1.0m shares
HARMONY BIOSCIENCES HLDGS IN HRMY	HRMY	125,918	$4.7m125.9k shares
DIREXION SHS ETF TR SPXL	SPXL	19,634	$4.3m19.6k shares
PROSHARES TR TQQQ	TQQQ	81,816	$4.3m81.8k shares
ALBEMARLE CORP ALB	ALB	14,623	$2.1m14.6k shares
COREWEAVE INC CRWV	CRWV	3,660	$262.1k3.7k shares
CYTOMX THERAPEUTICS INC CTMX	CTMX	51,155	$217.9k51.2k shares
CALCIMEDICA INC		23,753	$156.5k23.8k shares
MACROGENICS INC MGNX	MGNX	79,113	$127.4k79.1k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ADOBE INC ADBE · Put	ADBE	Put	150,000	$7.4m150.0k shares	Unchanged
SPDR GOLD TR GLD · Put	GLD	Put	2,135,000	$6.0m2.1m shares	Added
AMAZON COM INC AMZN · Put	AMZN	Put	570,000	$5.5m570.0k shares	Reduced
UNITED STS OIL FD LP USO · Put	USO	Put	800,000	$4.4m800.0k shares	New
APPLE INC AAPL · Put	AAPL	Put	280,000	$1.3m280.0k shares	Unchanged
MICROSOFT CORP MSFT · Put	MSFT	Put	220,000	$1.1m220.0k shares	New
DELL TECHNOLOGIES INC DELL · Put	DELL	Put	42,900	$541.1k42.9k shares	New
INTEL CORP INTC · Put	INTC	Put	430,000	$258.0k430.0k shares	Unchanged
NVIDIA CORPORATION NVDA · Put	NVDA	Put	465,000	$246.4k465.0k shares	New
ROBINHOOD MKTS INC HOOD · Put	HOOD	Put	220,000	$116.6k220.0k shares	New
PALANTIR TECHNOLOGIES INC PLTR · Put	PLTR	Put	220,000	$107.9k220.0k shares	New
ADVANCED MICRO DEVICES INC AMD · Put	AMD	Put	220,000	$93.5k220.0k shares	New
COHERUS BIOSCIENCES INC CHRS · Call	CHRS	Call	460,000	$75.0k460.0k shares	New
REDDIT INC RDDT · Call	RDDT	Call	24,000	$46.0k24.0k 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