Holders — by stockHoldings — by fund
Titiun Yejiel
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2118914
$115.2M
disclosed book value
39
positions
8.1%
largest position share
Positions, as of 2026-06-30
top 40 of 39 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 32,111 | $9.3M | 8.1% |
| 2 | MSFTMICROSOFT CORP | 21,393 | $8.0M | 6.9% |
| 3 | WRBBERKLEY W R CORP | 106,321 | $7.5M | 6.5% |
| 4 | AMDADVANCED MICRO DEVICES INC | 12,397 | $7.2M | 6.3% |
| 5 | AXPAMERICAN EXPRESS CO | 17,231 | $5.8M | 5.1% |
| 6 | SMHVANECK ETF TR SEMICONDUCTOR ETF | 8,214 | $5.4M | 4.7% |
| 7 | MUMICRON TECHNOLOGY INC | 4,283 | $4.9M | 4.3% |
| 8 | GOOGLALPHABET INC | 13,506 | $4.8M | 4.2% |
| 9 | XBISPDR SER TR SPDR S&P BIOTECH ETF | 24,537 | $3.9M | 3.4% |
| 10 | MAMASTERCARD INC | 7,335 | $3.8M | 3.3% |
| 11 | BRK/ABERKSHIRE HATHAWAY INC | 5 | $3.7M | 3.3% |
| 12 | GLDSPDR GOLD TRUST | 9,963 | $3.7M | 3.2% |
| 13 | AMZNAMAZON COM INC | 15,093 | $3.6M | 3.1% |
| 14 | PKWINVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEVERS ETF | 25,000 | $3.5M | 3.1% |
| 15 | BRK/BBERKSHIRE HATHAWAY INC | 6,992 | $3.5M | 3% |
| 16 | WDCWESTERN DIGITAL CORP | 5,453 | $3.5M | 3% |
| 17 | CSCOCISCO SYSTEMS INC | 25,000 | $2.9M | 2.5% |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 5,241 | $2.6M | 2.3% |
| 19 | NVDANVIDIA CORP | 12,118 | $2.4M | 2.1% |
| 20 | VCSHVANGUARD SCOTTSDALE FDS SHORT TERM CORP BD ETF | 30,000 | $2.4M | 2.1% |
| 21 | TSLATESLA INC | 5,200 | $2.2M | 1.9% |
| 22 | VOOVANGUARD INDEX FDS | 3,000 | $2.1M | 1.8% |
| 23 | CEFSPROTT PHYSICAL GOLD & SILVER TR | 50,000 | $2.0M | 1.7% |
| 24 | METAMETA PLATFORMS INC | 3,491 | $2.0M | 1.7% |
| 25 | IEFISHARES TR 7-10 YR TREASURY BD ETF | 20,034 | $1.9M | 1.6% |
| 26 | UNPUNION PACIFIC CORP | 5,800 | $1.6M | 1.4% |
| 27 | SLVISHARES SILVER TRUST | 29,018 | $1.6M | 1.3% |
| 28 | VVISA INC | 4,300 | $1.5M | 1.3% |
| 29 | IHIISHARES TR US MEDICAL DEVICES ETF | 23,063 | $1.1M | 1% |
| 30 | VTIVANGUARD INDEX FDS TOTAL STOCK MKT ETF | 2,900 | $1.1M | 0.9% |
| 31 | AMLPUSDABRDN PHYSICAL PLATINUM SHARES ETF | 67,570 | $954,764 | 0.8% |
| 32 | PALLABRDN PHYSICAL PALLADIUM SHARES ETF | 42,305 | $934,094 | 0.8% |
| 33 | TLTISHARES TR 20 PLUS YR TREASURY BD ETF | 10,387 | $897,645 | 0.8% |
| 34 | ABBVABBVIE INC | 3,300 | $830,412 | 0.7% |
| 35 | JNJJOHNSON & JOHNSON | 2,500 | $634,925 | 0.6% |
| 36 | ISHARES BITCOIN TRUST | 19,000 | $632,510 | 0.5% |
| 37 | USMVISHARES TR MSCI USA MIN VOL FACTOR ETF | 3,605 | $347,738 | 0.3% |
| 38 | MUMICRON TECHNOLOGY INCPUT | 1,000 | $217,300 | 0.2% |
| 39 | XNEAXNUVEEN AMT-FREE QUALITY MUNI INCOME FD | 15,425 | $181,090 | 0.2% |
| 40 | XEMDXWESTERN ASSET EMERGING MKTS DEBT FD | 12,000 | $128,880 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.