Titiun Yejiel Portfolio Stock Holdings

Titiun Yejiel disclosed 55 stock positions valued at approximately $98.8 million in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and BERKLEY W R CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.

Report Period
March 31, 2026
No. of Stocks
55
Portfolio Value
$98.8M
Holdings by Sector
Titiun Yejiel Portfolio Holdings in Q1 2026

54 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology8.25%32,111+8,611+36.64%$8,149,451
MICROSOFT CORPMSFTTechnology8.02%21,393+9,393+78.27%$7,919,047
BERKLEY W R CORPWRBFinancial Services7.13%106,321+65,821+162.52%$7,046,956
AMERICAN EXPRESS COAXPFinancial Services5.28%17,231+6,231+56.65%$5,212,033
SPDR GOLD TRUSTGLDOther4.34%9,963+6,933+228.81%$4,286,979
ALPHABET INC CL AGOOGLCommunication Services3.93%13,506+13,506+100.00%$3,883,785
MASTERCARD INC CL AMAFinancial Services3.71%7,335+3,955+117.01%$3,665,006
BERKSHIRE HATHAWAY CL ABRK-AFinancial Services3.63%5--$3,590,700
SPDR S&P BIOTECH ETFXBIOther3.43%26,502+26,502+100.00%$3,385,100
BERKSHIRE HATHAWAY CL BBRK-BFinancial Services3.39%6,992+4,492+179.68%$3,350,566
INVESCO BUYBACK ACHIEVERS ETFPKWOther3.32%25,000--$3,281,230
VANECK SEMICONDUCTOR ETFSMHOther3.19%8,214--$3,149,248
AMAZON COM INCAMZNConsumer Cyclical3.18%15,093+9,093+151.55%$3,143,419
THERMO FISHER SCIENTIFIC INCTMOHealthcare2.61%5,241+3,641+227.56%$2,576,109
ARGAN INCAGXIndustrials2.42%4,393+4,393+100.00%$2,392,647
SPROTT PHYSICAL GOLD & SILVER TRCEFOther2.42%50,000--$2,386,000
VANGUARD SHORT TERM CORP BOND ETFVCSHOther2.41%30,000--$2,378,100
NVIDIA CORPNVDATechnology2.14%12,118-34,510-74.01%$2,113,379
META PLATFORMS INC CL AMETACommunication Services2.02%3,491+3,491+100.00%$1,997,306
ISHARES SILVER TRUSTSLVOther2.00%29,018+29,018+100.00%$1,977,287
CISCO SYSTEMS INCCSCOTechnology1.96%25,000--$1,939,750
ISHARES 7-10 YR TREASURY BOND ETFIEFOther1.94%20,034--$1,912,045
VERTIV HOLDINGS LLCVRTIndustrials1.93%7,590-1,060-12.25%$1,901,902
VANGUARD S&P 500 ETFVOOOther1.81%3,000--$1,792,650
LUMENTUM HOLDINGS INCLITETechnology1.81%2,547+2,547+100.00%$1,789,930
UNION PACIFIC CORPUNPIndustrials1.42%5,800--$1,407,196
VISA INC CL AVFinancial Services1.32%4,300--$1,299,632
ISHARES US MEDICAL DEVICES ETFIHIOther1.25%23,063--$1,230,411
ADVANCED MICRO DEVICES INCAMDTechnology1.24%6,000+6,000+100.00%$1,220,580
ABRDN PLATINUM ETFPPLTOther1.22%6,757+6,757+100.00%$1,204,300
ABRDN PALLADIUM ETFPALLOther1.15%8,461+8,461+100.00%$1,139,781
VANGUARD TOTAL STOCK MARKET ETFVTIOther0.94%2,900--$930,349
ISHARES 20 PLUS YR TREASURY BOND ETFTLTOther0.91%10,387--$900,449
ISHARES BITCOIN TR ETFIBITOther0.76%19,500-43,000-68.80%$749,190
ABBVIE INCABBVHealthcare0.73%3,300--$717,717
JOHNSON & JOHNSONJNJHealthcare0.62%2,500--$611,100
ISHARES MSCI USA MIN VOL ETFUSMVOther0.34%3,605--$334,328
AGNICO EAGLE MINES LTDAEMBasic Materials0.24%1,190--$241,546
NUVEEN AMT FREE QUALITY MUNI INCOMEXNEAXOther0.18%15,425--$173,223
MAIN STREET CAPITAL CORPMAINFinancial Services0.16%3,000--$158,880
WESTERN ASSET EMERGING MKTS DEBT FDXEMDXOther0.12%12,000--$117,840
ARES CAPITAL CORPARCCFinancial Services0.11%6,000--$108,120
VERALTO CORPVLTOIndustrials0.10%1,066--$94,256
ALTRIA GROUP INCMOConsumer Defensive0.09%1,400--$92,386
FRANCO-NEVADA CORPFNVBasic Materials0.08%329--$81,279
ROYAL GOLD INCRGLDBasic Materials0.08%308--$78,383
BLUE OWL CAPITAL CORPOBDCFinancial Services0.08%7,000--$77,420
SIXTH STREET SPECIALTY LENDINGTSLXFinancial Services0.07%4,000--$73,520
SEABRIDGE GOLD INCSABasic Materials0.07%2,343--$66,401
SPDR S&P 500 ETFSPYOther0.07%100--$65,034
BLACKSTONE SECURED LENDING FUNDBXSLFinancial Services0.05%2,000--$47,380
GOLUB CAPITAL BDC INCGBDCFinancial Services0.04%2,800--$35,448
CORE NATURAL RESOURCES INCCEIXOther0.00%33--$3,456
TENAX THERAPEUTICS INCTENXHealthcare0.00%1--$16
Titiun Yejiel Options Holdings in Q1 2026

1 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026AMDAdvanced Micro Devices, Inc.PUT6,000$207,600

Notional value represents the total exposure of the options position.