Titiun Yejiel reported 25 positions worth $90.49M for the quarter ended Jun 30, 2026, up 14.4% on the prior quarter. It opened 3 new positions, added to 2, trimmed 0 and exited 19. Its largest holding is Apple Inc. at 10.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AGX Argan Inc | -4,393 | -100.0% | $2.39M | Exited |
| VRT Vertiv Holdings Co | -7,590 | -100.0% | $1.90M | Exited |
| LITE Lumentum Holdings Inc. | -2,547 | -100.0% | $1.79M | Exited |
| PPLT abrdn Platinum ETF Trust | -6,757 | -100.0% | $1.20M | Exited |
| IBIT iShares Bitcoin Trust ETF | -19.5K | -100.0% | $749.19K | Exited |
| ETHA iShares Ethereum Trust ETF | -20.0K | -100.0% | $316.60K | Exited |
| AEM Agnico Eagle Mines Ltd | -1,190 | -100.0% | $241.55K | Exited |
| MAIN Main Street Capital CORP | -3,000 | -100.0% | $158.88K | Exited |
| ARCC Ares Capital Corp | -6,000 | -100.0% | $108.12K | Exited |
| VLTO Veralto Corp | -1,066 | -100.0% | $94.26K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AGX Argan Inc | -4,393 | $2.39M | 3.03% |
| VRT Vertiv Holdings Co | -7,590 | $1.90M | 2.41% |
| LITE Lumentum Holdings Inc. | -2,547 | $1.79M | 2.26% |
| PPLT abrdn Platinum ETF Trust | -6,757 | $1.20M | 1.52% |
| IBIT iShares Bitcoin Trust ETF | -19.5K | $749.19K | 0.947% |
| ETHA iShares Ethereum Trust ETF | -20.0K | $316.60K | 0.4% |
| AEM Agnico Eagle Mines Ltd | -1,190 | $241.55K | 0.305% |
| MAIN Main Street Capital CORP | -3,000 | $158.88K | 0.201% |
| ARCC Ares Capital Corp | -6,000 | $108.12K | 0.137% |
| VLTO Veralto Corp | -1,066 | $94.26K | 0.119% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 32.1K | $9.29M | 10.27% | 0 | 0.0% | Unchanged | 0% |
| 2 | MSFT Microsoft Corp | Technology | 21.4K | $7.98M | 8.82% | 0 | 0.0% | Unchanged | 0% |
| 3 | WRB Berkley W R Corp | Financial Services | 106.3K | $7.50M | 8.29% | 0 | 0.0% | Unchanged | 0.03% |
| 4 | AMD Advanced Micro Devices Inc | Technology | 12.4K | $7.20M | 7.96% | +6,397 | +106.6% | Added | 0% |
| 5 | AXP American Express Co | Financial Services | 17.2K | $5.83M | 6.44% | 0 | 0.0% | Unchanged | 0% |
| 6 | MU Micron Technology Inc | Technology | 4,283 | $4.94M | 5.46% | +4,283 | – | New | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 13.5K | $4.83M | 5.33% | 0 | 0.0% | Unchanged | 0% |
| 8 | MA Mastercard Inc | Financial Services | 7,335 | $3.77M | 4.16% | 0 | 0.0% | Unchanged | 0% |
| 9 | BRK-A Berkshire Hathaway Inc | Financial Services | 5 | $3.74M | 4.14% | 0 | 0.0% | Unchanged | 0% |
| 10 | GLD Spdr Gold Trust | Financial Services | 9,963 | $3.67M | 4.06% | 0 | 0.0% | Unchanged | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 15.1K | $3.60M | 3.98% | 0 | 0.0% | Unchanged | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,992 | $3.50M | 3.87% | 0 | 0.0% | Unchanged | 0% |
| 13 | WDC Western Digital Corp | Technology | 5,453 | $3.48M | 3.85% | +5,453 | – | New | 0% |
| 14 | CSCO Cisco Systems, Inc. | Technology | 25.0K | $2.94M | 3.25% | 0 | 0.0% | Unchanged | 0% |
| 15 | TMO Thermo Fisher Scientific Inc. | Healthcare | 5,241 | $2.63M | 2.9% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Titiun Yejiel.
As of its Q2 2026 13F filing, Titiun Yejiel’s five largest positions were Apple Inc. (AAPL) at 10.3%, Microsoft Corp (MSFT) at 8.8%, Berkley W R Corp (WRB) at 8.3%, Advanced Micro Devices Inc (AMD) at 8.0%, American Express Co (AXP) at 6.4% of the reported portfolio.
Titiun Yejiel reported a 13F portfolio worth $90.49M across 25 positions for Q2 2026. That is up 14.4% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($4.94M), Advanced Micro Devices Inc ($3.72M), Western Digital Corp ($3.48M). It opened 3 new positions.
Its largest sales by value were Argan Inc ($2.39M), Vertiv Holdings Co ($1.90M), Lumentum Holdings Inc. ($1.79M). It exited 19 positions entirely.
From the Form 13F-HR reports Titiun Yejiel files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.