Titiun Yejiel

13F filer · CIK 0002118914

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$115MU.S. long equity reported on 13F

Positions283 new · 21 closed

Net flow last quarter+$3.11MBuys minus sells

Top 10 positions weight52.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202628 positions
AAPLApple Inc.	$9.29M	8.07%	0.00%	Not reported	Q4 2025
MSFTMicrosoft Corp	$7.98M	6.93%	0.00%	Not reported	Q4 2025
WRBBerkley W R Corp	$7.5M	6.51%	0.03%	Not reported	Q4 2025
AMDAdvanced Micro Devices Inc	$7.2M	6.25%	0.00%	+106.6%	Q1 2026
AXPAmerican Express Co	$5.83M	5.06%	0.00%	Not reported	Q4 2025
SMHMarket Vectors ETF Trust	$5.39M	4.68%	Not reported	Not reported	Q4 2025
MUMicron Technology Inc	$4.94M	4.29%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$4.83M	4.19%	0.00%	Not reported	Q1 2026
MAMastercard Inc	$3.77M	3.27%	0.00%	Not reported	Q4 2025
BRK.ABerkshire Hathaway Inc	$3.74M	3.25%	Not reported	Not reported	Q4 2025
GLDSPDR Gold Trust	$3.67M	3.19%	0.00%	Not reported	Q4 2025
AMZNAmazon Com Inc	$3.6M	3.12%	0.00%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.5M	3.04%	Not reported	Not reported	Q4 2025
WDCWestern Digital Corp	$3.48M	3.02%	0.00%	New	Q2 2026
CSCOCisco Systems, Inc.	$2.94M	2.55%	0.00%	Not reported	Q4 2025
TMOThermo Fisher Scientific Inc.	$2.63M	2.28%	0.00%	Not reported	Q4 2025
NVDANvidia Corp	$2.42M	2.10%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$2.19M	1.90%	0.00%	Not reported	Q4 2025
CEFSprott Physical Gold & Silver Trust	$2.01M	1.75%	0.03%	Not reported	Q4 2025
METAMeta Platforms, Inc.	$1.97M	1.71%	Not reported	Not reported	Q1 2026
UNPUnion Pacific Corp	$1.58M	1.37%	0.00%	Not reported	Q4 2025
SLViShares Silver Trust	$1.55M	1.35%	0.01%	Not reported	Q1 2026
VVisa Inc.	$1.48M	1.28%	0.00%	Not reported	Q4 2025
PALLabrdn Palladium ETF Trust	$934K	0.81%	0.16%	Not reported	Q1 2026
ABBVAbbVie Inc.	$830K	0.72%	0.00%	Not reported	Q4 2025
JNJJohnson & Johnson	$635K	0.55%	0.00%	Not reported	Q4 2025
NEANuveen AMT-Free Quality Municipal Income Fund	$181K	0.16%	Not reported	Not reported	Q4 2025
EMDWestern Asset Emerging Markets Debt Fund Inc.	$129K	0.11%	Not reported	Not reported	Q4 2025
Q1 2026Reported May 4, 202646 positions
AAPLApple Inc.	$8.15M	8.21%	0.00%	+36.6%	Q4 2025
MSFTMicrosoft Corp	$7.92M	7.98%	0.00%	+78.3%	Q4 2025
WRBBerkley W R Corp	$7.05M	7.10%	0.03%	+162.5%	Q4 2025
AXPAmerican Express Co	$5.21M	5.25%	0.00%	+56.7%	Q4 2025
GLDSPDR Gold Trust	$4.29M	4.32%	0.00%	+228.8%	Q4 2025
GOOGLAlphabet Inc.	$3.88M	3.91%	0.00%	New	Q1 2026
MAMastercard Inc	$3.67M	3.69%	0.00%	+117.0%	Q4 2025
BRK.ABerkshire Hathaway Inc	$3.59M	3.62%	Not reported	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.35M	3.38%	Not reported	+179.7%	Q4 2025
SMHMarket Vectors ETF Trust	$3.15M	3.17%	Not reported	Not reported	Q4 2025
AMZNAmazon Com Inc	$3.14M	3.17%	0.00%	+151.6%	Q4 2025
TMOThermo Fisher Scientific Inc.	$2.58M	2.60%	0.00%	+227.6%	Q4 2025
AGXArgan Inc	$2.39M	2.41%	0.03%	New	Q1 2026
CEFSprott Physical Gold & Silver Trust	$2.39M	2.40%	0.03%	Not reported	Q4 2025
NVDANvidia Corp	$2.11M	2.13%	0.00%	-74.0%	Q4 2025
METAMeta Platforms, Inc.	$2M	2.01%	Not reported	New	Q1 2026
SLViShares Silver Trust	$1.98M	1.99%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$1.94M	1.95%	0.00%	Not reported	Q4 2025
VRTVertiv Holdings Co	$1.9M	1.92%	0.00%	-12.3%	Q4 2025
LITELumentum Holdings Inc.	$1.79M	1.80%	0.00%	New	Q1 2026
UNPUnion Pacific Corp	$1.41M	1.42%	0.00%	Not reported	Q4 2025
VVisa Inc.	$1.3M	1.31%	0.00%	Not reported	Q4 2025
AMDAdvanced Micro Devices Inc	$1.22M	1.23%	0.00%	New	Q1 2026
PPLTabrdn Platinum ETF Trust	$1.2M	1.21%	0.05%	New	Q1 2026
PALLabrdn Palladium ETF Trust	$1.14M	1.15%	0.14%	New	Q1 2026
IBITiShares Bitcoin Trust ETF	$749K	0.75%	0.00%	-68.8%	Q4 2025
ABBVAbbVie Inc.	$718K	0.72%	0.00%	Not reported	Q4 2025
JNJJohnson & Johnson	$611K	0.62%	0.00%	Not reported	Q4 2025
ETHAiShares Ethereum Trust ETF	$317K	0.32%	0.00%	-71.4%	Q4 2025
AEMAgnico Eagle Mines Ltd	$242K	0.24%	0.00%	Not reported	Q4 2025
NEANuveen AMT-Free Quality Municipal Income Fund	$173K	0.17%	Not reported	Not reported	Q4 2025
MAINMain Street Capital CORP	$159K	0.16%	0.00%	Not reported	Q4 2025
EMDWestern Asset Emerging Markets Debt Fund Inc.	$118K	0.12%	Not reported	Not reported	Q4 2025
ARCCAres Capital Corp	$108K	0.11%	0.00%	Not reported	Q4 2025
VLTOVeralto Corp	$94.3K	0.09%	0.00%	Not reported	Q4 2025
MOAltria Group, Inc.	$92.4K	0.09%	0.00%	Not reported	Q4 2025
FNVFRANCO NEVADA Corp	$81.3K	0.08%	0.00%	Not reported	Q4 2025
RGLDRoyal Gold Inc	$78.4K	0.08%	0.00%	Not reported	Q4 2025
OBDCBlue Owl Capital Corp	$77.4K	0.08%	0.00%	Not reported	Q4 2025
TSLXSixth Street Specialty Lending, Inc.	$73.5K	0.07%	0.00%	Not reported	Q4 2025
SASeabridge Gold Inc	$66.4K	0.07%	0.00%	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$65K	0.07%	Not reported	Not reported	Q4 2025
BXSLBlackstone Secured Lending Fund	$47.4K	0.05%	0.00%	Not reported	Q4 2025
GBDCGOLUB CAPITAL BDC, Inc.	$35.4K	0.04%	0.00%	Not reported	Q4 2025
CNRCore Natural Resources, Inc.	$3.46K	0.00%	0.00%	Not reported	Q4 2025
TENXTenax Therapeutics, Inc.	$16	0.00%	0.00%	Not reported	Q4 2025
Q4 2025Reported Apr 10, 202642 positions
NVDANvidia Corp	$8.7M	10.43%	0.00%	New	Q4 2025
AAPLApple Inc.	$6.39M	7.66%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$5.8M	6.96%	0.00%	New	Q4 2025
AXPAmerican Express Co	$4.07M	4.88%	0.00%	New	Q4 2025
TSLATesla, Inc.	$4.05M	4.85%	0.00%	New	Q4 2025
BRK.ABerkshire Hathaway Inc	$3.77M	4.53%	Not reported	New	Q4 2025
IBITiShares Bitcoin Trust ETF	$3.1M	3.72%	0.00%	New	Q4 2025
SMHMarket Vectors ETF Trust	$2.96M	3.55%	Not reported	New	Q4 2025
WRBBerkley W R Corp	$2.84M	3.41%	0.01%	New	Q4 2025
CEFSprott Physical Gold & Silver Trust	$2.29M	2.75%	0.03%	New	Q4 2025
CLSCelestica Inc	$2.13M	2.55%	0.01%	New	Q4 2025
MAMastercard Inc	$1.93M	2.31%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$1.93M	2.31%	0.00%	New	Q4 2025
ETHAiShares Ethereum Trust ETF	$1.57M	1.88%	0.01%	New	Q4 2025
VVisa Inc.	$1.51M	1.81%	0.00%	New	Q4 2025
VRTVertiv Holdings Co	$1.4M	1.68%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$1.38M	1.66%	0.00%	New	Q4 2025
UNPUnion Pacific Corp	$1.34M	1.61%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.26M	1.51%	Not reported	New	Q4 2025
GLDSPDR Gold Trust	$1.2M	1.44%	0.00%	New	Q4 2025
BMNRBitmine Immersion Technologies, Inc.	$1.09M	1.31%	0.01%	New	Q4 2025
TMOThermo Fisher Scientific Inc.	$927K	1.11%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$754K	0.90%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$517K	0.62%	0.00%	New	Q4 2025
COINCoinbase Global, Inc.	$226K	0.27%	0.00%	New	Q4 2025
AEMAgnico Eagle Mines Ltd	$202K	0.24%	0.00%	New	Q4 2025
MAINMain Street Capital CORP	$181K	0.22%	0.00%	New	Q4 2025
NEANuveen AMT-Free Quality Municipal Income Fund	$179K	0.22%	Not reported	New	Q4 2025
EMDWestern Asset Emerging Markets Debt Fund Inc.	$128K	0.15%	Not reported	New	Q4 2025
ARCCAres Capital Corp	$121K	0.15%	0.00%	New	Q4 2025
VLTOVeralto Corp	$106K	0.13%	0.00%	New	Q4 2025
OBDCBlue Owl Capital Corp	$87K	0.10%	0.00%	New	Q4 2025
TSLXSixth Street Specialty Lending, Inc.	$86.9K	0.10%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$80.7K	0.10%	0.00%	New	Q4 2025
SASeabridge Gold Inc	$69.3K	0.08%	0.00%	New	Q4 2025
RGLDRoyal Gold Inc	$68.5K	0.08%	0.00%	New	Q4 2025
FNVFRANCO NEVADA Corp	$68.2K	0.08%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$68.2K	0.08%	Not reported	New	Q4 2025
BXSLBlackstone Secured Lending Fund	$52.7K	0.06%	0.00%	New	Q4 2025
GBDCGOLUB CAPITAL BDC, Inc.	$38K	0.05%	0.00%	New	Q4 2025
CNRCore Natural Resources, Inc.	$2.92K	0.00%	0.00%	New	Q4 2025
TENXTenax Therapeutics, Inc.	$12	0.00%	0.00%	New	Q4 2025

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