Q2 2026 13F · SEC CIK 2118914

Titiun Yejiel

Investment managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $115.0M
Reported positions: 39
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Titiun Yejiel is an investment manager that reported 39 positions worth $115.0M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Apple Inc (AAPL, 8.1%), Microsoft Corp (MSFT, 6.9%), Berkley W R Corp (WRB, 6.5%).

Titiun Yejiel holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Titiun Yejiel 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	8.1%	8.2%	32,111	+0.0%	$9.3M
MSFTMicrosoft Corp	6.9%	8.0%	21,393	+0.0%	$8.0M
WRBBerkley W R Corp	6.5%	7.1%	106,321	+0.0%	$7.5M
AMDAdvanced Micro Devices Inc	6.3%	1.2%	12,397	+106.6%	$7.2M
AXPAmerican Express Co	5.1%	5.3%	17,231	+0.0%	$5.8M
SMHVaneck ETF Trust	4.7%	3.2%	8,214	+0.0%	$5.4M
MUMicron Technology Inc	4.3%	—	4,283	—	$4.9M
GOOGLAlphabet Inc	4.2%	3.9%	13,506	+0.0%	$4.8M
XBISpdr Series Trust	3.4%	3.4%	24,537	-7.4%	$3.9M
MAMastercard Incorporated	3.3%	3.7%	7,335	+0.0%	$3.8M
BRK-ABerkshire Hathaway Inc Del	3.3%	3.6%	5	+0.0%	$3.7M
GLDSpdr Gold Tr	3.2%	4.3%	9,963	+0.0%	$3.7M
AMZNAmazon Com Inc	3.1%	3.2%	15,093	+0.0%	$3.6M
PKWInvesco Exchange Traded Fd T	3.1%	3.3%	25,000	+0.0%	$3.5M
BRK-BBerkshire Hathaway Inc Del	3.0%	3.4%	6,992	+0.0%	$3.5M
WDCWestern Digital Corp Com	3.0%	—	5,453	—	$3.5M
CSCOCisco Sys Inc	2.6%	2.0%	25,000	+0.0%	$2.9M
TMOThermo Fisher Scientific Inc	2.3%	2.6%	5,241	+0.0%	$2.6M
NVDANvidia Corporation	2.1%	2.1%	12,118	+0.0%	$2.4M
VCSHVanguard Scottsdale Fds	2.1%	2.4%	30,000	+0.0%	$2.4M
TSLATesla Inc	1.9%	—	5,200	—	$2.2M
VOOVanguard Index Fds	1.8%	1.8%	3,000	+0.0%	$2.1M
CEFSprott Asset Management LP	1.7%	2.4%	50,000	+0.0%	$2.0M
METAMeta Platforms Inc	1.7%	2.0%	3,491	+0.0%	$2.0M
IEFIshares Tr	1.6%	1.9%	20,034	+0.0%	$1.9M
UNPUnion Pac Corp	1.4%	1.4%	5,800	+0.0%	$1.6M
SLVIshares Silver Tr	1.3%	2.0%	29,018	+0.0%	$1.6M
VVisa Inc	1.3%	1.3%	4,300	+0.0%	$1.5M
IHIIshares Tr	1.0%	1.2%	23,063	+0.0%	$1.1M
VTIVanguard Index Fds	0.9%	0.9%	2,900	+0.0%	$1.1M
AMLPAlerian MLP ETF	0.8%	—	67,570	—	$955K
PALLAbrdn Palladium ETF Trust	0.8%	1.2%	42,305	+400.0%	$934K
TLTIshares Tr	0.8%	0.9%	10,387	+0.0%	$898K
ABBVAbbvie Inc	0.7%	0.7%	3,300	+0.0%	$830K
JNJJohnson & Johnson	0.6%	0.6%	2,500	+0.0%	$635K
46438U846Ishares Bitcoin Trust	0.6%	—	19,000	—	$633K
USMVIshares Tr	0.3%	0.3%	3,605	+0.0%	$348K
NEANuveen Amt Free Qlty Mun Inc	0.2%	0.2%	15,425	+0.0%	$181K
EMDWestern Asset Emerging Mkts	0.1%	0.1%	12,000	+0.0%	$129K

What Titiun Yejiel bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

PALL Abrdn Palladium ETF Trust+400.0% shares
AMD Advanced Micro Devices Inc+106.6% shares

Reduced

XBI Spdr Series Trust-7.4% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$115.0M	39
Q1 2026	$98.8M	55
Q4 2025	$81.3M	51

Questions about Titiun Yejiel's portfolio

What stocks does Titiun Yejiel own?

Titiun Yejiel's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 39 positions worth $115.0M. The largest are Apple Inc (AAPL) at 8.1%, Microsoft Corp (MSFT) at 6.9%, Berkley W R Corp (WRB) at 6.5%, Advanced Micro Devices Inc (AMD) at 6.3% and American Express Co (AXP) at 5.1%.

What did Titiun Yejiel buy last quarter?

In Q2 2026, Titiun Yejiel added Abrdn Palladium ETF Trust (PALL) (+400.0% shares) and Advanced Micro Devices Inc (AMD) (+106.6% shares), compared with its Q1 2026 filing.

What did Titiun Yejiel sell last quarter?

In Q2 2026, Titiun Yejiel sold all of Argan Inc (AGX), sold all of Vertiv Holdings Co (VRT), sold all of Lumentum Hldgs Inc (LITE), sold all of Abrdn Platinum ETF Trust (PPLT), sold all of Ishares Bitcoin Trust ETF (IBIT) and Spdr Series Trust (XBI) (-7.4% shares), compared with its Q1 2026 filing.

When is Titiun Yejiel's next 13F filing due?

13F filings are due 45 days after each quarter ends. Titiun Yejiel's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.