Titiun Yejiel holds a focused book of 39 stocks worth $115.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Micron Technology Inc and trimmed SS SPDR S&P Biotech ETF. Their largest long position is Apple Inc at 8% of the equity book. They also disclosed $217K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be +10% (+35.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Titiun Yejiel's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 9.2 points over this window.
Growth of $10,000 cloning Titiun Yejiel's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Titiun Yejiel
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 62 / 39 | $1.7T |
| MORGAN STANLEY | 62 / 39 | $431.8B |
| BANK OF AMERICA CORP /DE/ | 62 / 39 | $272.8B |
| ROYAL BANK OF CANADA | 62 / 39 | $115.0B |
| JONES FINANCIAL COMPANIES LLLP | 62 / 39 | $24.5B |
| UBS Group AG | 61 / 39 | $110.7B |
| WELLS FARGO & COMPANY/MN | 61 / 39 | $100.2B |
| LPL Financial LLC | 61 / 39 | $53.9B |
Ranked by how many of Titiun Yejiel's top 39 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $9.3M | 32.1K | 8.1% | —Held | |
| 2 | Microsoft Corp COM | $8.0M | 21.4K | 6.9% | —Held | |
| 3 | Berkley W R Corp COM | $7.5M | 106.3K | 6.5% | —Held | |
| 4 | Advanced Micro Devices Inc COM | $7.2M | 12.4K | 6.3% | ▲+107% Added · +6K sh | |
| 5 | American Express Co COM | $5.8M | 17.2K | 5.1% | —Held | |
| 6 | Vaneck ETF TR Semiconductor ETF SHS BEN INT | $5.4M | 8.2K | 4.7% | —Held | |
| 7 | Micron Technology Inc COM | $4.9M | 4.3K | 4.3% | ▲New New position | |
| 8 | Alphabet Inc COM | $4.8M | 13.5K | 4.2% | —Held | |
| 9 | SPDR Ser TR SPDR S&P Biotech ETF SHS BEN INT | $3.9M | 24.5K | 3.4% | ▼−7.4% Reduced · −2K sh | |
| 10 | Mastercard Inc COM | $3.8M | 7.3K | 3.3% | —Held | |
| 11 | Berkshire Hathaway Inc CL A COM | $3.7M | 5 | 3.3% | —Held | |
| 12 | SPDR Gold Trust SHS BEN INT | $3.7M | 10.0K | 3.2% | —Held | |
| 13 | Amazon Com Inc COM | $3.6M | 15.1K | 3.1% | —Held | |
| 14 | Invesco Exchange Traded FD TR Buyback Achievers ETF SHS BEN INT | $3.5M | 25.0K | 3.1% | —Held | |
| 15 | Berkshire Hathaway Inc CL B COM | $3.5M | 7.0K | 3.0% | —Held | |
| 16 | Western Digital Corp COM | $3.5M | 5.5K | 3.0% | ▲New New position | |
| 17 | Cisco Systems Inc COM | $2.9M | 25.0K | 2.6% | —Held | |
| 18 | Thermo Fisher Scientific Inc COM | $2.6M | 5.2K | 2.3% | —Held | |
| 19 | Nvidia Corp COM | $2.4M | 12.1K | 2.1% | —Held | |
| 20 | Vanguard Scottsdale FDS Short Term Corp BD ETF SHS BEN INT | $2.4M | 30.0K | 2.1% | —Held | |
| 21 | Tesla Inc COM | $2.2M | 5.2K | 1.9% | ▲New New position | |
| 22 | Vanguard Index FDS SHS BEN INT | $2.1M | 3.0K | 1.8% | —Held | |
| 23 | Sprott Physical Gold & Silver TR COM | $2.0M | 50.0K | 1.7% | —Held | |
| 24 | Meta Platforms Inc COM | $2.0M | 3.5K | 1.7% | —Held | |
| 25 | Ishares TR 7-10 Yr Treasury BD ETF SHS BEN INT | $1.9M | 20.0K | 1.6% | —Held | |
| 26 | Union Pacific Corp COM | $1.6M | 5.8K | 1.4% | —Held | |
| 27 | Ishares Silver Trust SHS BEN INT | $1.6M | 29.0K | 1.3% | —Held | |
| 28 | Visa Inc COM | $1.5M | 4.3K | 1.3% | —Held | |
| 29 | Ishares TR US Medical Devices ETF SHS BEN INT | $1.1M | 23.1K | 1.0% | —Held | |
| 30 | Vanguard Index FDS Total Stock MKT ETF SHS BEN INT | $1.1M | 2.9K | 0.9% | —Held | |
| 31 | Abrdn Physical Platinum Shares ETF SHS BEN INT | $955K | 67.6K | 0.8% | ▲New New position | |
| 32 | Abrdn Physical Palladium Shares ETF SHS BEN INT | $934K | 42.3K | 0.8% | ▲+400% Added · +34K sh | |
| 33 | Ishares TR 20 Plus Yr Treasury BD ETF SHS BEN INT | $898K | 10.4K | 0.8% | —Held | |
| 34 | Abbvie Inc COM | $830K | 3.3K | 0.7% | —Held | |
| 35 | Johnson & Johnson COM | $635K | 2.5K | 0.6% | —Held | |
| 36 | Ishares Bitcoin Trust SHS BEN INT | $633K | 19.0K | 0.6% | ▲New New position | |
| 37 | Ishares TR Msci USA Min Vol Factor ETF SHS BEN INT | $348K | 3.6K | 0.3% | —Held | |
| 38 | Nuveen Amt-Free Quality Muni Income FD COM | $181K | 15.4K | 0.2% | —Held | |
| 39 | Western Asset Emerging MKTS Debt FD COM | $129K | 12.0K | 0.1% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | MICRON TECHNOLOGY INCMU | $217K | 1K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.