Filed: 5/4/2026ACC: 0002118914-26-000006
📋 What this filing means
TITIUN YEJIEL filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $99.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$99.24M
Total AUM (reported)
683.67K
Total Shares
Allocation by class
COM$67.09M67.6%
ETF$29.03M29.3%
SHS$2.68M2.7%
PUT$446.6K0.5%
Portfolio Concentration
Top 3$23.12M23.3%
4–10$27.37M27.6%
11–25$34.73M35.0%
Rest$14.02M14.1%
Top 3 weight
23.3%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 663.87K
Sole
Full voting authority
663.87K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
APPLE INC
SOLEShares32.11K
TypeSH
Market value$8.15M
8.21%
Sole
32.11K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.39K
TypeSH
Market value$7.92M
7.98%
Sole
21.39K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares106.32K
TypeSH
Market value$7.05M
7.10%
Sole
106.32K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares17.23K
TypeSH
Market value$5.21M
5.25%
Sole
17.23K
Shared
0.00
None
0.00
SPDR GOLD TRUST
SOLEShares9.96K
TypeSH
Market value$4.29M
4.32%
Sole
9.96K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares13.51K
TypeSH
Market value$3.88M
3.91%
Sole
13.51K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares7.33K
TypeSH
Market value$3.67M
3.69%
Sole
7.33K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CL A
SOLEShares5.00
TypeSH
Market value$3.59M
3.62%
Sole
5.00
Shared
0.00
None
0.00
SPDR S&P BIOTECH ETF
SOLEShares26.50K
TypeSH
Market value$3.39M
3.41%
Sole
26.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CL B
SOLEShares6.99K
TypeSH
Market value$3.35M
3.38%
Sole
6.99K
Shared
0.00
None
0.00
INVESCO BUYBACK ACHIEVERS ETF
SOLEShares25K
TypeSH
Market value$3.28M
3.31%
Sole
25K
Shared
0.00
None
0.00
VANECK SEMICONDUCTOR ETF
SOLEShares8.21K
TypeSH
Market value$3.15M
3.17%
Sole
8.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.09K
TypeSH
Market value$3.14M
3.17%
Sole
15.09K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares5.24K
TypeSH
Market value$2.58M
2.60%
Sole
5.24K
Shared
0.00
None
0.00
ARGAN INC
SOLEShares4.39K
TypeSH
Market value$2.39M
2.41%
Sole
4.39K
Shared
0.00
None
0.00
SPROTT PHYSICAL GOLD & SILVER TR
SOLEShares50K
TypeSH
Market value$2.39M
2.40%
Sole
50K
Shared
0.00
None
0.00
VANGUARD SHORT TERM CORP BOND ETF
SOLEShares30K
TypeSH
Market value$2.38M
2.40%
Sole
30K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares12.12K
TypeSH
Market value$2.11M
2.13%
Sole
12.12K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares3.49K
TypeSH
Market value$2.00M
2.01%
Sole
3.49K
Shared
0.00
None
0.00
ISHARES SILVER TRUST
SOLEShares29.02K
TypeSH
Market value$1.98M
1.99%
Sole
29.02K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
SOLEShares25K
TypeSH
Market value$1.94M
1.95%
Sole
25K
Shared
0.00
None
0.00
ISHARES 7-10 YR TREASURY BOND ETF
SOLEShares20.03K
TypeSH
Market value$1.91M
1.93%
Sole
20.03K
Shared
0.00
None
0.00
VERTIV HOLDINGS LLC
SOLEShares7.59K
TypeSH
Market value$1.90M
1.92%
Sole
7.59K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares3K
TypeSH
Market value$1.79M
1.81%
Sole
3K
Shared
0.00
None
0.00
LUMENTUM HOLDINGS INC
SOLEShares2.55K
TypeSH
Market value$1.79M
1.80%
Sole
2.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 32.11K | SH | $8.15M 8.21% | 32.11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.39K | SH | $7.92M 7.98% | 21.39K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 106.32K | SH | $7.05M 7.10% | 106.32K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 17.23K | SH | $5.21M 5.25% | 17.23K | 0.00 | 0.00 |
SPDR GOLD TRUSTSOLE | ETF | 9.96K | SH | $4.29M 4.32% | 9.96K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM | 13.51K | SH | $3.88M 3.91% | 13.51K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM | 7.33K | SH | $3.67M 3.69% | 7.33K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CL ASOLE | COM | 5.00 | SH | $3.59M 3.62% | 5.00 | 0.00 | 0.00 |
SPDR S&P BIOTECH ETFSOLE | ETF | 26.50K | SH | $3.39M 3.41% | 26.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CL BSOLE | COM | 6.99K | SH | $3.35M 3.38% | 6.99K | 0.00 | 0.00 |
INVESCO BUYBACK ACHIEVERS ETFSOLE | ETF | 25K | SH | $3.28M 3.31% | 25K | 0.00 | 0.00 |
VANECK SEMICONDUCTOR ETFSOLE | ETF | 8.21K | SH | $3.15M 3.17% | 8.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.09K | SH | $3.14M 3.17% | 15.09K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 5.24K | SH | $2.58M 2.60% | 5.24K | 0.00 | 0.00 |
ARGAN INCSOLE | COM | 4.39K | SH | $2.39M 2.41% | 4.39K | 0.00 | 0.00 |
SPROTT PHYSICAL GOLD & SILVER TRSOLE | SHS | 50K | SH | $2.39M 2.40% | 50K | 0.00 | 0.00 |
VANGUARD SHORT TERM CORP BOND ETFSOLE | ETF | 30K | SH | $2.38M 2.40% | 30K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 12.12K | SH | $2.11M 2.13% | 12.12K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 3.49K | SH | $2.00M 2.01% | 3.49K | 0.00 | 0.00 |
ISHARES SILVER TRUSTSOLE | ETF | 29.02K | SH | $1.98M 1.99% | 29.02K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | COM | 25K | SH | $1.94M 1.95% | 25K | 0.00 | 0.00 |
ISHARES 7-10 YR TREASURY BOND ETFSOLE | ETF | 20.03K | SH | $1.91M 1.93% | 20.03K | 0.00 | 0.00 |
VERTIV HOLDINGS LLCSOLE | COM | 7.59K | SH | $1.90M 1.92% | 7.59K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 3K | SH | $1.79M 1.81% | 3K | 0.00 | 0.00 |
LUMENTUM HOLDINGS INCSOLE | COM | 2.55K | SH | $1.79M 1.80% | 2.55K | 0.00 | 0.00 |
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