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Portfolio (Quarterly) Guide ↗

Titiun Yejiel

· CIK 0002118914
13F Portfolio $115M AUM 40 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 9 Added 2 Reduced 29 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 5,200.0 $2.2M 1.90% -4K -42.2% $420.60 -18.1%
22 VOO VANGUARD INDEX FDS 3,000.0 $2.1M 1.79% $686.81 +2.6%
23 CEF SPROTT PHYSICAL GOLD & SILVER TR Financial Services 50,000.0 $2.0M 1.75% $40.23 +16.1%
24 META META PLATFORMS INC Communication Services 3,491.0 $2.0M 1.71% NEW $563.29 +3.9%
25 IEF ISHARES TR 7-10 YR TREASURY BD ETF 20,034.0 $1.9M 1.65% $94.57 -1.3%
26 UNP UNION PACIFIC CORP Industrials 5,800.0 $1.6M 1.37% $272.00 +15.4%
27 SLV ISHARES SILVER TRUST Financial Services 29,018.0 $1.6M 1.35% NEW $53.47 +14.3%
28 V VISA INC Financial Services 4,300.0 $1.5M 1.28% $343.09 +11.2%
29 IHI ISHARES TR US MEDICAL DEVICES ETF 23,063.0 $1.1M 0.99% $49.41 +11.9%
30 VTI VANGUARD INDEX FDS TOTAL STOCK MKT ETF 2,900.0 $1.1M 0.93% $370.04 +2.2%
31 ABRDN PHYSICAL PLATINUM SHARES ETF 67,570.0 $955K 0.83% NEW $14.13
32 PALL ABRDN PHYSICAL PALLADIUM SHARES ETF Financial Services 42,305.0 $934K 0.81% NEW $22.08 +8.8%
33 TLT ISHARES TR 20 PLUS YR TREASURY BD ETF 10,387.0 $898K 0.78% $86.42 -3.7%
34 ABBV ABBVIE INC Healthcare 3,300.0 $830K 0.72% $251.64 +4.3%
35 JNJ JOHNSON & JOHNSON Healthcare 2,500.0 $635K 0.55% $253.97 +6.7%
36 ISHARES BITCOIN TRUST 19,000.0 $633K 0.55% NEW $33.29
37 USMV ISHARES TR MSCI USA MIN VOL FACTOR ETF 3,605.0 $348K 0.30% $96.46 +5.3%
38 MU PUT MICRON TECHNOLOGY INC Technology 1,000.0 $217K 0.19% NEW $217.30 +330.5%
39 NEA NUVEEN AMT-FREE QUALITY MUNI INCOME FD Financial Services 15,425.0 $181K 0.16% $11.74 -4.2%
40 EMD WESTERN ASSET EMERGING MKTS DEBT FD Financial Services 12,000.0 $129K 0.11% $10.74 -2.1%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.8%
Financial Services 32.4%
Communication Services 8.1%
Consumer Cyclical 6.9%
Healthcare 4.9%
Industrials 1.9%