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Disclosery

Titiun Yejiel

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13F filer, CIK 2118914, PUNTA DEL ESTE, Uruguay

Titiun Yejiel reported $115,199,760 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 52.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002118914-26-000008

Period
2026-06-30
Reported value
$115M
Holdings
40
Top 10 weight
52.71%
New
6
Sold out
23

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+4,283$4.94M
AMDadded+6,397$3.72M
WDCnew+5,453$3.48M
TSLAnew+5,200$2.19M
ALPS ETF TRnew+67,570$955K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGXexited-4,393-$2.39M
VRTexited-7,590-$1.9M
LITEexited-2,547-$1.79M
PPLTexited-6,757-$1.2M
IBITexited-19,500-$749K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002118914-26-000008, largest first. % of portfolio is the value over $114,982,460, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,500 shares; 2026Q1: 32,111 shares; 2026Q2: 32,111 shares 32,111$9.29M8.08%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,000 shares; 2026Q1: 21,393 shares; 2026Q2: 21,393 shares 21,393$7.98M6.94%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 40,500 shares; 2026Q1: 106,321 shares; 2026Q2: 106,321 shares 106,321$7.5M6.52%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 12,397 shares 12,397$7.2M6.26%+6,397Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,000 shares; 2026Q1: 17,231 shares; 2026Q2: 17,231 shares 17,231$5.83M5.07%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,214 shares; 2026Q1: 8,214 shares; 2026Q2: 8,214 shares 8,214$5.39M4.69%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,283 shares 4,283$4.94M4.3%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 13,506 shares; 2026Q2: 13,506 shares 13,506$4.83M4.2%0Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 26,502 shares; 2026Q2: 24,537 shares 24,537$3.88M3.38%-1,965Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,380 shares; 2026Q1: 7,335 shares; 2026Q2: 7,335 shares 7,335$3.77M3.28%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5$3.74M3.26%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,030 shares; 2026Q1: 9,963 shares; 2026Q2: 9,963 shares 9,963$3.67M3.19%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,000 shares; 2026Q1: 15,093 shares; 2026Q2: 15,093 shares 15,093$3.6M3.13%0Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000$3.54M3.08%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,500 shares; 2026Q1: 6,992 shares; 2026Q2: 6,992 shares 6,992$3.5M3.04%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,453 shares 5,453$3.48M3.03%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000$2.94M2.55%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,600 shares; 2026Q1: 5,241 shares; 2026Q2: 5,241 shares 5,241$2.63M2.29%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 46,628 shares; 2026Q1: 12,118 shares; 2026Q2: 12,118 shares 12,118$2.42M2.11%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000$2.37M2.06%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,000 shares; 2026Q1: not reported; 2026Q2: 5,200 shares 5,200$2.19M1.9%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000$2.06M1.79%0Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000$2.01M1.75%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,491 shares; 2026Q2: 3,491 shares 3,491$1.97M1.71%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,034 shares; 2026Q1: 20,034 shares; 2026Q2: 20,034 shares 20,034$1.89M1.65%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800$1.58M1.37%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 29,018 shares; 2026Q2: 29,018 shares 29,018$1.55M1.35%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300$1.48M1.28%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,063 shares; 2026Q1: 23,063 shares; 2026Q2: 23,063 shares 23,063$1.14M0.99%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900$1.07M0.93%0Timeline
ALPS ETF TRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,570 shares 67,570$955K0.83%new
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,461 shares; 2026Q2: 42,305 shares 42,305$934K0.81%+33,844Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,387 shares; 2026Q1: 10,387 shares; 2026Q2: 10,387 shares 10,387$898K0.78%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300$830K0.72%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500$635K0.55%0Timeline
ISHARES BITCOIN TRUSTISHARES BITCOIN TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,000 shares 19,000$633K0.55%new
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares; 2026Q2: 3,605 shares 3,605$348K0.3%0Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,425 shares; 2026Q1: 15,425 shares; 2026Q2: 15,425 shares 15,425$181K0.16%0Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000$129K0.11%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
MUMICRON TECHNOLOGY INC COMput1,000$217Knew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AGXARGAN INC4,393$2.39Mshares
VRTVERTIV HOLDINGS CO7,590$1.9Mshares
LITELUMENTUM HLDGS INC2,547$1.79Mshares
PPLTABRDN PLATINUM ETF TRUST6,757$1.2Mshares
IBITISHARES BITCOIN TRUST ETF19,500$749Kshares
ETHAISHARES ETHEREUM TR20,000$317Kshares
AEMAGNICO EAGLE MINES LTD1,190$242Kshares
ETHAISHARES ETHEREUM TR20,000$239Kput
AMDADVANCED MICRO DEVICES INC6,000$208Kput
MAINMAIN STR CAP CORP3,000$159Kshares
ARCCARES CAPITAL CORP6,000$108Kshares
VLTOVERALTO CORP1,066$94.3Kshares
MOALTRIA GROUP INC1,400$92.4Kshares
FNVFRANCO NEV CORP329$81.3Kshares
RGLDROYAL GOLD INC308$78.4Kshares
OBDCBLUE OWL CAPITAL CORPORATION7,000$77.4Kshares
TSLXSIXTH STREET SPECIALTY LENDI4,000$73.5Kshares
SASEABRIDGE GOLD INC2,343$66.4Kshares
SPYSTATE STR SPDR S&P 500 ETF T100$65Kshares
BXSLBLACKSTONE SECD LENDING FD2,000$47.4Kshares
GBDCGOLUB CAP BDC INC2,800$35.4Kshares
CNRCORE NATURAL RESOURCES INC33$3.46Kshares
TENXTENAX THERAPEUTICS INC1$16shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002118914-26-000008 base2026-08-06acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002118914-26-000008 Quarter ended 2026-06-302026-08-06acceptance time not in the bulk data set
13F-HR 0002118914-26-000006 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0002118914-26-000004 Quarter ended 2025-12-312026-04-10acceptance time not in the bulk data set