Latest TWIN FOCUS CAPITAL PARTNERS, LLC Stock Portfolio

TWIN FOCUS CAPITAL PARTNERS, LLC Performance:

2025 Q4: 3.84%YTD: 20.39%2024: 11.48%

Performance for 2025 Q4 is 3.84%, and YTD is 20.39%, and 2024 is 11.48%.

About TWIN FOCUS CAPITAL PARTNERS, LLC and 13F Hedge Fund Stock Holdings

TWIN FOCUS CAPITAL PARTNERS, LLC is a hedge fund based in Boston, MA. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, TWIN FOCUS CAPITAL PARTNERS, LLC reported an equity portfolio of $867.7 Millions as of 31 Dec, 2025.

The top stock holdings of TWIN FOCUS CAPITAL PARTNERS, LLC are IBCE, IAU, VB. The fund has invested 10.4% of it's portfolio in ISHARES TR and 10.3% of portfolio in ISHARES GOLD TR.

The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM), GE VERNOVA INC and GE AEROSPACE (GE) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ALPHABET INC (GOOG) and MICRON TECHNOLOGY INC (MU). TWIN FOCUS CAPITAL PARTNERS, LLC opened new stock positions in MODERNA INC (MRNA), PROFESIONALLY MANAGED PORTFO and BLUE OWL CAPITAL INC (OWL). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES INC (EMGF).

TWIN FOCUS CAPITAL PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that TWIN FOCUS CAPITAL PARTNERS, LLC made a return of 3.84% in the last quarter. In trailing 12 months, it's portfolio return was 20.39%.

Performance
S&P 500

New Buys

Ticker	$ Bought
moderna inc	5,469,800
profesionally managed portfo	3,122,140
blue owl capital inc	934,348
ishares tr	867,559
ishares tr	759,074
vanguard world fd	655,789
select sector spdr tr	300,085
select sector spdr tr	216,132

New stocks bought by TWIN FOCUS CAPITAL PARTNERS, LLC

Additions

Ticker	% Inc.
amazon com inc	669
vanguard scottsdale fds	312
ishares inc	295
invesco exchange traded fd t	193
alphabet inc	158
ishares tr	140
ishares inc	138
ishares tr	121

Additions to existing portfolio by TWIN FOCUS CAPITAL PARTNERS, LLC

Reductions

Ticker	% Reduced
select sector spdr tr	-48.75
select sector spdr tr	-46.63
alphabet inc	-41.65
micron technology inc	-40.00
intercontinental exchange in	-35.55
select sector spdr tr	-34.95
nvidia corporation	-33.03
vanguard index fds	-33.02

TWIN FOCUS CAPITAL PARTNERS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
global partners lp	-1,056,000
mizuho financial group inc	-114,731
banco santander s.a.	-121,840
ishares u s etf tr	-207,953
international business machs	-1,692,960
blackrock etf trust	-276,227
ishares tr	-399,144
grayscale bitcoin mini tr et	-223,430

TWIN FOCUS CAPITAL PARTNERS, LLC got rid off the above stocks

Sector Distribution

TWIN FOCUS CAPITAL PARTNERS, LLC has about 88.8% of it's holdings in Others sector.

Sector	%
Others	88.8
Technology	5.9
Healthcare	1.5
Communication Services	1.2
Consumer Cyclical	1.1

Market Cap. Distribution

TWIN FOCUS CAPITAL PARTNERS, LLC has about 9.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	88.8
MEGA-CAP	5
LARGE-CAP	4.9

Stocks belong to which Index?

About 6.2% of the stocks held by TWIN FOCUS CAPITAL PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.7
S&P 500	6.2

Top 5 Winners (%)		%
XLB	select sector spdr tr	93.9 %
XLB	select sector spdr tr	83.5 %
CGEM	cullinan therapeutics inc	74.5 %
XLB	select sector spdr tr	74.3 %
MU	micron technology inc	56.5 %

Top 5 Winners ($)		$
IAU	ishares gold tr	9.0 M
XLB	select sector spdr tr	4.0 M
GLD	spdr gold tr	2.8 M
CGEM	cullinan therapeutics inc	2.6 M
IBCE	ishares tr	2.2 M

Top 5 Losers (%)		%
SELB	cartesian therapeutics inc	-29.4 %
	vaneck bitcoin etf	-22.5 %
UBER	uber technologies inc	-16.6 %
HUBS	hubspot inc	-14.2 %
BITQ	exchange traded concepts tru	-12.6 %

Top 5 Losers ($)		$
DELL	dell technologies inc	-3.6 M
VTIP	vanguard malvern fds	-0.4 M
	vaneck bitcoin etf	-0.2 M
MSFT	microsoft corp	-0.2 M
XLB	select sector spdr tr	-0.2 M

TWIN FOCUS CAPITAL PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC has 180 stocks in it's portfolio. About 48.5% of the portfolio is in top 10 stocks. DELL proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for TWIN FOCUS CAPITAL PARTNERS, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.02	32,532	8,844,280	reduced	-3.77

AAXJ	ishares tr	0.16	11,967	1,428,260	reduced	-4.93

AAXJ	ishares tr	0.07	8,569	611,912	reduced	-18.91

AAXJ	ishares tr	0.06	7,320	567,520	unchanged	0.00

AAXJ	ishares tr	0.06	4,635	496,455	unchanged	0.00

AAXJ	ishares tr	0.03	2,572	293,002	reduced	-4.46

AAXJ	ishares tr	0.03	1,535	217,209	unchanged	0.00

AAXJ	ishares tr	0.02	3,084	207,078	new

ABBV	abbvie inc	0.03	1,082	247,226	added	5.56

ACSG	dbx etf tr	0.14	37,170	1,221,040	added	99.25

ACWF	ishares tr	0.06	10,893	506,960	unchanged	0.00

ACWF	ishares tr	0.03	4,900	222,705	unchanged	0.00

ACWV	ishares inc	0.28	37,819	2,424,200	added	138

ACWV	ishares inc	0.06	4,955	481,725	unchanged	0.00

ACWV	ishares inc	0.05	10,672	453,560	unchanged	0.00

AFK	vaneck etf trust	0.09	42,759	815,847	added	0.09

AFK	vaneck etf trust	0.08	8,223	705,287	reduced	-8.87

AFK	vaneck etf trust	0.07	4,950	614,790	unchanged	0.00

AGNG	global x fds	0.19	34,900	1,667,870	added	114

AGNG	global x fds	0.16	27,865	1,417,210	added	3.72