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Latest TWIN FOCUS CAPITAL PARTNERS, LLC Stock Portfolio

$870Million– No. of Holdings #172

TWIN FOCUS CAPITAL PARTNERS, LLC Performance:
2026 Q1: 1.31%YTD: 1.31%2025: 20.39%
Performance for 2026 Q1 is 1.31%, and YTD is 1.31%, and 2025 is 20.39%.

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 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, TWIN FOCUS CAPITAL PARTNERS, LLC reported an equity portfolio of $870.9 Millions as of 31 Mar, 2026.

The top stock holdings of TWIN FOCUS CAPITAL PARTNERS, LLC are IAU, IBCE, VB. The fund has invested 11.8% of it's portfolio in ISHARES GOLD TR and 10.8% of portfolio in ISHARES TR.

The fund managers got completely rid off JANUS DETROIT STR TR (JAAA), AMAZON COM INC (AMZN) and MICROSOFT CORP (MSFT) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), APPLE INC (AAPL) and ADAMS DIVERSIFIED EQUITY FD. TWIN FOCUS CAPITAL PARTNERS, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), AMERICAN BEACON SELECT FUNDS and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES TR (ACWF) and ISHARES TR (AAXJ).
TWIN FOCUS CAPITAL PARTNERS, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

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 1.31% in the last quarter. In trailing 12 months, it's portfolio return was 22.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds1,642,340
american beacon select funds1,392,660
bny mellon etf trust ii1,292,080
j p morgan exchange traded f1,256,030
circle internet group inc1,224,400
ea series trust1,005,980
westlake corporation934,560
kkr & co inc814,000
New stocks bought by TWIN FOCUS CAPITAL PARTNERS, LLC

Additions

Ticker% Inc.
ishares tr307
ishares tr166
ishares tr129
ishares tr104
harbor etf trust96.16
vanguard index fds64.00
ishares tr58.02
vanguard index fds51.92
Additions to existing portfolio by TWIN FOCUS CAPITAL PARTNERS, LLC

Reductions

Ticker% Reduced
alphabet inc-88.91
apple inc-87.46
adams diversified equity fd-68.4
vaneck bitcoin etf-56.27
jpmorgan chase & co-51.06
global x fds-42.49
corning inc-36.00
ishares inc-33.75
TWIN FOCUS CAPITAL PARTNERS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
janus detroit str tr-14,679,200
amazon com inc-9,651,280
at&t inc-485,026
ishares tr-642,384
intercontinental exchange in-1,879,550
intel corp-422,505
invesco actively managed exc-551,745
blackrock mun target term tr-246,228
TWIN FOCUS CAPITAL PARTNERS, LLC got rid off the above stocks

Sector Distribution

TWIN FOCUS CAPITAL PARTNERS, LLC has about 91.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
Sector%
Others91.4
Technology5
Healthcare2.1

Market Cap. Distribution

TWIN FOCUS CAPITAL PARTNERS, LLC has about 6.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
Category%
UNALLOCATED91.4
LARGE-CAP6.2

Stocks belong to which Index?

About 3.6% of the stocks held by TWIN FOCUS CAPITAL PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others96.4
S&P 5002.3
RUSSELL 20001.3
Top 5 Winners (%)%
MRNA
moderna inc
72.2 %
GLW
corning inc
45.3 %
XOM
exxon mobil corp
41.0 %
CGEM
cullinan therapeutics inc
37.3 %
VAW
vanguard world fd
37.2 %
Top 5 Winners ($)$
DELL
dell technologies inc
8.7 M
IAU
ishares gold tr
7.9 M
MRNA
moderna inc
4.0 M
GLD
spdr gold tr
2.3 M
CGEM
cullinan therapeutics inc
2.3 M
Top 5 Losers (%)%
klaviyo inc
-40.1 %
HUBS
hubspot inc
-39.2 %
OWL
blue owl capital inc
-36.4 %
FIS
fidelity natl information sv
-29.2 %
profesionally managed portfo
-19.0 %
Top 5 Losers ($)$
klaviyo inc
-4.7 M
VB
vanguard index fds
-3.2 M
BIL
spdr series trust
-1.9 M
IJR
ishares tr
-1.5 M
SPY
state str spdr s&p 500 etf t
-1.3 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 172 stocks in it's portfolio. About 51.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. DELL was the most profitable stock for TWIN FOCUS CAPITAL PARTNERS, LLC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions