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Latest TWIN FOCUS CAPITAL PARTNERS, LLC Stock Portfolio

$982Million | No. of Holdings #170

TWIN FOCUS CAPITAL PARTNERS, LLC Performance

2026 Q2+8.12%
YTD+9.54%
2025+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 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, TWIN FOCUS CAPITAL PARTNERS, LLC reported an equity portfolio of $982.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of TWIN FOCUS CAPITAL PARTNERS, LLC are IBCE, IAU, VB. The fund has invested 10.3% of it's portfolio in ISHARES TR and 9.2% of portfolio in ISHARES GOLD TR. <br><br> The fund managers got completely rid off PROFESIONALLY MANAGED PORTFO, HUBSPOT INC (HUBS) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), CORNING INC (GLW) and PROSHARES TR (ANEW). TWIN FOCUS CAPITAL PARTNERS, LLC opened new stock positions in ISHARES TR (DMXF), ISHARES TR (IJR) and ADAM NAT RES FD INC. The fund showed a lot of confidence in some stocks as they added substantially to ABRDN PLATINUM ETF TRUST (PPLT), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
TWIN FOCUS CAPITAL PARTNERS, LLC Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$982Million
  as of Jul 28, 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 8.12% in the last quarter. In trailing 12 months, it's portfolio return was 22.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,614,420
ishares tr1,181,760
adam nat res fd inc220,008
select sector spdr tr212,277
New stocks bought by TWIN FOCUS CAPITAL PARTNERS, LLC

Additions

Ticker% Inc.
abrdn platinum etf trust900
vanguard world fd700
vanguard index fds510
vanguard index fds397
vanguard index fds300
ishares tr300
vaneck bitcoin etf103
spdr series trust71.91
Additions to existing portfolio by TWIN FOCUS CAPITAL PARTNERS, LLC

Reductions

Ticker% Reduced
global x fds-73.04
corning inc-72.14
proshares tr-70.00
ea series trust-50.01
dell technologies inc-42.88
ishares tr-14.2
ishares tr-13.41
vox royalty corp-10.64
TWIN FOCUS CAPITAL PARTNERS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
profesionally managed portfo-2,431,310
adams diversified equity fd-278,112
vanguard intl equity index f-257,601
ishares tr-517,694
hubspot inc-650,771
unitedhealth group inc-520,886
TWIN FOCUS CAPITAL PARTNERS, LLC got rid off the above stocks

Sector Distribution

TWIN FOCUS CAPITAL PARTNERS, LLC has about 90% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
Sector%
Others90
Technology6.3
Healthcare2.5

Market Cap. Distribution

TWIN FOCUS CAPITAL PARTNERS, LLC has about 7.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED90
LARGE-CAP7.7
SMALL-CAP1.1

Stocks belong to which Index?

About 3.7% 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%
Others96.3
S&P 5002.3
RUSSELL 20001.4
Top 5 Winners (%)%
DELL
dell technologies inc
128.0 %
CRWD
crowdstrike hldgs inc
95.5 %
IJR
ishares tr
89.4 %
ACWV
ishares inc
64.1 %
SELB
cartesian therapeutics inc
57.4 %
Top 5 Winners ($)$
DELL
dell technologies inc
47.4 M
VB
vanguard index fds
10.7 M
IBCE
ishares tr
6.3 M
BIL
spdr series trust
4.7 M
SPY
state str spdr s&p 500 etf t
4.7 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.5 %
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-22.9 M
IAU
ishares gold tr
-14.9 M
GLD
spdr gold tr
-4.2 M
VB
vanguard index fds
-4.2 M
VAW
vanguard world fd
-2.3 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 170 stocks in it's portfolio. About 50.4% of the portfolio is in top 10 stocks. VB 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.

$982.72MTotal Value
176Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of TWIN FOCUS CAPITAL PARTNERS, LLC, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.4%33,080
$3.89M
0.4%
increased 20.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.07%12,304
$663.2K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.07%8,569
$656.0K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.06%7,320
$602.2K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.05%4,673
$502.9K
0.05%
increased 0.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.03%2,572
$320.0K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.03%3,460
$263.3K
0.03%
increased 6.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.03%1,535
$241.0K
0.03%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Dbx Etf Tr over time
0.11%29,643
$1.09M
0.11%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.07%13,080
$648.1K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Tr over time
0.05%10,893
$502.7K
0.05%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Inc over time
0.18%25,056
$1.74M
0.18%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Inc over time
0.13%6,279
$1.27M
0.13%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Ishares Inc over time
0.06%13,524
$559.5K
0.06%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Vaneck Etf Trust over time
0.08%42,759
$789.8K
0.08%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Vaneck Etf Trust over time
0.06%4,800
$556.7K
0.06%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Vaneck Etf Trust over time
0.05%6,723
$507.3K
0.05%
decreased 6.92 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Global X Fds over time
0.19%27,865
$1.83M
0.19%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
TWIN FOCUS CAPITAL PARTNERS, LLC's holding in Global X Fds over time
0.07%15,300
$668.6K
0.07%
unchanged 0 percentunchanged