Latest TWIN FOCUS CAPITAL PARTNERS, LLC Stock Portfolio
TWIN FOCUS CAPITAL PARTNERS, LLC Performance:
2025 Q3: 3.05%YTD: 4.98%2024: 7.17%
Performance for 2025 Q3 is 3.05%, and YTD is 4.98%, and 2024 is 7.17%.
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 03-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3 Billions. In it's latest 13F Holdings report, TWIN FOCUS CAPITAL PARTNERS, LLC reported an equity portfolio of $786.9 Millions as of 30 Sep, 2025.
The top stock holdings of TWIN FOCUS CAPITAL PARTNERS, LLC are IBCE, VB, IAU. The fund has invested 11% of it's portfolio in ISHARES TR and 9.7% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (IJR), DRAFTKINGS INC NEW (DKNG) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), BLACKROCK INC and WISDOMTREE TR (JAMF). TWIN FOCUS CAPITAL PARTNERS, LLC opened new stock positions in VANECK BITCOIN ETF, ECHOSTAR CORP (SATS) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES INC (ACWV) and ISHARES INC (EMGF).
The top stock holdings of TWIN FOCUS CAPITAL PARTNERS, LLC are IBCE, VB, IAU. The fund has invested 11% of it's portfolio in ISHARES TR and 9.7% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (IJR), DRAFTKINGS INC NEW (DKNG) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), BLACKROCK INC and WISDOMTREE TR (JAMF). TWIN FOCUS CAPITAL PARTNERS, LLC opened new stock positions in VANECK BITCOIN ETF, ECHOSTAR CORP (SATS) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES INC (ACWV) 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 3.05% in the last quarter. In trailing 12 months, it's portfolio return was 4.59%.
New Buys
| Ticker | $ Bought |
|---|---|
| vaneck bitcoin etf | 1,033,410 |
| echostar corp | 992,680 |
| global x fds | 776,417 |
| ishares tr | 755,755 |
| select sector spdr tr | 745,085 |
| voya financial inc | 654,874 |
| spdr series trust | 617,946 |
| dbx etf tr | 615,242 |
New stocks bought by TWIN FOCUS CAPITAL PARTNERS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 174 |
| ishares inc | 149 |
| ishares tr | 134 |
| ishares inc | 82.8 |
| ishares tr | 68.46 |
| vanguard index fds | 29.61 |
| intel corp | 26.37 |
| nvidia corporation | 22.09 |
Additions to existing portfolio by TWIN FOCUS CAPITAL PARTNERS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| amazon com inc | -63.84 |
| blackrock inc | -48.65 |
| asa gold and precious mtls l | -26.97 |
| wisdomtree tr | -18.56 |
| micron technology inc | -16.67 |
| rtx corporation | -15.5 |
| international business machs | -14.29 |
| ge vernova inc | -11.57 |
TWIN FOCUS CAPITAL PARTNERS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -2,811,470 |
| draftkings inc new | -430,573 |
| paypal hldgs inc | -217,386 |
| spdr series trust | -317,393 |
| ishares tr | -255,948 |
TWIN FOCUS CAPITAL PARTNERS, LLC got rid off the above stocks
Sector Distribution
TWIN FOCUS CAPITAL PARTNERS, LLC has about 89.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 89.3 |
| Technology | 7.3 |
Market Cap. Distribution
TWIN FOCUS CAPITAL PARTNERS, LLC has about 9.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 89.3 |
| LARGE-CAP | 6.4 |
| MEGA-CAP | 3.3 |
Stocks belong to which Index?
About 5.1% of the stocks held by TWIN FOCUS CAPITAL PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.1 |
| S&P 500 | 5.1 |
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 188 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. CGEM 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: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.09 | 33,805 | 8,607,890 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.19 | 12,588 | 1,504,390 | added | 1.86 | ||
| AAXJ | ishares tr | 0.09 | 10,567 | 716,760 | added | 3.4 | ||
| AAXJ | ishares tr | 0.07 | 7,320 | 561,590 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.06 | 4,635 | 493,581 | new | |||
| AAXJ | ishares tr | 0.04 | 2,692 | 306,565 | reduced | -7.75 | ||
| AAXJ | ishares tr | 0.03 | 1,535 | 212,220 | new | |||
| ABBV | abbvie inc | 0.03 | 1,025 | 237,329 | new | |||
| ACSG | dbx etf tr | 0.08 | 18,655 | 615,242 | new | |||
| ACWF | ishares tr | 0.06 | 10,893 | 508,812 | new | |||
| ACWF | ishares tr | 0.03 | 4,900 | 216,531 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.12 | 15,829 | 980,448 | added | 149 | ||
| ACWV | ishares inc | 0.06 | 10,672 | 444,062 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.05 | 4,955 | 396,896 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.10 | 42,720 | 762,135 | reduced | 0.00 | ||
| AFK | vaneck etf trust | 0.09 | 9,023 | 689,357 | added | 15.34 | ||
| AFK | vaneck etf trust | 0.09 | 4,950 | 671,468 | added | 13.79 | ||
| AGNG | global x fds | 0.17 | 26,865 | 1,326,860 | unchanged | 0.00 | ||
| AGNG | global x fds | 0.10 | 16,301 | 776,417 | new | |||
| AGNG | global x fds | 0.09 | 15,300 | 729,351 | added | 12.5 | ||