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Portfolio (Quarterly) Guide ↗

TWIN FOCUS CAPITAL PARTNERS, LLC

· CIK 0001387761
13F Portfolio $871M AUM 173 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 39 Added 40 Reduced 26 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VV VANGUARD INDEX FDS 14,476.0 $4.3M 0.50% +436.0 +3.1% $298.85 +15.3%
22 XLK SELECT SECTOR SPDR TR 32,463.0 $4.3M 0.49% +631.0 +2.0% $132.90 +39.0%
23 VXF VANGUARD INDEX FDS 20,311.0 $4.2M 0.48% +5K +31.1% $205.80 +13.8%
24 IEV ISHARES TR 59,166.0 $4.0M 0.46% +30K +104.5% $67.94 +7.9%
25 DIA STATE STR SPDR DOW JONES IND Financial Services 8,022.0 $3.7M 0.43% +2K +31.6% $463.18 +8.9%
26 IEI ISHARES TR 27,492.0 $3.3M 0.37% +16K +129.7% $118.60 -1.0%
27 IJR ISHARES TR 20,088.0 $2.5M 0.29% +1K +5.8% $124.31 +11.9%
28 SOXX ISHARES TR 7,106.0 $2.3M 0.27% +890.0 +14.3% $328.66 +72.7%
29 VO VANGUARD INDEX FDS 8,123.0 $2.3M 0.27% +3K +64.0% $287.19 -72.6%
30 IEF ISHARES TR 23,184.0 $2.2M 0.25% +17K +307.6% $95.44 -1.3%
31 ESGE ISHARES INC 32,855.0 $1.5M 0.17% +218.0 +0.7% $45.47 +19.5%
32 VB VANGUARD INDEX FDS 5,030.0 $1.3M 0.15% +2K +51.9% $261.94 +11.7%
33 EWY ISHARES INC 6,279.0 $772K 0.09% +1K +26.7% $123.01 +61.6%
34 OWL BLUE OWL CAPITAL INC Financial Services 78,140.0 $713K 0.08% +16K +24.9% $9.13 +9.8%
35 MCHI ISHARES TR 11,820.0 $664K 0.08% +3K +26.9% $56.18 -0.5%
36 IYY ISHARES TR 3,864.0 $612K 0.07% +815.0 +26.7% $158.45 +14.9%
37 ISHARES TR 13,080.0 $605K 0.07% +8K +166.9% $46.23
38 EWG ISHARES INC 13,524.0 $536K 0.06% +3K +26.7% $39.67 +10.0%
39 ACWX ISHARES TR 3,240.0 $222K 0.03% +156.0 +5.1% $68.46 +11.5%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.3%
Technology 19.0%
Healthcare 7.0%
Consumer Cyclical 0.7%
Energy 0.6%
Communication Services 0.5%
Industrials 0.4%
Basic Materials 0.4%
Consumer Defensive 0.2%
Utilities 0.1%