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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 215,023.0 $69.0M 7.92% -10K -4.2% $320.81 +15.0%
2 DELL DELL TECHNOLOGIES INC Technology 225,500.0 $37.0M 4.25% -2K -1.1% $164.13 +86.0%
3 GLD SPDR GOLD TR Financial Services 67,740.0 $29.1M 3.35% -593.0 -0.9% $430.29 -3.8%
4 SPYG SPDR SERIES TRUST 219,393.0 $21.5M 2.47% -1K -0.7% $97.91 +21.9%
5 VTIP VANGUARD MALVERN FDS 340,621.0 $17.0M 1.95% -17K -4.8% $49.95 +0.6%
6 IVW ISHARES TR 135,861.0 $15.4M 1.76% -20K -13.0% $113.11 +21.9%
7 BKGI BNY MELLON ETF TRUST 252,819.0 $11.3M 1.29% -3K -1.2% $44.54 +4.5%
8 IEMG ISHARES INC 153,917.0 $10.7M 1.23% -3K -1.8% $69.75 +19.2%
9 XLU SELECT SECTOR SPDR TR 210,212.0 $9.6M 1.11% -11K -5.0% $45.89 -0.9%
10 IWS ISHARES TR 65,309.0 $9.5M 1.09% -3K -4.5% $145.74 +9.7%
11 ESGV VANGUARD WORLD FD 77,095.0 $8.7M 0.99% -4K -5.3% $112.27 +17.8%
12 IWR ISHARES TR 59,518.0 $5.8M 0.66% -522.0 -0.9% $97.23 +9.9%
13 IVE ISHARES TR 23,930.0 $5.1M 0.58% -11K -32.2% $211.15 +8.0%
14 XLV SELECT SECTOR SPDR TR 32,269.0 $4.7M 0.54% -226.0 -0.7% $146.61 +1.5%
15 VSS VANGUARD INTL EQUITY INDEX F 28,285.0 $4.1M 0.47% -260.0 -0.9% $145.79 +11.0%
16 CEF SPROTT ASSET MANAGEMENT LP Financial Services 52,845.0 $2.5M 0.29% -1K -1.9% $47.72 -0.6%
17 AKRE PROFESIONALLY MANAGED PORTFO 46,004.0 $2.4M 0.28% -2K -3.5% $52.85 +2.8%
18 XLP SELECT SECTOR SPDR TR 25,019.0 $2.1M 0.24% -3K -10.9% $81.98 +2.4%
19 SPYV SPDR SERIES TRUST 29,982.0 $1.7M 0.20% -2K -5.2% $56.58 +8.0%
20 EZU ISHARES INC 25,056.0 $1.6M 0.18% -13K -33.8% $62.64 +9.9%
Page 1 of 2  ·  40 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%