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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 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLU SELECT SECTOR SPDR TR 210,212.0 $9.6M 1.11% -11K -5.0% $45.89 -0.9%
22 QQQ INVESCO QQQ TR Financial Services 16,495.0 $9.5M 1.09% +4K +29.0% $577.17 +26.1%
23 IWS ISHARES TR 65,309.0 $9.5M 1.09% -3K -4.5% $145.74 +9.7%
24 MRNA MODERNA INC Healthcare 185,601.0 $9.4M 1.08% $50.80 -6.1%
25 ESGV VANGUARD WORLD FD 77,095.0 $8.7M 0.99% -4K -5.3% $112.27 +17.8%
26 CGEM CULLINAN THERAPEUTICS INC Healthcare 595,489.0 $8.5M 0.97% $14.21 +8.1%
27 VUG VANGUARD INDEX FDS 18,373.0 $8.0M 0.92% +3K +22.2% $436.80 -79.8%
28 VOE VANGUARD INDEX FDS 42,976.0 $7.9M 0.91% +3K +6.4% $184.28 +6.0%
29 VEU VANGUARD INTL EQUITY INDEX F 105,434.0 $7.9M 0.91% $75.10 +11.6%
30 KVYO KLAVIYO INC Technology 364,666.0 $7.1M 0.81% $19.46 -24.3%
31 IJH ISHARES TR 101,094.0 $6.8M 0.78% +3K +2.7% $67.53 +10.0%
32 VT VANGUARD INTL EQUITY INDEX F 49,231.0 $6.8M 0.78% +1K +3.0% $138.32 +13.6%
33 HGER HARBOR ETF TRUST 209,580.0 $6.5M 0.75% +103K +96.2% $31.01 +3.1%
34 VSGX VANGUARD WORLD FD 88,116.0 $6.3M 0.73% $71.73 +13.9%
35 IWR ISHARES TR 59,518.0 $5.8M 0.66% -522.0 -0.9% $97.23 +9.9%
36 VDE VANGUARD WORLD FD 33,211.0 $5.7M 0.66% +234.0 +0.7% $173.04 -4.0%
37 IWM ISHARES TR 21,017.0 $5.2M 0.60% +8K +58.0% $247.99 +16.5%
38 VTV VANGUARD INDEX FDS 26,061.0 $5.1M 0.59% +6K +29.1% $196.20 +8.1%
39 IVE ISHARES TR 23,930.0 $5.1M 0.58% -11K -32.2% $211.15 +8.0%
40 EWJ ISHARES INC 58,376.0 $4.9M 0.57% $84.44 +10.0%
Page 2 of 9  ·  173 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%