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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 5 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 8,000.0 $1.1M 0.12% -4K -36.0% $135.97 +45.3%
82 VOYA VOYA FINANCIAL INC Financial Services 15,540.0 $1.1M 0.12% $68.32 +19.4%
83 AAPL APPLE INC Technology 4,078.0 $1.0M 0.12% -28K -87.5% $253.79 +21.8%
84 PAVE GLOBAL X FDS 20,070.0 $1.0M 0.12% -15K -42.5% $50.81 +10.4%
85 BOXX EA SERIES TRUST 8,651.0 $1.0M 0.12% NEW $116.29 +0.5%
86 ASHR DBX ETF TR 29,643.0 $968K 0.11% -8K -20.2% $32.64 +10.5%
87 RTX RTX CORPORATION Industrials 4,950.0 $955K 0.11% -567.0 -10.3% $192.90 -7.6%
88 WLK WESTLAKE CORPORATION Basic Materials 8,000.0 $935K 0.11% NEW $116.82 -23.6%
89 GOOGL ALPHABET INC Communication Services 3,200.0 $920K 0.11% -26K -88.9% $287.56 +34.2%
90 XLI SELECT SECTOR SPDR TR 5,635.0 $911K 0.10% -650.0 -10.3% $161.73 +7.6%
91 SPYM SPDR SERIES TRUST 11,650.0 $892K 0.10% $76.54 +15.1%
92 UBER UBER TECHNOLOGIES INC Technology 11,708.0 $842K 0.10% $71.93 -2.1%
93 IUSG ISHARES TR 5,331.0 $827K 0.10% $155.11 +21.5%
94 KKR KKR & CO INC Financial Services 8,800.0 $814K 0.09% NEW $92.50 +1.8%
95 TROW PRICE T ROWE GROUP INC Financial Services 9,000.0 $811K 0.09% $90.14 +14.9%
96 IWF ISHARES TR 1,833.0 $782K 0.09% $426.40 -70.6%
97 EWY ISHARES INC 6,279.0 $772K 0.09% +1K +26.7% $123.01 +61.4%
98 CRWD CROWDSTRIKE HLDGS INC Technology 1,930.0 $753K 0.09% $390.41 +72.2%
99 STEW SRH TOTAL RETURN FUND INC Financial Services 43,487.0 $744K 0.09% $17.10 +3.7%
100 PUT PUT SPX 68000 EXP SEP 18 2026 1,700.0 $741K 0.09% NEW $435.98
Page 5 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%