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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 URA GLOBAL X FDS 15,300.0 $741K 0.09% $48.43 +5.0%
102 VNM VANECK ETF TRUST 42,759.0 $740K 0.09% $17.31 +9.1%
103 IWO ISHARES TR 2,350.0 $737K 0.09% $313.81 +20.6%
104 SPMD SPDR SERIES TRUST 12,200.0 $722K 0.08% $59.22 +10.1%
105 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.08% $718140.00
106 OWL BLUE OWL CAPITAL INC Financial Services 78,140.0 $713K 0.08% +16K +24.9% $9.13 +10.0%
107 WIW WESTERN AST INFL LKD OPP & I Financial Services 83,413.0 $706K 0.08% $8.46 +0.1%
108 RMT ROYCE MICRO-CAP TR INC Financial Services 62,161.0 $703K 0.08% $11.31 +21.9%
109 W WAYFAIR INC Consumer Cyclical 8,887.0 $668K 0.08% NEW $75.21 -5.2%
110 MLPA GLOBAL X FDS 12,384.0 $667K 0.08% $53.87 +1.8%
111 MCHI ISHARES TR 11,820.0 $664K 0.08% +3K +26.9% $56.18 -0.5%
112 GDX VANECK ETF TRUST 7,223.0 $663K 0.08% -1K -12.2% $91.77 -3.7%
113 NYF ISHARES TR 12,304.0 $654K 0.07% NEW $53.12 +0.4%
114 HUBS HUBSPOT INC Technology 2,666.0 $651K 0.07% $244.10 -18.2%
115 NLR VANECK ETF TRUST 4,800.0 $639K 0.07% -150.0 -3.0% $133.19 +1.1%
116 EFV ISHARES TR 8,569.0 $637K 0.07% $74.35 +6.5%
117 C CITIGROUP INC Financial Services 5,500.0 $624K 0.07% $113.41 +10.8%
118 ILF ISHARES TR 17,430.0 $619K 0.07% NEW $35.52 -1.1%
119 IYY ISHARES TR 3,864.0 $612K 0.07% +815.0 +26.7% $158.45 +14.9%
120 VGT VANGUARD WORLD FD 870.0 $607K 0.07% $697.72 -83.1%
Page 6 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%