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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISHARES TR 13,080.0 $605K 0.07% +8K +166.9% $46.23
122 CALY CALLAWAY GOLF CO Consumer Cyclical 43,000.0 $597K 0.07% NEW $13.88 +10.6%
123 FMDE FIDELITY COVINGTON TRUST 16,546.0 $595K 0.07% $35.96 +9.9%
124 CART MAPLEBEAR INC Consumer Cyclical 15,700.0 $588K 0.07% $37.46 +8.2%
125 SCZ ISHARES TR 7,320.0 $574K 0.07% $78.41 +10.1%
126 EFA ISHARES TR 5,616.0 $545K 0.06% $97.13 +8.0%
127 EWG ISHARES INC 13,524.0 $536K 0.06% +3K +26.7% $39.67 +9.9%
128 VNQ VANGUARD INDEX FDS 5,955.0 $528K 0.06% $88.70 +9.3%
129 UNH UNITEDHEALTH GROUP INC Healthcare 1,925.0 $521K 0.06% -27.0 -1.4% $270.59 +39.9%
130 IBB ISHARES TR 3,066.0 $518K 0.06% $168.85 +0.3%
131 IUSB ISHARES TR 10,893.0 $503K 0.06% $46.19 -0.4%
132 MUB ISHARES TR 4,635.0 $492K 0.06% $106.15 +0.5%
133 PLTM GRANITESHARES PLATINUM TR Financial Services 26,000.0 $492K 0.06% -4K -13.3% $18.91 -1.3%
134 JPM JPMORGAN CHASE & CO Financial Services 1,638.0 $482K 0.06% -2K -51.1% $294.16 +4.3%
135 SPDW SPDR INDEX SHS FDS 9,630.0 $440K 0.05% $45.65 +11.7%
136 SPAB SPDR SERIES TRUST 16,767.0 $430K 0.05% $25.62 -0.7%
137 BAC BANK AMERICA CORP Financial Services 8,600.0 $419K 0.05% -3K -24.4% $48.75 +6.9%
138 PG PROCTER & GAMBLE CO Consumer Defensive 2,851.0 $412K 0.05% -75.0 -2.6% $144.42 -0.5%
139 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 6,500.0 $403K 0.05% $62.03 +0.4%
140 SPXE PROSHARES TR 5,800.0 $403K 0.05% $69.50 +16.4%
Page 7 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%