TWIN FOCUS CAPITAL PARTNERS, LLC
CIK
1387761
Location
Boston, MA
Portfolio Value
Small
$283,753,009
Diversification
Moderately concentrated
Filing Date
Global Rank
#1,018
/ 3,203
▲ 2590
Top Industry
Computer Hardware
48.7%
3Y Alpha vs SPY
+13.7%
Period ended 30 days ago
Filed Jul 28, 2026 · 2d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+129.5%
SPY
+65.3%
Annualised alpha
+13.7%
Max drawdown
−15.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
31.8%
−6.2 pts
Top 5
77.8%
+0.1 pts
Top 10
90.2%
+0.7 pts
HHI
1,707
Moderately concentrated−229
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 59.8% | $169,707,338 |
| Technology | 23.2% | $65,764,748 |
| Healthcare | 8.5% | $24,101,992 |
| Financial Services | 4.7% | $13,353,876 |
| Basic Materials | 1.0% | $2,946,814 |
| Communication Services | 0.9% | $2,463,084 |
| Consumer Cyclical | 0.8% | $2,372,701 |
| Energy | 0.4% | $1,261,515 |
| Industrials | 0.3% | $915,636 |
| Consumer Defensive | 0.2% | $640,587 |
| Utilities | 0.1% | $224,718 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +33,764 | 1,195,340 | $90,260,123 | |
| PPLT | abrdn Platinum ETF Trust | +16,650 | 18,500 | $261,405 | |
| HODL | VanEck Bitcoin ETF | +13,120 | 25,770 | $428,039 | |
| RNAC | Cartesian Therapeutics, Inc. | +5,500 | 25,000 | $260,500 | |
| SPY | Spdr S&P 500 ETF Trust | +1,707 | 49,527 | $36,985,277 | |
| ASA | ASA Gold & Precious Metals Ltd | +1,550 | 8,050 | $418,922 | |
| GLD | Spdr Gold Trust | +251 | 67,991 | $25,046,524 | |
| BRK-B | Berkshire Hathaway Inc | +100 | 756 | $378,294 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DELL | Dell Technologies Inc. | −96,685 | 128,815 | $55,578,519 | |
| VOXR | Vox Royalty Corp. | −59,450 | 499,538 | $2,362,814 | |
| GLW | Corning Inc /Ny | −5,771 | 2,229 | $569,353 | |
| UBER | Uber Technologies, Inc | −500 | 11,208 | $808,769 | |
| RTX | RTX Corp | −124 | 4,826 | $915,636 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEO | Adams Natural Resources Fund, Inc. | 8,900 | $220,008 | |
| No positions match the current search. | ||||
51 tracked positions ·
$283,753,009 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Added | 1,195,340 | $90,260,123 | 31.81% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 128,815 | $55,578,519 | 19.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 49,527 | $36,985,277 | 13.03% | |
| GLD |
Spdr Gold Trust
|
Added | 67,991 | $25,046,524 | 8.83% | |
| MRNA |
Moderna, Inc.
Healthcare
|
Held | 185,601 | $12,997,638 | 4.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 16,495 | $12,146,918 | 4.28% | |
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
Held | 595,489 | $10,843,854 | 3.82% | |
| KVYO |
Klaviyo, Inc.
Technology
|
Held | 364,666 | $5,506,456 | 1.94% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 8,022 | $4,190,612 | 1.48% | |
| VOXR |
Vox Royalty Corp.
Basic Materials
|
Reduced | 499,538 | $2,362,814 | 0.83% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Held | 52,845 | $2,125,954 | 0.75% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 1,930 | $1,472,860 | 0.52% | |
| VOYA |
Voya Financial, Inc.
Financial Services
|
Held | 15,540 | $1,406,836 | 0.50% | |
| ECHO |
EchoStar CORP
Communication Services
|
Held | 13,000 | $1,319,500 | 0.47% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 9,227 | $1,261,515 | 0.44% | |
| AAPL |
Apple Inc.
Technology
|
Held | 4,078 | $1,180,010 | 0.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 3,200 | $1,143,584 | 0.40% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Held | 9,000 | $1,023,210 | 0.36% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 4,826 | $915,636 | 0.32% | |
| RMT |
Royce Micro-Cap Trust, Inc.
Financial Services
|
Held | 62,161 | $910,037 | 0.32% | |
| W |
Wayfair Inc.
Consumer Cyclical
|
Held | 8,887 | $821,336 | 0.29% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 11,208 | $808,769 | 0.29% | |
| CALY |
Callaway Golf Co
Consumer Cyclical
|
Held | 43,000 | $807,970 | 0.28% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 8,800 | $807,664 | 0.28% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
Held | 12,833 | $803,730 | 0.28% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
Held | 43,487 | $778,417 | 0.27% | |
| C |
Citigroup Inc
Financial Services
|
Held | 5,500 | $769,780 | 0.27% | |
| CART |
Maplebear Inc.
Consumer Cyclical
|
Held | 15,700 | $743,395 | 0.26% | |
| WIW |
Western Asset Inflation-Linked Opportunities & Income Fund
Financial Services
|
Held | 83,413 | $700,669 | 0.25% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Held | 78,140 | $683,725 | 0.24% | |
| WLK |
Westlake Corp
Basic Materials
|
Held | 8,000 | $584,000 | 0.21% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 2,229 | $569,353 | 0.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,638 | $536,166 | 0.19% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 8,600 | $490,028 | 0.17% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Held | 12,611 | $434,070 | 0.15% | |
| HODL |
VanEck Bitcoin ETF
|
Added | 25,770 | $428,039 | 0.15% | |
| ASA |
ASA Gold & Precious Metals Ltd
Financial Services
|
Added | 8,050 | $418,922 | 0.15% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 2,851 | $418,070 | 0.15% | |
| PLTM |
GraniteShares Platinum Trust
|
Held | 26,000 | $388,440 | 0.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 756 | $378,294 | 0.13% | |
| XYZ |
Block, Inc.
Technology
|
Held | 4,600 | $349,600 | 0.12% | |
| PMO |
Franklin Municipal Opportunities Trust
Financial Services
|
Held | 31,294 | $329,838 | 0.12% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Held | 7,695 | $299,181 | 0.11% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Held | 2,650 | $286,014 | 0.10% | |
| PPLT |
abrdn Platinum ETF Trust
|
Added | 18,500 | $261,405 | 0.09% | |
| RNAC |
Cartesian Therapeutics, Inc.
Healthcare
|
Added | 25,000 | $260,500 | 0.09% | |
| EVRG |
Evergy, Inc.
Utilities
|
Held | 2,600 | $224,718 | 0.08% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 2,738 | $222,517 | 0.08% | |
| PEO |
Adams Natural Resources Fund, Inc.
Financial Services
|
NEW | 8,900 | $220,008 | 0.08% | |
| PMM |
Putnam Managed Municipal Income Trust
Financial Services
|
Held | 23,993 | $156,914 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.