TWIN FOCUS CAPITAL PARTNERS, LLC

CIK

1387761

Location

Boston, MA

Portfolio Value

Small $268,571,327

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,612 / 8,604 ▲ 69 · as of Mar 2026

Top Industry

Computer Hardware 40.4%

3Y Alpha vs SPY

+14.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+147.9%

SPY

+76.5%

Annualised alpha

+14.5%

Max drawdown

−15.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

38.1%

+5.1 pts

Top 5

77.9%

+11.3 pts

Top 10

89.7%

+7.8 pts

HHI

1,944

Moderately concentrated+488

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	65.9%	$176,951,695	8
Technology	18.1%	$48,549,528	9
Healthcare	6.9%	$18,531,238	4
Financial Services	4.9%	$13,026,433	20
Basic Materials	1.4%	$3,863,657	2
Communication Services	0.9%	$2,442,102	2
Consumer Cyclical	0.7%	$1,853,353	3
Energy	0.6%	$1,565,452	1
Industrials	0.4%	$954,855	1
Consumer Defensive	0.2%	$620,022	2
Utilities	0.1%	$212,992	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+55,141	1,161,576	$102,404,540
OWL	Blue Owl Capital Inc.	+15,600	78,140	$713,418
SPY	Spdr S&P 500 ETF Trust	+13,284	47,820	$31,099,258
QQQ	Invesco Qqq Trust, Series 1	+3,712	16,495	$9,520,584
DIA	Spdr Dow Jones Industrial Average ETF Trust	+1,924	8,022	$3,715,710
MRNA	Moderna, Inc.	+121	185,601	$9,428,530
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−28,454	4,078	$1,034,955
ADX	Adams Diversified Equity Fund, Inc.	−27,500	12,705	$278,112
GOOGL	Alphabet Inc.	−25,650	3,200	$920,192
HODL	VanEck Bitcoin ETF	−16,275	12,650	$242,374
GLW	Corning Inc /Ny	−4,500	8,000	$1,087,760
PLTM	GraniteShares Platinum Trust	−4,000	26,000	$491,660
BAC	Bank Of America Corp /De/	−2,783	8,600	$419,250
DELL	Dell Technologies Inc.	−2,500	225,500	$37,011,315
JPM	Jpmorgan Chase & Co	−1,709	1,638	$481,834
CEF	Sprott Physical Gold & Silver Trust	−1,000	52,845	$2,521,763
GLD	Spdr Gold Trust	−593	67,740	$29,147,844
RTX	RTX Corp	−567	4,950	$954,855
PPLT	abrdn Platinum ETF Trust	−550	1,850	$329,725
FIS	Fidelity National Information Services, Inc.	−93	7,695	$360,972
PG	PROCTER & GAMBLE Co	−75	2,851	$411,798
UNH	Unitedhealth Group Inc	−27	1,925	$520,885
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CRCL	Circle Internet Group, Inc.	12,833	$1,224,396
WLK	Westlake Corp	8,000	$934,560
KKR	KKR & Co. Inc.	8,800	$814,000
W	Wayfair Inc.	8,887	$668,391
CALY	Callaway Golf Co	43,000	$596,840
EVRG	Evergy, Inc.	2,600	$212,992
KO	Coca Cola Co	2,738	$208,224
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	41,813	$9,651,276
MSFT	Microsoft Corp	5,703	$2,758,084
AVGO	Broadcom Inc.	7,000	$2,422,700
ICE	Intercontinental Exchange, Inc.	11,605	$1,879,545
NVDA	Nvidia Corp	5,470	$1,020,155
BLK	BlackRock, Inc.	950	$1,016,823
T	At&T Inc.	19,526	$485,025
MU	Micron Technology Inc	1,500	$428,115
INTC	Intel Corp	11,450	$422,505
SLV	iShares Silver Trust	6,530	$420,662
WMT	Walmart Inc.	3,624	$403,749
WFC	Wells Fargo & Company/Mn	4,326	$403,183
LLY	ELI LILLY & Co	359	$385,810
GEHC	GE HealthCare Technologies Inc.	4,625	$379,342
VZ	Verizon Communications Inc	8,719	$355,124
IDXX	Idexx Laboratories Inc /De	440	$297,673
ABBV	AbbVie Inc.	1,082	$247,226
BTT	BlackRock Municipal 2030 Target Term Trust	10,790	$246,227
MRSH	Marsh & Mclennan Companies, Inc.	1,253	$232,456
MS	Morgan Stanley	1,183	$210,017
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $268,571,327 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Added	1,161,576	+55,141	$102,404,540	+14.0%	38.13%
DELL	Dell Technologies Inc. Technology	Reduced	225,500	-2,500	$37,011,315	+29.0%	13.78%
SPY	Spdr S&P 500 ETF Trust	Added	47,820	+13,284	$31,099,258	+32.1%	11.58%
GLD	Spdr Gold Trust	Reduced	67,740	-593	$29,147,844	+7.6%	10.85%
QQQ	Invesco Qqq Trust, Series 1	Added	16,495	+3,712	$9,520,584	+21.2%	3.54%
MRNA	Moderna, Inc. Healthcare	Added	185,601	+121	$9,428,530	+72.4%	3.51%
CGEM	Cullinan Therapeutics, Inc. Healthcare	Held	595,489	0	$8,461,898	+37.3%	3.15%
KVYO	Klaviyo, Inc. Technology	Held	364,666	0	$7,096,400	−40.1%	2.64%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	8,022	+1,924	$3,715,710	+26.8%	1.38%
VOXR	Vox Royalty Corp. Basic Materials	Held	558,988	0	$2,929,097	+10.5%	1.09%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	52,845	-1,000	$2,521,763	+2.3%	0.94%
XOM	Exxon Mobil Corp Energy	Held	9,227	0	$1,565,452	+41.0%	0.58%
ECHO	EchoStar CORP Communication Services	Held	13,000	0	$1,521,910	+7.7%	0.57%
CRCL	Circle Internet Group, Inc. Financial Services	NEW	12,833	NEW	$1,224,396	NEW	0.46%
GLW	Corning Inc /Ny Technology	Reduced	8,000	-4,500	$1,087,760	−0.6%	0.41%
VOYA	Voya Financial, Inc. Financial Services	Held	15,540	0	$1,061,692	−8.3%	0.40%
AAPL	Apple Inc. Technology	Reduced	4,078	-28,454	$1,034,955	−88.3%	0.39%
RTX	RTX Corp Industrials	Reduced	4,950	-567	$954,855	−5.6%	0.36%
WLK	Westlake Corp Basic Materials	NEW	8,000	NEW	$934,560	NEW	0.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,200	-25,650	$920,192	−89.8%	0.34%
UBER	Uber Technologies, Inc Technology	Held	11,708	0	$842,156	−12.0%	0.31%
KKR	KKR & Co. Inc. Financial Services	NEW	8,800	NEW	$814,000	NEW	0.30%
TROW	Price T Rowe Group Inc Financial Services	Held	9,000	0	$811,260	−12.0%	0.30%
STEW	SRH Total Return Fund, Inc. Financial Services	Held	43,487	0	$743,627	−7.8%	0.28%
OWL	Blue Owl Capital Inc. Financial Services	Added	78,140	+15,600	$713,418	−23.6%	0.27%
WIW	Western Asset Inflation-Linked Opportunities & Income Fund Financial Services	Held	83,413	0	$705,673	−1.5%	0.26%
RMT	Royce Micro-Cap Trust, Inc. Financial Services	Held	62,161	0	$703,040	+8.4%	0.26%
W	Wayfair Inc. Consumer Cyclical	NEW	8,887	NEW	$668,391	NEW	0.25%
HUBS	Hubspot Inc Technology	Held	2,666	0	$650,770	−39.2%	0.24%
C	Citigroup Inc Financial Services	Held	5,500	0	$623,755	−2.8%	0.23%
CALY	Callaway Golf Co Consumer Cyclical	NEW	43,000	NEW	$596,840	NEW	0.22%
CART	Maplebear Inc. Consumer Cyclical	Held	15,700	0	$588,122	−16.7%	0.22%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,925	-27	$520,885	−19.2%	0.19%
PLTM	GraniteShares Platinum Trust	Reduced	26,000	-4,000	$491,660	−16.9%	0.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,638	-1,709	$481,834	−55.3%	0.18%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,600	-2,783	$419,250	−33.0%	0.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,851	-75	$411,798	−1.8%	0.15%
ASA	ASA Gold & Precious Metals Ltd Financial Services	Held	6,500	0	$403,195	+4.0%	0.15%
TY	TRI-CONTINENTAL Corp Financial Services	Held	12,611	0	$398,381	−3.3%	0.15%
FIS	Fidelity National Information Services, Inc. Technology	Reduced	7,695	-93	$360,972	−30.3%	0.13%
PPLT	abrdn Platinum ETF Trust	Reduced	1,850	-550	$329,725	−26.3%	0.12%
PMO	Putnam Municipal Opportunities Trust Financial Services	Held	31,294	0	$322,328	−3.7%	0.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	656	0	$314,355	−4.7%	0.12%
ADX	Adams Diversified Equity Fund, Inc. Financial Services	Reduced	12,705	-27,500	$278,112	−70.3%	0.10%
XYZ	Block, Inc. Technology	Held	4,600	0	$276,828	−7.5%	0.10%
PRU	Prudential Financial Inc Financial Services	Held	2,650	0	$258,878	−13.5%	0.10%
HODL	VanEck Bitcoin ETF	Reduced	12,650	-16,275	$242,374	−66.1%	0.09%
EVRG	Evergy, Inc. Utilities	NEW	2,600	NEW	$212,992	NEW	0.08%
KO	Coca Cola Co Consumer Defensive	NEW	2,738	NEW	$208,224	NEW	0.08%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	1,930	0	$188,372	−16.7%	0.07%