TWIN FOCUS CAPITAL PARTNERS, LLC
Top Portfolio Positions
53 positions ·
$269,136,446 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
1,161,576 | $102,404,540 | 38.05% | |
| DELL |
Dell Technologies Inc.
Technology
|
225,500 | $37,011,315 | 13.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
47,820 | $31,099,258 | 11.56% | |
| GLD |
Spdr Gold Trust
|
67,740 | $29,147,844 | 10.83% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,495 | $9,520,584 | 3.54% | |
| MRNA |
Moderna, Inc.
Healthcare
|
185,601 | $9,428,530 | 3.50% | |
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
595,489 | $8,461,898 | 3.14% | |
| KVYO |
Klaviyo, Inc.
Technology
|
364,666 | $7,096,400 | 2.64% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
8,022 | $3,715,710 | 1.38% | |
| VOXR |
Vox Royalty Corp.
Basic Materials
|
558,988 | $2,929,097 | 1.09% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CGEM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,461,898 | 595,489 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,163,311 | 595,489 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,531,249 | 595,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,484,032 | 595,489 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,507,851 | 595,489 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,253,056 | 595,489 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,968,485 | 595,489 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,385,328 | 595,489 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||