TWIN FOCUS CAPITAL PARTNERS, LLC
Top Portfolio Positions
52 positions ·
$268,822,091 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
1,161,576 | $102,404,540 | 38.09% | |
| DELL |
Dell Technologies Inc.
Technology
|
225,500 | $37,011,315 | 13.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
47,820 | $31,099,258 | 11.57% | |
| GLD |
Spdr Gold Trust
|
67,740 | $29,147,844 | 10.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,495 | $9,520,584 | 3.54% | |
| MRNA |
Moderna, Inc.
Healthcare
|
185,601 | $9,428,530 | 3.51% | |
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
595,489 | $8,461,898 | 3.15% | |
| 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
Holdings in PMM
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $147,556 | 23,993 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $150,436 | 23,993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $144,917 | 23,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $143,478 | 23,993 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $147,077 | 23,993 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $143,238 | 23,993 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $156,194 | 23,993 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $143,718 | 23,993 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $376,309 | 61,893 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $338,554 | 61,893 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $376,928 | 61,893 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $379,404 | 61,893 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $388,688 | 61,893 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $349,076 | 61,893 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $409,731 | 61,893 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $437,583 | 61,893 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $542,801 | 61,893 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $516,187 | 61,893 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $542,801 | 61,893 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $504,427 | 61,893 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $499,476 | 61,893 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $474,100 | 61,893 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $453,675 | 61,893 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $445,629 | 61,893 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||