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 STEW
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $743,627 | 43,487 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $806,248 | 43,487 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $789,723 | 43,487 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $768,850 | 43,487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $949,077 | 55,019 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $881,404 | 55,019 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $869,300 | 55,019 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $828,586 | 55,019 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $763,113 | 55,019 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $714,146 | 55,019 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $730,652 | 55,019 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $675,633 | 55,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $698,741 | 55,019 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $598,606 | 55,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $657,477 | 55,019 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $815,931 | 55,019 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $742,543 | 52,255 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $570,114 | 43,487 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $588,813 | 43,487 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $547,066 | 43,487 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $436,231 | 39,159 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $346,590 | 34,659 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $326,487 | 34,659 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $318,862 | 34,659 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||