Institutions / Twin Focus Capital Partners, LLC

Twin Focus Capital Partners, LLC

CIK 1387761 · Institution · as of Mar 31, 2026
Portfolio value
$870.14M
Positions
172
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$870.14M+0.3%
$870.14M$868.90M$867.65MQ4 '25Q1 '26

Positions

172-4.4%
180176172Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 172 →
CompanyClassValueShares% of portfolio
iShares Gold Tr$102.40M1,161,57611.8%
iShares Tr$93.87M1,036,89810.8%
Vanguard Index Fds$68.98M215,0237.9%
Dell Technologies Inc.$37.01M225,5004.3%
State Str SPDR S&P 500 ETF T$31.10M47,8203.6%
SPDR Gold Tr$29.15M67,7403.3%
iShares MSCI UAE ETF$25.17M176,7212.9%
SPDR Series Trust$21.48M219,3932.5%
Vanguard Index Fds$19.49M32,6112.2%
iShares Tr$18.29M184,2042.1%
Vanguard Malvern Fds$17.01M340,6212.0%
iShares Tr$15.37M135,8611.8%
iShares Tr$14.68M41,1611.7%
Vanguard Intl Equity Index F$12.94M239,3691.5%
iShares Tr$12.63M114,4411.5%
BNY Mellon ETF Trust$11.26M252,8191.3%
Vanguard Specialized Funds$11.15M51,8691.3%
iShares Inc$10.74M153,9171.2%
iShares Tr$10.53M16,1161.2%
Vanguard Tax-Managed Fds$10.40M162,3341.2%
Select Sector SPDR Tr$9.65M210,2121.1%
Invesco Qqq Tr$9.52M16,4951.1%
iShares Tr$9.52M65,3091.1%
Moderna, Inc.$9.43M185,6011.1%
Vanguard World Fd$8.66M77,0951.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Exit47103U845
Common stock
$-14.68M-290K
-100.00%
0
medium
Q1 2026
as of
ExitAmazon.com Inc
Common stock
$-9.65M-42K
-100.00%
0
medium
Q1 2026
as of
Add78462F103
Common stock
$8.64M+13K
+38.46%
47,820
3.57% of portfolio
medium
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-7.38M-26K
-88.91%
3,200
0.11% of portfolio
medium
Q1 2026
as of
TrimApple Inc.
Common stock
$-7.22M-28K
-87.46%
4,078
0.12% of portfolio
medium
Q1 2026
as of
Add464285204
Common stock
$4.86M+55K
+4.98%
1,161,576
11.77% of portfolio
low
Q1 2026
as of
Add41151J505
Common stock
$3.19M+103K
+96.16%
209,580
0.75% of portfolio
low
Q1 2026
as of
Trim922908769
Common stock
$-3.05M-10K
-4.23%
215,023
7.93% of portfolio
low
Q1 2026
as of
ExitMicrosoft Corp
Common stock
$-2.76M-6K
-100.00%
0
low
Q1 2026
as of
Add464287226
Common stock
$2.43M+24K
+15.29%
184,204
2.10% of portfolio
low