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TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 37.07%
This Fund
S&P 500
This Quarter Est. Return
+4.02%
1 Year Est. Return
+37.07%
3 Year Est. Return
+92.46%
5 Year Est. Return
+88%
10 Year Est. Return
+241.11%
AUM
$868M
AUM Growth
+$80.7M
Cap. Flow
+$53.9M
Cap. Flow %
6.22%
Top 10 Hldgs %
48.55%
Holding
198
New
10
Increased
66
Reduced
33
Closed
18

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$8.32M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.48M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.05M
4
MRNA icon
Moderna
MRNA
+$5.04M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.8M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.74M
2
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.75M
3
IBM icon
IBM
IBM
+$1.69M
4
GEV icon
GE Vernova
GEV
+$1.41M
5
KVYO icon
Klaviyo
KVYO
+$1.35M

Sector Composition

Rank Sector Weight
1 Technology 7.06%
2 Healthcare 1.58%
3 Communication Services 1.36%
4 Financials 1.26%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.33T
$9.03M 1.04%
28,850
+17,670
+158% +$5.05M
AAPL icon
27
Apple
AAPL
$4.57T
$8.84M 1.02%
32,532
-1,273
-4% -$342K
VEA icon
28
Vanguard FTSE Developed Markets ETF
VEA
$236B
$8.75M 1.01%
140,091
+6,711
+5% +$411K
QQQ icon
29
Invesco QQQ Trust
QQQ
$484B
$7.85M 0.91%
12,783
– –
VEU icon
30
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$7.76M 0.89%
105,434
+10
+0% +$727
IVE icon
31
iShares S&P 500 Value ETF
IVE
$49.8B
$7.49M 0.86%
35,319
+20,611
+140% +$4.32M
VUG icon
32
Vanguard Morningstar Growth ETF
VUG
$231B
$7.33M 0.85%
90,192
-2,406
-3% -$195K
VOE icon
33
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$7.16M 0.83%
40,389
+1,290
+3% +$226K
VT icon
34
Vanguard Total World Stock ETF
VT
$79.8B
$6.74M 0.78%
47,782
+748
+2% +$105K
IJH icon
35
iShares Core S&P Mid-Cap ETF
IJH
$127B
$6.5M 0.75%
98,425
+823
+0.8% +$53.9K
VSGX icon
36
Vanguard ESG International Stock ETF
VSGX
$6.74B
$6.31M 0.73%
88,101
+17,279
+24% +$1.22M
CGEM icon
37
Cullinan Oncology
CGEM
$1.14B
$6.16M 0.71%
595,489
– –
IWR icon
38
iShares Russell Mid-Cap ETF
IWR
$57.4B
$5.78M 0.67%
60,040
-51
-0.1% -$4.9K
MRNA icon
39
Moderna
MRNA
$23.6B
$5.47M 0.63%
+185,480
New +$5.04M
XLV icon
40
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$5.03M 0.58%
32,495
+2,054
+7% +$308K
EWJ icon
41
iShares MSCI Japan ETF
EWJ
$23B
$4.71M 0.54%
58,376
+43,620
+296% +$3.58M
XLK icon
42
State Street Technology Select Sector SPDR ETF
XLK
$124B
$4.58M 0.53%
31,832
+88
+0.3% +$12.7K
VXUS icon
43
Vanguard Total International Stock ETF
VXUS
$160B
$4.51M 0.52%
59,722
-1,422
-2% -$106K
VV icon
44
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$4.42M 0.51%
14,040
– –
IWV icon
45
iShares Russell 3000 ETF
IWV
$20.3B
$4.35M 0.5%
11,253
-107
-0.9% -$41.1K
EEM icon
46
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$4.33M 0.5%
79,069
– –
VDE icon
47
Vanguard Energy ETF
VDE
$9.74B
$4.15M 0.48%
32,977
– –
VSS icon
48
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$4.09M 0.47%
28,545
-12,290
-30% -$1.75M
VTV icon
49
Vanguard Morningstar Value ETF
VTV
$191B
$3.86M 0.44%
20,188
– –
ILCG icon
50
iShares Morningstar Growth ETF
ILCG
$3.27B
$3.7M 0.43%
35,571
+429
+1% +$44.8K
1
2
3 4 5

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Twin Focus Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Twin Focus Capital Partners held 198 positions worth $868M, up 10% from $787M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Twin Focus Capital Partners deployed $53.9M of net new capital in Q4 2025, opening 10 new positions and adding to 66 existing holdings. Its largest new stake was Moderna: 185,480 shares worth $5.47M.

By sector, the portfolio is most concentrated in Technology at 7.1% of assets, down from 8.6% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $2.74M trimmed.

  • Twin Focus Capital Partners's largest Q4 2025 buy was Moderna: 185,480 shares worth $5.47M.
  • Twin Focus Capital Partners added most to Amazon in Q4 2025, an estimated $8.32M increase.
  • Twin Focus Capital Partners's biggest Q4 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $2.74M.
  • Twin Focus Capital Partners fully exited IBM in Q4 2025, selling an estimated $1.69M.
  • Twin Focus Capital Partners's ten largest holdings make up 49% of its $868M portfolio in Q4 2025.
  • Twin Focus Capital Partners opened 10 new positions and closed 18 in Q4 2025.
  • Twin Focus Capital Partners's portfolio value rose 10% quarter-over-quarter to $868M.

Based on Twin Focus Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.