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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
STEW
101
SRH Total Return Fund
STEW
$1.81B
$806K 0.09%
43,487
– –
IWO icon
102
iShares Russell 2000 Growth ETF
IWO
$15.1B
$759K 0.09%
+2,350
New +$764K
BRK.A icon
103
Berkshire Hathaway Class A
BRK.A
$1.12T
$755K 0.09%
1
– –
WIW
104
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$513M
$717K 0.08%
83,413
+11,450
+16% +$101K
HODL icon
105
VanEck Bitcoin Trust
HODL
$1.08B
$715K 0.08%
28,925
-3,000
-9% -$84.9K
SPMD icon
106
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$707K 0.08%
12,200
– –
CART icon
107
Maplebear
CART
$11.8B
$706K 0.08%
15,700
– –
GDX icon
108
VanEck Gold Miners ETF
GDX
$27.4B
$705K 0.08%
8,223
-800
-9% -$63.2K
VGT icon
109
Vanguard Information Technology ETF
VGT
$149B
$656K 0.08%
+6,960
New +$661K
URA icon
110
Global X Uranium ETF
URA
$6.22B
$654K 0.08%
15,300
– –
RMT
111
Royce Micro-Cap Trust
RMT
$761M
$648K 0.07%
62,161
– –
UNH icon
112
UnitedHealth
UNH
$370B
$644K 0.07%
1,952
+27
+1% +$9.15K
INDA icon
113
iShares MSCI India ETF
INDA
$6.63B
$642K 0.07%
11,885
-2,632
-18% -$142K
C icon
114
Citigroup
C
$226B
$642K 0.07%
5,500
– –
BAC icon
115
Bank of America
BAC
$442B
$626K 0.07%
11,383
+449
+4% +$23.7K
NLR icon
116
VanEck Uranium + Nuclear Energy ETF
NLR
$4.18B
$615K 0.07%
4,950
– –
EFV icon
117
iShares MSCI EAFE Value ETF
EFV
$29.4B
$612K 0.07%
8,569
-1,998
-19% -$139K
FMDE icon
118
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8B
$602K 0.07%
16,546
– –
MLPA icon
119
Global X MLP ETF
MLPA
$2.26B
$600K 0.07%
12,384
-1,000
-7% -$48.2K
PLTM icon
120
GraniteShares Platinum Shares
PLTM
$189M
$592K 0.07%
30,000
– –
SCZ icon
121
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$568K 0.07%
7,320
– –
MCHI icon
122
iShares MSCI China ETF
MCHI
$6.38B
$560K 0.06%
9,318
– –
GSY icon
123
Invesco Ultra Short Duration ETF
GSY
$3.9B
$552K 0.06%
10,980
– –
IEF icon
124
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$547K 0.06%
5,688
+2,782
+96% +$269K
EFA icon
125
iShares MSCI EAFE ETF
EFA
$80.2B
$539K 0.06%
5,616
+510
+10% +$48.4K
3 4
5
6 7

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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.