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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
EMQQ icon
151
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$273M
$372K 0.04%
9,211
+716
+8% +$31.1K
VZ icon
152
Verizon
VZ
$196B
$355K 0.04%
8,719
+119
+1% +$4.83K
PMO
153
Franklin Municipal Opportunities Trust
PMO
$285M
$335K 0.04%
31,294
– –
VIGI icon
154
Vanguard International Dividend Appreciation ETF
VIGI
$9.31B
$334K 0.04%
3,650
– –
BRK.B icon
155
Berkshire Hathaway Class B
BRK.B
$1.13T
$330K 0.04%
656
– –
DGRW icon
156
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$315K 0.04%
3,518
– –
XLF icon
157
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$300K 0.03%
+5,479
New +$292K
XYZ
158
Block Inc
XYZ
$47.5B
$299K 0.03%
4,600
– –
PRU icon
159
Prudential Financial
PRU
$41.8B
$299K 0.03%
2,650
– –
IDXX icon
160
Idexx Laboratories
IDXX
$46.2B
$298K 0.03%
440
– –
CLOA icon
161
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.26B
$298K 0.03%
5,750
– –
EFG icon
162
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$293K 0.03%
2,572
-120
-4% -$13.8K
SPTM icon
163
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$266K 0.03%
3,228
– –
VGK icon
164
Vanguard FTSE Europe ETF
VGK
$31.1B
$260K 0.03%
3,110
+29
+0.9% +$2.36K
ABBV icon
165
AbbVie
ABBV
$435B
$247K 0.03%
1,082
+57
+6% +$13K
BTT icon
166
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$246K 0.03%
10,790
– –
SPTI icon
167
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$245K 0.03%
8,510
– –
EMXC icon
168
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$240K 0.03%
3,305
– –
MRSH
169
Marsh
MRSH
$91.5B
$233K 0.03%
1,253
– –
IQLT icon
170
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$223K 0.03%
4,900
– –
ACWI icon
171
iShares MSCI ACWI ETF
ACWI
$33.4B
$217K 0.03%
1,535
– –
XLY icon
172
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$216K 0.02%
+1,810
New +$215K
MS icon
173
Morgan Stanley
MS
$340B
$210K 0.02%
+1,183
New +$197K
ACWX icon
174
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$207K 0.02%
+3,084
New +$204K
BNDX icon
175
Vanguard Total International Bond ETF
BNDX
$83.1B
$207K 0.02%
4,281
+81
+2% +$4K
4 5 6
7
8

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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.