Twin-Focus-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "GDX",
  null,
  "TROW",
  "MCHI",
  "PPLT",
  "MU",
  "ABBV",
  "GOOGL",
  "VDE",
  "AIG",
  "TEAM",
  "T",
  "BLK",
  "ADX",
  null,
  "AVGO",
  "STEW",
  null,
  null,
  null,
  null,
  null,
  null,
  "GLP",
  null,
  "ICE",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  "PMO",
  null,
  null,
  null,
  "RMT",
  "ASA",
  "PMM",
  "BTT",
  null,
  "IHD",
  null,
  null,
  null,
  "IWS",
  null,
  "MMC",
  "MSFT",
  "FIS",
  "GE",
  null,
  "WIW",
  "IJR",
  "IWD",
  "VHT",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "IEMG",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GEHC",
  "PRU",
  "PG",
  "VZ",
  null,
  "IEFA",
  null,
  null,
  "RTX",
  "GLD",
  "SPYG",
  null,
  "AMT",
  null,
  "IBM",
  "UBER",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "VWO",
  "VSS",
  "IWV",
  "RNAC",
  "TY",
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  "SDY",
  "IWR",
  null,
  null,
  "VIGI",
  null,
  "CEF",
  "DKNG",
  "VEU",
  "ESGV",
  "VUG",
  "VEA",
  "VGK",
  null,
  "VXUS",
  "BNDX",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WFC",
  null,
  null,
  "CART",
  "TGNA",
  "DIA",
  "GEV",
  "MCK",
  "SPYV",
  null,
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "C",
  "GLW",
  "CRWD",
  "CGEM",
  "DELL",
  "EWJ",
  "IWB",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "LLY",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 154
Total Value: 643831203
Accession Number: 0001172661-25-001761
Form Type: 13F-HR
CIK: twin-focus-capital-partners
Manager Name: Twin-Focus-Capital-Partners

Data Enrichment

71% identified

109 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $643.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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RTX Corp

RTX|75513E101

Shares:6.6K

Value:$877.5K

% of Portfolio:0.1% ($877.5K/$643.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.4K

Value:$876.1K

% of Portfolio:0.1% ($876.1K/$643.8M)

Uber Technologies, Inc

UBER|90353T100

Shares:11.7K

Value:$853.0K

% of Portfolio:0.1% ($853.0K/$643.8M)

MCKESSON CORP

MCK|58155Q103

Shares:1.2K

Value:$807.6K

% of Portfolio:0.1% ($807.6K/$643.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$643.8M)

GE Vernova Inc.

GEV|36828A101

Shares:2.6K

Value:$791.6K

% of Portfolio:0.1% ($791.6K/$643.8M)

ADAMS DIVERSIFIED EQUITY FUND, INC.

ADX|006212104

Shares:40.2K

Value:$763.5K

% of Portfolio:0.1% ($763.5K/$643.8M)

922908751

VB|922908751

Shares:3.3K

Value:$736.0K

% of Portfolio:0.1% ($736.0K/$643.8M)

NVIDIA CORP

NVDA|67066G104

Shares:6.7K

Value:$725.1K

% of Portfolio:0.1% ($725.1K/$643.8M)

37954Y343

Shares:13.4K

Value:$712.4K

% of Portfolio:0.1% ($712.4K/$643.8M)

922908553

VNQ|922908553

Shares:7.7K

Value:$695.2K

% of Portfolio:0.1% ($695.2K/$643.8M)

74347X849

Shares:29.2K

Value:$689.1K

% of Portfolio:0.1% ($689.1K/$643.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.9K

Value:$680.5K

% of Portfolio:0.1% ($680.5K/$643.8M)

Maplebear Inc.

CART|565394103

Shares:15.7K

Value:$626.3K

% of Portfolio:0.1% ($626.3K/$643.8M)

78464A847

Shares:12.2K

Value:$624.4K

% of Portfolio:0.1% ($624.4K/$643.8M)

78463X756

Shares:11.0K

Value:$622.9K

% of Portfolio:0.1% ($622.9K/$643.8M)

Alphabet Inc.

GOOG|02079K107

Shares:3.9K

Value:$607.7K

% of Portfolio:0.1% ($607.7K/$643.8M)

WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND

WIW|95766R104

Shares:65.1K

Value:$571.9K

% of Portfolio:0.1% ($571.9K/$643.8M)

AT&T INC.

T|00206R102

Shares:19.5K

Value:$552.2K

% of Portfolio:0.1% ($552.2K/$643.8M)

46090A887

Shares:11.0K

Value:$550.3K

% of Portfolio:0.1% ($550.3K/$643.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	6.6K	QoQ -7.66% (-550) YoY -17.18% (-1.4K)	All Managers (Combined)	$877.5K	0.1% ($877.5K/$643.8M)	QoQ +5.69% (-$47.3K) YoY +12.47% (-$97.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.4K	QoQ -45.80% (-3.7K) YoY -56.56% (-5.7K)	All Managers (Combined)	$876.1K	0.1% ($876.1K/$643.8M)	QoQ -34.97% (-$471.1K) YoY -50.47% (-$892.8K)
Uber Technologies, Inc(UBERcusip90353T100)	11.7K	QoQ +4.46% (+500) YoY +4.46% (-500)	All Managers (Combined)	$853.0K	0.1% ($853.0K/$643.8M)	QoQ +26.17% (+$177.0K) YoY -1.14% (-$9.9K)
MCKESSON CORP(MCKcusip58155Q103)	1.2K	QoQ 0.00% (+0) YoY -20.00% (-300)	All Managers (Combined)	$807.6K	0.1% ($807.6K/$643.8M)	QoQ +18.08% (+$123.7K) YoY +0.28% (-$2.3K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$643.8M)	QoQ NEW(+$798.4K) YoY +25.84% (+$164.0K)
GE Vernova Inc.(GEVcusip36828A101)	2.6K	QoQ +2.97% (-75) YoY NEW(+2.6K)	All Managers (Combined)	$791.6K	0.1% ($791.6K/$643.8M)	QoQ -4.42% (-$36.7K) YoY NEW(+$791.6K)
ADAMS DIVERSIFIED EQUITY FUND, INC.(ADXcusip006212104)	40.2K	QoQ 0.00% (-0) YoY -57.39% (-54.2K)	All Managers (Combined)	$763.5K	0.1% ($763.5K/$643.8M)	QoQ -5.99% (-$48.6K) YoY -58.55% (-$1.1M)
(VBcusip922908751)	3.3K	QoQ +9.32% (+283) YoY -40.70% (-2.3K)	All Managers (Combined)	$736.0K	0.1% ($736.0K/$643.8M)	QoQ +0.88% (+$6.4K) YoY -42.46% (-$543.3K)
NVIDIA CORP(NVDAcusip67066G104)	6.7K	QoQ -84.93% (-37.7K) YoY +1485.30% (+6.3K)	All Managers (Combined)	$725.1K	0.1% ($725.1K/$643.8M)	QoQ -87.84% (-$5.2M) YoY +90.15% (+$343.8K)
(cusip37954Y343)✕	13.4K	QoQ 0.00% (+0) YoY +47.33% (+4.3K)	All Managers (Combined)	$712.4K	0.1% ($712.4K/$643.8M)	QoQ +7.73% (+$51.1K) YoY +62.64% (+$274.4K)
(VNQcusip922908553)	7.7K	QoQ -4.21% (-338) YoY NEW(+7.7K)	All Managers (Combined)	$695.2K	0.1% ($695.2K/$643.8M)	QoQ -2.64% (-$18.9K) YoY NEW(+$695.2K)
(cusip74347X849)✕	29.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$689.1K	0.1% ($689.1K/$643.8M)	QoQ -4.22% (-$30.4K) YoY +1.76% (+$12.0K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$680.5K	0.1% ($680.5K/$643.8M)	QoQ NEW(+$680.5K) YoY NEW(+$680.5K)
Maplebear Inc.(CARTcusip565394103)	15.7K	QoQ NEW(+15.7K) YoY NEW(+15.7K)	All Managers (Combined)	$626.3K	0.1% ($626.3K/$643.8M)	QoQ NEW(+$626.3K) YoY NEW(+$626.3K)
(cusip78464A847)✕	12.2K	QoQ 0.00% (-0) YoY -15.27% (-2.2K)	All Managers (Combined)	$624.4K	0.1% ($624.4K/$643.8M)	QoQ -6.41% (-$42.8K) YoY -18.70% (-$143.7K)
(cusip78463X756)✕	11.0K	QoQ 0.00% (-0) YoY -35.03% (-5.9K)	All Managers (Combined)	$622.9K	0.1% ($622.9K/$643.8M)	QoQ -3.37% (-$21.8K) YoY -34.07% (-$321.9K)
Alphabet Inc.(GOOGcusip02079K107)	3.9K	QoQ -13.84% (-625) YoY -14.97% (-685)	All Managers (Combined)	$607.7K	0.1% ($607.7K/$643.8M)	QoQ -29.31% (-$252.1K) YoY -12.75% (-$88.9K)
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND(WIWcusip95766R104)	65.1K	QoQ +8.14% (+4.9K) YoY +12.74% (+7.4K)	All Managers (Combined)	$571.9K	0.1% ($571.9K/$643.8M)	QoQ +14.94% (+$74.4K) YoY +14.83% (+$73.9K)
AT&T INC.(Tcusip00206R102)	19.5K	QoQ +11.35% (+2.0K) YoY +11.35% (+2.0K)	All Managers (Combined)	$552.2K	0.1% ($552.2K/$643.8M)	QoQ +38.30% (+$152.9K) YoY +78.92% (+$243.6K)
(cusip46090A887)✕	11.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$550.3K	0.1% ($550.3K/$643.8M)	QoQ +0.01% (+$110) YoY +0.46% (+$2.5K)