Fund HoldingsTwin Lakes Capital Management, LLC

Total Portfolio Value
$219.90M
Total Bought
$6.65M
Total Sold
$31.90M
Net Transaction
-$25.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
51,85049,228-2,62214,27919,2868.77%+5,007
NETFLIX INC.(NFLX)036,980+36,98003,5561.62%+3,556
EXXON MOBIL CORP39,58939,183-4064,7646,6483.02%+1,884
SERVICENOW INC(NOW)050,054+50,05405,2332.38%+5,233
FEDEX CORP(FDX)18,60618,364-2425,3756,5412.97%+1,166
GILEAD SCIENCES INC(GILD)58,75458,102-6527,2118,0983.68%+886
PROTAGONIST THERAPEUTICS INC(PTGX)60,61658,187-2,4295,2946,1332.79%+839
L3HARRIS TECHNOLOGIES INC(LHX)014,157+14,15704,8862.22%+4,886
AGNICO EAGLE MINES LTD(AEM)18,13718,13703,0753,6821.67%+607
JOHNSON & JOHNSON(JNJ)7,1437,048-951,4781,7230.78%+245
VANGUARD INSTL INDEX FD02,663+2,66302010.09%+201
CENTRAL PAC FINL CORP(CPF)185,158184,144-1,0145,7705,8852.68%+116
LOCKHEED MARTIN CORP(LMT)01,450+1,45008770.40%+877
INTEL CORP(INTC)16,95216,453-4996267260.33%+101
HONEYWELL INTL INC(HON)03,054+3,05406900.31%+690
SCHWAB STRATEGIC TR02,925+2,9250900.04%+90
SPDR GOLD TR(GLD)2,3102,31009159940.45%+78
CHEVRON CORPORATION(CVX)01,353+1,35302800.13%+280
EATON CORP PLC(ETN)01,538+1,53805500.25%+550
ALTERITY THERAPEUTICS LTD0139,258+139,25804850.22%+485
PFIZER INC(PFE)016,013+16,01304500.20%+450
CARNIVAL CORP02,010+2,0100520.02%+52
NOVARTIS AG(NVS)3,9053,830-755385850.27%+47
SIX FLAGS ENTERTAINMENT CORP(FUN)033,837+33,83706010.27%+601
COSTCO WHOLESALE CORPORATION(COST)0318+31803170.14%+317
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,1271,12703423810.17%+38
GE VERNOVA INC(GEV)1351350881180.05%+30
JAZZ PHARMACEUTICALS PLC(JAZZ)1,5541,55402642940.13%+30
APA CORPORATION(APA)01,499+1,4990640.03%+64
RELIANCE INC(RS)1,6331,640+74724980.23%+27
NORTHROP GRUMMAN CORP(NOC)0221+22101510.07%+151
NEXTERA ENERGY INC(NEE)1,9231,926+31541790.08%+25
VANECK ETF TRUST
GOLD MINERS ETF
4,0144,01403443680.17%+24
SOLSTICE ADVANCED MATLS INC(SOLS)757757037580.03%+21
MERCK & CO INC(MRK)1,3221,325+31391590.07%+20
ISHARES GOLD TR(IAU)6,2895,969-3205105260.24%+16
BRISTOL-MYERS SQUIBB CO(BMY)5,0314,731-3002712870.13%+16
CISCO SYS INC(CSCO)14,67014,750+801,1301,1440.52%+14
GENERAC HLDGS INC(GNRC)0243+2430470.02%+47
BP PLC(BP)01,129+1,1290530.02%+53
AIR PRODUCTS AND CHEMICALS I0289+2890840.04%+84
MODERNA INC(MRNA)1,7271,231-49651630.03%+12
EDISON INTL(EIX)750761+1145560.03%+11
LI AUTO INC(LI)09,384+9,38401670.08%+167
HERSHEY CO(HSY)0300+3000620.03%+62
GOLD FIELDS LTD(GFI)4,3234,32301891960.09%+8
DEERE & CO(DE)068+680380.02%+38
AMPLIFY ETF TR6,0766,076084900.04%+7
BANK HAWAII CORP987997+1068740.03%+7
VIR BIOTECHNOLOGY INC(VIR)02,195+2,1950200.01%+20
EASTMAN CHEM CO(EMN)0500+5000380.02%+38
FREEPORT MCMORAN INC(FCX)730730037430.02%+6
PEPSICO INC(PEP)489489070760.03%+6
JOHNSON CONTROLS INTERNATION
SHS
500500060650.03%+6
TARGET CORP(TGT)229229022280.01%+5
UNION PAC CORP(UNP)0424+42401030.05%+103
CELANESE CORP DEL(CE)0196+1960130.01%+13
HAWAIIAN ELEC INDS INC MTN B(HE)1,4001,400017210.01%+4
ISHARES INC01,923+1,9230530.02%+53
ISHARES INC0483+4830360.02%+36
VIATRIS INC(VTRS)2,4982,509+1131340.02%+3
HA SUSTAINABLE INFRA CAP INC(HASI)0518+5180190.01%+19
COCA COLA CO(KO)400400028300.01%+2
ISHARES TR
MSCI UK ETF NEW
1,5101,510066690.03%+2
VANGUARD WORLD FD
UTILITIES ETF
0175+1750350.02%+35
WASTE MGMT INC DEL(WM)0206+2060470.02%+47
HONEST CO INC06,008+6,0080180.01%+18
RTX CORPORATION(RTX)200200037390.02%+2
ISHARES INC
CORE MSCI EMKT
0697+6970490.02%+49
PROSHARES TR
S&P 500 DV ARIST
0614+6140650.03%+65
CARRIER GLOBAL CORPORATION(CARR)0300+3000170.01%+17
PNC FINL SVCS GROUP INC(PNC)1,8441,855+113853860.18%+1
FRANCO NEV CORP(FNV)023+23060.00%+6
SMURFIT WESTROCK PLC(SW)0699+6990280.01%+28
ISHARES TR
CORE MSCI EAFE
742742066670.03%+1
LEAR CORP(LEA)112112013140.01%+1
FORTINET INC(PG)07,293+7,29307930.36%+793
UNITED PARCEL SVCS INC(UPS)10,26910,360+911,0191,0190.46%+1
EDITAS MEDICINE INC01,250+1,250030.00%+3
ISHARES TR
RUSEL 2500 ETF
0334+3340260.01%+26
ISHARES TR0119+1190250.01%+25
ISHARES TR040+40080.00%+8
CALAMOS CONV OPPORTUNITIES &(CHI)0334+334040.00%+4
VANGUARD STAR FDS0100+100080.00%+8
VERSANT MEDIA GROUP INC(VSNT)02+2000.00%0
MGM RESORTS INTERNATIONAL(MGM)053+53020.00%+2
COPA HOLDINGS SA(CPA)01+1000.00%0
LUMEN TECHNOLOGIES INC(LUMN)014+14000.00%0
ORGANON & CO(OGN)041+41000.00%0
COMCAST CORP NEW(CCZ)070+70020.00%+2
ISHARES TR
BROAD USD HIGH
0139+139050.00%+5
EURONET WORLDWIDE INC(EEFT)08+8010.00%+1
MILLROSE PPTYS INC(MRP)056+56020.00%+2
MASTERBRAND INC(MBC)063+63010.00%+1
VERALTO CORP(VLTO)017+17020.00%+2
HARLEY DAVIDSON INC(HOG)03,758+3,7580760.03%+76
ISHARES TR026+26080.00%+8
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
01,358+1,3580800.04%+80
BEST BUY INC(BBY)0100+100060.00%+6
ALLIANCEBERNSTEIN HLDG L P(AB)2,6312,695+641011010.05%-0
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