Fund HoldingsTwin Lakes Capital Management, LLC

Total Portfolio Value
$225.13M
Total Bought
$37.71M
Total Sold
$44.90M
Net Transaction
-$7.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0374,717+374,717034,24215.21%+34,242
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
52,46751,850-61712,38514,2796.34%+1,894
APPLE INC(AAPL)81,65881,492-16620,79322,1549.84%+1,362
CAPRI HOLDINGS LIMITED
SHS
317,628314,742-2,8866,3277,6803.41%+1,353
PROTAGONIST THERAPEUTICS INC(PTGX)60,61660,61604,0275,2942.35%+1,267
SOUTHWEST AIRLS CO(LUV)0109,402+109,40204,5222.01%+4,522
FEDEX CORP(FDX)18,75218,606-1464,4225,3752.39%+953
ALPHABET INC(GOOG)10,95810,920-382,6643,4181.52%+754
GILEAD SCIENCES INC(GILD)058,754+58,75407,2113.20%+7,211
EXXON MOBIL CORP39,44939,589+1404,4484,7642.12%+316
SCHWAB CHARLES CORP(SCHW)66,33666,476+1406,3336,6422.95%+308
INCYTE CORP(INCY)20,00020,00001,6961,9750.88%+279
ALPHABET INC(GOOG)2,7382,740+26678600.38%+193
CENTRAL PAC FINL CORP(CPF)184,244185,158+9145,5905,7702.56%+180
AMAZON COM INC(AMZN)016,596+16,59603,8311.70%+3,831
ADVANCED MICRO DEVICES INC(AMD)2,6072,60704225580.25%+137
CISCO SYS INC(CSCO)014,670+14,67001,1300.50%+1,130
UNITED PARCEL SERVICE INC(UPS)010,269+10,26901,0190.45%+1,019
VANGUARD INDEX FDS13,08713,160+734,2954,4121.96%+117
ELI LILLY & CO(LLY)0325+32503490.16%+349
ESTABLISHMENT LABS HLDGS INC(ESTA)02,931+2,93102140.09%+214
AMERICAN EXPRESS CO(AXP)2,5992,584-158639560.42%+93
JPMORGAN CHASE & CO.(JPM)13,94213,902-404,3984,4791.99%+82
CVS HEALTH CORP(CVS)17,10117,192+911,2891,3640.61%+75
SPDR S&P 500 ETF TR(SPY)7,4557,380-754,9665,0332.24%+66
SPDR GOLD TR(GLD)2,3902,310-808509150.41%+66
JOHNSON & JOHNSON(JNJ)7,6307,143-4871,4151,4780.66%+64
VISA INC(V)05,829+5,82902,0440.91%+2,044
INTEL CORP(INTC)16,95216,95205696260.28%+57
REGENERON PHARMACEUTICALS(REGN)26526501492050.09%+56
JAZZ PHARMACEUTICALS PLC(JAZZ)1,6151,554-612132640.12%+51
BRISTOL-MYERS SQUIBB CO(BMY)05,031+5,03102710.12%+271
VANECK ETF TRUST
GOLD MINERS ETF
3,9874,014+273053440.15%+40
AMICUS THERAPEUTICS INC
COM
6,0006,000047850.04%+38
NOVARTIS AG(NVS)3,9053,90505015380.24%+38
SOLSTICE ADVANCED MATLS INC(SOLS)0757+7570370.02%+37
VANGUARD INDEX FDS3,6883,695+71,7691,8030.80%+34
PLANET FITNESS INC(PLNT)09,449+9,44901,0250.46%+1,025
MERCK & CO INC(MRK)1,3181,322+41111390.06%+29
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,1271,12703153420.15%+28
REGIONS FINANCIAL CORP NEW(RF)27,79028,062+2727337600.34%+28
UNITED AIRLS HLDGS INC(UAL)1,5501,55001501730.08%+24
GOLDMAN SACHS GROUP INC(GS)532507-254244460.20%+22
MOODYS CORP(MCO)0620+62003170.14%+317
INTERNATIONAL BUSINESS MACHS(IBM)01,452+1,45204300.19%+430
IONIS PHARMACEUTICALS INC(IONS)1,5001,5000981190.05%+21
AGNICO EAGLE MINES LTD(AEM)18,13718,13703,0573,0751.37%+18
PNC FINL SVCS GROUP INC(PNC)1,8301,844+143683850.17%+17
RELIANCE INC(RS)01,633+1,63304720.21%+472
EATON VANCE TAX-MANAGED GLOB(ETW)38,28939,129+8403473610.16%+14
MILLERKNOLL INC(MLKN)045,619+45,61908340.37%+834
ISHARES GOLD TR(IAU)6,8296,289-5404975100.23%+14
INVESCO QQQ TR850852+25105230.23%+13
WALMART INC(WMT)3,4983,337-1613613720.17%+11
PROLOGIS INC.(PLD)1,1431,113-301311420.06%+11
3M CO(MMM)2,1862,18603393500.16%+11
HILTON WORLDWIDE HLDGS INC(HLT)0366+36601050.05%+105
NEXTERA ENERGY INC(NEE)1,9201,923+31451540.07%+9
BIOGEN INC(BIIB)250250035440.02%+9
LULULEMON ATHLETICA INC(LULU)0292+2920610.03%+61
FREEPORT-MCMORAN INC(FCX)0730+7300370.02%+37
MORGAN STANLEY(MS)408408065720.03%+8
ROSS STORES INC(ROST)270270041490.02%+7
VANGUARD INTL EQUITY INDEX F18,21018,490+2809879940.44%+7
WARNER BROS DISCOVERY INC(WBD)793793015230.01%+7
GOLD FIELDS LTD(GFI)4,3234,32301811890.08%+7
PACIFIC BIOSCIENCES CALIF IN011,557+11,5570220.01%+22
VIATRIS INC(VTRS)02,498+2,4980310.01%+31
GE VERNOVA INC(GEV)135135083880.04%+5
MODERNA INC(MRNA)01,727+1,7270510.02%+51
AMPLIFY ETF TR6,0766,076079840.04%+5
JOHNSON CTLS INTL PLC
SHS
0500+5000600.03%+60
CARNIVAL CORP03,000+3,0000920.04%+92
AGILENT TECHNOLOGIES INC(A)1,2841,247-371651700.08%+5
TESLA INC(TSLA)89789703994030.18%+4
EDISON INTL(EIX)0750+7500450.02%+45
NASDAQ INC(NDAQ)0450+4500440.02%+44
GE AEROSPACE(GE)54054001621660.07%+4
DELTA AIR LINES INC DEL(DAL)0300+3000210.01%+21
MEDTRONIC PLC(MDT)4,2054,20504014040.18%+3
BANK HAWAII CORP0987+9870680.03%+68
SOLVENTUM CORP(SOLV)0532+5320420.02%+42
SPROTT ASSET MANAGEMENT LP1,0001,000014170.01%+3
RTX CORPORATION(RTX)200200033370.02%+3
ISHARES TR
MSCI UK ETF NEW
01,510+1,5100660.03%+66
ALLIANCEBERNSTEIN HLDG L P(AB)02,631+2,63101010.04%+101
VANECK ETF TRUST
VANECK VIETNAM
2,0072,007036380.02%+2
SPDR SERIES TRUST
ST STR BL 12 ETF
025+25020.00%+2
AFFIRM HLDGS INC(AFRM)1,8111,81101321350.06%+2
UNITY SOFTWARE INC(U)570570023250.01%+2
VANGUARD INDEX FDS33533501031050.05%+2
TARGET CORP(TGT)0229+2290220.01%+22
SHOPIFY INC(SHOP)150150022240.01%+2
HAWAIIAN ELEC INDUSTRIES(HE)01,400+1,4000170.01%+17
DANAHER CORPORATION(DHR)056+560130.01%+13
ISHARES TR
CORE MSCI EAFE
0742+7420660.03%+66
LEAR CORP(LEA)0112+1120130.01%+13
PEPSICO INC(PEP)489489069700.03%+2
COCA COLA CO(KO)0400+4000280.01%+28
ISHARES TR
MSCI INDIA ETF
08,512+8,51204600.20%+460
Page 1 of 1