Twin Lakes Capital Management as of Sept. 30, 2024
Portfolio Holdings for Twin Lakes Capital Management
Twin Lakes Capital Management holds 239 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 12.5 | $19M | 83k | 233.00 | |
Capri Holdings SHS (CPRI) | 4.7 | $7.3M | 172k | 42.44 | |
Gilead Sciences (GILD) | 4.1 | $6.3M | 75k | 83.84 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 3.8 | $5.8M | 53k | 109.53 | |
Central Pac Finl Corp Com New (CPF) | 3.5 | $5.5M | 185k | 29.51 | |
FedEx Corporation (FDX) | 3.4 | $5.2M | 19k | 273.68 | |
Servicenow (NOW) | 3.1 | $4.8M | 5.4k | 894.39 | |
Exxon Mobil Corporation (XOM) | 3.0 | $4.6M | 40k | 117.22 | |
Charles Schwab Corporation (SCHW) | 2.9 | $4.5M | 70k | 64.81 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $4.3M | 7.5k | 573.77 | |
Southwest Airlines (LUV) | 2.4 | $3.8M | 128k | 29.63 | |
Starwood Property Trust (STWD) | 2.4 | $3.8M | 185k | 20.38 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $3.7M | 13k | 283.15 | |
Microsoft Corporation (MSFT) | 2.4 | $3.6M | 8.5k | 430.31 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $3.6M | 7.8k | 460.26 | |
L3harris Technologies (LHX) | 2.2 | $3.4M | 14k | 237.88 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 2.1 | $3.2M | 158k | 20.51 | |
Amazon (AMZN) | 2.0 | $3.1M | 17k | 186.33 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $2.9M | 14k | 210.87 | |
Eaton Vance Tax-managed Glob | 1.8 | $2.8M | 62k | 45.00 | |
Meta Platforms Cl A (META) | 1.6 | $2.5M | 4.4k | 572.46 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.1M | 13k | 165.85 | |
United Parcel Service CL B (UPS) | 1.4 | $2.1M | 15k | 136.34 | |
CVS Caremark Corporation (CVS) | 1.2 | $1.9M | 30k | 62.88 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 1.1 | $1.7M | 16k | 106.12 | |
Six Flags Entertainment Corp (FUN) | 1.1 | $1.7M | 42k | 40.31 | |
Visa Com Cl A (V) | 1.0 | $1.6M | 5.8k | 274.93 | |
Agnico (AEM) | 1.0 | $1.6M | 20k | 80.56 | |
Boeing Company (BA) | 1.0 | $1.5M | 9.9k | 152.04 | |
Johnson & Johnson (JNJ) | 0.9 | $1.4M | 8.9k | 162.06 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.4M | 3.7k | 383.93 | |
Incyte Corporation (INCY) | 0.9 | $1.3M | 20k | 66.10 | |
Herman Miller (MLKN) | 0.8 | $1.3M | 53k | 24.76 | |
NVIDIA Corporation (NVDA) | 0.7 | $1.1M | 8.7k | 121.44 | |
Workday Cl A (WDAY) | 0.7 | $1.0M | 4.2k | 244.41 | |
Lockheed Martin Corporation (LMT) | 0.6 | $897k | 1.5k | 584.46 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $882k | 18k | 47.85 | |
Planet Fitness Cl A (PLNT) | 0.5 | $803k | 9.9k | 81.22 | |
American Express Company (AXP) | 0.5 | $790k | 2.9k | 271.20 | |
Cisco Systems (CSCO) | 0.5 | $789k | 15k | 53.22 | |
MGIC Investment (MTG) | 0.5 | $781k | 31k | 25.60 | |
Abbott Laboratories (ABT) | 0.5 | $772k | 6.8k | 114.02 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $757k | 4.5k | 167.17 | |
Procter & Gamble Company (PG) | 0.4 | $651k | 8.4k | 77.55 | |
Honeywell International (HON) | 0.4 | $648k | 3.1k | 206.70 | |
Costco Wholesale Corporation (COST) | 0.4 | $637k | 718.00 | 886.52 | |
Regions Financial Corporation (RF) | 0.4 | $623k | 27k | 23.33 | |
Pfizer (PFE) | 0.4 | $582k | 20k | 28.94 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $581k | 2.4k | 243.06 | |
Howard Hughes Holdings (HHH) | 0.4 | $565k | 7.3k | 77.43 | |
Walt Disney Company (DIS) | 0.3 | $540k | 5.6k | 96.19 | |
Eaton Corp SHS (ETN) | 0.3 | $520k | 1.6k | 331.44 | |
Ishares Tr Msci India Etf (INDA) | 0.3 | $516k | 8.8k | 58.53 | |
Reliance Steel & Aluminum (RS) | 0.3 | $485k | 1.7k | 289.24 | |
PNC Financial Services (PNC) | 0.3 | $449k | 2.4k | 184.87 | |
Novartis Sponsored Adr (NVS) | 0.3 | $449k | 3.9k | 115.02 | |
Advanced Micro Devices (AMD) | 0.3 | $428k | 2.6k | 164.08 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $413k | 845.00 | 488.30 | |
Intel Corporation (INTC) | 0.3 | $401k | 17k | 23.46 | |
Nabors Industries SHS (NBR) | 0.3 | $388k | 6.0k | 64.47 | |
Medtronic SHS (MDT) | 0.2 | $386k | 4.3k | 90.04 | |
International Business Machines (IBM) | 0.2 | $341k | 1.5k | 221.12 | |
Ishares Gold Tr Ishares New (IAU) | 0.2 | $339k | 6.8k | 49.70 | |
Amgen (AMGN) | 0.2 | $322k | 1.0k | 322.21 | |
3M Company (MMM) | 0.2 | $313k | 2.3k | 136.70 | |
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $303k | 35k | 8.68 | |
Cigna Corp (CI) | 0.2 | $301k | 868.00 | 346.52 | |
Bristol Myers Squibb (BMY) | 0.2 | $301k | 5.8k | 51.74 | |
Moody's Corporation (MCO) | 0.2 | $294k | 619.00 | 474.86 | |
Eli Lilly & Co. (LLY) | 0.2 | $288k | 325.00 | 885.94 | |
Home Depot (HD) | 0.2 | $285k | 704.00 | 405.20 | |
Wal-Mart Stores (WMT) | 0.2 | $283k | 3.5k | 80.75 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $280k | 266.00 | 1051.24 | |
Nextera Energy (NEE) | 0.2 | $262k | 3.1k | 84.52 | |
Goldman Sachs (GS) | 0.2 | $260k | 525.00 | 495.43 | |
Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $242k | 2.2k | 111.41 | |
Li Auto Sponsored Ads (LI) | 0.2 | $241k | 9.4k | 25.65 | |
Tesla Motors (TSLA) | 0.2 | $235k | 897.00 | 261.63 | |
Verizon Communications (VZ) | 0.1 | $225k | 5.0k | 44.91 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $220k | 1.5k | 148.48 | |
At&t (T) | 0.1 | $209k | 9.5k | 22.00 | |
Docusign (DOCU) | 0.1 | $201k | 3.2k | 62.09 | |
Chevron Corporation (CVX) | 0.1 | $199k | 1.4k | 147.32 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $196k | 1.1k | 173.66 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $192k | 5.1k | 37.20 | |
Prologis (PLD) | 0.1 | $170k | 1.3k | 126.28 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $169k | 4.3k | 39.82 | |
McDonald's Corporation (MCD) | 0.1 | $155k | 508.00 | 304.66 | |
Lululemon Athletica (LULU) | 0.1 | $150k | 551.00 | 271.35 | |
Spotify Technology S A SHS (SPOT) | 0.1 | $146k | 395.00 | 368.53 | |
Harley-Davidson (HOG) | 0.1 | $144k | 3.7k | 38.53 | |
Merck & Co (MRK) | 0.1 | $138k | 1.2k | 113.58 | |
Oracle Corporation (ORCL) | 0.1 | $136k | 800.00 | 170.40 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $136k | 275.00 | 493.80 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $127k | 1.2k | 106.00 | |
Establishment Labs Holdings Ord (ESTA) | 0.1 | $127k | 2.9k | 43.27 | |
Moderna (MRNA) | 0.1 | $118k | 1.8k | 66.83 | |
Northrop Grumman Corporation (NOC) | 0.1 | $117k | 221.00 | 527.49 | |
Union Pacific Corporation (UNP) | 0.1 | $105k | 424.00 | 246.48 | |
Air Products & Chemicals (APD) | 0.1 | $105k | 351.00 | 297.74 | |
Ge Aerospace Com New (GE) | 0.1 | $102k | 540.00 | 188.58 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $101k | 512.00 | 197.95 | |
Generac Holdings (GNRC) | 0.1 | $100k | 630.00 | 158.88 | |
Biogen Idec (BIIB) | 0.1 | $99k | 511.00 | 193.84 | |
Ishares Msci Mexico Etf (EWW) | 0.1 | $94k | 1.7k | 53.70 | |
Matterport Com Cl A (MTTR) | 0.1 | $91k | 20k | 4.50 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $90k | 700.00 | 128.20 | |
Hldgs (UAL) | 0.1 | $88k | 1.6k | 57.06 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $88k | 335.00 | 263.29 | |
Hilton Worldwide Holdings (HLT) | 0.1 | $84k | 366.00 | 230.50 | |
Pepsi (PEP) | 0.1 | $83k | 489.00 | 170.05 | |
Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $82k | 2.4k | 34.89 | |
Lowe's Companies (LOW) | 0.1 | $81k | 300.00 | 270.85 | |
Opthea Sponsored Ads (OPT) | 0.1 | $81k | 20k | 4.07 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $80k | 1.4k | 59.04 | |
Hershey Company (HSY) | 0.0 | $77k | 400.00 | 191.78 | |
Dropbox Cl A (DBX) | 0.0 | $76k | 3.0k | 25.43 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $75k | 1.3k | 58.27 | |
Morgan Stanley Com New (MS) | 0.0 | $75k | 720.00 | 104.24 | |
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $74k | 1.8k | 40.82 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $67k | 1.3k | 52.54 | |
Target Corporation (TGT) | 0.0 | $67k | 427.00 | 155.95 | |
Gold Fields Sponsored Adr (GFI) | 0.0 | $66k | 4.3k | 15.35 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $66k | 847.00 | 77.61 | |
Amicus Therapeutics (FOLD) | 0.0 | $64k | 6.0k | 10.68 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $63k | 591.00 | 106.83 | |
Edison International (EIX) | 0.0 | $61k | 699.00 | 87.08 | |
Applied Materials (AMAT) | 0.0 | $61k | 300.00 | 202.05 | |
General Dynamics Corporation (GD) | 0.0 | $60k | 200.00 | 302.20 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $60k | 1.5k | 40.06 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $59k | 939.00 | 62.75 | |
Vanguard World Inf Tech Etf (VGT) | 0.0 | $59k | 100.00 | 586.52 | |
Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $59k | 6.1k | 9.65 | |
Coupang Cl A (CPNG) | 0.0 | $59k | 2.4k | 24.55 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $57k | 1.5k | 37.41 | |
Eastman Chemical Company (EMN) | 0.0 | $56k | 500.00 | 111.95 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $55k | 3.0k | 18.48 | |
Nasdaq Omx (NDAQ) | 0.0 | $55k | 750.00 | 73.01 | |
United Rentals (URI) | 0.0 | $55k | 67.00 | 814.69 | |
Netflix (NFLX) | 0.0 | $53k | 74.00 | 709.27 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (KMB) | 0.0 | $52k | 2.9k | 18.11 | |
Ishares Msci Aust Etf (EWA) | 0.0 | $52k | 1.9k | 27.11 | |
BP Sponsored Adr (BP) | 0.0 | $49k | 1.6k | 31.39 | |
ResMed (RMD) | 0.0 | $49k | 200.00 | 244.12 | |
Smurfit Westrock SHS | 0.0 | $49k | 981.00 | 49.42 | |
Block Cl A (SQ) | 0.0 | $46k | 679.00 | 67.13 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $44k | 3.0k | 14.65 | |
Bank of America Corporation (BAC) | 0.0 | $42k | 1.1k | 39.68 | |
Waste Management (WM) | 0.0 | $42k | 202.00 | 207.15 | |
Ross Stores (ROST) | 0.0 | $41k | 270.00 | 150.51 | |
GSK Sponsored Adr (GSK) | 0.0 | $39k | 957.00 | 40.88 | |
Caterpillar (CAT) | 0.0 | $39k | 100.00 | 391.12 | |
Solventum Corp Com Shs (SOLV) | 0.0 | $39k | 557.00 | 69.72 | |
Ameriprise Financial (AMP) | 0.0 | $38k | 80.00 | 471.74 | |
MercadoLibre (MELI) | 0.0 | $37k | 18.00 | 2051.94 | |
Apa Corporation (APA) | 0.0 | $37k | 1.5k | 24.46 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $36k | 730.00 | 49.92 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $36k | 500.00 | 71.17 | |
Ge Vernova (GEV) | 0.0 | $34k | 135.00 | 254.98 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $32k | 682.00 | 46.98 | |
Ferrari Nv Ord (RACE) | 0.0 | $31k | 65.00 | 469.45 | |
Vanguard World Utilities Etf (VPU) | 0.0 | $31k | 175.00 | 174.05 | |
Teladoc (TDOC) | 0.0 | $30k | 3.2k | 9.18 | |
Coca-Cola Company (KO) | 0.0 | $29k | 400.00 | 71.86 | |
Viatris (VTRS) | 0.0 | $29k | 2.5k | 11.61 | |
Deere & Company (DE) | 0.0 | $28k | 68.00 | 417.32 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $27k | 71.00 | 375.38 | |
Celanese Corporation (CE) | 0.0 | $26k | 194.00 | 135.65 | |
Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.0 | $26k | 2.0k | 12.78 | |
Brooks Automation (AZTA) | 0.0 | $25k | 518.00 | 48.44 | |
Pacific Biosciences of California (PACB) | 0.0 | $24k | 14k | 1.70 | |
Raytheon Technologies Corp (RTX) | 0.0 | $24k | 200.00 | 121.16 | |
Carrier Global Corporation (CARR) | 0.0 | $24k | 300.00 | 80.49 | |
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $24k | 1.5k | 15.66 | |
Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $23k | 334.00 | 67.75 | |
CoreSite Realty | 0.0 | $23k | 100.00 | 225.08 | |
Honest (HNST) | 0.0 | $21k | 6.0k | 3.57 | |
Lennar Corp Cl A (LEN) | 0.0 | $21k | 113.00 | 187.50 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $21k | 298.00 | 69.74 | |
Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $20k | 1.7k | 12.05 | |
Seaport Entmt Group Common Stock | 0.0 | $20k | 722.00 | 27.42 | |
Bioatla (BCAB) | 0.0 | $19k | 11k | 1.76 | |
Hannon Armstrong (HASI) | 0.0 | $18k | 518.00 | 34.47 | |
Diageo Spon Adr New (DEO) | 0.0 | $17k | 123.00 | 140.55 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $17k | 180.00 | 93.85 | |
Hp (HPQ) | 0.0 | $17k | 463.00 | 35.87 | |
Vir Biotechnology (VIR) | 0.0 | $16k | 2.2k | 7.49 | |
HNI Corporation (HNI) | 0.0 | $16k | 300.00 | 53.84 | |
Danaher Corporation (DHR) | 0.0 | $16k | 56.00 | 277.20 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $15k | 300.00 | 50.79 | |
General Mills (GIS) | 0.0 | $15k | 200.00 | 73.85 | |
CRH Ord (CRH) | 0.0 | $14k | 152.00 | 92.59 | |
Hawaiian Electric Industries (HE) | 0.0 | $14k | 1.4k | 9.68 | |
Unity Software (U) | 0.0 | $13k | 570.00 | 22.62 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $13k | 1.6k | 8.25 | |
Lear Corp Com New (LEA) | 0.0 | $12k | 112.00 | 109.15 | |
Shopify Cl A (SHOP) | 0.0 | $12k | 150.00 | 80.14 | |
Vanguard World Financials Etf (VFH) | 0.0 | $11k | 102.00 | 109.91 | |
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $11k | 175.00 | 62.72 | |
Best Buy (BBY) | 0.0 | $10k | 100.00 | 103.30 | |
MGM Resorts International. (MGM) | 0.0 | $9.9k | 253.00 | 39.09 | |
Sprott Physical Plat Pallad Unit (SPPP) | 0.0 | $9.8k | 1.0k | 9.82 | |
Alaska Air (ALK) | 0.0 | $9.0k | 200.00 | 45.21 | |
Netease Sponsored Ads (NTES) | 0.0 | $7.8k | 83.00 | 93.78 | |
Alterity Therapeutics Sponsored Ads (ATHE) | 0.0 | $7.8k | 5.9k | 1.31 | |
Dolby Laboratories Com Cl A (DLB) | 0.0 | $7.7k | 100.00 | 76.53 | |
Te Connectivity Ord Shs | 0.0 | $7.6k | 50.00 | 151.00 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $7.3k | 100.00 | 73.48 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $6.8k | 296.00 | 22.98 | |
Array Technologies Com Shs (ARRY) | 0.0 | $6.6k | 1.0k | 6.60 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $6.5k | 100.00 | 64.74 | |
Essex Property Trust (ESS) | 0.0 | $6.4k | 22.00 | 292.86 | |
Fortune Brands (FBIN) | 0.0 | $5.8k | 64.00 | 89.97 | |
Allogene Therapeutics (ALLO) | 0.0 | $5.5k | 2.0k | 2.80 | |
Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $5.2k | 114.00 | 45.18 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $4.6k | 46.00 | 100.20 | |
S&p Global (SPGI) | 0.0 | $4.3k | 8.00 | 534.50 | |
Editas Medicine (EDIT) | 0.0 | $4.3k | 1.3k | 3.41 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $3.4k | 16.00 | 209.88 | |
Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $3.3k | 285.00 | 11.66 | |
Haleon Spon Ads (HLN) | 0.0 | $3.2k | 300.00 | 10.58 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $3.1k | 6.00 | 517.83 | |
Franco-Nevada Corporation (FNV) | 0.0 | $2.8k | 23.00 | 121.61 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $2.8k | 66.00 | 41.97 | |
Bausch Health Companies (BHC) | 0.0 | $2.4k | 300.00 | 8.16 | |
Organon & Co Common Stock (OGN) | 0.0 | $2.3k | 123.00 | 19.06 | |
salesforce (CRM) | 0.0 | $2.2k | 8.00 | 274.50 | |
Seaport Entmt Group Right 10/10/2024 | 0.0 | $2.1k | 722.00 | 2.95 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $1.9k | 17.00 | 112.18 | |
Sea Sponsord Ads (SE) | 0.0 | $1.9k | 20.00 | 94.30 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $1.3k | 63.00 | 20.46 | |
Masterbrand Common Stock (MBC) | 0.0 | $1.2k | 63.00 | 18.56 | |
Wabtec Corporation (WAB) | 0.0 | $909.000000 | 5.00 | 181.80 | |
Euronet Worldwide (EEFT) | 0.0 | $794.000000 | 8.00 | 99.25 | |
Energy Fuels Com New (UUUU) | 0.0 | $603.999000 | 110.00 | 5.49 | |
Lumen Technologies (LUMN) | 0.0 | $302.999500 | 43.00 | 7.05 | |
Dxc Technology (DXC) | 0.0 | $104.000000 | 5.00 | 20.80 | |
Copa Holdings Sa Cl A (CPA) | 0.0 | $95.000000 | 1.00 | 95.00 | |
Tonix Pharmaceuticals Hldg C Com New (TNXP) | 0.0 | $0 | 1.00 | 0.00 |