Twin Lakes Capital Management as of March 31, 2025
Portfolio Holdings for Twin Lakes Capital Management
Twin Lakes Capital Management holds 221 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.2 | $18M | 82k | 222.13 | |
| Gilead Sciences (GILD) | 4.7 | $7.0M | 63k | 112.05 | |
| Capri Holdings SHS (CPRI) | 4.3 | $6.4M | 324k | 19.73 | |
| Charles Schwab Corporation (SCHW) | 3.6 | $5.3M | 68k | 78.28 | |
| Central Pac Finl Corp Com New (CPF) | 3.4 | $5.0M | 186k | 27.04 | |
| Exxon Mobil Corporation (XOM) | 3.1 | $4.6M | 39k | 118.93 | |
| FedEx Corporation (FDX) | 3.1 | $4.6M | 19k | 243.78 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.0 | $4.5M | 53k | 84.95 | |
| Servicenow (NOW) | 2.9 | $4.3M | 5.4k | 796.14 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $4.2M | 7.4k | 559.41 | |
| Southwest Airlines (LUV) | 2.8 | $4.2M | 124k | 33.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $4.1M | 7.7k | 532.58 | |
| Starwood Property Trust (STWD) | 2.4 | $3.6M | 183k | 19.77 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $3.6M | 13k | 274.85 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.4M | 14k | 245.30 | |
| Amazon (AMZN) | 2.1 | $3.2M | 17k | 190.26 | |
| Microsoft Corporation (MSFT) | 2.1 | $3.1M | 8.4k | 375.38 | |
| L3harris Technologies (LHX) | 2.0 | $3.0M | 14k | 209.31 | |
| Eaton Vance Tax-managed Glob | 2.0 | $3.0M | 62k | 48.36 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 2.0 | $2.9M | 153k | 18.96 | |
| Meta Platforms Cl A (META) | 1.7 | $2.5M | 4.4k | 576.41 | |
| Visa Com Cl A (V) | 1.4 | $2.0M | 5.8k | 350.43 | |
| Agnico (AEM) | 1.3 | $2.0M | 18k | 108.41 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.3 | $1.9M | 14k | 132.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.7M | 11k | 154.65 | |
| Boeing Company (BA) | 1.1 | $1.6M | 9.5k | 170.55 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $1.6M | 2.00 | 798441.50 | |
| Six Flags Entertainment Corp (FUN) | 1.0 | $1.4M | 41k | 35.67 | |
| Procter & Gamble Company (PG) | 0.9 | $1.4M | 8.0k | 170.44 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.4M | 3.7k | 370.87 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.3M | 8.0k | 165.83 | |
| Incyte Corporation (INCY) | 0.8 | $1.2M | 20k | 60.55 | |
| United Parcel Service CL B (UPS) | 0.8 | $1.2M | 11k | 109.99 | |
| CVS Caremark Corporation (CVS) | 0.8 | $1.2M | 17k | 67.75 | |
| Workday Cl A (WDAY) | 0.6 | $965k | 4.1k | 233.53 | |
| Planet Fitness Cl A (PLNT) | 0.6 | $953k | 9.9k | 96.61 | |
| Herman Miller (MLKN) | 0.6 | $946k | 49k | 19.14 | |
| NVIDIA Corporation (NVDA) | 0.6 | $904k | 8.3k | 108.38 | |
| Abbott Laboratories (ABT) | 0.6 | $895k | 6.7k | 132.65 | |
| Cisco Systems (CSCO) | 0.6 | $891k | 14k | 61.71 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $850k | 19k | 45.26 | |
| MGIC Investment (MTG) | 0.5 | $764k | 31k | 24.78 | |
| American Express Company (AXP) | 0.5 | $697k | 2.6k | 269.04 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $693k | 1.6k | 446.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $689k | 2.4k | 288.14 | |
| Honeywell International (HON) | 0.4 | $666k | 3.1k | 211.76 | |
| Regions Financial Corporation (RF) | 0.4 | $591k | 27k | 21.73 | |
| Howard Hughes Holdings (HHH) | 0.4 | $530k | 7.2k | 74.08 | |
| Walt Disney Company (DIS) | 0.4 | $522k | 5.3k | 98.70 | |
| Reliance Steel & Aluminum (RS) | 0.3 | $466k | 1.6k | 288.77 | |
| Ishares Tr Msci India Etf (INDA) | 0.3 | $454k | 8.8k | 51.48 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $435k | 3.9k | 111.48 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $435k | 5.1k | 84.40 | |
| PNC Financial Services (PNC) | 0.3 | $434k | 2.5k | 175.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $427k | 2.7k | 156.20 | |
| Eaton Corp SHS (ETN) | 0.3 | $427k | 1.6k | 271.83 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $412k | 2.9k | 142.27 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $403k | 6.8k | 58.96 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $398k | 848.00 | 468.89 | |
| Pfizer (PFE) | 0.3 | $396k | 16k | 25.34 | |
| Intel Corporation (INTC) | 0.3 | $388k | 17k | 22.71 | |
| International Business Machines (IBM) | 0.3 | $385k | 1.6k | 248.61 | |
| Medtronic SHS (MDT) | 0.3 | $378k | 4.2k | 89.87 | |
| 3M Company (MMM) | 0.2 | $321k | 2.2k | 146.86 | |
| Wal-Mart Stores (WMT) | 0.2 | $307k | 3.5k | 87.79 | |
| Bristol Myers Squibb (BMY) | 0.2 | $302k | 4.9k | 60.99 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $302k | 37k | 8.25 | |
| Costco Wholesale Corporation (COST) | 0.2 | $301k | 318.00 | 945.78 | |
| Goldman Sachs (GS) | 0.2 | $289k | 529.00 | 546.14 | |
| Moody's Corporation (MCO) | 0.2 | $289k | 619.00 | 466.05 | |
| Cigna Corp (CI) | 0.2 | $286k | 868.00 | 329.16 | |
| Eli Lilly & Co. (LLY) | 0.2 | $268k | 325.00 | 825.91 | |
| Advanced Micro Devices (AMD) | 0.2 | $268k | 2.6k | 102.74 | |
| At&t (T) | 0.2 | $267k | 9.4k | 28.28 | |
| Docusign (DOCU) | 0.2 | $263k | 3.2k | 81.40 | |
| Home Depot (HD) | 0.2 | $258k | 704.00 | 366.49 | |
| Li Auto Sponsored Ads (LI) | 0.2 | $237k | 9.4k | 25.20 | |
| Tesla Motors (TSLA) | 0.2 | $233k | 897.00 | 259.16 | |
| Chevron Corporation (CVX) | 0.2 | $226k | 1.4k | 167.30 | |
| Verizon Communications (VZ) | 0.2 | $226k | 5.0k | 45.36 | |
| Nextera Energy (NEE) | 0.1 | $221k | 3.1k | 70.89 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $217k | 395.00 | 550.03 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $201k | 1.6k | 124.15 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $198k | 4.3k | 45.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $187k | 1.1k | 165.99 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $169k | 266.00 | 634.99 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $151k | 276.00 | 547.55 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $150k | 1.3k | 116.98 | |
| Prologis (PLD) | 0.1 | $150k | 1.3k | 111.79 | |
| McDonald's Corporation (MCD) | 0.1 | $128k | 409.00 | 312.13 | |
| Establishment Labs Holdings Ord (ESTA) | 0.1 | $120k | 2.9k | 40.80 | |
| Opthea Sponsored Ads (OPT) | 0.1 | $113k | 33k | 3.41 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $113k | 221.00 | 511.45 | |
| Merck & Co (MRK) | 0.1 | $109k | 1.2k | 89.76 | |
| Ge Aerospace Com New (GE) | 0.1 | $108k | 540.00 | 200.15 | |
| Hldgs (UAL) | 0.1 | $107k | 1.6k | 69.05 | |
| Air Products & Chemicals (APD) | 0.1 | $104k | 351.00 | 294.92 | |
| Union Pacific Corporation (UNP) | 0.1 | $100k | 424.00 | 236.24 | |
| Lululemon Athletica (LULU) | 0.1 | $99k | 351.00 | 283.06 | |
| Gold Fields Sponsored Adr (GFI) | 0.1 | $96k | 4.3k | 22.09 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $95k | 2.5k | 38.31 | |
| Harley-Davidson (HOG) | 0.1 | $92k | 3.6k | 25.25 | |
| Ishares Msci Mexico Etf (EWW) | 0.1 | $92k | 1.8k | 50.97 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $86k | 335.00 | 257.03 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $83k | 366.00 | 227.55 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $82k | 1.8k | 45.19 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $80k | 1.4k | 58.71 | |
| Dropbox Cl A (DBX) | 0.1 | $80k | 3.0k | 26.71 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $74k | 205.00 | 361.09 | |
| Pepsi (PEP) | 0.0 | $73k | 489.00 | 149.94 | |
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $71k | 1.3k | 54.86 | |
| Lowe's Companies (LOW) | 0.0 | $70k | 300.00 | 233.23 | |
| Netflix (NFLX) | 0.0 | $69k | 74.00 | 932.53 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $66k | 957.00 | 69.00 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $66k | 1.3k | 51.45 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $61k | 598.00 | 102.15 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $59k | 3.0k | 19.53 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $57k | 1.5k | 37.47 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $56k | 742.00 | 75.65 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $54k | 100.00 | 542.38 | |
| CoStar (CSGP) | 0.0 | $54k | 679.00 | 79.23 | |
| Coupang Cl A (CPNG) | 0.0 | $52k | 2.4k | 21.93 | |
| Hershey Company (HSY) | 0.0 | $51k | 300.00 | 171.03 | |
| Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $51k | 6.1k | 8.35 | |
| Moderna (MRNA) | 0.0 | $50k | 1.8k | 28.35 | |
| Amicus Therapeutics (FOLD) | 0.0 | $49k | 6.0k | 8.16 | |
| Morgan Stanley Com New (MS) | 0.0 | $48k | 408.00 | 116.67 | |
| Waste Management (WM) | 0.0 | $47k | 203.00 | 231.54 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $45k | 1.5k | 30.17 | |
| Ishares Msci Aust Etf (EWA) | 0.0 | $45k | 1.9k | 23.44 | |
| Bank of America Corporation (BAC) | 0.0 | $45k | 1.1k | 41.73 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $45k | 3.1k | 14.26 | |
| Smurfit Westrock SHS (SW) | 0.0 | $44k | 981.00 | 45.06 | |
| Eastman Chemical Company (EMN) | 0.0 | $44k | 500.00 | 88.11 | |
| United Rentals (URI) | 0.0 | $42k | 68.00 | 624.13 | |
| Edison International (EIX) | 0.0 | $42k | 716.00 | 58.95 | |
| Oracle Corporation (ORCL) | 0.0 | $42k | 300.00 | 139.81 | |
| Ge Vernova (GEV) | 0.0 | $41k | 135.00 | 305.28 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $41k | 532.00 | 76.04 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $40k | 500.00 | 80.11 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $38k | 697.00 | 53.97 | |
| Generac Holdings (GNRC) | 0.0 | $37k | 292.00 | 126.65 | |
| Block Cl A (XYZ) | 0.0 | $37k | 679.00 | 54.33 | |
| BP Sponsored Adr (BP) | 0.0 | $36k | 1.1k | 33.79 | |
| MercadoLibre (MELI) | 0.0 | $35k | 18.00 | 1950.89 | |
| Ross Stores (ROST) | 0.0 | $35k | 270.00 | 127.79 | |
| Biogen Idec (BIIB) | 0.0 | $34k | 250.00 | 136.84 | |
| Nasdaq Omx (NDAQ) | 0.0 | $34k | 450.00 | 75.86 | |
| Deere & Company (DE) | 0.0 | $32k | 68.00 | 469.35 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $32k | 164.00 | 193.88 | |
| Apa Corporation (APA) | 0.0 | $30k | 1.4k | 21.02 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $30k | 175.00 | 170.81 | |
| Coca-Cola Company (KO) | 0.0 | $29k | 400.00 | 71.62 | |
| Honest (HNST) | 0.0 | $28k | 6.0k | 4.70 | |
| Ferrari Nv Ord (RACE) | 0.0 | $28k | 65.00 | 427.28 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $28k | 730.00 | 37.86 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $27k | 200.00 | 132.46 | |
| Teladoc (TDOC) | 0.0 | $26k | 3.2k | 7.96 | |
| Ameriprise Financial (AMP) | 0.0 | $26k | 53.00 | 480.57 | |
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.0 | $25k | 2.0k | 12.48 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $24k | 1.7k | 14.41 | |
| Target Corporation (TGT) | 0.0 | $24k | 228.00 | 104.23 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $23k | 682.00 | 34.03 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $22k | 119.00 | 188.16 | |
| Zoom Communications Cl A (ZM) | 0.0 | $22k | 298.00 | 73.77 | |
| Viatris (VTRS) | 0.0 | $22k | 2.5k | 8.71 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $21k | 334.00 | 62.56 | |
| Alterity Therapeutics Sponsored Ads (ATHE) | 0.0 | $20k | 5.9k | 3.45 | |
| Carrier Global Corporation (CARR) | 0.0 | $19k | 300.00 | 63.40 | |
| Brooks Automation (AZTA) | 0.0 | $18k | 518.00 | 34.64 | |
| Seaport Entmt Group Common Stock (SEG) | 0.0 | $15k | 718.00 | 21.47 | |
| Hawaiian Electric Industries (HE) | 0.0 | $15k | 1.4k | 10.95 | |
| Hannon Armstrong (HASI) | 0.0 | $15k | 518.00 | 29.24 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $15k | 180.00 | 80.71 | |
| Shopify Cl A (SHOP) | 0.0 | $14k | 150.00 | 95.48 | |
| Vir Biotechnology (VIR) | 0.0 | $14k | 2.2k | 6.48 | |
| Pacific Biosciences of California (PACB) | 0.0 | $14k | 12k | 1.18 | |
| CRH Ord (CRH) | 0.0 | $13k | 152.00 | 87.83 | |
| Diageo Spon Adr New (DEO) | 0.0 | $13k | 125.00 | 105.14 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $13k | 300.00 | 43.60 | |
| Lennar Corp Cl A (LEN) | 0.0 | $13k | 114.00 | 114.59 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $12k | 102.00 | 119.47 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $12k | 175.00 | 66.61 | |
| Danaher Corporation (DHR) | 0.0 | $12k | 56.00 | 204.86 | |
| Unity Software (U) | 0.0 | $11k | 570.00 | 19.59 | |
| Celanese Corporation (CE) | 0.0 | $11k | 195.00 | 56.91 | |
| Hp (HPQ) | 0.0 | $11k | 400.00 | 27.69 | |
| Sprott Physical Plat Pallad Unit (SPPP) | 0.0 | $9.9k | 1.0k | 9.94 | |
| Lear Corp Com New (LEA) | 0.0 | $9.9k | 112.00 | 88.22 | |
| Alaska Air (ALK) | 0.0 | $9.8k | 200.00 | 49.22 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $9.3k | 296.00 | 31.40 | |
| Netease Sponsored Ads (NTES) | 0.0 | $8.6k | 83.00 | 103.23 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $8.5k | 793.00 | 10.73 | |
| Best Buy (BBY) | 0.0 | $7.4k | 100.00 | 73.61 | |
| Essex Property Trust (ESS) | 0.0 | $6.8k | 22.00 | 309.18 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $6.6k | 26.00 | 255.54 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $6.2k | 100.00 | 62.10 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $6.0k | 40.00 | 150.97 | |
| Ishares Tr Broad Usd High (USHY) | 0.0 | $5.1k | 139.00 | 36.81 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $4.8k | 114.00 | 42.37 | |
| S&p Global (SPGI) | 0.0 | $4.2k | 8.00 | 527.75 | |
| Fortune Brands (FBIN) | 0.0 | $3.9k | 65.00 | 60.68 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $3.7k | 16.00 | 231.62 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $3.5k | 23.00 | 154.22 | |
| Bioatla (BCAB) | 0.0 | $3.1k | 9.0k | 0.35 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $3.1k | 47.00 | 65.55 | |
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $2.9k | 300.00 | 9.59 | |
| Allogene Therapeutics (ALLO) | 0.0 | $2.9k | 2.0k | 1.46 | |
| Sea Sponsord Ads (SE) | 0.0 | $2.6k | 20.00 | 130.50 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.5k | 67.00 | 37.10 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.3k | 6.00 | 383.50 | |
| salesforce (CRM) | 0.0 | $2.2k | 8.00 | 269.88 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.7k | 17.00 | 97.94 | |
| MGM Resorts International. (MGM) | 0.0 | $1.6k | 53.00 | 29.66 | |
| Millrose Pptys Com Cl A (MRP) | 0.0 | $1.5k | 56.00 | 26.52 | |
| Editas Medicine (EDIT) | 0.0 | $1.5k | 1.3k | 1.16 | |
| Euronet Worldwide (EEFT) | 0.0 | $855.000000 | 8.00 | 106.88 | |
| Masterbrand Common Stock (MBC) | 0.0 | $823.000500 | 63.00 | 13.06 | |
| Organon & Co Common Stock (OGN) | 0.0 | $713.001600 | 48.00 | 14.85 | |
| Lumen Technologies (LUMN) | 0.0 | $111.000400 | 28.00 | 3.96 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $94.000000 | 1.00 | 94.00 |