Twin Lakes Capital Management as of Sept. 30, 2025
Portfolio Holdings for Twin Lakes Capital Management
Twin Lakes Capital Management holds 222 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 15.5 | $34M | 365k | 91.75 | |
| Apple (AAPL) | 9.6 | $21M | 82k | 254.63 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 5.7 | $12M | 53k | 236.06 | |
| NVIDIA Corporation (NVDA) | 3.3 | $7.2M | 38k | 186.58 | |
| Gilead Sciences (GILD) | 3.0 | $6.5M | 59k | 111.00 | |
| Charles Schwab Corporation (SCHW) | 2.9 | $6.3M | 66k | 95.47 | |
| Capri Holdings SHS (CPRI) | 2.9 | $6.3M | 318k | 19.92 | |
| Central Pac Finl Corp Com New (CPF) | 2.6 | $5.6M | 184k | 30.34 | |
| Servicenow (NOW) | 2.3 | $5.0M | 5.4k | 920.28 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $5.0M | 7.5k | 666.18 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $4.4M | 39k | 112.75 | |
| FedEx Corporation (FDX) | 2.0 | $4.4M | 19k | 235.81 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $4.4M | 14k | 315.43 | |
| L3harris Technologies (LHX) | 2.0 | $4.4M | 14k | 305.41 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.3M | 8.4k | 517.98 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $4.3M | 13k | 328.17 | |
| Eaton Vance Tax-managed Glob | 1.9 | $4.0M | 61k | 66.43 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $3.8M | 7.7k | 502.74 | |
| Amazon (AMZN) | 1.7 | $3.7M | 17k | 219.57 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 1.7 | $3.6M | 148k | 24.63 | |
| Southwest Airlines (LUV) | 1.6 | $3.5M | 110k | 31.91 | |
| Rh (RH) | 1.6 | $3.4M | 17k | 203.16 | |
| Starwood Property Trust (STWD) | 1.6 | $3.4M | 174k | 19.37 | |
| Meta Platforms Cl A (META) | 1.5 | $3.2M | 4.4k | 734.30 | |
| Agnico (AEM) | 1.4 | $3.1M | 18k | 168.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.7M | 11k | 243.11 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.2 | $2.5M | 14k | 178.73 | |
| Visa Com Cl A (V) | 0.9 | $2.0M | 5.8k | 341.37 | |
| Boeing Company (BA) | 0.9 | $2.0M | 9.1k | 215.83 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $1.8M | 3.7k | 479.57 | |
| Incyte Corporation (INCY) | 0.8 | $1.7M | 20k | 84.81 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.5M | 2.00 | 754200.00 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.4M | 7.6k | 185.42 | |
| CVS Caremark Corporation (CVS) | 0.6 | $1.3M | 17k | 75.39 | |
| Cisco Systems (CSCO) | 0.5 | $998k | 15k | 68.42 | |
| Planet Fitness Cl A (PLNT) | 0.5 | $995k | 9.6k | 103.80 | |
| Workday Cl A (WDAY) | 0.5 | $995k | 4.1k | 240.73 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $987k | 18k | 54.18 | |
| Abbott Laboratories (ABT) | 0.4 | $907k | 6.8k | 133.94 | |
| United Parcel Service CL B (UPS) | 0.4 | $895k | 11k | 83.53 | |
| American Express Company (AXP) | 0.4 | $863k | 2.6k | 332.16 | |
| Six Flags Entertainment Corp (FUN) | 0.4 | $856k | 38k | 22.72 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $850k | 2.4k | 355.47 | |
| Herman Miller (MLKN) | 0.4 | $820k | 46k | 17.74 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $785k | 1.6k | 499.11 | |
| Regions Financial Corporation (RF) | 0.3 | $733k | 28k | 26.37 | |
| MGIC Investment (MTG) | 0.3 | $729k | 26k | 28.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $667k | 2.7k | 243.56 | |
| Procter & Gamble Company (PG) | 0.3 | $652k | 7.8k | 84.08 | |
| Honeywell International (HON) | 0.3 | $640k | 3.0k | 210.52 | |
| Eaton Corp SHS (ETN) | 0.3 | $587k | 1.6k | 374.25 | |
| Intel Corporation (INTC) | 0.3 | $569k | 17k | 33.55 | |
| Walt Disney Company (DIS) | 0.3 | $558k | 4.9k | 114.50 | |
| Howard Hughes Holdings (HHH) | 0.3 | $551k | 6.7k | 82.17 | |
| Alterity Therapeutics Sponsored Ads (ATHE) | 0.2 | $524k | 139k | 3.76 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $510k | 850.00 | 600.46 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $501k | 3.9k | 128.24 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $497k | 6.8k | 72.77 | |
| Ishares Tr Msci India Etf (INDA) | 0.2 | $459k | 8.8k | 52.06 | |
| Reliance Steel & Aluminum (RS) | 0.2 | $457k | 1.6k | 280.80 | |
| Goldman Sachs (GS) | 0.2 | $424k | 532.00 | 796.25 | |
| Advanced Micro Devices (AMD) | 0.2 | $422k | 2.6k | 161.79 | |
| International Business Machines (IBM) | 0.2 | $409k | 1.5k | 282.12 | |
| Pfizer (PFE) | 0.2 | $403k | 16k | 25.48 | |
| Medtronic SHS (MDT) | 0.2 | $401k | 4.2k | 95.25 | |
| Tesla Motors (TSLA) | 0.2 | $399k | 897.00 | 444.72 | |
| PNC Financial Services (PNC) | 0.2 | $368k | 1.8k | 200.98 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $363k | 2.0k | 182.42 | |
| Wal-Mart Stores (WMT) | 0.2 | $361k | 3.5k | 103.06 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $347k | 38k | 9.05 | |
| 3M Company (MMM) | 0.2 | $339k | 2.2k | 155.18 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $315k | 1.1k | 279.28 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $305k | 4.0k | 76.39 | |
| Moody's Corporation (MCO) | 0.1 | $295k | 620.00 | 476.16 | |
| Costco Wholesale Corporation (COST) | 0.1 | $294k | 318.00 | 925.63 | |
| Home Depot (HD) | 0.1 | $285k | 704.00 | 405.19 | |
| Eli Lilly & Co. (LLY) | 0.1 | $248k | 325.00 | 763.00 | |
| At&t (T) | 0.1 | $245k | 8.7k | 28.24 | |
| Li Auto Sponsored Ads (LI) | 0.1 | $238k | 9.4k | 25.34 | |
| Docusign (DOCU) | 0.1 | $227k | 3.1k | 72.09 | |
| Bristol Myers Squibb (BMY) | 0.1 | $224k | 5.0k | 45.10 | |
| Verizon Communications (VZ) | 0.1 | $221k | 5.0k | 43.95 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $213k | 1.6k | 131.80 | |
| Chevron Corporation (CVX) | 0.1 | $210k | 1.4k | 155.27 | |
| Gold Fields Sponsored Adr (GFI) | 0.1 | $181k | 4.3k | 41.96 | |
| Cigna Corp (CI) | 0.1 | $181k | 629.00 | 288.10 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $165k | 1.3k | 128.35 | |
| Ge Aerospace Com New (GE) | 0.1 | $162k | 540.00 | 300.82 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $157k | 276.00 | 569.74 | |
| Hldgs (UAL) | 0.1 | $150k | 1.6k | 96.50 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $149k | 265.00 | 562.51 | |
| Nextera Energy (NEE) | 0.1 | $145k | 1.9k | 75.49 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $135k | 221.00 | 608.65 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $132k | 1.8k | 73.08 | |
| Prologis (PLD) | 0.1 | $131k | 1.1k | 114.52 | |
| Ishares Msci Mexico Etf (EWW) | 0.1 | $125k | 1.8k | 68.21 | |
| McDonald's Corporation (MCD) | 0.1 | $124k | 409.00 | 303.98 | |
| Establishment Labs Holdings Ord (ESTA) | 0.1 | $120k | 2.9k | 40.99 | |
| Merck & Co (MRK) | 0.1 | $111k | 1.3k | 83.91 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $103k | 335.00 | 307.86 | |
| Harley-Davidson (HOG) | 0.0 | $103k | 3.7k | 27.90 | |
| Union Pacific Corporation (UNP) | 0.0 | $100k | 424.00 | 236.37 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $98k | 2.6k | 38.22 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $98k | 1.5k | 65.42 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $95k | 366.00 | 259.44 | |
| Dropbox Cl A (DBX) | 0.0 | $90k | 3.0k | 30.21 | |
| Netflix (NFLX) | 0.0 | $89k | 74.00 | 1198.92 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $87k | 3.0k | 28.91 | |
| Oracle Corporation (ORCL) | 0.0 | $84k | 300.00 | 281.24 | |
| Ge Vernova (GEV) | 0.0 | $83k | 135.00 | 614.90 | |
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $80k | 1.3k | 61.92 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $80k | 1.4k | 58.87 | |
| Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $79k | 6.1k | 12.99 | |
| Air Products & Chemicals (APD) | 0.0 | $79k | 289.00 | 272.72 | |
| Coupang Cl A (CPNG) | 0.0 | $77k | 2.4k | 32.20 | |
| Lowe's Companies (LOW) | 0.0 | $75k | 300.00 | 251.31 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $75k | 100.00 | 746.63 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $70k | 1.3k | 54.76 | |
| Pepsi (PEP) | 0.0 | $69k | 489.00 | 140.44 | |
| United Rentals (URI) | 0.0 | $65k | 68.00 | 954.93 | |
| Morgan Stanley Com New (MS) | 0.0 | $65k | 408.00 | 158.96 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $65k | 742.00 | 87.31 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $64k | 978.00 | 65.61 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $63k | 1.5k | 41.97 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $63k | 134.00 | 468.41 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $63k | 607.00 | 103.08 | |
| Hershey Company (HSY) | 0.0 | $56k | 300.00 | 187.05 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $55k | 500.00 | 109.95 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (KMB) | 0.0 | $54k | 3.0k | 18.24 | |
| CoStar (CSGP) | 0.0 | $54k | 635.00 | 84.37 | |
| Lululemon Athletica (LULU) | 0.0 | $52k | 292.00 | 177.93 | |
| Ishares Msci Aust Etf (EWA) | 0.0 | $52k | 1.9k | 27.00 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $52k | 3.2k | 15.90 | |
| Block Cl A (XYZ) | 0.0 | $49k | 679.00 | 72.27 | |
| Amicus Therapeutics (FOLD) | 0.0 | $47k | 6.0k | 7.88 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $46k | 697.00 | 65.92 | |
| Moderna (MRNA) | 0.0 | $46k | 1.8k | 25.83 | |
| Waste Management (WM) | 0.0 | $45k | 205.00 | 220.30 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $44k | 682.00 | 64.81 | |
| MercadoLibre (MELI) | 0.0 | $42k | 18.00 | 2336.94 | |
| Ross Stores (ROST) | 0.0 | $41k | 270.00 | 152.39 | |
| Edison International (EIX) | 0.0 | $41k | 739.00 | 55.27 | |
| Generac Holdings (GNRC) | 0.0 | $41k | 243.00 | 167.40 | |
| Nasdaq Omx (NDAQ) | 0.0 | $40k | 450.00 | 88.45 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $39k | 532.00 | 73.00 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $39k | 1.7k | 23.34 | |
| BP Sponsored Adr (BP) | 0.0 | $38k | 1.1k | 34.45 | |
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.0 | $36k | 2.0k | 17.84 | |
| Apa Corporation (APA) | 0.0 | $36k | 1.5k | 24.28 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $36k | 165.00 | 215.27 | |
| Biogen Idec (BIIB) | 0.0 | $35k | 250.00 | 140.08 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $34k | 48.00 | 698.00 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $34k | 200.00 | 167.33 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $33k | 175.00 | 189.41 | |
| Eastman Chemical Company (EMN) | 0.0 | $32k | 500.00 | 63.05 | |
| Ferrari Nv Ord (RACE) | 0.0 | $32k | 65.00 | 484.54 | |
| Deere & Company (DE) | 0.0 | $31k | 68.00 | 457.26 | |
| Smurfit Westrock SHS (SW) | 0.0 | $30k | 699.00 | 42.57 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $29k | 730.00 | 39.22 | |
| Coca-Cola Company (KO) | 0.0 | $27k | 400.00 | 66.32 | |
| Ameriprise Financial (AMP) | 0.0 | $26k | 53.00 | 490.70 | |
| Viatris (VTRS) | 0.0 | $25k | 2.5k | 9.90 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $25k | 334.00 | 73.75 | |
| Zoom Communications Cl A (ZM) | 0.0 | $25k | 298.00 | 82.50 | |
| Teladoc (TDOC) | 0.0 | $24k | 3.1k | 7.73 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $24k | 119.00 | 203.59 | |
| Unity Software (U) | 0.0 | $23k | 570.00 | 40.04 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $22k | 150.00 | 148.61 | |
| Honest (HNST) | 0.0 | $22k | 6.0k | 3.68 | |
| Target Corporation (TGT) | 0.0 | $21k | 228.00 | 89.86 | |
| CRH Ord (CRH) | 0.0 | $18k | 152.00 | 119.71 | |
| Carrier Global Corporation (CARR) | 0.0 | $18k | 300.00 | 59.70 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $17k | 300.00 | 56.75 | |
| Hannon Armstrong (HASI) | 0.0 | $16k | 518.00 | 30.70 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $16k | 793.00 | 19.53 | |
| Hawaiian Electric Industries (HE) | 0.0 | $16k | 1.4k | 11.04 | |
| Seaport Entmt Group Common Stock (SEG) | 0.0 | $15k | 668.00 | 22.92 | |
| Brooks Automation (AZTA) | 0.0 | $15k | 518.00 | 28.72 | |
| Pacific Biosciences of California (PACB) | 0.0 | $15k | 12k | 1.28 | |
| Lennar Corp Cl A (LEN) | 0.0 | $15k | 115.00 | 125.88 | |
| Sprott Asset Management Physical Platinu (SPPP) | 0.0 | $14k | 1.0k | 13.58 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $14k | 180.00 | 75.10 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $13k | 102.00 | 131.24 | |
| Netease Sponsored Ads (NTES) | 0.0 | $13k | 83.00 | 152.45 | |
| Vir Biotechnology (VIR) | 0.0 | $13k | 2.2k | 5.71 | |
| Diageo Spon Adr New (DEO) | 0.0 | $12k | 127.00 | 95.63 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $12k | 350.00 | 34.21 | |
| Lear Corp Com New (LEA) | 0.0 | $11k | 112.00 | 100.61 | |
| Danaher Corporation (DHR) | 0.0 | $11k | 56.00 | 198.77 | |
| Hp (HPQ) | 0.0 | $11k | 400.00 | 27.23 | |
| Bank of America Corporation (BAC) | 0.0 | $10k | 200.00 | 51.59 | |
| Alaska Air (ALK) | 0.0 | $10k | 200.00 | 49.78 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $8.9k | 296.00 | 30.03 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $8.3k | 26.00 | 320.04 | |
| Celanese Corporation (CE) | 0.0 | $8.2k | 196.00 | 42.02 | |
| Best Buy (BBY) | 0.0 | $7.6k | 100.00 | 75.62 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $7.3k | 100.00 | 73.46 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $7.1k | 40.00 | 176.80 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $6.9k | 114.00 | 60.22 | |
| Bioatla (BCAB) | 0.0 | $6.2k | 9.0k | 0.69 | |
| Essex Property Trust (ESS) | 0.0 | $6.0k | 23.00 | 262.96 | |
| Ishares Tr Broad Usd High (USHY) | 0.0 | $5.3k | 139.00 | 37.78 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $5.0k | 23.00 | 218.17 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $4.8k | 16.00 | 297.94 | |
| Editas Medicine (EDIT) | 0.0 | $4.3k | 1.3k | 3.47 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $4.2k | 47.00 | 88.30 | |
| S&p Global (SPGI) | 0.0 | $4.1k | 8.00 | 507.38 | |
| Sea Sponsord Ads (SE) | 0.0 | $3.6k | 20.00 | 178.75 | |
| Fortune Brands (FBIN) | 0.0 | $3.5k | 65.00 | 53.68 | |
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $3.4k | 317.00 | 10.79 | |
| Allogene Therapeutics (ALLO) | 0.0 | $2.4k | 2.0k | 1.24 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.2k | 69.00 | 31.25 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.1k | 6.00 | 352.83 | |
| salesforce (CRM) | 0.0 | $1.9k | 8.00 | 239.12 | |
| Millrose Pptys Com Cl A (MRP) | 0.0 | $1.9k | 56.00 | 33.61 | |
| MGM Resorts International. (MGM) | 0.0 | $1.8k | 53.00 | 34.68 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.8k | 17.00 | 107.35 | |
| Masterbrand Common Stock (MBC) | 0.0 | $829.999800 | 63.00 | 13.17 | |
| Euronet Worldwide (EEFT) | 0.0 | $702.000000 | 8.00 | 87.75 | |
| Organon & Co Common Stock (OGN) | 0.0 | $435.998100 | 41.00 | 10.63 | |
| Lumen Technologies (LUMN) | 0.0 | $173.000800 | 28.00 | 6.18 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $121.000000 | 1.00 | 121.00 |