TWIN CAPITAL MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0001059187
13F-HR · 239 reported holdings · 2026-03-31
Twin Capital Management Inc is a registered investment advisor.
Reported long-US-equity value
$0.75B
Top-10 concentration
36.6%
TWIN CAPITAL MANAGEMENT INC — $745M AUM allocation strategy
TWIN CAPITAL MANAGEMENT INC files SEC Form 13F and reports $745M of long US equity value across 239 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.0%, followed by Communication Services 7.0% and Consumer Discretionary 4.8%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
TWIN CAPITAL MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$745M
total across 239 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$OMC +26.5K sh · +$1.91M+$GEN +24.7K sh · +$230K+$UPS +15.7K sh · +$1.53M
Biggest trims (shares)
−$PFE −43.9K sh · −$924K−$PCG −27K sh · −$347K−$CMCSA −22.9K sh · −$757K
Exited to nil (held last quarter, gone now)
$PANW ($2.12M last qtr)$LEN ($1.43M last qtr)$HOOD ($1.03M last qtr)$CRWD ($972K last qtr)$UBER ($851K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.7%—
- Technology Hardware, Storage & Peripherals7.2%—
- Interactive Media & Services6.1%—
- Systems Software5.2%—
- Pharmaceuticals3.3%—
- Broadline Retail3.2%—
- Diversified Banks1.8%—
- Consumer Staples Merchandise Retail1.7%—
- Other holdings61.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 212K | $53.7M | -861 | 7.2% |
| $NVDA | NVIDIA Corporation | 277K | $48.2M | -157 | 6.5% |
| $MSFT | Microsoft Corporation | 104K | $38.5M | +196 | 5.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 108K | $31.2M | -1.89K | 4.2% |
| $AVGO | Broadcom Inc | 78.1K | $24.2M | -700 | 3.2% |
| $AMZN | Amazon.com Inc | 114K | $23.7M | +193 | 3.2% |
| $META | Meta Platforms Inc | 24.6K | $14.1M | -1.27K | 1.9% |
| $LLY | Eli Lilly and Company | 15.2K | $14M | -424 | 1.9% |
| $JPM | JP Morgan Chase & Co | 46.6K | $13.7M | -990 | 1.8% |
| $TSLA | Tesla Inc | 31.6K | $11.7M | -765 | 1.6% |
…and 229 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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