TWIN CITY PRIVATE WEALTH, LLC — 13F holdings

TWIN CITY PRIVATE WEALTH, LLC reported 104 holdings worth $143M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $5.33M (3.7%)
2. JPM JPMorgan Chase & Co. — $4.34M (3.0%)
3. PM PHILIP MORRIS INTL INC — $4.13M (2.9%)
4. AMZN AMAZON COM INC — $3.89M (2.7%)
5. ELV ELEVANCE HEALTH INC — $3.55M (2.5%)
6. WFC WELLS FARGO CO NEW — $3.51M (2.5%)
7. MSFT MICROSOFT CORP — $3.42M (2.4%)
8. BKNG BOOKING HOLDINGS INC — $3.33M (2.3%)
9. SCHW SCHWAB CHARLES CORP — $3.18M (2.2%)
10. ENB ENBRIDGE INC — $3.08M (2.2%)