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Twin Capital Management Inc.

CIK:0001059187
Asset Manager
$936M AUM
256 holdings
McMurray, PA, United States
Founded:1990
8 employees
Latest filing:Jun 30, 2025

Twin Capital Management Inc is an investment advisory and asset management firm headquartered in McMurray, Pennsylvania. Founded in 1990, it manages assets for institutions, high-net-worth individuals, pension plans, and charitable organizations. The firm oversees $935.8 million in assets under management as of March 2025 and employs 8 professionals, with approximately half engaged in investment roles. Twin Capital operates as an SEC-registered investment adviser, serving both US and select non-US clients.

Investment Strategy

Twin Capital Management Inc focuses on a mix of equity and fixed income investments, leveraging quantitative models and risk management techniques to provide absolute returns. The firm invests primarily in public equities, including large-cap technology and financial companies, and caters to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and government entities. Emphasis is placed on disciplined research, diversification, and strategic allocation to achieve client objectives.

Top Buys
N
NVDANVIDIA CORPORATION
+$18.4M
M
MSFTMICROSOFT CORP
+$16.5M
A
AVGOBROADCOM INC
+$11.3M
M
METAMETA PLATFORMS INC CL A
+$5.7M
E
EMREMERSON ELECTRIC CO
+$4.9M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$6.1M
E
EDCONS EDISON INC COM
-$4.7M
C
CPRTCOPART INC
-$3.4M
A
AAPLAPPLE INC
-$3.1M
C
CTASCINTAS CORP
-$2.3M

Top Holdings

M
MSFTMICROSOFT CORP
+7.0%$65.6M
N
NVDANVIDIA CORPORATION
+6.0%$56.9M
A
AAPLAPPLE INC
+5.8%$54.9M
A
AMZNAMAZON.COM INC
+3.4%$32.0M
A
AVGOBROADCOM INC
+3.0%$28.4M

Equity Positions (254)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP6.98%$65.6M131,974$82.42$497.41+$16.5M
N
NVDA
NVIDIA CORPORATION6.05%$56.9M360,215$12.93$157.99+$18.4M
A
AAPL
APPLE INC5.84%$54.9M267,734$57.90$205.17-$3.1M
A
AMZN
AMAZON.COM INC3.40%$32.0M145,999$66.28$219.39+$4.6M
A
AVGO
BROADCOM INC3.01%$28.4M102,876$75.81$275.65+$11.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.7%
SEMICONDUCTORS & RELATED DEVICES
+9.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.4%
ELECTRONIC COMPUTERS
+5.8%
PHARMACEUTICAL PREPARATIONS
+5.4%