Fund Holdings — Tiptree Advisors, LLC

Total Portfolio Value
$172.31M
Total Bought
$42.92M
Total Sold
$39.01M
Net Transaction
+$3.91M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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HONEYWELL INTL INC(HON)035,000+35,00007,9114.59%+7,911
SM ENERGY COMPANY(SM)0240,000+240,00007,4834.34%+7,483
LAM RESEARCH CORP(LRCX)030,000+30,00006,4103.72%+6,410
OLIN CORP(OLN)0205,000+205,00006,0953.54%+6,095
TERAWULF INC(WULF)0357,800+357,80005,1633.00%+5,163
ECOVYST INC(ECVT)0325,000+325,00004,1802.43%+4,180
GREENBRIER COS INC(GBX)051,709+51,70902,7221.58%+2,722
AMAZON COM INC(AMZN)62,50080,500+18,00014,42616,7669.73%+2,339
CSX CORP(CSX)257,500257,50009,33410,5706.13%+1,236
AT&T INC(T)254,700254,70006,3277,3844.29%+1,057
FLAGSTAR BANK NATIONAL ASSOC(FLG)450,000450,00005,6665,9273.44%+261
GAMCO GLOBAL GOLD NAT RES &(GGN)50,53018,160-32,370261970.06%-164
OWENS CORNING NEW(OC)60,00060,00006,7156,4933.77%-221
BANC OF CALIFORNIA INC(BANC)350,340350,34006,7586,1593.57%-599
ARRAY DIGITAL INFRASTRUCTURE(AD)143,300153,115+9,8157,6847,0654.10%-619
UBER TECHNOLOGIES INC(UBER)115,000115,00009,3978,2724.80%-1,125
MSCI INC(MSCI)2,0000-2,0001,1470—-1,147
CME GROUP INC(CME)5,0000-5,0001,3650—-1,365
MOODYS CORP(MCO)3,0000-3,0001,5330—-1,533
ALPHABET INC(GOOG)60,70060,700018,99917,45510.13%-1,544
WAYSTAR HLDG CORP(WAY)50,0000-50,0001,6380—-1,637
MICROSOFT CORP(MSFT)25,00025,000012,0919,2545.37%-2,836
KINETIK HOLDINGS INC(KNTK)120,0000-120,0004,3260—-4,326
ECHOSTAR CORP(ECHO)220,000155,000-65,00023,91418,14610.53%-5,768
META PLATFORMS INC(META)23,30015,280-8,02015,3808,7425.07%-6,638
SPDR GOLD TR(GLD)35,00015,000-20,00013,8716,4543.75%-7,416
ROCKET COS INC(RKT)649,700250,000-399,70012,5783,5632.07%-9,016
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