Fund Holdings

Tiptree Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
HONEYWELL INTL INC(HON)035,000+35,00007,911,0504.59%+7,911,050
SM ENERGY COMPANY(SM)0240,000+240,00007,483,2004.34%+7,483,200
LAM RESEARCH CORP(LRCX)030,000+30,00006,409,8003.72%+6,409,800
OLIN CORP(OLN)0205,000+205,00006,094,6503.54%+6,094,650
TERAWULF INC(WULF)0357,800+357,80005,163,0543.00%+5,163,054
ECOVYST INC(ECVT)0325,000+325,00004,179,5002.43%+4,179,500
GREENBRIER COS INC(GBX)051,709+51,70902,722,4791.58%+2,722,479
AMAZON COM INC(AMZN)62,50080,500+18,00014,426,25016,765,7359.73%+2,339,485
CSX CORP(CSX)257,500257,50009,334,37510,570,3756.13%+1,236,000
AT&T INC(T)254,700254,70006,326,7487,383,7534.29%+1,057,005
FLAGSTAR BANK NATIONAL ASSOC(FLG)450,000450,00005,665,5005,926,5003.44%+261,000
GAMCO GLOBAL GOLD NAT RES &50,53018,160-32,370260,73596,6110.06%-164,124
OWENS CORNING NEW(OC)60,00060,00006,714,6006,493,2003.77%-221,400
BANC OF CALIFORNIA INC(BANC)350,340350,34006,758,0596,158,9773.57%-599,082
ARRAY DIGITAL INFRASTRUCTURE(AD)143,300153,115+9,8157,683,7467,064,7264.10%-619,020
UBER TECHNOLOGIES INC(UBER)115,000115,00009,396,6508,271,9504.80%-1,124,700
MSCI INC(MSCI)2,0000-2,0001,147,4600-1,147,460
CME GROUP INC(CME)5,0000-5,0001,365,4000-1,365,400
MOODYS CORP(MCO)3,0000-3,0001,532,5500-1,532,550
ALPHABET INC(GOOG)60,70060,700018,999,10017,454,89210.13%-1,544,208
WAYSTAR HLDG CORP(WAY)50,0000-50,0001,637,5000-1,637,500
MICROSOFT CORP(MSFT)25,00025,000012,090,5009,254,2505.37%-2,836,250
KINETIK HOLDINGS INC(KNTK)120,0000-120,0004,326,0000-4,326,000
ECHOSTAR CORP(ECHO)220,000155,000-65,00023,914,00018,145,85010.53%-5,768,150
META PLATFORMS INC(META)23,30015,280-8,02015,380,0978,742,1465.07%-6,637,951
SPDR GOLD TR(GLD)35,00015,000-20,00013,870,8506,454,3503.75%-7,416,500
ROCKET COS INC(RKT)649,700250,000-399,70012,578,1923,562,5002.07%-9,015,692
Page 1 of 1