Fund HoldingsTiptree Advisors, LLC

Total Portfolio Value
$127.67M
Total Bought
$35.89M
Total Sold
$35.36M
Net Transaction
+$528.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
JAMES HARDIE INDS PLC0245,000+245,00006,5885.16%+6,588
MR COOPER GROUP INC037,700+37,70005,6254.41%+5,625
CORE SCIENTIFIC INC NEW(CORZ)0232,000+232,00003,9603.10%+3,960
MICROSOFT CORP(MSFT)17,60021,100+3,5006,60710,4958.22%+3,888
META PLATFORMS INC(META)24,00024,000013,83317,71413.87%+3,882
CHARTER COMMUNICATIONS INC N(CHTR)09,300+9,30003,8022.98%+3,802
AT&T INC(T)150,000254,700+104,7004,2427,3715.77%+3,129
ECHOSTAR CORP(ECHO)134,211219,211+85,0003,4336,0724.76%+2,639
AMAZON COM INC(AMZN)62,50062,500011,89113,71210.74%+1,821
UBER TECHNOLOGIES INC(UBER)75,64075,64005,5117,0575.53%+1,546
WAYSTAR HLDG CORP(WAY)78,000107,630+29,6302,9144,3993.45%+1,485
RIOT PLATFORMS INC(RIOT)0111,600+111,60001,2610.99%+1,261
UNITED STATES CELLULAR CORP(AD)75,00098,300+23,3005,1866,2884.93%+1,102
MOODYS CORP(MCO)02,000+2,00001,0030.79%+1,003
CIPHER MINING INC(CIFR)0150,000+150,00007170.56%+717
GAP INC(GAP)150,000173,300+23,3003,0923,7802.96%+688
GAMCO GLOBAL GOLD NAT RES &(GGN)107,997103,471-4,5264724540.36%-18
OFFICE PPTYS INCOME TR48,7700-48,770220-22
BANC OF CALIFORNIA INC(BANC)362,000350,340-11,6605,1374,9223.86%-215
EQUINIX INC(EQIX)5000-5004080-408
MARTIN MIDSTREAM PRTNRS L P145,9380-145,9385250-525
KINETIK HOLDINGS INC(KNTK)120,000120,00006,2335,2864.14%-947
FOLD HLDGS INC225,0000-225,0001,3950-1,395
BERKSHIRE HATHAWAY INC DEL24,00021,660-2,34012,78210,5228.24%-2,260
BEACON ROOFING SUPPLY INC30,0000-30,0003,7110-3,711
ALPHABET INC(GOOG)67,70037,700-30,00010,4696,6445.20%-3,825
FERRARI N V
COM
10,1000-10,1004,3220-4,322
T-MOBILE US INC(TMUS)22,0580-22,0585,8830-5,883
ELI LILLY & CO(LLY)7,3600-7,3606,0790-6,079
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
129,3500-129,3506,6980-6,698
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