Tiptree Advisors, LLC

CIK: 0001455452SEC EDGAR →

Portfolio Value

$173.4M

Holdings

20

As of

Q4 2025

New Positions

4

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ECHOSTAR CORP

220,000$23.9M
13.79%
2

ALPHABET INC

60,700$19.0M
10.96%
3

META PLATFORMS INC

23,300$15.4M
8.87%
4

AMAZON COM INC

62,500$14.4M
8.32%
5

SPDR GOLD TR

35,000$13.9M
8.00%
6

ROCKET COS INC

649,700$12.6M
7.25%
7

MICROSOFT CORP

25,000$12.1M
6.97%
8

UBER TECHNOLOGIES INC

115,000$9.4M
5.42%
9

CSX CORP

257,500$9.3M
5.38%
10

ARRAY DIGITAL INFRASTRUCTURE

143,300$7.7M
4.43%

Quarterly Changes

Top Buys

SATS↑ Increased
$11.0B
GOOGL↑ Increased
$9.1B
UBER↑ Increased
$8.3B
CSX↑ Increased
$6.7B
CME↑ Increased
$1.1B

Top Sells

META↓ Decreased
$20.5B
IRENCLOSED
$10.3B
07WACLOSED
$7.9B
CIFRCLOSED
$6.9B
CORZCLOSED
$5.5B

New Positions (5)

$13.9M · 35K shares
$12.6M · 650K shares
$6.7M · 60K shares
$5.7M · 450K shares
$1.1M · 2K shares

Closed Positions (7)

$10.3B · 220K shares
$7.9B · 38K shares
$6.9B · 550K shares
$5.5B · 307K shares
$5.4B · 11K shares
$4.9B · 140K shares
$3.7B · 173K shares

Sector Breakdown

Sector# HoldingsValue%
Communication Services4$48.4M27.9%
Technology5$47.3M27.3%
Financial Services5$23.4M13.5%
Unknown2$19.5M11.3%
Industrials2$16.0M9.3%
Consumer Cyclical1$14.4M8.3%
Energy1$4.3M2.5%