Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tiptree Advisors, LLC (CIK 1455452) reported $172.3M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SATS ($18.1M, 10.53%), GOOGL ($17.5M, 10.13%), AMZN ($16.8M, 9.73%), CSX ($10.6M, 6.13%), MSFT ($9.3M, 5.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | $18.1M | 10.53% | 155,000 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $17.5M | 10.13% | 60,700 | Hold |
| 3 | AMZN | AMAZON COM INC | $16.8M | 9.73% | 80,500 | Added |
| 4 | CSX | CSX CORP | $10.6M | 6.13% | 257,500 | Hold |
| 5 | MSFT | MICROSOFT CORP | $9.3M | 5.37% | 25,000 | Hold |
| 6 | META | META PLATFORMS INC | $8.7M | 5.07% | 15,280 | Trimmed |
| 7 | UBER | UBER TECHNOLOGIES INC | $8.3M | 4.80% | 115,000 | Hold |
| 8 | HON | HONEYWELL INTL INC | $7.9M | 4.59% | 35,000 | New |
| 9 | SM | SM ENERGY COMPANY | $7.5M | 4.34% | 240,000 | New |
| 10 | T | AT&T INC | $7.4M | 4.29% | 254,700 | Hold |
| 11 | AD | ARRAY DIGITAL INFRASTRUCTURE | $7.1M | 4.10% | 153,115 | Added |
| 12 | OC | OWENS CORNING NEW | $6.5M | 3.77% | 60,000 | Hold |
| 13 | GLD | SPDR GOLD TR | $6.5M | 3.75% | 15,000 | Trimmed |
| 14 | LRCX | LAM RESEARCH CORP | $6.4M | 3.72% | 30,000 | New |
| 15 | BANC | BANC OF CALIFORNIA INC | $6.2M | 3.57% | 350,340 | Hold |
| 16 | OLN | OLIN CORP | $6.1M | 3.54% | 205,000 | New |
| 17 | NYCB | FLAGSTAR BANK NATIONAL ASSOC | $5.9M | 3.44% | 450,000 | Hold |
| 18 | WULF | TERAWULF INC | $5.2M | 3.00% | 357,800 | New |
| 19 | ECVT | ECOVYST INC | $4.2M | 2.43% | 325,000 | New |
| 20 | RKT | ROCKET COS INC | $3.6M | 2.07% | 250,000 | Trimmed |
| 21 | GBX | GREENBRIER COS INC | $2.7M | 1.58% | 51,709 | New |
| 22 | GGN | GAMCO GLOBAL GOLD NAT RES & | $96,611 | 0.06% | 18,160 | Trimmed |
| 23 | MSCI | MSCI INC | $0 | 0.00% | 0 | Exited |
| 24 | MCO | MOODYS CORP | $0 | 0.00% | 0 | Exited |
| 25 | CME | CME GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31