Tiptree Advisors as of March 31, 2026
Portfolio Holdings for Tiptree Advisors
Tiptree Advisors holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Echostar Corp Cl A | 10.5 | $18M | 155k | 117.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.1 | $18M | 61k | 287.56 | |
| Amazon (AMZN) | 9.7 | $17M | 81k | 208.27 | |
| CSX Corporation (CSX) | 6.1 | $11M | 258k | 41.05 | |
| Microsoft Corporation (MSFT) | 5.4 | $9.3M | 25k | 370.17 | |
| Meta Platforms Cl A (META) | 5.1 | $8.7M | 15k | 572.13 | |
| Uber Technologies (UBER) | 4.8 | $8.3M | 115k | 71.93 | |
| Honeywell International | 4.6 | $7.9M | 35k | 226.03 | |
| SM Energy (SM) | 4.3 | $7.5M | 240k | 31.18 | |
| At&t (T) | 4.3 | $7.4M | 255k | 28.99 | |
| United States Cellular Corporation (AD) | 4.1 | $7.1M | 153k | 46.14 | |
| Owens Corning (OC) | 3.8 | $6.5M | 60k | 108.22 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.7 | $6.5M | 15k | 430.29 | |
| Lam Research Corp Com New (LRCX) | 3.7 | $6.4M | 30k | 213.66 | |
| Banc Of California (BANC) | 3.6 | $6.2M | 350k | 17.58 | |
| Olin Corp Com Par $1 (OLN) | 3.5 | $6.1M | 205k | 29.73 | |
| Flagstar Bank National Assoc Com New (FLG) | 3.4 | $5.9M | 450k | 13.17 | |
| Terawulf (WULF) | 3.0 | $5.2M | 358k | 14.43 | |
| Ecovyst (ECVT) | 2.4 | $4.2M | 325k | 12.86 | |
| Rocket Cos Com Cl A (RKT) | 2.1 | $3.6M | 250k | 14.25 | |
| Greenbrier Companies (GBX) | 1.6 | $2.7M | 52k | 52.65 | |
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.1 | $97k | 18k | 5.32 |
