Tiptree Advisors, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
27
Quarter
2025 Q4
Top Holding
SATS (13.8%)
Top 10 Concentration
79.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 27
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SATS
ECHOSTAR CORP
Communication Services 13.79% 6.88% #1 3
Prev: #4
7.7 75,888 52.7%
P
S
220,000 $23,914,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 10.96% 5.73% #2 4
Prev: #6
6.6 23,000 61.0%
P
S
60,700 $18,999,100 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 8.87% 12.86% #3 2
Prev: #1
3.6 -4,700 -16.8%
P
S
23,300 $15,380,097 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 8.32% 8.58% #4 2
Prev: #2
3.3 no change no change
P
S
62,500 $14,426,250 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 8.00% #5
Prev: #—
5.2 35,000 no change
NEW
35,000 $13,870,850 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RKT
ROCKET COS INC
Financial Services 7.25% #6
Prev: #—
4.9 649,700 no change
NEW
649,700 $12,578,192 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 6.97% 8.10% #7 4
Prev: #3
2.8 no change no change
P
S
25,000 $12,090,500 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UBER
UBER TECHNOLOGI...
Technology 5.42% 5.21% #8 1
Prev: #7
4.3 30,000 35.3%
P
S
115,000 $9,396,650 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSX
CSX CORP
Industrials 5.38% 4.22% #9 3
Prev: #12
4.3 67,500 35.5%
P
S
257,500 $9,334,375 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USM
ARRAY DIGITAL I...
Unknown 4.43% 4.48% #10
Prev: #10
1.8 no change no change
P
S
143,300 $7,683,746 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BANC
BANC OF CALIFOR...
Financial Services 3.90% 3.63% #11 2
Prev: #13
1.6 no change no change
P
S
350,340 $6,758,059 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OC
OWENS CORNING N...
Industrials 3.87% #12
Prev: #—
3.5 60,000 no change
NEW
60,000 $6,714,600 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T INC
Communication Services 3.65% 4.50% #13 4
Prev: #9
1.5 no change no change
P
S
254,700 $6,326,748 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLG
FLAGSTAR BANK N...
Financial Services 3.27% #14
Prev: #—
3.3 450,000 no change
NEW
450,000 $5,665,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KNTK
KINETIK HOLDING...
Energy 2.49% 3.21% #15 1
Prev: #16
1.0 no change no change
P
S
120,000 $4,326,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WAY
WAYSTAR HLDG CO...
Healthcare 0.94% 2.55% #16 2
Prev: #18
0.5 -57,630 -53.5%
P
S
50,000 $1,637,500 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MCO
MOODYS CORP
Financial Services 0.88% 0.89% #17 3
Prev: #20
0.4 no change no change
P
S
3,000 $1,532,550 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.79% 0.68% #18 3
Prev: #21
2.4 1,000 25.0%
P
S
5,000 $1,365,400 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSCI
MSCI INC
Financial Services 0.66% #19
Prev: #—
2.3 2,000 no change
NEW
2,000 $1,147,460 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GGN
GAMCO GLOBAL GO...
Bond/Debt 0.15% 0.49% #20 2
Prev: #22
0.3 -102,941 -67.1%
P
S
50,530 $260,735 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IREN
IREN LIMITED
Financial Services 0.00% 6.46%
Sold All 😨
(Was: #5)
0.3 -220,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 4.97%
Sold All 😨
(Was: #8)
0.3 -37,700 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CIFR
CIPHER MINING I...
Financial Services 0.00% 4.33%
Sold All 😨
(Was: #11)
0.3 -550,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CORZ
CORE SCIENTIFIC...
Technology 0.00% 3.44%
Sold All 😨
(Was: #14)
0.3 -307,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.00% 3.41%
Sold All 😨
(Was: #15)
0.3 -10,830 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HUT
HUT 8 CORP
Financial Services 0.00% 3.05%
Sold All 😨
(Was: #17)
0.3 -140,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GAP
GAP INC
Consumer Cyclical 0.00% 2.32%
Sold All 😨
(Was: #19)
0.3 -173,300 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 27 holdings

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