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Tiptree Advisors, LLC

SEC CIK
0001455452
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
24
+2 vs. Q1 2026
Portfolio value
$161.8M
−$10.5M (−6.1%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Tiptree Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock80,500$19.2M11.9%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock38,827$13.9M8.6%−21,873−36.0%ReducedHistory
LRCXLam Research CorpStock31,300$13.6M8.4%+1,300+4.3%AddedHistory
CSXCSX CorpStock257,500$12.2M7.6%00.0%UnchangedHistory
OCOwens CorningStock72,000$11.4M7.1%+12,000+20.0%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock389,000$10.4M6.4%+389,000NewHistory
WULFTerawulf Inc.COM357,800$8.84M5.5%00.0%UnchangedHistory
ADArray Digital Infrastructure, Inc.COM203,115$7.36M4.6%+50,000+32.7%AddedHistory
BANCBanc of California, Inc.COM350,340$7.16M4.4%00.0%UnchangedHistory
FLGFlagstar Bank, National AssociationStock450,000$6.72M4.2%00.0%UnchangedHistory
HONHoneywell International IncStock29,825$6.68M4.1%+29,825NewHistory
HONAHoneywell Aerospace Inc.COM29,825$6.59M4.1%+29,825NewHistory
SNDKSandisk CorpCOM2,500$5.68M3.5%+2,500NewHistory
ECVTEcovyst Inc.COM400,000$4.98M3.1%+75,000+23.1%AddedHistory
MUMicron Technology IncStock3,475$4.01M2.5%+3,475NewHistory
FORMFormfactor IncCOM24,500$3.92M2.4%+24,500NewHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS77,500$3.50M2.2%+77,500NewHistory
SMSM Energy CoCOM120,000$3.13M1.9%−120,000−50.0%ReducedHistory
ECHOEchoStar CORPCL A30,000$3.04M1.9%−125,000−80.6%ReducedHistory
UBERUber Technologies, IncStock38,900$2.81M1.7%−76,100−66.2%ReducedHistory
GBXGreenbrier Companies IncStock51,709$2.53M1.6%00.0%UnchangedHistory
OLNOLIN CorpStock100,000$1.98M1.2%−105,000−51.2%ReducedHistory
RKTRocket Companies, Inc.Stock83,600$1.32M0.8%−166,400−66.6%ReducedHistory
MCOMoodys CorpStock1,900$860.5K0.5%+1,900NewHistory

Sold out since Q1 2026 (6)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Tiptree Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
MSFTMicrosoft CorpStock25,000$9.25M5.4%History
METAMeta Platforms, Inc.Stock15,280$8.74M5.1%History
HONHoneywell International IncCOM35,000$7.91M4.6%History
TAT&T Inc.Stock254,700$7.38M4.3%History
GLDSPDR Gold TrustETF15,000$6.45M3.7%History
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT18,160$96.6K0.1%History