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Tri-Star Advisors Inc.

SEC CIK
0001821289
Latest filing
Nov 6, 2023

The latest 13F from Tri-Star Advisors Inc. covers Q3 2023 (filed Nov 6, 2023): 14 long positions worth $5.90M. The top 10 holdings make up 79.8% of the portfolio, and the largest is iShares Core S&P 500 ETF at 9.6%. Livermore has 11 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q3 2023

Share counts compared with Q2 2023: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
3
Est. −$222.8K
Sold out
1
Est. −$199.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    9.6%$566.0K
  2. SPDR Series Trust78468R101
    8.7%$514.8K
  3. Vanguard Scottsdale FDS92206C102
    8.7%$514.1K
  4. iShares Tr464288646
    8.4%$495.3K
  5. iShares Tr46429B333
    8.0%$473.4K

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core MSCI Eafe ETF46432F842
    −$199.3KSold out
  2. Vanguard Federal Money Market922906300
    −$115.6KReduced
  3. Vanguard Ftse Developed Markets ETF921943858
    −$87.0KReduced
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −$20.2KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core MSCI Eafe ETF46432F842
    −3.01 pp3.0% → 0.0%
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −1.74 pp6.4% → 4.7%
  3. Vanguard Ftse Developed Markets ETF921943858
    −1.26 pp5.4% → 4.1%
  4. Vanguard Federal Money Market922906300
    −1.11 pp7.0% → 5.9%

Metrics

13F metrics for Q3 2023, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.90M
−$712.2K (−10.8%) vs. prior quarter
Positions
14
−1 vs. prior quarter
Top 10 concentration
79.8%
Top 10 as share of value
Turnover
0.0%
Q3 2023, one quarter
Average holding period
5.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $238.5M (Q4 2021)

Q1 2021: $206.9MQ2 2021: $222.2MQ3 2021: $227.6MQ4 2021: $238.5MQ1 2022: $217.0MQ2 2022: $206.9MQ3 2022: $196.7MQ4 2022: $203.2MQ1 2023: $6.83MQ2 2023: $6.62MQ3 2023: $5.90M
Q1 2021Q3 2023
13F filings of Tri-Star Advisors Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2023Nov 6, 202314$5.90MiShares Core S&P 500 ETFSPDR Series TrustVanguard Scottsdale FDSvs. Q2 2023SEC
Q2 2023Aug 9, 202315$6.62MiShares Core S&P 500 ETFSPDR Series TrustVanguard Scottsdale FDSvs. Q1 2023SEC
Q1 2023May 5, 202338$6.83MiShares Core S&P 500 ETFSPDR Series TrustVanguard Scottsdale FDSvs. Q4 2022SEC
Q4 2022Jan 18, 202339$203.2MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q3 2022SEC
Q3 2022Oct 12, 202255$196.7MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFVanguard Scottsdale FDSvs. Q2 2022SEC
Q2 2022Jul 26, 202256$206.9MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q1 2022SEC
Q1 2022Apr 29, 202253$217.0MiShares Core S&P 500 ETFiShares TriShares Trvs. Q4 2021SEC
Q4 2021Jan 13, 202252$238.5MiShares Core S&P 500 ETFiShares TriShares Trvs. Q3 2021SEC
Q3 2021Oct 18, 202151$227.6MiShares TriShares Core S&P 500 ETFiShares Trvs. Q2 2021SEC
Q2 2021Jul 26, 202144$222.2MiShares Core S&P 500 ETFiShares TriShares U.S. Treasury Bond ETFvs. Q1 2021SEC
Q1 2021Apr 19, 202142$206.9MiShares Core S&P 500 ETFiShares U.S. Treasury Bond ETFiShares Tr–SEC