Tiptree Advisors, Llc Portfolio Stock Holdings

Tiptree Advisors, Llc disclosed 22 stock positions valued at approximately $172.3 million in its latest SEC 13F filing. The largest holdings include ECHOSTAR CORP, ALPHABET INC, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
22
Portfolio Value
$172.3M
Holdings by Sector
Tiptree Advisors, Llc Portfolio Holdings in Q1 2026

22 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ECHOSTAR CORPSATSTechnology10.53%155,000-65,000-29.55%$18,145,850
ALPHABET INCGOOGLCommunication Services10.13%60,700--$17,454,892
AMAZON COM INCAMZNConsumer Cyclical9.73%80,500+18,000+28.80%$16,765,735
CSX CORPCSXIndustrials6.13%257,500--$10,570,375
MICROSOFT CORPMSFTTechnology5.37%25,000--$9,254,250
META PLATFORMS INCMETACommunication Services5.07%15,280-8,020-34.42%$8,742,146
UBER TECHNOLOGIES INCUBERTechnology4.80%115,000--$8,271,950
HONEYWELL INTL INCHONIndustrials4.59%35,000+35,000+100.00%$7,911,050
SM ENERGY COMPANYSMEnergy4.34%240,000+240,000+100.00%$7,483,200
AT&T INCTCommunication Services4.29%254,700--$7,383,753
ARRAY DIGITAL INFRASTRUCTUREUSMCommunication Services4.10%153,115+9,815+6.85%$7,064,726
OWENS CORNING NEWOCIndustrials3.77%60,000--$6,493,200
SPDR GOLD TRGLDOther3.75%15,000-20,000-57.14%$6,454,350
LAM RESEARCH CORPLRCXOther3.72%30,000+30,000+100.00%$6,409,800
BANC OF CALIFORNIA INCBANCFinancial Services3.57%350,340--$6,158,977
OLIN CORPOLNBasic Materials3.54%205,000+205,000+100.00%$6,094,650
FLAGSTAR BANK NATIONAL ASSOCNYCBOther3.44%450,000--$5,926,500
TERAWULF INCWULFFinancial Services3.00%357,800+357,800+100.00%$5,163,054
ECOVYST INCECVTBasic Materials2.43%325,000+325,000+100.00%$4,179,500
ROCKET COS INCRKTFinancial Services2.07%250,000-399,700-61.52%$3,562,500
GREENBRIER COS INCGBXIndustrials1.58%51,709+51,709+100.00%$2,722,479
GAMCO GLOBAL GOLD NAT RES &GGNFinancial Services0.06%18,160-32,370-64.06%$96,611