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The Analysis of Tiptree Advisors, LLC's Holdings & P&L

Currently, Tiptree Advisors, LLC holds 22 types of securities in its portfolio with a total value $172.3M. In the most recent quarter, they have increased their positions in HON (+35.0K shares, valued at $7.9M), SM (+240.0K shares, valued at $7.5M), N/A (+30.0K shares, valued at $6.4M); decreased their positions in GLD (-20.0K shares, valued at $8.6M), SATS (-65.0K shares, valued at $7.6M), RKT (-399.7K shares, valued at $5.7M); initiated new positions in HON (+35.0K shares, valued at $7.9M), SM (+240.0K shares, valued at $7.5M), N/A (+30.0K shares, valued at $6.4M).

1M P&L

+2.4M+2.03%

3M P&L

-4.4M-3.49%

HY P&L

+3.0M+2.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Communication Equipment18.1M

12.7%

2Internet Retail16.8M

11.8%

3Telecom Services14.4M

10.1%

Top Industries by Stock Count

1Telecom Services2 stocks

10.5%

2Railroads2 stocks

10.5%

3N/A2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SATS ECHOSTAR CORP155.0K shares-29.55%2026-03-312026-05-15

ALPHABET INC ALPHABET INC60.7K shares0.00%2026-03-312026-05-15

AMZN AMAZON COM INC80.5K shares28.80%2026-03-312026-05-15

CSX CSX CORP257.5K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP25.0K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC15.3K shares-34.42%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC115.0K shares0.00%2026-03-312026-05-15

HON HONEYWELL INTL INC35.0K sharesnew addition2026-03-312026-05-15

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SM SM ENERGY COMPANY240.0K sharesnew addition2026-03-312026-05-15

T AT&T INC254.7K shares0.00%2026-03-312026-05-15

AD ARRAY DIGITAL INFRASTRUCTURE153.1K shares6.85%2026-03-312026-05-15

OC OWENS CORNING NEW60.0K shares0.00%2026-03-312026-05-15

GLD SPDR GOLD TR15.0K shares-57.14%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP30.0K sharesnew addition2026-03-312026-05-15

BANC BANC OF CALIFORNIA INC350.3K shares0.00%2026-03-312026-05-15

OLN OLIN CORP205.0K sharesnew addition2026-03-312026-05-15

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FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC450.0K shares0.00%2026-03-312026-05-15

WULF TERAWULF INC357.8K sharesnew addition2026-03-312026-05-15

ECVT ECOVYST INC325.0K sharesnew addition2026-03-312026-05-15

RKT ROCKET COS INC250.0K shares-61.52%2026-03-312026-05-15

GBX GREENBRIER COS INC51.7K sharesnew addition2026-03-312026-05-15

GGN GAMCO GLOBAL GOLD NAT RES &18.2K shares-64.06%2026-03-312026-05-15

SATS

ECHOSTAR CORP

-29.55%

Shares155.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares60.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

28.80%

Shares80.5K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

0.00%

Shares257.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-15