§ 13F · FUND PROFILE
Tiptree Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128M (13F)Positions · 21Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$40M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | 155K | $18M | 10.5% | −30% |
| 2 | GOOGL | ALPHABET INC | 61K | $17M | 10.1% | ±0% |
| 3 | AMZN | AMAZON COM INC | 81K | $17M | 9.7% | +29% |
| 4 | CSX | CSX CORP | 258K | $11M | 6.1% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 25K | $9M | 5.4% | ±0% |
| 6 | META | META PLATFORMS INC | 15K | $9M | 5.1% | −34% |
| 7 | UBER | UBER TECHNOLOGIES INC | 115K | $8M | 4.8% | ±0% |
| 8 | HON | HONEYWELL INTL INC | 35K | $8M | 4.6% | NEW |
| 9 | SM | SM ENERGY COMPANY | 240K | $7M | 4.3% | NEW |
| 10 | T | AT&T INC | 255K | $7M | 4.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TIPTREE SIGNAL
AC read
Tiptree Advisors, LLC is a Other fund managing $128 million in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed