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CIK: 0002048142
Total reported value
$303.2M
$303.2M
21 檔
31.2%
According to the latest 13F quarterly dataset, Four Tree Island Advisory LLC managed an equity portfolio of $303.2M at the end of Q1 2025, spanning 21 distinct U.S. exchange-listed positions.
During Q1 2025, Four Tree Island Advisory LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQH | Equitable Holdings Inc | Stock-Financials | 15.42% | -1.46% | +3.85% | |
| 2 | JXN | Jackson Financial Inc-a | Stock-Financials | 13.70% | -4.35% | +5.11% | |
| 3 | MLI | Mueller Industries Inc | Stock-Industrials | 13.46% | -3.31% | +3.09% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 13.04% | +7.93% | +4.59% | |
| 5 | WLFC | Willis Lease Finance CORP | Stock-Other | 10.75% | -0.90% | +23.63% | |
| 6 | AER | AerCap Holdings N.V. | Stock-Industrials | 7.62% | -0.96% | +4.15% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 6.26% | +2.99% | +6.22% | |
| 8 | AB | Alliancebernstein Holding LP | Stock-Other | 5.60% | -1.51% | -11.24% | |
| 9 | VOYA | Voya Financial Inc | Stock-Financials | 3.13% | -0.12% | +6.84% | |
| 10 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.85% | -0.68% | +28.55% | |
| 11 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 2.21% | +1.67% | +10.91% | |
| 12 | ✓ | Ituran Location And Control | Stock-Other | 1.45% | -0.28% | +93.67% | |
| 13 | STLA | Stellantis N.V. | Stock-Consumer Disc | 1.19% | -0.26% | -2.22% | |
| 14 | PFS | Provident Financial Services, Inc. | Stock-Other | 0.74% | — | — | |
| 15 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.53% | -0.25% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.09% | -83.86% | |
| 17 | BHF | Brighthouse Financial Inc | Stock-Financials | 0.49% | +0.50% | — | |
| 18 | NTR | Nutrien LTD | Stock-Materials | 0.41% | -0.20% | — | |
| 19 | DVN | Devon Energy CORP | Stock-Energy | 0.27% | -0.11% | -19.53% | |
| 20 | TBNKUSD | Territorial Bancorp Inc | Stock-Other | 0.22% | — | — | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 0.16% | -0.03% | — |
According to official SEC Form 13F filings, Four Tree Island Advisory LLC reported a total U.S. public equity portfolio value of $303.2M across 21 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including EQH, JXN, MLI) accounted for 31.2% of total reported equity market value during Q1 2025.
During Q1 2025, Four Tree Island Advisory LLC's top holdings by market value included EQH (15.4%)、JXN (13.7%)、MLI (13.5%). The largest single position, EQH, represented 15.4% of total portfolio value.
In Q1 2025, Four Tree Island Advisory LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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