Long-term investor

Tiptree Advisors, LLC @tiptreeadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001455452).

Record

  • Tracked since 2025-06-30 (450 days), 80 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +13.2% · 1 year n/a · all +28.6%
  • Max drawdown n/a · win rate 64% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMZN · 11.9% · long · since 2025-06-30
  • GOOGL · 8.6% · long · since 2025-06-30
  • 512807306 · 8.4% · long · since 2026-03-31
  • CSX · 7.6% · long · since 2025-09-30
  • OC · 7.1% · long · since 2025-12-31
  • 934423104 · 6.4% · long · since 2026-06-30
  • WULF · 5.5% · long · since 2026-03-31
  • AD · 4.6% · long · since 2025-06-30
  • BANC · 4.4% · long · since 2025-06-30
  • FLG · 4.2% · long · since 2025-12-31
  • 438516205 · 4.1% · long · since 2026-06-30
  • HONA · 4.1% · long · since 2026-06-30

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