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FOUR TREE ISLAND ADVISORY LLC 13F portfolio summary

FOUR TREE ISLAND ADVISORY LLC of FOUR TREE ISLAND ADVISORY LLC has 23 current stock holdings with a reported portfolio value of $198.2M. The portfolio 1 year return is +46.84%. Top holdings include AB (0.00%), BHF (0.00%), LRCX (25.82%), MLI (13.40%), JXN (12.98%).

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FOUR TREE ISLAND ADVISORY LLC

FOUR TREE ISLAND ADVISORY LLC
Latest filing: 2026-03-31

FOUR TREE ISLAND ADVISORY LLC runs FOUR TREE ISLAND ADVISORY LLC and currently holds 23 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $198.17M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FOUR TREE ISLAND ADVISORY LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FOUR TREE ISLAND ADVISORY LLC's portfolio at FOUR TREE ISLAND ADVISORY LLC has delivered returns of +46.84%. Their 3-year annualized return is +43.92%. Looking at the 5-year horizon, FOUR TREE ISLAND ADVISORY LLC has achieved +43.92% annualized returns at FOUR TREE ISLAND ADVISORY LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+46.84%
#0/1000
3 Year
+43.92%
#0/1000
5 Year
+43.92%
#0/1000

Portfolio Value

$198.17M

Alpha Score

40.8

#0 of 1000

Holdings

23

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change