FT

Four Tree Island Advisory LLC

13F
Four Tree Island Advisory LLC
Last update 2025-05-06 21 Stocks (1 new)
Value $142.00 Mil Turnover 7 %
Countries:
Top Holdings: EQH(15.42%)JXN(13.70%)MLI(13.46%)LRCX(13.04%)WLFC(10.75%)
Summary Stock Picks Current Portfolio
Four Tree Island Advisory LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EQH
Equitable Holdings Inc
421,462
21,954.0
+3.85%
15.420
+0.57%
0.140
+8.94%
+13.45%
16,103.4
Asset Management
JXN
Jackson Financial Inc
232,950
19,516.5
+5.11%
13.700
+0.67%
0.330
+21.39%
+4.74%
6,390.2
Insurance
MLI
Mueller Industries Inc
251,702
19,164.6
+3.09%
13.460
+0.40%
0.230
+20.96%
+10.48%
9,638.7
Industrial Products
LRCX
Lam Research Corp
255,366
18,565.1
+4.59%
13.040
+0.57%
0.020
+45.87%
+35.17%
124,202.4
Semiconductors
WLFC
Willis Lease Finance Corp
96,900
15,307.3
+23.63%
10.750
+2.05%
1.400
+3.07%
-30.06%
999.0
Business Services
AER
AerCap Holdings NV
106,233
10,853.8
+4.15%
7.620
+0.30%
0.060
+13.27%
+18.69%
20,484.0
Business Services
AMAT
Applied Materials Inc
61,414
8,912.4
+6.22%
6.260
+0.37%
0.010
+30.62%
+15.58%
150,075.2
Semiconductors
AB
AllianceBernstein Holding LP
208,083
7,971.7
-11.24%
5.600
-0.68%
0.190
+15.63%
+18.16%
4,623.9
Asset Management
VOYA
Voya Financial Inc
65,858
4,462.5
+6.84%
3.130
+0.20%
0.070
+26.77%
+6.55%
6,969.8
Diversified Financial Services
BMY
Bristol-Myers Squibb Co
66,556
4,059.3
+28.55%
2.850
+0.63%
0.000
+2.26%
-10.33%
99,678.3
Drug Manufacturers

Four Tree Island Advisory LLC's Historical Top Holdings Breakdowns

Four Tree Island Advisory LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLAB
Photronics Inc
2025-03-31
Sold Out
Sold Out
-2.40%
●
19.89 ($22.27) 24.57
$19.53
-12.30%
Sold Out
0
-147,351
ABBV
AbbVie Inc
2025-03-31
Reduce
Reduce
-2.16%
●
169.2 ($194.4) 216.66
$190.55
-1.98%
Reduce -83.86%
3,382
-17,576
WLFC
Willis Lease Finance Corp
2025-03-31
Add
Add
+2.05%
●
152.01 ($190.68) 217.5
$144.72
-24.10%
Add 23.63%
96,900
18,519
ACLS
Axcelis Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.71%
●
49.67 ($63.23) 74.45
$74.84
18.36%
Sold Out
0
-14,791
ITRN
Ituran Location and Control Ltd
2025-03-31
Add
Add
+0.70%
●
31.47 ($36.06) 43.91
$40.17
11.40%
Add 93.67%
57,198
27,665
AB
AllianceBernstein Holding LP
2025-03-31
Reduce
Reduce
-0.68%
●
35 ($37.65) 40.73
$41.77
10.94%
Reduce -11.24%
208,083
-26,353
JXN
Jackson Financial Inc
2025-03-31
Add
Add
+0.67%
●
79.36 ($88.8) 97.88
$89.45
0.73%
Add 5.11%
232,950
11,333
BMY
Bristol-Myers Squibb Co
2025-03-31
Add
Add
+0.63%
●
53.9 ($58.29) 63.11
$48.98
-15.97%
Add 28.55%
66,556
14,783
EQH
Equitable Holdings Inc
2025-03-31
Add
Add
+0.57%
●
47.64 ($52.35) 55.68
$52.99
1.22%
Add 3.85%
421,462
15,612
LRCX
Lam Research Corp
2025-03-31
Add
Add
+0.57%
●
72.44 ($78.75) 89.02
$97.10
23.30%
Add 4.59%
255,366
11,217

Four Tree Island Advisory LLC Total Holding History ($B)

To

Four Tree Island Advisory LLC's Asset Allocation

To

Four Tree Island Advisory LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Four Tree Island Advisory LLC's Hypothetical Growth since 2025-03-31

Four Tree Island Advisory LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Four Tree Island Advisory LLC's Holdings Heat Map

Size field:

Four Tree Island Advisory LLC's Holdings Bubble Chart

Four Tree Island Advisory LLC News

  • 1

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