FT
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Four Tree Island Advisory LLC13F | |
| Four Tree Island Advisory LLC | |
| Last update 2025-05-06 | 21 Stocks (1 new) |
| Value $142.00 Mil | Turnover 7 % |
Four Tree Island Advisory LLC Top Holdings of 2025-03-31
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| 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 | +13.51% | +13.32% | 16,085.2 | Asset Management | |
JXN | Jackson Financial Inc | 232,950 | 19,516.5 | +5.11% | 13.700 | +0.67% | 0.330 | +21.85% | +2.46% | 6,250.9 | Insurance | |
MLI | Mueller Industries Inc | 251,702 | 19,164.6 | +3.09% | 13.460 | +0.40% | 0.230 | +19.46% | +7.14% | 9,347.7 | Industrial Products | |
LRCX | Lam Research Corp | 255,366 | 18,565.1 | +4.59% | 13.040 | +0.57% | 0.020 | +58.27% | +40.13% | 128,756.0 | Semiconductors | |
WLFC | Willis Lease Finance Corp | 96,900 | 15,307.3 | +23.63% | 10.750 | +2.05% | 1.400 | -2.35% | -32.75% | 960.5 | Business Services | |
AER | AerCap Holdings NV | 106,233 | 10,853.8 | +4.15% | 7.620 | +0.30% | 0.060 | +15.42% | +17.74% | 20,319.0 | Business Services | |
AMAT | Applied Materials Inc | 61,414 | 8,912.4 | +6.22% | 6.260 | +0.37% | 0.010 | +38.94% | +17.70% | 152,827.8 | Semiconductors | |
AB | AllianceBernstein Holding LP | 208,083 | 7,971.7 | -11.24% | 5.600 | -0.68% | 0.190 | +13.86% | +16.58% | 4,561.9 | Asset Management | |
VOYA | Voya Financial Inc | 65,858 | 4,462.5 | +6.84% | 3.130 | +0.20% | 0.070 | +28.47% | +6.61% | 6,973.6 | Diversified Financial Services | |
BMY | Bristol-Myers Squibb Co | 66,556 | 4,059.3 | +28.55% | 2.850 | +0.63% | 0.000 | -2.53% | -13.30% | 96,381.4 | Drug Manufacturers |
Four Tree Island Advisory LLC's Historical Top Holdings Breakdowns
Four Tree Island Advisory LLC's Top Stock Picks
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| 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 | $19.22 | -13.70% | Sold Out | 0 | -147,351 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -2.16% | 169.2 ($194.4) 216.66 | $189.26 | -2.64% | 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 | $139.15 | -27.02% | 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 | $70.96 | 12.23% | Sold Out | 0 | -14,791 | |
ITRN | Ituran Location and Control Ltd | 2025-03-31 | Add Add | +0.70% | 31.47 ($36.06) 43.91 | $38.86 | 7.76% | Add 93.67% | 57,198 | 27,665 | |
AB | AllianceBernstein Holding LP | 2025-03-31 | Reduce Reduce | -0.68% | 35 ($37.65) 40.73 | $41.21 | 9.46% | Reduce -11.24% | 208,083 | -26,353 | |
JXN | Jackson Financial Inc | 2025-03-31 | Add Add | +0.67% | 79.36 ($88.8) 97.88 | $87.50 | -1.46% | 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 | $47.36 | -18.75% | Add 28.55% | 66,556 | 14,783 | |
EQH | Equitable Holdings Inc | 2025-03-31 | Add Add | +0.57% | 47.64 ($52.35) 55.68 | $52.93 | 1.11% | Add 3.85% | 421,462 | 15,612 | |
LRCX | Lam Research Corp | 2025-03-31 | Add Add | +0.57% | 72.44 ($78.75) 89.02 | $100.66 | 27.82% | Add 4.59% | 255,366 | 11,217 |
Four Tree Island Advisory LLC Total Holding History ($B)
Four Tree Island Advisory LLC's Asset Allocation
Four Tree Island Advisory LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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Four Tree Island Advisory LLC's Holdings Bubble Chart
Four Tree Island Advisory LLC News
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