Four Tree Island Advisory LLC Portfolio Holdings

Four Tree Island Advisory LLC

  • $181 Billion
  • Q4 2025

Four Tree Island Advisory LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lam Research Corp with a value of $39.2B, Mueller Industries Inc with a value of $25.6B, Jackson Financial Inc. with a value of $24.1B, Equitable Holdings, Inc. with a value of $17.2B, and Aer Cap Holdings N.V. with a value of $14.5B.

Examining the 13F form we can see an increase of $24.3B in the current position value, from $157B to 181B.

Four Tree Island Advisory LLC is based out at Portsmouth, NH

Below you can find more details about Four Tree Island Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
Industrials: $54.4 Billion
Financial Services: $53.8 Billion
Technology: $17 Billion
Consumer Cyclical: $10.8 Billion
Healthcare: $3.91 Billion
Basic Materials: $1.13 Billion
Energy: $365 Million
Communication Services: $93 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Lam Research Corp
-
$39.2 Billion 21.64% of portfolio
-
Q4 2025 Reduced 2.33%
$6.08B
$25.6 Billion 14.11% of portfolio
222,738
Q4 2025 Added 0.47%
$8.02B
$24.1 Billion 13.31% of portfolio
226,107
Q4 2025 Added 0.96%
$16.8B
$17.2 Billion 9.51% of portfolio
361,579
Q4 2025 Added 0.87%
$33.6B
$14.5 Billion 7.98% of portfolio
110,338
Q4 2025 Added 10.73%
$197B
$14.3 Billion 7.92% of portfolio
55,801
Q4 2025 Added 1.25%
$795M
$13.9 Billion 7.66% of portfolio
102,259
Q4 2025 Added 3.85%
$1.09B
$9.19 Billion 5.07% of portfolio
527,144
Q4 2025 Added 6.29%
$3.83B
$7.99 Billion 4.41% of portfolio
207,571
Q3 2025 Reduced 0.25%
$99.5B
$3.15 Billion 1.74% of portfolio
58,337
Q4 2025 Reduced 1.34%
$751M
$2.62 Billion 1.44% of portfolio
60,806
Q4 2025 Added 0.55%
$6.93B
$2.42 Billion 1.34% of portfolio
32,532
Q4 2025 Added 0.54%
$33.4B
$1.64 Billion 0.9% of portfolio
150,236
Q4 2025 Reduced 0.44%
$4.72B
$1.44 Billion 0.8% of portfolio
22,262
Q4 2025 Reduced 2.2%
$414B
$760 Million 0.42% of portfolio
3,324
Q2 2025 Reduced 1.71%
$32B
$689 Million 0.38% of portfolio
11,163
Q2 2025 Reduced 3.87%
$14.8B
$445 Million 0.25% of portfolio
10,285
Q4 2025 Reduced 0.59%
Nb Bancorp Inc
-
$425 Million 0.23% of portfolio
-
Q4 2025 New
$23.5B
$365 Million 0.2% of portfolio
9,965
Q2 2025 Reduced 3.29%
$96.9B
$267 Million 0.15% of portfolio
687
Q4 2024 New
$123B
$237 Million 0.13% of portfolio
491
Q4 2025 Reduced 7.36%
$442M
$93 Million 0.05% of portfolio
10,775
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $181 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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