13F Filings History of Four Tree Island Advisory LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$181,170,156
Signature - Title
Jennifer Philbrick - Chief Compliance Officer
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Four Tree Island Advisory LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Four Tree Island Advisory LLC reported 23 stock holdings with total value $181,170,156 as of Q4 2025. Top holdings included LRCX, MLI, JXN, EQH, and AER.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 23 $181,170,156 +$4,002,249 -$2,197,703 +$1,804,546 LRCX, MLI, JXN, EQH, AER 13F-HR 30 Jan 2026, 12:19
Q3 2025 22 $156,888,678 +$3,886,473 -$492,249 +$3,394,224 LRCX, MLI, JXN, EQH, WLFC 13F-HR 06 Nov 2025, 21:35
Q2 2025 20 $140,453,753 +$596,220 -$14,814,186 -$14,217,966 LRCX, EQH, JXN, MLI, WLFC 13F-HR 13 Aug 2025, 17:14
Q1 2025 21 $142,407,634 +$10,228,254 -$9,714,542 +$513,712 EQH, JXN, MLI, LRCX, WLFC 13F-HR 05 May 2025, 19:26
Q4 2024 23 $144,772,613 $0 $0 $0 MLI, JXN, EQH, LRCX, WLFC 13F-HR 28 Jan 2025, 18:22