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Filers›Family Office›Four Tree Island Advisory LLC
DOSSIER · 13F-HR · Q1 2026

Four Tree Island Advisory LLC

Four Tree Island Advisory's family office based in Boston, MA — $198M in tracked AUM across 23 positions as of Q1 2026.

FT
Four Tree Island Advisory·Boston, MA·Family Office
CIK 0002048142 · last filed Mar 31, 2026
Total AUM
$198M
▲ 10.6%
vs prior
Holdings
23
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Four Tree Island Advisory LLC SEC 13F Filing
1. Portfolio Overview

Four Tree Island Advisory LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value surging by 260.8% from $50.21M in the previous quarter to $181.17M as of December 31, 2025. This substantial increase indicates a period of rapid capital accumulation, likely driven by strong performance in existing positions and substantial net inflows fr...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LRCX
LAM RESEARCH CORP
$49M228K24.6%
02
MLI
MUELLER INDS INC
$25M228K12.8%
03
JXN
JACKSON FINANCIAL INC
$25M232K12.4%
04
AMAT
APPLIED MATLS INC
$20M58K10.0%
05
WLFC
WILLIS LEASE FIN CORP
$18M105K9.1%
06
N00985106
AERCAP HOLDINGS NV
$14M104K7.2%
07
EQH
EQUITABLE HLDGS INC
$14M370K6.9%
08
GTX
GARRETT MOTION INC
$10M544K5.0%
09
AB
ALLIANCEBERNSTEIN HLDG L P
$8M208K3.9%
10
BMY
BRISTOL-MYERS SQUIBB CO
$4M58K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Four
haiku-4-5 · 23 positions indexed
Sector mix
  • Tech5%
  • Financials9%
  • Cons. Disc.43%
  • Industrials14%
  • Energy6%
  • Other23%
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