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Siew Kwok

Tiptree Advisors, Llc

Assets Managed
$172.31M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-0.63%(2Q avg: 3.92%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tiptree Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Tiptree Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 172.31M in assets, with a quarterly growth rate of -0.63% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Siew Kwok, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SATS
Echostar Corp-a
Recent Activity
Decreased -29.54%
10.54%
$18.146M
155,000 shares@ $117.07 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
10.13%
$17.455M
60,700 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 28.8%
9.74%
$16.766M
80,500 shares@ $208.27 avg price
CSX
Csx Corp
Recent Activity
6.14%
$10.57M
257,500 shares@ $41.05 avg price
MSFT
Microsoft Corp
Recent Activity
5.38%
$9.254M
25,000 shares@ $370.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -34.42%
5.08%
$8.742M
15,280 shares@ $572.13 avg price
UBER
Uber Technologies Inc
Recent Activity
4.81%
$8.272M
115,000 shares@ $71.93 avg price
HON
Honeywell International Inc
Recent Activity
New Position
4.6%
$7.911M
35,000 shares@ $226.03 avg price
SM
Sm Energy Co
Recent Activity
New Position
4.35%
$7.483M
240,000 shares@ $31.18 avg price
T
At&t Inc
Recent Activity
4.29%
$7.384M
254,700 shares@ $28.99 avg price

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