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Jennifer Philbrick

Four Tree Island Advisory Llc

Assets Managed
$198.166M
Holdings
23
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
9.39%(2Q avg: 12.43%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Four Tree Island Advisory Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Four Tree Island Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 198.166M in assets, with a quarterly growth rate of 9.39% and a 2-quarter average growth rate of 12.43%. The portfolio is managed by Jennifer Philbrick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LRCX
Lam Research Corp
Recent Activity
Decreased -0.33%
24.62%
$48.779M
228,300 shares@ $213.66 avg price
MLI
Mueller Industries Inc
Recent Activity
Increased 2.53%
12.77%
$25.304M
228,371 shares@ $110.81 avg price
JXN
Jackson Financial Inc-a
Recent Activity
Increased 2.54%
12.37%
$24.51M
231,842 shares@ $105.72 avg price
AMAT
Applied Materials Inc
Recent Activity
Increased 3.51%
9.97%
$19.741M
57,758 shares@ $341.8 avg price
WLFC
Willis Lease Finance Corp
Recent Activity
Increased 3.1%
9.06%
$17.949M
105,421 shares@ $170.26 avg price
AER
Aercap Holdings Nv
Recent Activity
Decreased -5.7%
7.21%
$14.272M
104,039 shares@ $137.18 avg price
EQH
Equitable Holdings Inc
Recent Activity
Increased 2.47%
6.94%
$13.748M
370,478 shares@ $37.12 avg price
GTX
Garrett Motion Inc
Recent Activity
Increased 3.15%
4.99%
$9.88M
543,749 shares@ $18.17 avg price
AB
Alliancebernstein Holding Lp
Recent Activity
3.93%
$7.771M
207,571 shares@ $37.44 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
1.79%
$3.538M
58,337 shares@ $60.65 avg price

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