Four Tree Island Advisory LLC

CIK 0002048142 · Q1 2026

13F Equity AUM

$198.2M

+9.4% QoQ

Positions

0 QoQ

AUM Rank

#7,443

Top 60%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 68.8%Top 10: 93.6%Top 20: 99.7%

LRCX24.6%

MLI12.8%

JXN12.4%

AMAT10.0%

WLFC9.1%

AER7.2%

EQH6.9%

GTX5.0%

AB3.9%

BMY1.8%

Others (13)6.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology36.1%

Industrials29.3%

Financial Services25.7%

Consumer Cyclical5.6%

Healthcare2.2%

Other1.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 23Median: 1.16%Avg: 4.35%

0–0.5%

9(2.4%)

0.5–1%

2(1.3%)

1–3%

3(4.5%)

3–5%

2(8.9%)

5%+

7(82.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 23Unique: 0vs 20 funds

0.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.4%

BlackRock, Inc.

0.6%

BANK OF AMERICA CORP /DE/

0.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

STATE STREET CORP

0.6%

FMR LLC

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

JPMORGAN CHASE & CO

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased11Decreased2Exited1

New Positions

GT0.1%

+18K

Increased

GTX5.0%

+17K(+3%)

EQH6.9%

+9K(+2%)

JXN12.4%

+6K(+3%)

MLI12.8%

+6K(+3%)

NBBK0.3%

+4K(+17%)

WLFC9.1%

+3K(+3%)

BHF0.8%

+3K(+12%)

AMAT10.0%

+2K(+4%)

VOYA1.2%

+1K(+3%)

ITRN1.5%

+757(+1%)

Decreased

AER7.2%

-6,299(-6%)

LRCX24.6%

-770(-0%)

Exited

DDI

-10,775

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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