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Four Tree Island Advisory LLC

CIK:0002048142
Investment Adviser
$163M AUM
20 holdings
Portsmouth, NH, United States
Founded:2010
2 employees
Latest filing:Jun 30, 2025

Four Tree Island Advisory LLC (FTIA) is a registered investment adviser founded in 2010, headquartered in Portsmouth, New Hampshire. The firm provides customized investment advisory services to individuals and institutions, managing assets primarily in separate accounts. FTIA is registered with the SEC and the State of New Hampshire Bureau of Securities Regulation. As of 2025, the firm reports 2 employees and serves both high-net-worth and other individual clients, along with a small allocation to institutional accounts.

Investment Strategy

FTIA delivers customized investment advisory solutions tailored to individual and institutional client needs, managing assets in separate accounts. Their approach is client-centric, with suitability and minimum relationship requirements. The principal has received recognition in buy-side research competitions and has published award-winning investment analyses. The firm primarily serves U.S. persons and focuses on long-term portfolio management typically involving U.S. equities and related securities, as evidenced by the composition and turnover of their reported holdings.

Top Buys
L
LRCXLAM RESEARCH CORP
+$4.3M
G
GTXGARRETT MOTION INC
+$1.4M
A
AMATAPPLIED MATLS INC
+$1.0M
A
ABBVABBVIE INC
+$969.6K
A
AERAERCAP HOLDINGS NV
+$757.6K
Top Sells
V
VOYAVOYA FINANCIAL INC
-$2.3M
W
WLFCWILLIS LEASE FIN CORP
-$2.0M
E
EQHEQUITABLE HLDGS INC
-$1.7M
B
BMYBRISTOL-MYERS SQUIBB CO
-$1.3M
M
MLIMUELLER INDS INC
-$1.3M

Top Holdings

L
LRCXLAM RESEARCH CORP
+16.1%$22.8M
E
EQHEQUITABLE HLDGS INC
+14.3%$20.3M
J
JXNJACKSON FINANCIAL INC
+13.5%$19.2M
M
MLIMUELLER INDS INC
+12.6%$17.9M
W
WLFCWILLIS LEASE FIN CORP
+9.4%$13.3M

Equity Positions (20)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
L
LRCX
LAM RESEARCH CORP16.06%$22.8M234,544$72.25$97.34+$4.3M
E
EQH
EQUITABLE HLDGS INC14.28%$20.3M361,860$47.35$56.10-$1.7M
J
JXN
JACKSON FINANCIAL INC13.53%$19.2M216,553$86.92$88.79-$288.8K
M
MLI
MUELLER INDS INC12.56%$17.9M224,656$79.26$79.47-$1.3M
W
WLFC
WILLIS LEASE FIN CORP9.39%$13.3M93,431$198.07$142.78-$2.0M

Industry Allocation

SPECIAL INDUSTRY MACHINERY, NEC
+16.1%
LIFE INSURANCE
+15.5%
INSURANCE AGENTS, BROKERS & SERVICE
+14.3%
ROLLING DRAWING & EXTRUDING OF NONFERROUS METALS
+12.6%
WHOLESALE-MACHINERY, EQUIPMENT & SUPPLIES
+9.4%