Shade Tree Advisors LLC filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 139.59 M reflecting a +6.07% change from the prior quarter, spanning 27 assets. The top 10 holdings comprised 93.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 18 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Shade Tree Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Shade Tree Advisors reported a managed portfolio value of 139.59 M, consisting of 27 individual positions.
This page displays the raw filing documents. To see which stocks Shade Tree Advisors bought or sold during Q1 2026, please visit Shade Tree Advisors's Portfolio Analysis page.