Shade Tree Advisors LLC filed its 13F report for Q4 2025 on February 04, 2026. The portfolio totaled 131.61 M reflecting a +13.91% change from the prior quarter, spanning 40 assets. The top 10 holdings comprised 90.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 22 new positions and 0 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Shade Tree Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/04/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Shade Tree Advisors reported a managed portfolio value of 131.61 M, consisting of 40 individual positions.
This page displays the raw filing documents. To see which stocks Shade Tree Advisors bought or sold during Q4 2025, please visit Shade Tree Advisors's Portfolio Analysis page.