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CIK: 0001557406
Total reported value
$150.4M
$150.4M
112 檔
14.9%
According to the latest 13F quarterly dataset, Sippican Capital Advisors managed an equity portfolio of $150.4M at the end of Q4 2024, spanning 112 distinct U.S. exchange-listed positions.
In Q4 2024, Sippican Capital Advisors adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 6.03% | — | -0.12% | ||
| 2 | ✓ | Stock-Other | 3.05% | — | -0.39% | ||
| 3 | ✓ | Stock-Other | 2.65% | — | +0.25% | ||
| 4 | FXAIX | Fidelity 500 Index Fund | Stock-Other | 2.34% | -0.56% | +0.74% | |
| 5 | ✓ | Stock-Other | 2.31% | — | -1.28% | ||
| 6 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.30% | +0.23% | -1.64% | |
| 7 | COLB | Columbia Banking System Inc | Stock-Financials | 2.12% | -0.39% | -3.31% | |
| 8 | GE | General Electric | Stock-Industrials | 2.04% | -0.31% | -0.11% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.01% | +0.33% | -2.50% | |
| 10 | ✓ | Stock-Other | 1.94% | — | -2.60% | ||
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.91% | +0.01% | -1.57% | |
| 12 | VBTX | Veritex Holdings Inc | Stock-Other | 1.89% | — | -3.73% | |
| 13 | C | Citigroup Inc | Stock-Financials | 1.89% | -0.24% | -3.59% | |
| 14 | ✓ | Stock-Other | 1.82% | — | -4.25% | ||
| 15 | ✓ | Stock-Other | 1.82% | — | -5.04% | ||
| 16 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.70% | +0.08% | -1.47% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | +0.11% | +0.14% | |
| 18 | VFC | Vf CORP | Stock-Consumer Disc | 1.66% | +0.10% | +5.88% | |
| 19 | ✓ | Stock-Other | 1.55% | — | +3.63% | ||
| 20 | ✓ | Stock-Other | 1.48% | — | +0.23% | ||
| 21 | ✓ | Stock-Other | 1.46% | — | -1.48% | ||
| 22 | MOFG | Midwestone Financial Group I | Stock-Other | 1.40% | — | -0.83% | |
| 23 | ✓ | Stock-Other | 1.39% | — | +1.69% | ||
| 24 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.29% | — | |
| 25 | ✓ | Stock-Other | 1.35% | — | -11.87% | ||
| 26 | ✓ | Stock-Other | 1.35% | — | -4.27% | ||
| 27 | WAL | Western Alliance Bancorp | Stock-Financials | 1.35% | -0.15% | EXIT | |
| 28 | ✓ | Stock-Other | 1.27% | — | +34.58% | ||
| 29 | ✓ | Stock-Other | 1.24% | — | -0.05% | ||
| 30 | ✓ | Stock-Other | 1.22% | — | — | ||
| 31 | CTRA | Coterra Energy Inc | Stock-Energy | 1.19% | — | +0.28% | |
| 32 | ✓ | Stock-Other | 1.19% | — | +5.81% | ||
| 33 | MGM | Mgm Resorts International | Stock-Consumer Disc | 1.19% | -0.13% | -8.36% | |
| 34 | ✓ | Stock-Other | 1.18% | — | -0.45% | ||
| 35 | ✓ | Stock-Other | 1.16% | — | — | ||
| 36 | ✓ | Alpha Architect 1-3 Month Box | Stock-Other | 1.14% | — | -59.13% | |
| 37 | ✓ | Stock-Other | 1.13% | — | -1.04% | ||
| 38 | ✓ | Stock-Other | 1.09% | — | -0.37% | ||
| 39 | LKFN | Lakeland Financial CORP | Stock-Other | 0.97% | — | +2.35% | |
| 40 | ✓ | Stock-Other | 0.93% | — | -1.50% | ||
| 41 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.93% | -0.29% | +2.82% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.92% | +0.08% | -0.04% | |
| 43 | ✓ | Stock-Other | 0.92% | — | -0.05% | ||
| 44 | ✓ | Stock-Other | 0.89% | — | — | ||
| 45 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.89% | +0.06% | +5.73% | |
| 46 | ✓ | Stock-Other | 0.85% | — | -1.03% | ||
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | -0.05% | -0.38% | |
| 48 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.82% | -0.23% | EXIT | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.80% | +0.59% | -53.13% | |
| 50 | MCB | Metropolitan Bank Holding Co | Stock-Other | 0.78% | -0.09% | +41.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GT | Goodyear Tire & Rubber Co | +0.6% | NEW | New buy |
| 2 | TFIN | Triumph Financial Inc | +0.4% | — | Add |
| 3 | CUBI | Customers Bancorp Inc | +0.4% | — | Add |
| 4 | MCB | Metropolitan Bank Holding Co | +0.3% | +41.24% | Add |
| 5 | KMI | Kinder Morgan, Inc. | +0.3% | — | Unchanged |
| 6 | VFC | Vf CORP | +0.3% | +5.88% | Add |
| 7 | BMY | Bristol-myers Squibb Co | +0.3% | -1.64% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | — | Add |
| 9 | C | Citigroup Inc | +0.2% | -3.59% | Trim |
| 10 | OGN | Organon & Co | +0.2% | — | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 12 | SYBT | Stock Yards Bancorp Inc | +0.2% | +2.82% | Add |
| 13 | OMF | Onemain Holdings Inc | +0.2% | — | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | NEW | New buy |
| 15 | BOH | Bank Of Hawaii CORP | +0.2% | NEW | New buy |
| 16 | CON | Concentra Group Holdings Par | +0.2% | NEW | New buy |
| 17 | MYFW | First Western Financial Inc | +0.2% | — | Add |
| 18 | CASH | Pathward Financial Inc | +0.2% | — | Trim |
| 19 | FXAIX | Fidelity 500 Index Fund | +0.2% | +0.74% | Add |
| 20 | TBBK | Bancorp Inc/the | +0.2% | — | Trim |
| 21 | AAPL | Apple Inc | +0.2% | — | Unchanged |
| 22 | MVBF | Mvb Financial CORP | +0.1% | +29.24% | Add |
| 23 | PNW | Pinnacle West Capital Corporation | +0.1% | — | Unchanged |
| 24 | BX | Blackstone Inc | +0.1% | — | Trim |
| 25 | BANC | Banc Of California Inc | +0.1% | — | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 27 | CTRA | Coterra Energy Inc | +0.1% | +0.28% | Add |
| 28 | MS | Morgan Stanley | +0.1% | -1.65% | Trim |
| 29 | BAC | Bank Of America CORP | +0.1% | -0.38% | Trim |
| 30 | QCRH | Qcr Holdings Inc | +0.1% | — | Unchanged |
| 31 | LKFN | Lakeland Financial CORP | +0.1% | +2.35% | Add |
| 32 | COLB | Columbia Banking System Inc | +0.1% | -3.31% | Trim |
| 33 | TSLA | Tesla Inc | +0.1% | — | Trim |
| 34 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 35 | BANR | Banner Corporation | +0.1% | — | Unchanged |
| 36 | EQBK | Equity Bancshares Inc - Cl A | +0.1% | — | Add |
| 37 | MOFG | Midwestone Financial Group I | +0.1% | -0.83% | Trim |
| 38 | AXP | American Express Co | +0.1% | — | Unchanged |
| 39 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 40 | DIS | Walt Disney Co/the | +0.1% | -4.67% | Trim |
| 41 | VBTX | Veritex Holdings Inc | +0.1% | -3.73% | Trim |
| 42 | EPD | Enterprise Products Partners | +0.1% | — | Unchanged |
| 43 | EBC | Eastern Bankshares Inc | +0.1% | — | Unchanged |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.14% | Add |
| 45 | ENB | Enbridge Inc | +0.1% | — | Unchanged |
| 46 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 47 | ZION | Zions Bancorp NA | 0% | — | Unchanged |
| 48 | DE | Deere & Co | 0% | — | Unchanged |
| 49 | EOG | Eog Resources Inc | 0% | — | Trim |
| 50 | BWB | Bridgewater Bancshares Inc | 0% | +5.73% | Add |
According to official SEC Form 13F filings, Sippican Capital Advisors reported a total U.S. public equity portfolio value of $150.4M across 112 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , , ) accounted for 14.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
GT
市值: $842.3K
Top Position Liquidated / Trimmed
DOC
前期市值: $337.0K
During Q4 2024, Sippican Capital Advisors's top holdings by market value included (6.0%)、 (3.0%)、 (2.6%). The largest single position, , represented 6.0% of total portfolio value.
In Q4 2024, Sippican Capital Advisors made 80 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 46 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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