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CIK: 0001557406
Total reported value
$163.9M
$163.9M
109 檔
13.5%
As reported in its official Q1 2025 Form 13F filing, Sippican Capital Advisors's tracked investment portfolio stood at $163.9M with 109 total positions.
In Q1 2025, Sippican Capital Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 6.23% | — | -0.48% | ||
| 2 | ✓ | Stock-Other | 2.78% | — | -0.39% | ||
| 3 | ✓ | Stock-Other | 2.62% | — | -0.65% | ||
| 4 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.56% | -0.39% | -0.23% | |
| 5 | GE | General Electric | Stock-Industrials | 2.46% | +0.47% | -2.85% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 2.40% | -0.79% | -0.01% | |
| 7 | ✓ | Stock-Other | 2.22% | — | -2.96% | ||
| 8 | ✓ | Stock-Other | 2.21% | — | -0.18% | ||
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | -0.10% | -0.10% | |
| 10 | COLB | Columbia Banking System Inc | Stock-Financials | 2.03% | +0.03% | +0.50% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.96% | +0.25% | -7.17% | |
| 12 | ✓ | Stock-Other | 1.83% | — | +5.15% | ||
| 13 | VBTX | Veritex Holdings Inc | Stock-Other | 1.80% | — | -0.07% | |
| 14 | ✓ | Stock-Other | 1.73% | — | — | ||
| 15 | C | Citigroup Inc | Stock-Financials | 1.65% | -0.05% | -16.09% | |
| 16 | ✓ | Alpha Architect 1-3 Month Box | Stock-Other | 1.57% | — | +32.07% | |
| 17 | ✓ | Stock-Other | 1.54% | — | -0.21% | ||
| 18 | FXAIX | Fidelity 500 Index Fund | Stock-Other | 1.52% | +0.11% | -34.25% | |
| 19 | ✓ | Stock-Other | 1.51% | — | +3.97% | ||
| 20 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.48% | +0.05% | -0.06% | |
| 21 | ✓ | Stock-Other | 1.47% | — | +8.54% | ||
| 22 | MOFG | Midwestone Financial Group I | Stock-Other | 1.47% | — | — | |
| 23 | ✓ | Stock-Other | 1.41% | — | +18.52% | ||
| 24 | CTRA | Coterra Energy Inc | Stock-Energy | 1.39% | -1.30% | EXIT | |
| 25 | ✓ | Stock-Other | 1.35% | — | +2.17% | ||
| 26 | ✓ | Stock-Other | 1.33% | — | -2.26% | ||
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.29% | -0.41% | +63.36% | |
| 28 | ✓ | Stock-Other | 1.29% | — | -0.20% | ||
| 29 | VFC | Vf CORP | Stock-Consumer Disc | 1.27% | -0.13% | +1.92% | |
| 30 | WAL | Western Alliance Bancorp | Stock-Financials | 1.26% | -0.38% | -1.83% | |
| 31 | ✓ | Stock-Other | 1.25% | — | -0.41% | ||
| 32 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.23% | +0.18% | +89.08% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.02% | -1.69% | |
| 34 | ✓ | Stock-Other | 1.21% | — | -0.45% | ||
| 35 | ✓ | Stock-Other | 1.20% | — | -0.08% | ||
| 36 | ✓ | Stock-Other | 1.18% | — | -0.14% | ||
| 37 | ✓ | Stock-Other | 1.16% | — | -7.02% | ||
| 38 | ✓ | Stock-Other | 1.15% | — | -3.28% | ||
| 39 | MCB | Metropolitan Bank Holding Co | Stock-Other | 1.02% | +0.08% | +31.84% | |
| 40 | BWB | Bridgewater Bancshares Inc | Stock-Other | 1.01% | +0.07% | +6.42% | |
| 41 | ✓ | Stock-Other | 0.99% | — | — | ||
| 42 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.97% | -0.08% | -7.51% | |
| 43 | LKFN | Lakeland Financial CORP | Stock-Other | 0.97% | — | +11.53% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.29% | +9.62% | |
| 45 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.94% | +0.01% | +0.78% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.83% | — | — | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | -0.02% | -0.38% | |
| 48 | ✓ | Stock-Other | 0.81% | — | — | ||
| 49 | ✓ | Stock-Other | 0.81% | — | -0.70% | ||
| 50 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.80% | -0.36% | +2.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | — | NEW | New buy | |
| 2 | ✓ | — | NEW | New buy | |
| 3 | ✓ | — | NEW | New buy | |
| 4 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 5 | GE | General Electric | — | NEW | New buy |
| 6 | CVX | Chevron CORP | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ✓ | — | NEW | New buy | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 10 | COLB | Columbia Banking System Inc | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | VBTX | Veritex Holdings Inc | — | NEW | New buy |
| 14 | ✓ | — | NEW | New buy | |
| 15 | C | Citigroup Inc | — | NEW | New buy |
| 16 | ✓ | Alpha Architect 1-3 Month Box | — | NEW | New buy |
| 17 | ✓ | — | NEW | New buy | |
| 18 | FXAIX | Fidelity 500 Index Fund | — | NEW | New buy |
| 19 | ✓ | — | NEW | New buy | |
| 20 | LEN | Lennar Corp-a | — | NEW | New buy |
| 21 | ✓ | — | NEW | New buy | |
| 22 | MOFG | Midwestone Financial Group I | — | NEW | New buy |
| 23 | ✓ | — | NEW | New buy | |
| 24 | CTRA | Coterra Energy Inc | — | NEW | New buy |
| 25 | ✓ | — | NEW | New buy | |
| 26 | ✓ | — | NEW | New buy | |
| 27 | PFE | Pfizer Inc | — | NEW | New buy |
| 28 | ✓ | — | NEW | New buy | |
| 29 | VFC | Vf CORP | — | NEW | New buy |
| 30 | WAL | Western Alliance Bancorp | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | GT | Goodyear Tire & Rubber Co | — | NEW | New buy |
| 33 | AAPL | Apple Inc | — | NEW | New buy |
| 34 | ✓ | — | NEW | New buy | |
| 35 | ✓ | — | NEW | New buy | |
| 36 | ✓ | — | NEW | New buy | |
| 37 | ✓ | — | NEW | New buy | |
| 38 | ✓ | — | NEW | New buy | |
| 39 | MCB | Metropolitan Bank Holding Co | — | NEW | New buy |
| 40 | BWB | Bridgewater Bancshares Inc | — | NEW | New buy |
| 41 | ✓ | — | NEW | New buy | |
| 42 | MGM | Mgm Resorts International | — | NEW | New buy |
| 43 | LKFN | Lakeland Financial CORP | — | NEW | New buy |
| 44 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 45 | SYBT | Stock Yards Bancorp Inc | — | NEW | New buy |
| 46 | DE | Deere & Co | — | NEW | New buy |
| 47 | BAC | Bank Of America CORP | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | ✓ | — | NEW | New buy | |
| 50 | CF | Cf Industries Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Sippican Capital Advisors reported a total U.S. public equity portfolio value of $163.9M across 109 disclosed positions in Q1 2025.
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 13.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
市值: $8.3M
During Q1 2025, Sippican Capital Advisors's top holdings by market value included (6.2%)、 (2.8%)、 (2.6%). The largest single position, , represented 6.2% of total portfolio value.
In Q1 2025, Sippican Capital Advisors made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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