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CIK: 0001557406
Total reported value
$163.9M
$163.9M
112 檔
14.0%
During the Q2 2025 filing period, Sippican Capital Advisors (CIK: 0001557406) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $163.9M across 112 reported positions.
In Q2 2025, Sippican Capital Advisors displayed an active expansion posture, initiating 5 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 6.45% | — | -0.36% | ||
| 2 | GE | General Electric | Stock-Industrials | 2.97% | +0.47% | -2.79% | |
| 3 | ✓ | Stock-Other | 2.73% | — | -0.20% | ||
| 4 | ✓ | Stock-Other | 2.29% | — | — | ||
| 5 | ✓ | Stock-Other | 2.25% | — | +33.17% | ||
| 6 | ✓ | Stock-Other | 2.20% | — | -0.86% | ||
| 7 | CVX | Chevron CORP | Stock-Energy | 1.98% | -0.79% | +0.13% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.90% | -0.39% | +1.38% | |
| 9 | ✓ | Stock-Other | 1.89% | — | -0.07% | ||
| 10 | COLB | Columbia Banking System Inc | Stock-Financials | 1.88% | +0.03% | +2.61% | |
| 11 | C | Citigroup Inc | Stock-Financials | 1.85% | -0.05% | -3.22% | |
| 12 | ✓ | Stock-Other | 1.83% | — | -0.12% | ||
| 13 | VBTX | Veritex Holdings Inc | Stock-Other | 1.81% | — | +0.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.10% | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.77% | +0.25% | -0.64% | |
| 16 | ✓ | Stock-Other | 1.77% | — | — | ||
| 17 | ✓ | Stock-Other | 1.74% | — | +9.56% | ||
| 18 | ✓ | Stock-Other | 1.73% | — | +4.67% | ||
| 19 | FXAIX | Fidelity 500 Index Fund | Stock-Other | 1.65% | +0.11% | +1.72% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.64% | -0.41% | +37.39% | |
| 21 | ✓ | Stock-Other | 1.47% | — | -0.19% | ||
| 22 | MOFG | Midwestone Financial Group I | Stock-Other | 1.38% | — | +0.30% | |
| 23 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.38% | +0.05% | +0.01% | |
| 24 | ✓ | Stock-Other | 1.37% | — | -0.50% | ||
| 25 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.36% | +0.18% | +2.40% | |
| 26 | ✓ | Stock-Other | 1.36% | — | +1.31% | ||
| 27 | MCB | Metropolitan Bank Holding Co | Stock-Other | 1.33% | +0.08% | +8.53% | |
| 28 | ✓ | Stock-Other | 1.31% | — | +1.22% | ||
| 29 | ✓ | Stock-Other | 1.28% | — | -0.38% | ||
| 30 | ✓ | Stock-Other | 1.26% | — | +0.11% | ||
| 31 | PRUFX | T Rowe Pr Growth Stock-i | Stock-Other | 1.25% | +0.01% | — | |
| 32 | WAL | Western Alliance Bancorp | Stock-Financials | 1.23% | -0.38% | -0.12% | |
| 33 | CTRA | Coterra Energy Inc | Stock-Energy | 1.17% | -1.30% | EXIT | |
| 34 | ✓ | Stock-Other | 1.15% | — | — | ||
| 35 | BWB | Bridgewater Bancshares Inc | Stock-Other | 1.13% | +0.07% | +1.46% | |
| 36 | ✓ | Stock-Other | 1.10% | — | — | ||
| 37 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.02% | -0.03% | |
| 38 | LKFN | Lakeland Financial CORP | Stock-Other | 1.06% | — | +9.78% | |
| 39 | ✓ | Stock-Other | 1.06% | — | — | ||
| 40 | ✓ | Stock-Other | 1.03% | — | -0.20% | ||
| 41 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 1.03% | +0.01% | +0.03% | |
| 42 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.97% | -0.36% | +7.17% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.29% | -0.42% | |
| 44 | ✓ | Stock-Other | 0.94% | — | -0.82% | ||
| 45 | ✓ | Stock-Other | 0.93% | — | — | ||
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | -0.02% | — | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.86% | — | — | |
| 48 | ✓ | Stock-Other | 0.78% | — | — | ||
| 49 | ✓ | Stock-Other | 0.78% | — | -0.15% | ||
| 50 | ✓ | Stock-Other | 0.75% | — | +9.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRUFX | T Rowe Pr Growth Stock-i | +1.3% | NEW | New buy |
| 2 | GE | General Electric | +0.5% | -2.79% | Trim |
| 3 | TFIN | Triumph Financial Inc | +0.4% | — | Add |
| 4 | PFE | Pfizer Inc | +0.4% | +37.39% | Add |
| 5 | ALRS | Alerus Financial CORP | +0.3% | — | Add |
| 6 | MCB | Metropolitan Bank Holding Co | +0.3% | +8.53% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | — | Unchanged |
| 8 | GEV | GE Vernova Inc | +0.3% | — | Trim |
| 9 | CUBI | Customers Bancorp Inc | +0.3% | — | Add |
| 10 | IRM | Iron Mountain Inc | +0.2% | — | Unchanged |
| 11 | VFIAX | Vanguard 500 Index-adm | +0.2% | NEW | New buy |
| 12 | TBBK | Bancorp Inc/the | +0.2% | — | Trim |
| 13 | C | Citigroup Inc | +0.2% | -3.22% | Trim |
| 14 | MVBF | Mvb Financial CORP | +0.2% | +12.00% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | — | Trim |
| 16 | DKNG | Draftkings Inc-cl A | +0.2% | — | Trim |
| 17 | EGBN | Eagle Bancorp Inc | +0.2% | NEW | New buy |
| 18 | CF | Cf Industries Holdings Inc | +0.2% | +7.17% | Add |
| 19 | IREN | IREN Limited | +0.2% | — | Add |
| 20 | OMF | Onemain Holdings Inc | +0.2% | — | Add |
| 21 | IBM | Intl Business Machines CORP | +0.2% | NEW | New buy |
| 22 | MYFW | First Western Financial Inc | +0.2% | — | Add |
| 23 | TXT | Textron Inc | +0.2% | NEW | New buy |
| 24 | FXAIX | Fidelity 500 Index Fund | +0.1% | +1.72% | Add |
| 25 | GT | Goodyear Tire & Rubber Co | +0.1% | +2.40% | Add |
| 26 | BWB | Bridgewater Bancshares Inc | +0.1% | +1.46% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | — | Trim |
| 28 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 29 | RTX | Rtx CORP | +0.1% | — | Trim |
| 30 | BA | Boeing Co/the | +0.1% | +4.04% | Add |
| 31 | DIS | Walt Disney Co/the | +0.1% | +0.33% | Add |
| 32 | SYBT | Stock Yards Bancorp Inc | +0.1% | +0.03% | Add |
| 33 | LKFN | Lakeland Financial CORP | +0.1% | +9.78% | Add |
| 34 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 35 | SEM | Select Medical Holdings CORP | -0.1% | EXIT | Sold out |
| 36 | GIS | General Mills Inc | -0.1% | -12.01% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.2% | -0.64% | Trim |
| 38 | CTRA | Coterra Energy Inc | -0.2% | -1.05% | Trim |
| 39 | FANG | Diamondback Energy Inc | -0.2% | — | Unchanged |
| 40 | MRK | Merck & Co. Inc. | -0.2% | — | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | — | Unchanged |
| 42 | MGM | Mgm Resorts International | -0.3% | -39.79% | Trim |
| 43 | ABBV | Abbvie Inc | -0.3% | — | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.3% | — | Unchanged |
| 45 | CVX | Chevron CORP | -0.4% | +0.13% | Add |
| 46 | GEHC | GE Healthcare Technology | -0.5% | — | Trim |
| 47 | VFC | Vf CORP | -0.7% | -33.86% | Trim |
| 48 | BMY | Bristol-myers Squibb Co | -0.7% | +1.38% | Add |
| 49 | OGN | Organon & Co | -0.8% | EXIT | Sold out |
| 50 | BOXX | Alpha Architect 1-3 Mnth Box | -1.3% | — | Trim |
According to official SEC Form 13F filings, Sippican Capital Advisors reported a total U.S. public equity portfolio value of $163.9M across 112 disclosed positions in Q2 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 , GE, ) accounted for 14.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
PRUFX
市值: $1.7M
Top Position Liquidated / Trimmed
OGN
前期市值: $1.0M
During Q2 2025, Sippican Capital Advisors's top holdings by market value included (6.5%)、GE (3.0%)、 (2.7%). The largest single position, , represented 6.5% of total portfolio value.
In Q2 2025, Sippican Capital Advisors made 43 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 17 holdings, and fully liquidating 2 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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