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CIK: 0001557406
Total reported value
$150.4M
$150.4M
114 檔
18.0%
According to the latest 13F quarterly dataset, Sippican Capital Advisors managed an equity portfolio of $150.4M at the end of Q3 2025, spanning 114 distinct U.S. exchange-listed positions.
Sippican Capital Advisors executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 4 holdings and trimming 39 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 7.64% | — | -1.07% | ||
| 2 | GE | General Electric | Stock-Industrials | 3.15% | -0.31% | -0.16% | |
| 3 | ✓ | Stock-Other | 2.69% | — | -0.39% | ||
| 4 | ✓ | Stock-Other | 2.26% | — | +21.90% | ||
| 5 | ✓ | Stock-Other | 2.14% | — | -1.87% | ||
| 6 | ✓ | Stock-Other | 2.13% | — | -0.54% | ||
| 7 | ✓ | Stock-Other | 2.02% | — | -1.01% | ||
| 8 | CVX | Chevron CORP | Stock-Energy | 1.95% | +0.33% | -0.47% | |
| 9 | COLB | Columbia Banking System Inc | Stock-Financials | 1.87% | -0.39% | -0.68% | |
| 10 | C | Citigroup Inc | Stock-Financials | 1.87% | -0.24% | -6.88% | |
| 11 | ✓ | Stock-Other | 1.86% | — | -2.75% | ||
| 12 | ✓ | Stock-Other | 1.75% | — | -0.22% | ||
| 13 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.73% | +0.23% | +2.94% | |
| 14 | ✓ | Stock-Other | 1.70% | — | -0.52% | ||
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | +0.11% | — | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 1.67% | +0.59% | +6.67% | |
| 17 | ✓ | Stock-Other | 1.64% | — | +1.11% | ||
| 18 | FXAIX | Fidelity 500 Index Fund | Stock-Other | 1.63% | -0.56% | +0.52% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.01% | +1.12% | |
| 20 | ✓ | Stock-Other | 1.59% | — | -0.76% | ||
| 21 | ✓ | Stock-Other | 1.44% | — | -1.08% | ||
| 22 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.43% | +0.08% | +0.02% | |
| 23 | ✓ | Stock-Other | 1.39% | — | -0.63% | ||
| 24 | MCB | Metropolitan Bank Holding Co | Stock-Other | 1.34% | -0.09% | +3.46% | |
| 25 | ✓ | Alpha Architect 1-3 Month Box | Stock-Other | 1.33% | — | +453.09% | |
| 26 | ✓ | Stock-Other | 1.28% | — | +4.25% | ||
| 27 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.29% | +1.03% | |
| 28 | MOFG | Midwestone Financial Group I | Stock-Other | 1.23% | — | -0.64% | |
| 29 | ✓ | Stock-Other | 1.22% | — | -0.47% | ||
| 30 | WAL | Western Alliance Bancorp | Stock-Financials | 1.20% | -0.15% | EXIT | |
| 31 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.18% | -0.58% | +31.15% | |
| 32 | BWB | Bridgewater Bancshares Inc | Stock-Other | 1.13% | +0.06% | -0.31% | |
| 33 | ✓ | Stock-Other | 1.08% | — | -0.85% | ||
| 34 | ✓ | Stock-Other | 1.05% | — | -2.39% | ||
| 35 | ✓ | Stock-Other | 1.04% | — | -0.32% | ||
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | +0.08% | +8.36% | |
| 37 | ✓ | Stock-Other | 1.01% | — | — | ||
| 38 | LKFN | Lakeland Financial CORP | Stock-Other | 1.00% | — | -0.25% | |
| 39 | PRUFX | T Rowe Pr Growth Stock-i | Stock-Other | 1.00% | +0.09% | -19.37% | |
| 40 | CTRA | Coterra Energy Inc | Stock-Energy | 0.98% | — | -0.67% | |
| 41 | VFC | Vf CORP | Stock-Consumer Disc | 0.92% | +0.10% | +34.70% | |
| 42 | ✓ | Stock-Other | 0.90% | — | -0.41% | ||
| 43 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.90% | -0.23% | EXIT | |
| 44 | ✓ | Stock-Other | 0.88% | — | +17.54% | ||
| 45 | ✓ | Stock-Other | 0.87% | — | -0.55% | ||
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | -0.05% | -4.22% | |
| 47 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.83% | -0.29% | — | |
| 48 | ✓ | Stock-Other | 0.82% | — | -1.13% | ||
| 49 | ✓ | Stock-Other | 0.82% | — | — | ||
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | -0.24% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.4% | -1.07% | Trim | |
| 2 | ✓ | +0.8% | +17.54% | Add | |
| 3 | GE | General Electric | +0.7% | -0.16% | Trim |
| 4 | ✓ | +0.5% | -0.85% | Trim | |
| 5 | ✓ | +0.5% | -0.52% | Trim | |
| 6 | ✓ | +0.4% | +21.90% | Add | |
| 7 | PFE | Pfizer Inc | +0.4% | +6.67% | Add |
| 8 | ✓ | +0.4% | -1.13% | Trim | |
| 9 | MCB | Metropolitan Bank Holding Co | +0.3% | +3.46% | Add |
| 10 | ✓ | +0.3% | -0.22% | Add | |
| 11 | ✓ | +0.2% | +1.11% | Add | |
| 12 | C | Citigroup Inc | +0.2% | -6.88% | Trim |
| 13 | MVBF | Mvb Financial CORP | +0.2% | -0.12% | Add |
| 14 | ✓ | +0.2% | — | Add | |
| 15 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 16 | ✓ | +0.2% | -1.08% | Trim | |
| 17 | ✓ | +0.1% | +6.04% | Add | |
| 18 | ✓ | +0.1% | -2.75% | Trim | |
| 19 | ✓ | +0.1% | -2.78% | Add | |
| 20 | BWB | Bridgewater Bancshares Inc | +0.1% | -0.31% | Add |
| 21 | FXAIX | Fidelity 500 Index Fund | +0.1% | +0.52% | Add |
| 22 | CF | Cf Industries Holdings Inc | +0.1% | +4.18% | Add |
| 23 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 24 | MS | Morgan Stanley | +0.1% | — | Trim |
| 25 | ✓ | +0.1% | +11.70% | Add | |
| 26 | ✓ | +0.1% | -5.95% | Trim | |
| 27 | LMT | Lockheed Martin CORP | +0.1% | +8.36% | Add |
| 28 | ✓ | +0.1% | — | Unchanged | |
| 29 | GD | General Dynamics CORP | +0.1% | — | Unchanged |
| 30 | BA | Boeing Co/the | +0.1% | — | Add |
| 31 | ✓ | +0.1% | -0.76% | Trim | |
| 32 | ✓ | 0% | -0.63% | Add | |
| 33 | VMC | Vulcan Materials Co | 0% | — | Unchanged |
| 34 | LKFN | Lakeland Financial CORP | 0% | -0.25% | Add |
| 35 | BAC | Bank Of America CORP | 0% | -4.22% | Trim |
| 36 | AXP | American Express Co | 0% | -2.93% | Trim |
| 37 | ✓ | 0% | -0.47% | Add | |
| 38 | AAPL | Apple Inc | 0% | +1.03% | Add |
| 39 | MRP | Millrose Properties | 0% | -0.55% | Trim |
| 40 | DIS | Walt Disney Co/the | 0% | — | Add |
| 41 | WFC | Wells Fargo & Co | 0% | -0.34% | Trim |
| 42 | ✓ | 0% | +0.01% | Add | |
| 43 | USB | US Bancorp | 0% | — | Unchanged |
| 44 | ✓ | — | — | Unchanged | |
| 45 | PEP | Pepsico Inc | — | +4.90% | Add |
| 46 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 47 | CET | Central Securities CORP | — | — | Unchanged |
| 48 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 49 | ZION | Zions Bancorp NA | 0% | — | Trim |
| 50 | ✓ | 0% | — | Unchanged |
According to official SEC Form 13F filings, Sippican Capital Advisors reported a total U.S. public equity portfolio value of $150.4M across 114 disclosed positions in Q3 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 18.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
PRUFX
市值: $1.5M
Top Position Liquidated / Trimmed
前期市值: $1.0M
During Q3 2025, Sippican Capital Advisors's top holdings by market value included (7.6%)、GE (3.1%)、 (2.7%). The largest single position, , represented 7.6% of total portfolio value.
In Q3 2025, Sippican Capital Advisors made 89 total portfolio adjustments, initiating 9 new buys, adding to 37 positions, trimming 39 holdings, and fully liquidating 4 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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