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CIK: 0001557406
Total reported value
$163.9M
$163.9M
113 檔
17.0%
In Q4 2025, Sippican Capital Advisors's U.S. equity holdings reached a combined market value of $163.9M, distributed across 113 disclosed stock positions.
In Q4 2025, Sippican Capital Advisors adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 6.66% | — | -0.53% | ||
| 2 | GE | General Electric | Stock-Industrials | 3.07% | +0.47% | -2.17% | |
| 3 | ✓ | Stock-Other | 2.94% | — | +6.71% | ||
| 4 | ✓ | Alpha Architect 1-3 Month Box | Stock-Other | 2.86% | — | +119.00% | |
| 5 | ✓ | Stock-Other | 2.38% | — | — | ||
| 6 | ✓ | Stock-Other | 2.17% | — | -2.08% | ||
| 7 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.15% | -0.39% | +6.89% | |
| 8 | ✓ | Stock-Other | 2.13% | — | +0.02% | ||
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.07% | +0.25% | -5.16% | |
| 10 | COLB | Columbia Banking System Inc | Stock-Financials | 1.98% | +0.03% | -0.01% | |
| 11 | ✓ | Stock-Other | 1.98% | — | -3.42% | ||
| 12 | ✓ | Stock-Other | 1.95% | — | -3.69% | ||
| 13 | ✓ | Stock-Other | 1.91% | — | +0.08% | ||
| 14 | ✓ | Stock-Other | 1.86% | — | -6.24% | ||
| 15 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.79% | -1.21% | |
| 16 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 1.78% | +0.18% | +33.03% | |
| 17 | ✓ | Stock-Other | 1.65% | — | +1.77% | ||
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.61% | -0.41% | +1.78% | |
| 19 | ✓ | Stock-Other | 1.54% | — | -1.97% | ||
| 20 | FXAIX | Fidelity 500 Index Fund | Stock-Other | 1.53% | +0.11% | -5.16% | |
| 21 | ✓ | Stock-Other | 1.52% | — | -2.81% | ||
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.10% | -12.73% | |
| 23 | ✓ | Stock-Other | 1.42% | — | -0.01% | ||
| 24 | MCB | Metropolitan Bank Holding Co | Stock-Other | 1.38% | +0.08% | +3.74% | |
| 25 | EGBN | Eagle Bancorp Inc | Stock-Other | 1.36% | +0.08% | +161.33% | |
| 26 | ✓ | Stock-Other | 1.34% | — | -5.70% | ||
| 27 | ✓ | Stock-Other | 1.24% | — | -1.08% | ||
| 28 | VFC | Vf CORP | Stock-Consumer Disc | 1.22% | -0.13% | +9.17% | |
| 29 | FLG | Flagstar Bank NA | Stock-Financials | 1.20% | +0.07% | +100.06% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.02% | -9.82% | |
| 31 | WAL | Western Alliance Bancorp | Stock-Financials | 1.14% | -0.38% | — | |
| 32 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.12% | +0.05% | -0.58% | |
| 33 | ✓ | Stock-Other | 1.10% | — | +59.16% | ||
| 34 | BWB | Bridgewater Bancshares Inc | Stock-Other | 1.10% | +0.07% | — | |
| 35 | C | Citigroup Inc | Stock-Financials | 1.07% | -0.05% | -48.82% | |
| 36 | CTRA | Coterra Energy Inc | Stock-Energy | 1.06% | -1.30% | EXIT | |
| 37 | ✓ | Stock-Other | 1.05% | — | -0.94% | ||
| 38 | ✓ | Stock-Other | 0.99% | — | +0.79% | ||
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.29% | — | |
| 40 | PRUFX | T Rowe Pr Growth Stock-i | Stock-Other | 0.95% | +0.01% | +10.34% | |
| 41 | ✓ | Stock-Other | 0.95% | — | -0.46% | ||
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.92% | +0.36% | — | |
| 43 | ✓ | Stock-Other | 0.89% | — | +22.41% | ||
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | -0.02% | +1.50% | |
| 45 | ✓ | Stock-Other | 0.86% | — | +1.24% | ||
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.22% | +308.19% | |
| 47 | ✓ | Stock-Other | 0.82% | — | — | ||
| 48 | ✓ | Stock-Other | 0.82% | — | +0.35% | ||
| 49 | ✓ | Stock-Other | 0.81% | — | -0.42% | ||
| 50 | ✓ | Stock-Other | 0.81% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Alpha Architect 1-3 Month Box | +1.5% | +119.00% | Add |
| 2 | EGBN | Eagle Bancorp Inc | +0.9% | +161.33% | Add |
| 3 | ✓ | +0.7% | +6.71% | Add | |
| 4 | AMZN | Amazon.com Inc | +0.6% | +308.19% | Add |
| 5 | FLG | Flagstar Bank NA | +0.6% | +100.06% | Add |
| 6 | GT | Goodyear Tire & Rubber Co | +0.6% | +33.03% | Add |
| 7 | LLY | Eli Lilly & Co | +0.5% | -5.16% | Trim |
| 8 | ✓ | +0.4% | +0.02% | Add | |
| 9 | BMY | Bristol-myers Squibb Co | +0.4% | +6.89% | Add |
| 10 | ✓ | +0.3% | +151.19% | Add | |
| 11 | VFC | Vf CORP | +0.3% | +9.17% | Add |
| 12 | ✓ | +0.3% | +112.93% | Add | |
| 13 | ✓ | +0.2% | -2.81% | Trim | |
| 14 | ✓ | +0.2% | +59.16% | Add | |
| 15 | ✓ | +0.2% | -0.01% | Trim | |
| 16 | ✓ | +0.2% | +0.08% | Add | |
| 17 | ✓ | +0.2% | -1.97% | Trim | |
| 18 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 19 | WSFS | Wsfs Financial CORP | +0.1% | +53.22% | Add |
| 20 | COLB | Columbia Banking System Inc | +0.1% | -0.01% | Trim |
| 21 | ✓ | +0.1% | — | Unchanged | |
| 22 | CTRA | Coterra Energy Inc | +0.1% | -0.60% | Trim |
| 23 | ✓ | +0.1% | +0.35% | Add | |
| 24 | ✓ | +0.1% | — | Unchanged | |
| 25 | MCB | Metropolitan Bank Holding Co | 0% | +3.74% | Add |
| 26 | ✓ | 0% | -2.08% | Trim | |
| 27 | ✓ | -0.1% | — | Unchanged | |
| 28 | CF | Cf Industries Holdings Inc | -0.1% | +1.95% | Add |
| 29 | SYBT | Stock Yards Bancorp Inc | -0.1% | -6.11% | Trim |
| 30 | ✓ | -0.2% | -3.42% | Trim | |
| 31 | MGM | Mgm Resorts International | -0.2% | -32.83% | Trim |
| 32 | ✓ | -0.2% | +22.41% | Add | |
| 33 | ✓ | -0.2% | -35.81% | Trim | |
| 34 | MSFT | Microsoft CORP | -0.3% | -43.89% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -12.73% | Trim |
| 36 | LEN | Lennar Corp-a | -0.3% | -0.58% | Trim |
| 37 | ✓ | -0.3% | — | Unchanged | |
| 38 | ✓ | -0.4% | -1.08% | Trim | |
| 39 | LKFN | Lakeland Financial CORP | -0.4% | -27.47% | Trim |
| 40 | MOFG | Midwestone Financial Group I | -0.6% | -60.83% | Trim |
| 41 | ✓ | -0.6% | -66.58% | Trim | |
| 42 | C | Citigroup Inc | -0.8% | -48.82% | Trim |
| 43 | ✓ | -1% | -0.53% | Trim | |
| 44 | VBTX | Veritex Holdings Inc | — | EXIT | Sold out |
| 45 | ✓ | — | EXIT | Sold out | |
| 46 | VMC | Vulcan Materials Co | — | EXIT | Sold out |
| 47 | CET | Central Securities CORP | — | EXIT | Sold out |
| 48 | ✓ | — | NEW | New buy | |
| 49 | ✓ | TotalEnergies SE | — | EXIT | Sold out |
| 50 | ✓ | — | 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 113 disclosed positions in Q4 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 17.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $264.8K
Top Position Liquidated / Trimmed
VBTX
前期市值: $893.7K
During Q4 2025, Sippican Capital Advisors's top holdings by market value included (6.7%)、GE (3.1%)、 (2.9%). The largest single position, , represented 6.7% of total portfolio value.
In Q4 2025, Sippican Capital Advisors made 45 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 20 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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