SeaBridge Investment Advisors LLC: 13F holdings
CIK 13042292026Q2
| Positions | 188 |
|---|
| Reported value | $691.6m |
|---|
| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 188 (+0 vs prior quarter) |
|---|
| Reported value | $691.6m (+17.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 63,532 | $30.3m | 4.4% |
| AAPL APPLE INC | 89,073 | $25.8m | 3.7% |
| VMBS VANGUARD SCOTTSDALE FDS | 499,622 | $23.4m | 3.4% |
| MU MICRON TECHNOLOGY INC | 19,686 | $22.7m | 3.3% |
| GOOGL ALPHABET INC | 63,546 | $22.7m | 3.3% |
| IEF ISHARES TR | 233,761 | $22.1m | 3.2% |
| JMBS JANUS DETROIT STR TR | 446,615 | $20.1m | 2.9% |
| PFF ISHARES TR | 654,287 | $19.9m | 2.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 16,891 | $16.3m | 2.4% |
| MSFT MICROSOFT CORP | 43,132 | $16.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1304229")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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