Sippican Capital Advisors: 13F holdings
CIK 15574062026Q2
| Positions | 111 |
|---|
| Reported value | $163.9m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 111 (+4 vs prior quarter) |
|---|
| Reported value | $163.9m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TBBK BANCORP INC DEL | 146,021 | $9.1m | 5.6% |
| GE Ge Aerospace | 14,782 | $5.5m | 3.4% |
| TFIN Triumph Financial Inc | 70,198 | $5.4m | 3.3% |
| GOOG ALPHABET INC | 10,475 | $3.7m | 2.3% |
| BMY Bristol-Myers Squibb Co | 60,689 | $3.5m | 2.1% |
| ALRS ALERUS FINL CORP | 111,891 | $3.5m | 2.1% |
| NVR NVR Inc | 488 | $3.3m | 2.0% |
| LLY ELI LILLY & CO | 2,769 | $3.3m | 2.0% |
| COLB COLUMBIA BKG SYS INC | 103,527 | $3.3m | 2.0% |
| ABBV AbbVie Inc | 12,947 | $3.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1557406")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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