Sippican Capital Advisors - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Sippican Capital Advisors held in its portfolio 113 assets valued at $155,628,653 (i.e. $155.63M).

The most valuable assets in the portfolio included: Bancorp Inc ($10.36M), Ge Aerospace ($4.77M), and Triumph Financial Inc ($4.57M).

The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Sippican Capital Advisors Portfolio
Bancorp Inc
Ge Aerospace
Triumph Financial Inc
Alpha Architect 1-3 Month Box
NVR Inc
Exxon Mobil Corp
Bristol-Myers Squibb Co
Alphabet Inc Cap Stock Cl C
Lilly Eli & Co
Columbia Banking Systems Inc
Sippican Capital Advisors - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Bancorp Inc 153461 10361687 COM
Ge Aerospace 15492 4772001 COM
Triumph Financial Inc 72948 4568733 COM
Alpha Architect 1-3 Month Box 38628 4446084 ETF
NVR Inc 507 3697434 COM
Exxon Mobil Corp 28119 3383840 COM
Bristol-Myers Squibb Co 62052 3347085 COM
Alphabet Inc Cap Stock Cl C 10545 3309021 COM
Lilly Eli & Co 2999 3222965 COM
Columbia Banking Systems Inc 110077 3076652 COM
AbbVie Inc 13459 3075247 COM
3M Co 18927 3030213 COM
Customers Bancorp Inc 40580 2967210 COM
Rtx Corporation Com 15769 2892035 COM
Chevron Corp 18727 2854182 COM
Goodyear Tire & Rubber Co 316130 2769299 COM
Alerus Financial Corp 113841 2563699 COM
Pfizer Inc 100867 2511588 COM
Banc Of California Inc 124595 2403438 COM
Fidelity Tr 500 Index Ins Prem 10010 2379602 MF
Merck & Co Inc 22476 2365824 COM
Berkshire Hathaway Inc Cl B 4430 2226739 COM
Onemain Holdings Inc 32806 2216045 COM
Metropolitan Bank Holding Corp 28097 2145487 COM
Eagle Bancorp Inc MD 98680 2113726 COM
JPMorgan Chase & Co 6490 2091208 COM
Iron Mountain Inc 23277 1930827 RE
VF Corp 105370 1905090 COM
Flagstar Financial Inc Com New 148805 1873455 COM
Apple Inc 6658 1810044 COM
Western Alliance Bancorp 21015 1766731 COM
Lennar Corp Cl A 17022 1749862 COM
IREN LIMITED 45330 1712114 COM
Bridgewater Bancshares Inc Acc 97310 1705844 COM
Citigroup Inc 14237 1661316 COM
Coterra Energy Inc 62415 1642763 COM
Diamondback Energy Inc 10903 1639048 COM
Pathward Financial Inc 21640 1536440 COM
Lockheed Martin Corp 3086 1492606 COM
Price T Rowe Growth Stock Fund 13715 1484596 MF
Kinder Morgan Inc 53814 1479347 COM
Caterpillar Inc 2500 1432175 COM
Oracle Corp 7134 1390488 COM
Bank America Corp 25229 1387595 COM
GE Vernova Inc 2037 1331322 COM
Amazon.com Inc 5633 1300209 COM
First Western Financial Inc 47825 1282188 COM
Equity Bancshares Inc Cl A 28445 1270069 COM
EOG Resources Inc 12065 1266946 COM
QCR Holdings Inc 15155 1262411 COM
CF Industries Holdings Inc 15405 1191423 COM
Blackstone Group Inc Cl A 7219 1112737 COM
Chubb Limited 3525 1100223 COM
Stock Yds Bancorp Inc 16889 1096941 COM
Deere & Co 2340 1089434 COM
MVB Financial Corp 41353 1068148 COM
Draftkings Inc Cl A 30249 1042381 COM
General Dynamics Corp 2972 1000554 COM
Morgan Stanley 5593 992926 COM
MidWestOne Financial Group Inc 25684 988834 COM
Lakeland Financial Corp 17164 979378 COM
Enbridge Inc 17701 846639 COM
Terawulf Inc 71650 823258 COM
Cipher Mining Inc 52750 778590 COM
Banner Corp 12360 774478 COM
Eastern Bankshares Inc 41806 770485 COM
American Express Co 2014 745079 COM
Disney Walt Co Disney 6066 690129 COM
Boeing Co 3172 688705 COM
Wells Fargo & Co 7375 687350 COM
Enterprise Products Partners L 20485 656749 ML
PepsiCo Inc 4554 653590 COM
MGM Resorts International 16641 607230 COM
Plains All American Pipeline L 32800 589088 ML
WSFS Financial Corp 10638 587643 COM
Pinnacle Financial Partners In 5915 564350 COM
Visa Inc Cl A 1580 554122 COM
Johnson & Johnson 2674 553384 COM
Colgate Palmolive Co 6997 552903 COM
Home Depot Inc 1500 516150 COM
Abbott Laboratories 3425 429118 COM
Brown Forman Corp Cl B 16195 422042 COM
Microsoft Corp 863 417364 COM
Star Bulk Carriers Corp Par 21677 416632 COM
Davita Inc 3322 377412 COM
Coca-Cola Co 5373 375626 COM
Tesla Inc 791 355729 COM
Vanguard 500 Index Admir 554 349934 MF
Alphabet Inc Cap Stock Cl A 1110 347430 COM
Oneok Inc 4626 340011 COM
Hershey Co 1850 336663 COM
Travelers Companies Inc 1125 326317 COM
General Mills Inc 7005 325732 COM
Cincinnati Financial Corp 1900 310308 COM
SM Energy Co 15831 296040 COM
Zions Bancorporation 5050 295627 COM
Union Pacific Corp 1174 271570 COM
Total SA Act 4048 264820 COM
Millrose Property Inc 8771 261990 RE
Procter And Gamble Co 1816 260251 COM
Brown Forman Corp Cl A 9866 259574 COM
US Bancorp Del 4857 259170 COM
Honeywell Intl Inc 1288 251276 COM
ConocoPhillips 2628 246007 COM
Intl Business Machines 828 245262 COM
Synovus Financial Corp 4875 243994 COM
Illinois Tool Works Inc 925 227827 COM
Textron Inc 2500 217925 COM
Invesco Exchange Traded Fd Tr 1076 206105 ETF
Taylor Morrison Home Corp Cl A 3500 206045 COM
Blend Laboratories Inc Cl A 18000 54720 COM
Ernexa Therapeutics Inc 10000 12000 COM
Strive Inc Cl A 14500 10701 COM