Sippican Capital Advisors: 13F holdings

CIK 15574062026Q2

Positions111
Reported value$163.9m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
TBBK BANCORP INC DEL146,021$9.1m5.6%
GE Ge Aerospace14,782$5.5m3.4%
TFIN Triumph Financial Inc70,198$5.4m3.3%
GOOG ALPHABET INC10,475$3.7m2.3%
BMY Bristol-Myers Squibb Co60,689$3.5m2.1%
ALRS ALERUS FINL CORP111,891$3.5m2.1%
NVR NVR Inc488$3.3m2.0%
LLY ELI LILLY & CO2,769$3.3m2.0%
COLB COLUMBIA BKG SYS INC103,527$3.3m2.0%
ABBV AbbVie Inc12,947$3.3m2.0%

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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