Sippican Capital Advisors Top Holdings and 13F Report (2025) About Sippican Capital AdvisorsInvestment ActivitySippican Capital Advisors has $137.25 million in total holdings as of December 31, 2024.Sippican Capital Advisors owns shares of 112 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 2.58% of the portfolio was purchased this quarter.About 5.46% of the portfolio was sold this quarter.This quarter, Sippican Capital Advisors has purchased 113 new stocks and bought additional shares in 25 stocks.Sippican Capital Advisors sold shares of 46 stocks and completely divested from 5 stocks this quarter.Largest Holdings Bancorp $8,277,699NVR $4,187,597Triumph Financial $3,639,562Fidelity Tr 500 Index Ins Prem $3,205,600Exxon Mobil $3,168,582 Largest New Holdings this Quarter Goodyear Tire & Rubber $842,265 HoldingAlphabet $222,427 HoldingBank of Hawaii $214,789 HoldingConcentra Group Holdings Paren $212,912 Holding Largest Purchases this Quarter Goodyear Tire & Rubber 93,585 shares (about $842.27K)Customers Bancorp 9,190 shares (about $447.37K)Organon & Co. 21,122 shares (about $315.14K)Metropolitan Bank 5,342 shares (about $311.97K)Alphabet 1,175 shares (about $222.43K) Largest Sales this Quarter Alpha Architect 1-3 Month Box ETF 20,463 shares (about $2.26M)Pfizer 46,929 shares (about $1.25M)Boeing 4,604 shares (about $814.91K)Apellis Pharmaceuticals 9,560 shares (about $305.06K)T. Rowe Price Group 2,215 shares (about $250.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSippican Capital Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTBBKBancorp$8,277,699$10,263 ▼-0.1%157,2816.0%FinanceNVRNVR$4,187,597$16,358 ▼-0.4%5123.1%ConstructionTFINTriumph Financial$3,639,562$9,088 ▲0.3%40,0482.7%FinanceFidelity Tr 500 Index Ins Prem$3,205,600$23,482 ▲0.7%15,6992.3%MFXOMExxon Mobil$3,168,582$40,984 ▼-1.3%29,4562.3%Oils/EnergyBMYBristol-Myers Squibb$3,153,333$52,431 ▼-1.6%55,7522.3%MedicalCOLBColumbia Banking System$2,903,224$99,532 ▼-3.3%107,4872.1%FinanceGEGeneral Electric$2,800,904$3,169 ▼-0.1%16,7932.0%TransportationCVXChevron$2,755,436$70,537 ▼-2.5%19,0242.0%Oils/EnergyMMM3M$2,663,901$70,999 ▼-2.6%20,6361.9%Multi-Sector ConglomeratesLLYEli Lilly and Company$2,617,080$41,688 ▼-1.6%3,3901.9%MedicalVBTXVeritex$2,594,595$100,492 ▼-3.7%95,5301.9%FinanceCCitigroup$2,589,226$96,434 ▼-3.6%36,7841.9%FinanceIRMIron Mountain$2,497,624$110,891 ▼-4.3%23,7621.8%Business ServicesABBVAbbVie$2,495,796$132,386 ▼-5.0%14,0451.8%MedicalLENLennar$2,335,473$34,774 ▼-1.5%17,1261.7%ConstructionBRK.BBerkshire Hathaway$2,303,116$3,173 ▲0.1%5,0811.7%FinanceVFCVF$2,281,241$126,614 ▲5.9%106,3021.7%Consumer DiscretionaryMRKMerck & Co., Inc.$2,130,663$74,610 ▲3.6%21,4181.6%MedicalGOOGAlphabet$2,036,756$4,761 ▲0.2%10,6951.5%Computer and TechnologyRTXRTX$2,003,460$30,087 ▼-1.5%17,3131.5%AerospaceMOFGMidWestOne Financial Group$1,915,747$16,016 ▼-0.8%65,7881.4%FinanceBANCBanc of California$1,911,892$31,801 ▲1.7%123,6671.4%FinanceAAPLApple$1,862,1230.0%7,4361.4%Computer and TechnologyTROWT. Rowe Price Group$1,859,426$250,494 ▼-11.9%16,4421.4%FinanceFANGDiamondback Energy$1,850,624$82,570 ▼-4.3%11,2961.3%Oils/EnergyWALWestern Alliance Bancorporation$1,846,234$3,342 ▼-0.2%22,1001.3%FinanceCUBICustomers Bancorp$1,741,235$447,369 ▲34.6%35,7691.3%FinanceOMFOneMain$1,697,561$782 ▼0.0%32,5641.2%FinanceJPMJPMorgan Chase & Co.$1,674,1350.0%6,9841.2%FinanceCTRACoterra Energy$1,639,668$4,623 ▲0.3%64,2001.2%Oils/EnergyALRSAlerus Financial$1,639,344$90,043 ▲5.8%85,2051.2%FinanceMGMMGM Resorts International$1,634,856$149,168 ▼-8.4%47,1821.2%Consumer DiscretionaryCASHPathward Financial$1,623,911$7,358 ▼-0.5%22,0701.2%FinanceKMIKinder Morgan$1,593,1730.0%58,1451.2%Oils/EnergyBOXXAlpha Architect 1-3 Month Box ETF$1,560,054$2,256,708 ▼-59.1%14,1461.1%ETFDVADaVita$1,548,740$16,301 ▼-1.0%10,3561.1%MedicalEOGEOG Resources$1,493,392$5,516 ▼-0.4%12,1831.1%Oils/EnergyLKFNLakeland Financial$1,332,294$30,598 ▲2.4%19,3761.0%FinanceGEHCGE HealthCare Technologies$1,278,007$19,467 ▼-1.5%16,3470.9%MedicalSYBTStock Yards Bancorp$1,277,809$35,089 ▲2.8%17,8440.9%FinanceLMTLockheed Martin$1,267,817$486 ▼0.0%2,6090.9%AerospaceBXBlackstone$1,257,804$690 ▼-0.1%7,2950.9%FinanceQCRHQCR$1,222,0990.0%15,1550.9%FinanceBWBBridgewater Bancshares$1,221,439$66,199 ▲5.7%90,4100.9%FinanceDKNGDraftKings$1,161,161$12,090 ▼-1.0%31,2140.8%Consumer DiscretionaryBACBank of America$1,144,897$4,395 ▼-0.4%26,0500.8%FinanceCFCF Industries$1,122,385$12,883 ▼-1.1%13,1550.8%Basic MaterialsPFEPfizer$1,098,262$1,245,026 ▼-53.1%41,3970.8%MedicalMCBMetropolitan Bank$1,068,486$311,973 ▲41.2%18,2960.8%FinancePNFPPinnacle Financial Partners$1,054,1040.0%9,2150.8%FinanceCBChubb$991,917$4,145 ▲0.4%3,5900.7%FinanceDEDeere & Company$991,4580.0%2,3400.7%Industrial ProductsORCLOracle$979,5100.0%5,8780.7%Computer and TechnologyCATCaterpillar$906,9000.0%2,5000.7%Industrial ProductsGISGeneral Mills$882,704$2,870 ▼-0.3%13,8420.6%Consumer StaplesGTGoodyear Tire & Rubber$842,265$842,265 ▲New Holding93,5850.6%Auto/Tires/TrucksBANRBanner$833,7570.0%12,4870.6%FinanceEQBKEquity Bancshares$808,695$59,261 ▲7.9%19,0640.6%FinanceEBCEastern Bankshares$782,5290.0%45,3640.6%FinanceAXPAmerican Express$759,4860.0%2,5590.6%FinanceENBEnbridge$751,0530.0%17,7010.5%Oils/EnergyMSMorgan Stanley$748,035$12,572 ▼-1.7%5,9500.5%FinanceGDGeneral Dynamics$721,172$11,857 ▼-1.6%2,7370.5%AerospaceGE Vernova Inc$670,3590.0%2,0380.5%COMDISWalt Disney$670,216$32,848 ▼-4.7%6,0190.5%Consumer DiscretionaryAPLSApellis Pharmaceuticals$662,228$305,059 ▼-31.5%20,7530.5%MedicalCLColgate-Palmolive$654,552$5,909 ▲0.9%7,2000.5%Consumer StaplesMSFTMicrosoft$648,2670.0%1,5380.5%Computer and TechnologyHDHome Depot$646,5010.0%1,6620.5%Retail/WholesaleMVBFMVB Financial$637,249$144,175 ▲29.2%30,7850.5%FinanceSMSM Energy$632,757$22,287 ▼-3.4%16,3250.5%Oils/EnergyEPDEnterprise Products Partners$615,5970.0%19,6300.4%Oils/EnergyPEPPepsiCo$594,8590.0%3,9120.4%Consumer StaplesWFCWells Fargo & Company$582,5000.0%8,2930.4%FinanceJNJJohnson & Johnson$578,625$10,847 ▼-1.8%4,0010.4%MedicalBF.BBrown-Forman$566,6240.0%14,9190.4%Consumer StaplesPAAPlains All American Pipeline$556,5520.0%32,5850.4%Oils/EnergyOGNOrganon & Co.$542,372$315,140 ▲138.7%36,3520.4%MedicalCOPConocoPhillips$525,403$12,892 ▼-2.4%5,2980.4%Oils/EnergyBABoeing$522,681$814,908 ▼-60.9%2,9530.4%AerospaceVVisa$501,5550.0%1,5870.4%Business ServicesMYFWFirst Western Financial$483,765$217,885 ▲81.9%24,7450.4%FinanceHONHoneywell International$470,077$48,566 ▼-9.4%2,0810.3%Multi-Sector ConglomeratesABTAbbott Laboratories$406,0650.0%3,5900.3%MedicalBF.ABrown-Forman$400,0420.0%10,6140.3%Consumer StaplesVMCVulcan Materials$352,4050.0%1,3700.3%ConstructionTSLATesla$343,668$1,212 ▼-0.4%8510.3%Auto/Tires/TrucksKOCoca-Cola$336,1420.0%5,3990.2%Consumer StaplesSBLKStar Bulk Carriers$333,729$733 ▼-0.2%22,3230.2%TransportationHSYHershey$313,2970.0%1,8500.2%Consumer StaplesOKEONEOK$309,0310.0%3,0780.2%Oils/EnergyPGProcter & Gamble$306,2970.0%1,8270.2%Consumer StaplesAMZNAmazon.com$302,7580.0%1,3800.2%Retail/WholesaleCINFCincinnati Financial$285,244$12,214 ▼-4.1%1,9850.2%FinanceZIONZions Bancorporation, National Association$284,8120.0%5,2500.2%FinanceTRVTravelers Companies$279,6730.0%1,1610.2%FinanceCETCentral Securities$274,1400.0%6,0000.2%FinanceUNPUnion Pacific$267,9470.0%1,1750.2%TransportationSNVSynovus Financial$259,8390.0%5,0720.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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