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Filers›Asset Manager›Sippican Capital Advisors
DOSSIER · 13F-HR · Q1 2026

Sippican Capital Advisors

Sippican's asset manager based in Omaha, NE — $146M in tracked AUM across 107 positions as of Q1 2026.

S
Sippican·Omaha, NE·Asset Manager
CIK 0001557406 · last filed Mar 31, 2026
Total AUM
$146M
▼ 5.9%
vs prior
Holdings
107
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Sippican Capital Advisors SEC 13F Filing
Portfolio Overview

Sippican Capital Advisors has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 119.0%, growing from $71.07M to $155.63M. This doubling of assets under management (AUM) suggests substantial capital inflows or strong performance from existing holdings during a period of market volatility.

The po...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TBBK
Bancorp Inc
$8M148K5.4%
02
GE
Ge Aerospace
$4M15K2.9%
03
TFIN
Triumph Financial Inc
$4M70K2.9%
04
XOM
Exxon Mobil Corp
$4M25K2.9%
05
BMY
Bristol-Myers Squibb Co
$4M61K2.5%
06
CVX
Chevron Corp
$4M18K2.5%
07
62944t105
NVR Inc
$3M4882.2%
08
GOOG
Alphabet Inc Cap Stock Cl C
$3M10K2.0%
09
COLB
Columbia Banking Systems Inc
$3M106K2.0%
10
ABBV
AbbVie Inc
$3M13K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Sippican
haiku-4-5 · 107 positions indexed
Sector mix
  • Tech8%
  • Financials6%
  • Health Care8%
  • Cons. Disc.40%
  • Communications25%
  • Other13%
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