Sippican Capital Advisors
- SEC CIK
- 0001557406
- 最新申報
- 2026/7/22
2026 年第 2 季持倉
持倉截至 2026/6/30,2026/7/22 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 111
- 較 2026 年第 1 季 +4
- 總值
- $1.64 億
- 較 2026 年第 1 季 +$1,779 萬 (+12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TBBKBancorp, Inc. | COM | 146,021 | $914.7 萬 | 5.6% | −2,200−1.5% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 14,782 | $552.4 萬 | 3.4% | −167−1.1% | 減碼 | 歷史 |
| TFINTriumph Financial, Inc. | COM | 70,198 | $535.7 萬 | 3.3% | −225−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,475 | $370.1 萬 | 2.3% | +55+0.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 60,689 | $349.7 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ALRSAlerus Financial Corp | COM | 111,891 | $348.0 萬 | 2.1% | −1,250−1.1% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 488 | $332.5 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,769 | $332.1 萬 | 2.0% | −55−1.9% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 103,527 | $331.8 萬 | 2.0% | −2,225−2.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,947 | $325.8 萬 | 2.0% | −75−0.6% | 減碼 | 歷史 |
| CUBICustomers Bancorp, Inc. | COM | 39,754 | $314.5 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 22,987 | $314.3 萬 | 1.9% | −1,613−6.6% | 減碼 | 歷史 |
| EGBNEagle Bancorp Inc | COM | 110,517 | $313.8 萬 | 1.9% | +3,000+2.8% | 加碼 | 歷史 |
| MMM3M Co | Stock | 18,652 | $302.0 萬 | 1.8% | −30−0.2% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 10,959 | $286.3 萬 | 1.7% | +449+4.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 22,030 | $283.1 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,826 | $281.9 萬 | 1.7% | +1,292+12.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,988 | $281.6 萬 | 1.7% | −727−4.1% | 減碼 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 421,755 | $278.4 萬 | 1.7% | +85,970+25.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,842 | $276.1 萬 | 1.7% | +1,731+10.1% | 加碼 | 歷史 |
| MCBMetropolitan Bank Holding Corp. | COM | 27,676 | $273.3 萬 | 1.7% | −150−0.5% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 20,602 | $260.2 萬 | 1.6% | −2,125−9.4% | 減碼 | 歷史 |
| FLGFlagstar Bank, National Association | Stock | 173,565 | $259.3 萬 | 1.6% | +5,950+3.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,023 | $253.7 萬 | 1.5% | +7,984+768.4% | 加碼 | 歷史 |
| BANCBanc of California, Inc. | COM | 121,370 | $248.0 萬 | 1.5% | −500.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 102,177 | $246.0 萬 | 1.5% | +2,945+3.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,200 | $234.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 12,215 | $231.8 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 48,945 | $223.8 萬 | 1.4% | −100−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,410 | $220.7 萬 | 1.3% | −20−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,230 | $203.9 萬 | 1.2% | −15−0.2% | 減碼 | 歷史 |
| BWBBridgewater Bancshares Inc | COM | 96,685 | $203.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| OMFOneMain Holdings, Inc. | COM | 32,856 | $200.3 萬 | 1.2% | +75+0.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,654 | $194.3 萬 | 1.2% | −140−7.8% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 75,345 | $186.1 萬 | 1.1% | −3,805−4.8% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 108,675 | $181.3 萬 | 1.1% | +1,975+1.9% | 加碼 | 歷史 |
| CASHPathward Financial, Inc. | COM | 20,135 | $175.3 萬 | 1.1% | −50−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,008 | $173.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 18,802 | $170.1 萬 | 1.0% | +2,142+12.9% | 加碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 69,200 | $169.5 萬 | 1.0% | −1,400−2.0% | 減碼 | 歷史 |
| MTHMeritage Homes CORP | COM | 19,344 | $162.2 萬 | 1.0% | +11,237+138.6% | 加碼 | 歷史 |
| MYFWFirst Western Financial Inc | COM | 46,475 | $149.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 8,453 | $148.6 萬 | 0.9% | −1,936−18.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 46,269 | $147.9 萬 | 0.9% | −1,225−2.6% | 減碼 | 歷史 |
| QCRHQCR Holdings Inc | COM | 14,955 | $145.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,837 | $144.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 11,080 | $143.7 萬 | 0.9% | −2,230−16.8% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 34,703 | $143.4 萬 | 0.9% | +34,703 | 新進 | 歷史 |
| DEDeere & Co | Stock | 2,230 | $141.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Price T Rowe Growth STK FD Inc741479406 | mf | 11,715 | $131.5 萬 | 0.8% | −300−2.5% | 減碼 | – |
| CCitigroup Inc | Stock | 9,215 | $129.0 萬 | 0.8% | −1,641−15.1% | 減碼 | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 15,639 | $119.6 萬 | 0.7% | −215−1.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 3,450 | $117.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 5,593 | $116.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MVBFMVB Financial Corp | COM | 39,918 | $115.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,967 | $105.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 17,676 | $95.8 萬 | 0.6% | −25−0.1% | 減碼 | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 41,806 | $93.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 12,929 | $92.3 萬 | 0.6% | +12,929 | 新進 | 歷史 |
| WSFSWSFS Financial Corp | COM | 11,089 | $85.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 7,226 | $85.0 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 14,560 | $83.0 萬 | 0.5% | −1,225−7.8% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 8,965 | $80.2 萬 | 0.5% | +8,965 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 20,860 | $76.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DKNGDraftKings Inc. | Stock | 30,149 | $76.2 萬 | 0.5% | −100−0.3% | 減碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 32,750 | $72.9 萬 | 0.4% | −50−0.2% | 減碼 | 歷史 |
| BANRBanner Corp | COM NEW | 10,640 | $70.7 萬 | 0.4% | −1,315−11.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,096 | $68.3 萬 | 0.4% | +281+4.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,014 | $68.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,604 | $66.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,939 | $63.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,697 | $61.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,494 | $60.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,020 | $58.0 萬 | 0.4% | −145−2.0% | 減碼 | 歷史 |
| NICNicolet Bankshares Inc | COM | 3,502 | $57.9 萬 | 0.4% | −225−6.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,580 | $54.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 21,627 | $54.0 萬 | 0.3% | −50−0.2% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 11,235 | $53.7 萬 | 0.3% | −4,781−29.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,450 | $51.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SMSM Energy Co | COM | 18,735 | $48.9 萬 | 0.3% | −2,025−9.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,215 | $45.3 萬 | 0.3% | +197+19.4% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 16,895 | $45.0 萬 | 0.3% | +150+0.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,373 | $43.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 4,653 | $40.5 萬 | 0.2% | +60+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,110 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908710 | COM | 557 | $38.6 萬 | 0.2% | +1+0.2% | 加碼 | – |
| CFCF Industries Holdings, Inc. | COM | 3,460 | $37.5 萬 | 0.2% | −3,132−47.5% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,100 | $36.3 萬 | 0.2% | −25−2.2% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,900 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 5,050 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,850 | $32.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,174 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,425 | $31.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BF.ABrown Forman Corp | CL A | 11,292 | $30.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,391 | $29.6 萬 | 0.2% | +87+6.7% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 4,857 | $29.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EQBKEquity Bancshares Inc | COM CL A | 5,865 | $28.7 萬 | 0.2% | −20,655−77.9% | 減碼 | 歷史 |
| TTETotalEnergies SE | ACT | 3,648 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 3,500 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 925 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉(3 檔)
2026 年第 1 季季末還持有、這份申報已經沒有的部位。