Sippican Capital Advisors holds a diversified book of 111 reported positions worth $163.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Bancorp Inc. Their largest long position is Bancorp Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Sippican Capital Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sippican Capital Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 26 / 80 | $394.6M |
| AdviceOne Advisory Services, LLC | 17 / 80 | $127.0M |
| Ardent Capital Management, Inc. | 10 / 80 | $172.2M |
| Warren Buffett | 8 / 80 | $181.3B |
| Spectrum Financial Alliance Ltd LLC | 8 / 80 | $410.9M |
| Private Capital Advisors, Inc. | 14 / 80 | $668.9M |
| Financial Avengers, Inc. | 26 / 80 | $140.3M |
| Am Investment Strategies LLC | 29 / 80 | $301.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Sippican Capital Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bancorp Inc Del COM | $9.1M | 146.0K | 5.6% | ▼−1.5% Reduced · −2K sh | |
| 2 | Ge Aerospace COM NEW | $5.5M | 14.8K | 3.4% | ▼−1.1% Reduced · −167 sh | |
| 3 | Triumph Financial Inc COM | $5.4M | 70.2K | 3.3% | ▼−0.3% Reduced · −225 sh | |
| 4 | Alphabet Inc CAP STK CL C | $3.7M | 10.5K | 2.3% | ▲+0.5% Added · +55 sh | |
| 5 | Bristol-Myers Squibb Co COM | $3.5M | 60.7K | 2.1% | —Held | |
| 6 | Alerus Finl Corp COM | $3.5M | 111.9K | 2.1% | ▼−1.1% Reduced · −1K sh | |
| 7 | NVR Inc COM | $3.3M | 488 | 2.0% | —Held | |
| 8 | Eli Lilly & Co COM | $3.3M | 2.8K | 2.0% | ▼−1.9% Reduced · −55 sh | |
| 9 | Columbia BKG Sys Inc COM | $3.3M | 103.5K | 2.0% | ▼−2.1% Reduced · −2K sh | |
| 10 | AbbVie Inc COM | $3.3M | 12.9K | 2.0% | ▼−0.6% Reduced · −75 sh | |
| 11 | Customers Bancorp Inc COM | $3.1M | 39.8K | 1.9% | —Held | |
| 12 | Exxon Mobil Corp COM | $3.1M | 23.0K | 1.9% | ▼−6.5% Reduced · −2K sh | |
| 13 | Eagle Bancorporation Inc COM | $3.1M | 110.5K | 1.9% | ▲+2.8% Added · +3K sh | |
| 14 | 3M Co COM | $3.0M | 18.7K | 1.8% | ▼−0.2% Reduced · −30 sh | |
| 15 | Fidelity Tr 500 Index Ins Prem MF | $2.9M | 11.0K | 1.7% | ▲+4.3% Added · +449 sh | |
| 16 | Merck & Co Inc COM | $2.8M | 22.0K | 1.7% | —Held | |
| 17 | Amazon Com Inc COM | $2.8M | 11.8K | 1.7% | ▲+12% Added · +1K sh | |
| 18 | Chevron Corporation COM | $2.8M | 17.0K | 1.7% | ▼−4.1% Reduced · −727 sh | |
| 19 | Goodyear Tire & Rubr Co COM | $2.8M | 421.8K | 1.7% | ▲+26% Added · +86K sh | |
| 20 | Oracle Corp COM | $2.8M | 18.8K | 1.7% | ▲+10% Added · +2K sh | |
| 21 | Metropolitan BK Hldg Corp COM | $2.7M | 27.7K | 1.7% | ▼−0.5% Reduced · −150 sh | |
| 22 | Iron MTN Inc Del COM | $2.6M | 20.6K | 1.6% | ▼−9.3% Reduced · −2K sh | |
| 23 | Flagstar Bank National Assoc COM NEW | $2.6M | 173.6K | 1.6% | ▲+3.5% Added · +6K sh | |
| 24 | International Business Machs COM | $2.5M | 9.0K | 1.5% | ▲+768% Added · +8K sh | |
| 25 | Banc Of California Inc COM | $2.5M | 121.4K | 1.5% | ▼~0% Reduced · −50 sh | |
| 26 | Pfizer Inc COM | $2.5M | 102.2K | 1.5% | ▲+3.0% Added · +3K sh | |
| 27 | Caterpillar Inc COM | $2.3M | 2.2K | 1.4% | —Held | |
| 28 | RTX Corporation COM | $2.3M | 12.2K | 1.4% | —Held | |
| 29 | Iren Limited ORDINARY SHARES | $2.2M | 48.9K | 1.4% | ▼−0.2% Reduced · −100 sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $2.2M | 4.4K | 1.3% | ▼−0.5% Reduced · −20 sh | |
| 31 | JPMorgan Chase & Co COM | $2.0M | 6.2K | 1.2% | ▼−0.2% Reduced · −15 sh | |
| 32 | Bridgewater Bancshares Inc COM | $2.0M | 96.7K | 1.2% | —Held | |
| 33 | Onemain Hldgs Inc COM | $2.0M | 32.9K | 1.2% | ▲+0.2% Added · +75 sh | |
| 34 | GE Vernova Inc COM | $1.9M | 1.7K | 1.2% | ▼−7.8% Reduced · −140 sh | |
| 35 | Terawulf Inc COM | $1.9M | 75.3K | 1.1% | ▼−4.8% Reduced · −4K sh | |
| 36 | V F Corp COM | $1.8M | 108.7K | 1.1% | ▲+1.9% Added · +2K sh | |
| 37 | Pathward Financial Inc COM | $1.8M | 20.1K | 1.1% | ▼−0.2% Reduced · −50 sh | |
| 38 | Apple Inc COM | $1.7M | 6.0K | 1.1% | —Held | |
| 39 | Lennar Corp CL A | $1.7M | 18.8K | 1.0% | ▲+13% Added · +2K sh | |
| 40 | Cipher Digital Inc COM | $1.7M | 69.2K | 1.0% | ▼−2.0% Reduced · −1K sh | |
| 41 | Meritage Homes Corp COM | $1.6M | 19.3K | 1.0% | ▲+139% Added · +11K sh | |
| 42 | First Westn Finl Inc COM | $1.5M | 46.5K | 0.9% | —Held | |
| 43 | Diamondback Energy Inc COM | $1.5M | 8.5K | 0.9% | ▼−19% Reduced · −2K sh | |
| 44 | Kinder Morgan Inc Del COM | $1.5M | 46.3K | 0.9% | ▼−2.6% Reduced · −1K sh | |
| 45 | QCR Hldgs Inc COM | $1.5M | 15.0K | 0.9% | —Held | |
| 46 | Lockheed Martin Corp COM | $1.4M | 2.8K | 0.9% | —Held | |
| 47 | Eog Res Inc COM | $1.4M | 11.1K | 0.9% | ▼−17% Reduced · −2K sh | |
| 48 | Devon Energy Corp New COM | $1.4M | 34.7K | 0.9% | ▲New New position | |
| 49 | Deere & Co COM | $1.4M | 2.2K | 0.9% | —Held | |
| 50 | Price T Rowe Growth Stock Fund MF | $1.3M | 11.7K | 0.8% | ▼−2.5% Reduced · −300 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.