Sponsored

The Analysis of Sippican Capital Advisors's Holdings & P&L

Currently, Sippican Capital Advisors holds 107 types of securities in its portfolio with a total value $146.1M. In the most recent quarter, they have increased their positions in N/A (+10.0K shares, valued at $1.5M), AMZN (+4.9K shares, valued at $1.0M), N/A (+3.7K shares, valued at $553.9K); decreased their positions in CF (-8.8K shares, valued at $1.1M), WAL (-10.0K shares, valued at $708.1K), N/A (-3.6K shares, valued at $685.6K); initiated new positions in N/A (+3.7K shares, valued at $553.9K), N/A (+8.1K shares, valued at $501.3K), N/A (+11.6K shares, valued at $98.3K).

1M P&L

+7.4K+0.01%

3M P&L

-2.3M-3.85%

HY P&L

+4.9M+9.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional13.7M

24.3%

2Drug Manufacturers - General9.7M

17.2%

3Oil & Gas Integrated3.7M

6.5%

Top Industries by Stock Count

1Banks - Regional10 stocks

18.5%

2Drug Manufacturers - General4 stocks

7.4%

3Aerospace & Defense3 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Bancorp Inc Bancorp Inc148.2K shares-3.41%2026-03-312026-04-23

Ge Aerospace Ge Aerospace14.9K shares-3.51%2026-03-312026-04-23

Triumph Financial Inc Triumph Financial Inc70.4K shares-3.46%2026-03-312026-04-23

Exxon Mobil Corp Exxon Mobil Corp24.6K shares-12.51%2026-03-312026-04-23

BMY Bristol-Myers Squibb Co60.7K shares-2.20%2026-03-312026-04-23

CVX Chevron Corp17.7K shares-5.40%2026-03-312026-04-23

NVR Inc NVR Inc488 shares-3.75%2026-03-312026-04-23

Alphabet Inc Cap Stock Cl C Alphabet Inc Cap Stock Cl C10.4K shares-1.19%2026-03-312026-04-23

Sponsored

COLB Columbia Banking Systems Inc105.8K shares-3.93%2026-03-312026-04-23

AbbVie Inc AbbVie Inc13.0K shares-3.25%2026-03-312026-04-23

PFE Pfizer Inc99.2K shares-1.62%2026-03-312026-04-23

Customers Bancorp Inc Customers Bancorp Inc39.8K shares-2.04%2026-03-312026-04-23

3M Co 3M Co18.7K shares-1.29%2026-03-312026-04-23

Alerus Financial Corp Alerus Financial Corp113.1K shares-0.61%2026-03-312026-04-23

EGBN Eagle Bancorp Inc MD107.5K shares8.96%2026-03-312026-04-23

Merck & Co Inc Merck & Co Inc22.0K shares-1.98%2026-03-312026-04-23

Sponsored

LLY Lilly Eli & Co2.8K shares-5.84%2026-03-312026-04-23

Oracle Corp Oracle Corp17.1K shares139.85%2026-03-312026-04-23

Fidelity Tr 500 Index Ins Prem Fidelity Tr 500 Index Ins Prem10.5K shares5.00%2026-03-312026-04-23

Rtx Corporation Com Rtx Corporation Com12.2K shares-22.54%2026-03-312026-04-23

Iron Mountain Inc Iron Mountain Inc22.7K shares-2.36%2026-03-312026-04-23

MCB Metropolitan Bank Holding Corp27.8K shares-0.96%2026-03-312026-04-23

GT Goodyear Tire & Rubber Co335.8K shares6.22%2026-03-312026-04-23

Flagstar Financial Inc Com New Flagstar Financial Inc Com New167.6K shares12.64%2026-03-312026-04-23

Sponsored

AMZN Amazon.com Inc10.5K shares87.01%2026-03-312026-04-23

Banc Of California Inc Banc Of California Inc121.4K shares-2.55%2026-03-312026-04-23

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B4.4K shares0.00%2026-03-312026-04-23

Diamondback Energy Inc Diamondback Energy Inc10.4K shares-4.71%2026-03-312026-04-23

EOG Resources Inc EOG Resources Inc13.3K shares10.32%2026-03-312026-04-23

CTRA Coterra Energy Inc54.0K shares-13.54%2026-03-312026-04-23

JPMorgan Chase & Co JPMorgan Chase & Co6.2K shares-3.78%2026-03-312026-04-23

VFC VF Corp106.7K shares1.26%2026-03-312026-04-23

Sponsored

Pathward Financial Inc Pathward Financial Inc20.2K shares-6.72%2026-03-312026-04-23

Onemain Holdings Inc Onemain Holdings Inc32.8K shares-0.08%2026-03-312026-04-23

LMT Lockheed Martin Corp2.8K shares-8.07%2026-03-312026-04-23

BWB Bridgewater Bancshares Inc Acc96.7K shares-0.64%2026-03-312026-04-23

IREN LIMITED IREN LIMITED49.0K shares8.20%2026-03-312026-04-23

Kinder Morgan Inc Kinder Morgan Inc47.5K shares-11.74%2026-03-312026-04-23

GE Vernova Inc GE Vernova Inc1.8K shares-11.93%2026-03-312026-04-23

CAT Caterpillar Inc2.2K shares-12.00%2026-03-312026-04-23

Sponsored

AAPL Apple Inc6.0K shares-9.76%2026-03-312026-04-23

LEN Lennar Corp Cl A16.7K shares-2.13%2026-03-312026-04-23

QCR Holdings Inc QCR Holdings Inc15.0K shares-1.32%2026-03-312026-04-23

DE Deere & Co2.2K shares-4.70%2026-03-312026-04-23

Citigroup Inc Citigroup Inc10.9K shares-23.75%2026-03-312026-04-23

Equity Bancshares Inc Cl A Equity Bancshares Inc Cl A26.5K shares-6.77%2026-03-312026-04-23

Price T Rowe Growth Stock Fund Price T Rowe Growth Stock Fund12.0K shares-12.40%2026-03-312026-04-23

First Western Financial Inc First Western Financial Inc46.5K shares-2.82%2026-03-312026-04-23

Sponsored

Terawulf Inc Terawulf Inc79.2K shares10.47%2026-03-312026-04-23

Chubb Limited Chubb Limited3.5K shares-2.13%2026-03-312026-04-23

SYBT Stock Yds Bancorp Inc15.9K shares-6.13%2026-03-312026-04-23

General Dynamics Corp General Dynamics Corp3.0K shares-0.17%2026-03-312026-04-23

MVBF MVB Financial Corp39.9K shares-3.47%2026-03-312026-04-23

Enbridge Inc Enbridge Inc17.7K shares0.00%2026-03-312026-04-23

MS Morgan Stanley5.6K shares0.00%2026-03-312026-04-23

Cipher Digital Inc Com Cipher Digital Inc Com70.6K shares33.84%2026-03-312026-04-23

Sponsored

CF CF Industries Holdings Inc6.6K shares-57.21%2026-03-312026-04-23

Blackstone Group Inc Cl A Blackstone Group Inc Cl A7.2K shares0.08%2026-03-312026-04-23

Eastern Bankshares Inc Eastern Bankshares Inc41.8K shares0.00%2026-03-312026-04-23

EPD Enterprise Products Partners L20.9K shares1.83%2026-03-312026-04-23

WAL Western Alliance Bancorp11.0K shares-47.56%2026-03-312026-04-23

BAC Bank America Corp15.8K shares-37.43%2026-03-312026-04-23

PAA Plains All American Pipeline L32.8K shares0.00%2026-03-312026-04-23

WSFS WSFS Financial Corp11.1K shares4.24%2026-03-312026-04-23

Sponsored

Banner Corp Banner Corp12.0K shares-3.28%2026-03-312026-04-23

PEP PepsiCo Inc4.5K shares-1.32%2026-03-312026-04-23

DIS Disney Walt Co Disney6.8K shares12.35%2026-03-312026-04-23

Draftkings Inc Cl A Draftkings Inc Cl A30.2K shares0.00%2026-03-312026-04-23

SM Energy Co SM Energy Co20.8K shares31.14%2026-03-312026-04-23

JNJ Johnson & Johnson2.6K shares-2.62%2026-03-312026-04-23

AXP American Express Co2.0K shares0.00%2026-03-312026-04-23

MGM MGM Resorts International16.0K shares-3.76%2026-03-312026-04-23

Sponsored

BA Boeing Co2.9K shares-7.35%2026-03-312026-04-23

CL Colgate Palmolive Co6.7K shares-4.29%2026-03-312026-04-23

WFC Wells Fargo & Co7.2K shares-2.85%2026-03-312026-04-23

Nicolet Bankshares Inc Nicolet Bankshares Inc3.7K sharesnew addition2026-03-312026-04-23

Meritage Homes Corp Meritage Homes Corp8.1K sharesnew addition2026-03-312026-04-23

Star Bulk Carriers Corp Par Star Bulk Carriers Corp Par21.7K shares0.00%2026-03-312026-04-23

Visa Inc Cl A Visa Inc Cl A1.6K shares0.00%2026-03-312026-04-23

HD Home Depot Inc1.4K shares-3.33%2026-03-312026-04-23

Sponsored

BF.B Brown Forman Corp Cl B16.7K shares3.40%2026-03-312026-04-23

OKE Oneok Inc4.6K shares-0.71%2026-03-312026-04-23

KO Coca-Cola Co5.4K shares0.00%2026-03-312026-04-23

HSY Hershey Co1.9K shares0.00%2026-03-312026-04-23

MSFT Microsoft Corp1.0K shares17.96%2026-03-312026-04-23

ABT Abbott Laboratories3.4K shares0.00%2026-03-312026-04-23

Vanguard 500 Index Admir Vanguard 500 Index Admir556 shares0.36%2026-03-312026-04-23

Total SA Act Total SA Act3.6K shares-9.88%2026-03-312026-04-23

Sponsored

Travelers Companies Inc Travelers Companies Inc1.1K shares0.00%2026-03-312026-04-23

ConocoPhillips ConocoPhillips2.4K shares-7.04%2026-03-312026-04-23

Alphabet Inc Cap Stock Cl A Alphabet Inc Cap Stock Cl A1.1K shares0.00%2026-03-312026-04-23

BF.A Brown Forman Corp Cl A11.3K shares14.45%2026-03-312026-04-23

CINF Cincinnati Financial Corp1.9K shares0.00%2026-03-312026-04-23

ZION Zions Bancorporation5.0K shares0.00%2026-03-312026-04-23

UNP Union Pacific Corp1.2K shares0.00%2026-03-312026-04-23

USB US Bancorp Del4.9K shares0.00%2026-03-312026-04-23

Sponsored

IBM Intl Business Machines1.0K shares25.48%2026-03-312026-04-23

Invesco Exchange Traded Fd Tr Invesco Exchange Traded Fd Tr1.3K shares21.19%2026-03-312026-04-23

ITW Illinois Tool Works Inc925 shares0.00%2026-03-312026-04-23

MRP Millrose Property Inc8.4K shares-4.09%2026-03-312026-04-23

GIS General Mills Inc6.3K shares-10.06%2026-03-312026-04-23

PG Procter And Gamble Co1.6K shares-13.77%2026-03-312026-04-23

TXT Textron Inc2.5K shares0.00%2026-03-312026-04-23

HON Honeywell Intl Inc968 shares-24.84%2026-03-312026-04-23

Sponsored

Taylor Morrison Home Corp Cl A Taylor Morrison Home Corp Cl A3.5K shares0.00%2026-03-312026-04-23

Cleanspark Inc Cleanspark Inc11.6K sharesnew addition2026-03-312026-04-23

ERNA Ernexa Therapeutics Inc10.0K shares0.00%2026-03-312026-04-23

Bancorp Inc

-3.41%

Shares148.2K

Event2026-03-31

Filed2026-04-23

Ge Aerospace

-3.51%

Shares14.9K

Event2026-03-31

Filed2026-04-23

Triumph Financial Inc

-3.46%

Shares70.4K

Event2026-03-31

Filed2026-04-23

Exxon Mobil Corp

-12.51%

Shares24.6K

Event2026-03-31

Filed2026-04-23

BMY

Bristol-Myers Squibb Co

-2.20%

Shares60.7K

Event2026-03-31

Filed2026-04-23

CVX

Chevron Corp

-5.40%

Shares17.7K

Event2026-03-31

Filed2026-04-23

NVR Inc

-3.75%

Shares488

Event2026-03-31

Filed2026-04-23

Alphabet Inc Cap Stock Cl C

-1.19%

Shares10.4K

Event2026-03-31

Filed2026-04-23

COLB

Columbia Banking Systems Inc

-3.93%

Shares105.8K

Event2026-03-31

Filed2026-04-23

AbbVie Inc

-3.25%

Shares13.0K

Event2026-03-31

Filed2026-04-23

PFE

Pfizer Inc

-1.62%

Shares99.2K

Event2026-03-31

Filed2026-04-23

Customers Bancorp Inc

-2.04%

Shares39.8K

Event2026-03-31

Filed2026-04-23

3M Co

-1.29%

Shares18.7K

Event2026-03-31

Filed2026-04-23

Alerus Financial Corp

-0.61%

Shares113.1K

Event2026-03-31

Filed2026-04-23

EGBN

Eagle Bancorp Inc MD

8.96%

Shares107.5K

Event2026-03-31

Filed2026-04-23

Merck & Co Inc

-1.98%

Shares22.0K

Event2026-03-31

Filed2026-04-23

LLY

Lilly Eli & Co

-5.84%

Shares2.8K

Event2026-03-31

Filed2026-04-23

Oracle Corp

139.85%

Shares17.1K

Event2026-03-31

Filed2026-04-23

Fidelity Tr 500 Index Ins Prem

5.00%

Shares10.5K

Event2026-03-31

Filed2026-04-23

Rtx Corporation Com

-22.54%

Shares12.2K

Event2026-03-31

Filed2026-04-23

Iron Mountain Inc

-2.36%

Shares22.7K

Event2026-03-31

Filed2026-04-23

MCB

Metropolitan Bank Holding Corp

-0.96%

Shares27.8K

Event2026-03-31

Filed2026-04-23

Goodyear Tire & Rubber Co

6.22%

Shares335.8K

Event2026-03-31

Filed2026-04-23

Flagstar Financial Inc Com New

12.64%

Shares167.6K

Event2026-03-31

Filed2026-04-23

AMZN

Amazon.com Inc

87.01%

Shares10.5K

Event2026-03-31

Filed2026-04-23

Banc Of California Inc

-2.55%

Shares121.4K

Event2026-03-31

Filed2026-04-23

Berkshire Hathaway Inc Cl B

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-23

Diamondback Energy Inc

-4.71%

Shares10.4K

Event2026-03-31

Filed2026-04-23

EOG Resources Inc

10.32%

Shares13.3K

Event2026-03-31

Filed2026-04-23

CTRA

Coterra Energy Inc

-13.54%

Shares54.0K

Event2026-03-31

Filed2026-04-23

JPMorgan Chase & Co

-3.78%

Shares6.2K

Event2026-03-31

Filed2026-04-23

VFC

VF Corp

1.26%

Shares106.7K

Event2026-03-31

Filed2026-04-23

Pathward Financial Inc

-6.72%

Shares20.2K

Event2026-03-31

Filed2026-04-23

Onemain Holdings Inc

-0.08%

Shares32.8K

Event2026-03-31

Filed2026-04-23

LMT

Lockheed Martin Corp

-8.07%

Shares2.8K

Event2026-03-31

Filed2026-04-23

BWB

Bridgewater Bancshares Inc Acc

-0.64%

Shares96.7K

Event2026-03-31

Filed2026-04-23

IREN LIMITED

8.20%

Shares49.0K

Event2026-03-31

Filed2026-04-23

Kinder Morgan Inc

-11.74%

Shares47.5K

Event2026-03-31

Filed2026-04-23

GE Vernova Inc

-11.93%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CAT

Caterpillar Inc

-12.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

AAPL

Apple Inc

-9.76%

Shares6.0K

Event2026-03-31

Filed2026-04-23

LEN

Lennar Corp Cl A

-2.13%

Shares16.7K

Event2026-03-31

Filed2026-04-23

QCR Holdings Inc

-1.32%

Shares15.0K

Event2026-03-31

Filed2026-04-23

Deere & Co

-4.70%

Shares2.2K

Event2026-03-31

Filed2026-04-23

Citigroup Inc

-23.75%

Shares10.9K

Event2026-03-31

Filed2026-04-23

Equity Bancshares Inc Cl A

-6.77%

Shares26.5K

Event2026-03-31

Filed2026-04-23

Price T Rowe Growth Stock Fund

-12.40%

Shares12.0K

Event2026-03-31

Filed2026-04-23

First Western Financial Inc

-2.82%

Shares46.5K

Event2026-03-31

Filed2026-04-23

Terawulf Inc

10.47%

Shares79.2K

Event2026-03-31

Filed2026-04-23

Chubb Limited

-2.13%

Shares3.5K

Event2026-03-31

Filed2026-04-23

SYBT

Stock Yds Bancorp Inc

-6.13%

Shares15.9K

Event2026-03-31

Filed2026-04-23

General Dynamics Corp

-0.17%

Shares3.0K

Event2026-03-31

Filed2026-04-23

MVBF

MVB Financial Corp

-3.47%

Shares39.9K

Event2026-03-31

Filed2026-04-23

Enbridge Inc

0.00%

Shares17.7K

Event2026-03-31

Filed2026-04-23

Morgan Stanley

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

Cipher Digital Inc Com

33.84%

Shares70.6K

Event2026-03-31

Filed2026-04-23

CF Industries Holdings Inc

-57.21%

Shares6.6K

Event2026-03-31

Filed2026-04-23

Blackstone Group Inc Cl A

0.08%

Shares7.2K

Event2026-03-31

Filed2026-04-23

Eastern Bankshares Inc

0.00%

Shares41.8K

Event2026-03-31

Filed2026-04-23

EPD

Enterprise Products Partners L

1.83%

Shares20.9K

Event2026-03-31

Filed2026-04-23

WAL

Western Alliance Bancorp

-47.56%

Shares11.0K

Event2026-03-31

Filed2026-04-23

BAC

Bank America Corp

-37.43%

Shares15.8K

Event2026-03-31

Filed2026-04-23

PAA

Plains All American Pipeline L

0.00%

Shares32.8K

Event2026-03-31

Filed2026-04-23

WSFS

WSFS Financial Corp

4.24%

Shares11.1K

Event2026-03-31

Filed2026-04-23

Banner Corp

-3.28%

Shares12.0K

Event2026-03-31

Filed2026-04-23

PEP

PepsiCo Inc

-1.32%

Shares4.5K

Event2026-03-31

Filed2026-04-23

DIS

Disney Walt Co Disney

12.35%

Shares6.8K

Event2026-03-31

Filed2026-04-23

Draftkings Inc Cl A

0.00%

Shares30.2K

Event2026-03-31

Filed2026-04-23

SM Energy Co

31.14%

Shares20.8K

Event2026-03-31

Filed2026-04-23

JNJ

Johnson & Johnson

-2.62%

Shares2.6K

Event2026-03-31

Filed2026-04-23

AXP

American Express Co

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

MGM

MGM Resorts International

-3.76%

Shares16.0K

Event2026-03-31

Filed2026-04-23

Boeing Co

-7.35%

Shares2.9K

Event2026-03-31

Filed2026-04-23

Colgate Palmolive Co

-4.29%

Shares6.7K

Event2026-03-31

Filed2026-04-23

WFC

Wells Fargo & Co

-2.85%

Shares7.2K

Event2026-03-31

Filed2026-04-23

Nicolet Bankshares Inc

New

Shares3.7K

Event2026-03-31

Filed2026-04-23

Meritage Homes Corp

New

Shares8.1K

Event2026-03-31

Filed2026-04-23

Star Bulk Carriers Corp Par

0.00%

Shares21.7K

Event2026-03-31

Filed2026-04-23

Visa Inc Cl A

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

Home Depot Inc

-3.33%

Shares1.4K

Event2026-03-31

Filed2026-04-23

BF.B

Brown Forman Corp Cl B

3.40%

Shares16.7K

Event2026-03-31

Filed2026-04-23

OKE

Oneok Inc

-0.71%

Shares4.6K

Event2026-03-31

Filed2026-04-23

Coca-Cola Co

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-23

HSY

Hershey Co

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

MSFT

Microsoft Corp

17.96%

Shares1.0K

Event2026-03-31

Filed2026-04-23

ABT

Abbott Laboratories

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

Vanguard 500 Index Admir

0.36%

Shares556

Event2026-03-31

Filed2026-04-23

Total SA Act

-9.88%

Shares3.6K

Event2026-03-31

Filed2026-04-23

Travelers Companies Inc

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

ConocoPhillips

-7.04%

Shares2.4K

Event2026-03-31

Filed2026-04-23

Alphabet Inc Cap Stock Cl A

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

BF.A

Brown Forman Corp Cl A

14.45%

Shares11.3K

Event2026-03-31

Filed2026-04-23

CINF

Cincinnati Financial Corp

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ZION

Zions Bancorporation

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

UNP

Union Pacific Corp

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

USB

US Bancorp Del

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

IBM

Intl Business Machines

25.48%

Shares1.0K

Event2026-03-31

Filed2026-04-23

Invesco Exchange Traded Fd Tr

21.19%

Shares1.3K

Event2026-03-31

Filed2026-04-23

ITW

Illinois Tool Works Inc

0.00%

Shares925

Event2026-03-31

Filed2026-04-23

MRP

Millrose Property Inc

-4.09%

Shares8.4K

Event2026-03-31

Filed2026-04-23

GIS

General Mills Inc

-10.06%

Shares6.3K

Event2026-03-31

Filed2026-04-23

Procter And Gamble Co

-13.77%

Shares1.6K

Event2026-03-31

Filed2026-04-23

TXT

Textron Inc

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

HON

Honeywell Intl Inc

-24.84%

Shares968

Event2026-03-31

Filed2026-04-23

Taylor Morrison Home Corp Cl A

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

Cleanspark Inc

New

Shares11.6K

Event2026-03-31

Filed2026-04-23

ERNA

Ernexa Therapeutics Inc

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available