Sea Bridge Investment Advisors LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $451 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $19.8M, Apple Inc. with a value of $17.7M, Microsoft Corp with a value of $14.2M, Spdr Portfolio Short Term Trea with a value of $13.3M, and Vanguard Mortg Backed Sec ETF with a value of $12.1M.
Examining the 13F form we can see an decrease of $19M in the current position value, from $470M to 451M.
Below you can find more details about Sea Bridge Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$451 Million
ETFs: $163 Million
Technology: $75.7 Million
Financial Services: $52.7 Million
Communication Services: $45.4 Million
Industrials: $22.8 Million
Consumer Cyclical: $22.4 Million
Healthcare: $21.2 Million
Energy: $18.9 Million
Other: $29.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
