Sea Bridge Investment Advisors LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $470 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $27.2M, Apple Inc. with a value of $21.7M, Microsoft Corp with a value of $17.6M, Taiwan Semiconductor Manufacturing CO LTD with a value of $16.4M, and Ishares U.S. Treasury Bond ETF with a value of $13.9M.
Examining the 13F form we can see an increase of $70.8M in the current position value, from $399M to 470M.
Below you can find more details about Sea Bridge Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$470 Million
ETFs: $150 Million
Technology: $98.6 Million
Communication Services: $50.6 Million
Financial Services: $46.3 Million
Industrials: $30.3 Million
Healthcare: $23.5 Million
Consumer Cyclical: $23.2 Million
Energy: $19.1 Million
Other: $28.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
