Sea Bridge Investment Advisors LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $600 Million distributed in 203 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $23.8M, Vanguard Mortg Backed Sec ETF with a value of $22.3M, Apple Inc. with a value of $20.9M, Taiwan Semiconductor Manufacturing CO LTD with a value of $20.6M, and Microsoft Corp with a value of $20.2M.
Examining the 13F form we can see an increase of $76.9M in the current position value, from $523M to 600M.
Below you can find more details about Sea Bridge Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$600 Million
ETFs: $234 Million
Technology: $110 Million
Communication Services: $62.4 Million
Financial Services: $57 Million
Consumer Cyclical: $34.2 Million
Industrials: $33 Million
Healthcare: $24.9 Million
Basic Materials: $15.7 Million
Other: $28.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
