Sippican Capital Advisors has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $118 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bancorp, Inc. with a value of $5.3M, Nvr Inc with a value of $4.19M, Chevron Corp with a value of $3.07M, Lennar Corp with a value of $3M, and General Electric CO with a value of $2.94M.

Examining the 13F form we can see an increase of $924K in the current position value, from $117M to 118M.

Below you can find more details about Sippican Capital Advisors portfolio as well as his latest detailed transactions.

Portfolio value $118 Million
Financial Services: $37.9 Million
Healthcare: $18.8 Million
Energy: $18.7 Million
Consumer Cyclical: $14.1 Million
Industrials: $13.9 Million
Real Estate: $3.64 Million
Technology: $3.6 Million
Consumer Defensive: $3.3 Million
Other: $4.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 114
  • Current Value $118 Million
  • Prior Value $117 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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