SeaBridge Investment Advisors LLC
Top Portfolio Positions
131 positions ·
$386,312,637 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
86,702 | $22,004,100 | 5.70% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
63,547 | $21,475,708 | 5.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
64,325 | $18,497,297 | 4.79% | |
| MSFT |
Microsoft Corp
Technology
|
42,095 | $15,582,306 | 4.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
28,069 | $13,450,664 | 3.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,688 | $11,836,225 | 3.06% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
72,058 | $9,440,318 | 2.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
32,075 | $9,435,182 | 2.44% | |
| STX |
Seagate Technology Holdings plc
Technology
|
21,691 | $8,497,666 | 2.20% | |
| AMGN |
Amgen Inc
Healthcare
|
23,669 | $8,327,937 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ODV
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,500 | 18,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $62,820 | 18,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $40,680 | 12,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,680 | 12,000 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||