Sippican Capital Advisors
Top Portfolio Positions
100 positions ·
$138,234,914 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TBBK |
Bancorp, Inc.
Financial Services
|
148,221 | $7,963,914 | 5.76% | |
| GE |
General Electric Co
Industrials
|
14,949 | $4,242,077 | 3.07% | |
| TFIN |
Triumph Financial, Inc.
Financial Services
|
70,423 | $4,201,436 | 3.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,600 | $4,173,636 | 3.02% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
60,689 | $3,680,787 | 2.66% | |
| CVX |
Chevron Corp
Energy
|
17,715 | $3,665,233 | 2.65% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
488 | $3,215,837 | 2.33% | |
| COLB |
Columbia Banking System, Inc.
Financial Services
|
105,752 | $2,900,777 | 2.10% | |
| ABBV |
AbbVie Inc.
Healthcare
|
13,022 | $2,832,154 | 2.05% | |
| PFE |
Pfizer Inc
Healthcare
|
99,232 | $2,786,434 | 2.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TFIN
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,201,436 | 70,423 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,568,733 | 72,948 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,420,884 | 68,363 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,090,623 | 56,081 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,434,015 | 42,111 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,639,562 | 40,048 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,177,463 | 39,948 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,207,052 | 39,230 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,017,253 | 38,039 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,858,657 | 35,653 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,179,859 | 33,645 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,868,050 | 30,765 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,375,673 | 23,694 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $692,683 | 14,174 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,721,699 | 31,678 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,707,450 | 27,293 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,582,356 | 16,830 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,214,377 | 10,198 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $688,594 | 6,877 | Shares | Sole | 2021-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||