Fund Holdings

Sippican Capital Advisors

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Ge Aerospace(GE)014,782+14,78205,524,4773.37%+5,524,477
ALPHABET INC010,475+10,47503,701,1322.26%+3,701,132
IRON MTN INC DEL020,602+20,60202,602,2391.59%+2,602,239
FLAGSTAR BANK NATIONAL ASSOC(FLG)0173,565+173,56502,593,0611.58%+2,593,061
INTERNATIONAL BUSINESS MACHS(IBM)1,0399,023+7,984251,8432,537,3581.55%+2,285,515
IREN LIMITED048,945+48,94502,238,2551.37%+2,238,255
BERKSHIRE HATHAWAY INC DEL04,410+4,41002,206,7201.35%+2,206,720
LENNAR CORP(LEN)018,802+18,80201,701,3931.04%+1,701,393
DEVON ENERGY CORP NEW034,703+34,70301,433,9280.87%+1,433,928
Citigroup Inc(C)09,215+9,21501,289,7310.79%+1,289,731
BANCORP INC DEL(TBBK)148,221146,021-2,2007,963,9149,146,7555.58%+1,182,841
Morgan Stanley(MS)05,593+5,59301,169,1620.71%+1,169,162
Triumph Financial Inc70,42370,198-2254,201,4365,356,8093.27%+1,155,373
Meritage Homes Corp(MTH)8,10719,344+11,237501,3371,621,9940.99%+1,120,657
NETFLIX INC.(NFLX)012,929+12,9290923,1310.56%+923,131
Builders FirstSource Inc(BLDR)08,965+8,9650802,1880.49%+802,188
ALERUS FINL CORP113,141111,891-1,2502,682,5733,479,8102.12%+797,237
CIPHER DIGITAL INC70,60069,200-1,400908,6221,695,4001.03%+786,778
Caterpillar Inc(CAT)2,2002,20001,558,6122,342,7801.43%+784,168
ENTERPRISE PRODS PARTNERS L(EPD)020,860+20,8600766,8140.47%+766,814
DRAFTKINGS INC NEW(DKNG)030,149+30,1490761,5640.46%+761,564
PLAINS ALL AMERN PIPELINE L(PAA)032,750+32,7500729,0150.44%+729,015
ELI LILLY & CO(LLY)2,8242,769-552,597,4303,321,2222.03%+723,792
Terawulf Inc(WULF)79,15075,345-3,8051,142,1341,861,0211.14%+718,887
Banner Corp(BANR)010,640+10,6400706,9220.43%+706,922
AMAZON COM INC(AMZN)10,53411,826+1,2922,193,9162,818,6091.72%+624,693
GOODYEAR TIRE & RUBR CO(GT)335,785421,755+85,9702,226,2552,783,5831.70%+557,328
VISA INC(V)01,580+1,5800542,0820.33%+542,082
STAR BULK CARRIERS CORP.021,627+21,6270540,0260.33%+540,026
Fidelity Tr 500 Index Ins Prem10,51010,959+4492,390,0632,862,9241.75%+472,861
EAGLE BANCORPORATION INC(EGBN)107,517110,517+3,0002,673,9483,137,5781.91%+463,630
BROWN FORMAN CORP(BF-A)016,895+16,8950450,2520.27%+450,252
AbbVie Inc(ABBV)13,02212,947-752,832,1553,257,9831.99%+425,828
COLUMBIA BKG SYS INC(COLB)105,752103,527-2,2252,900,7773,318,0402.02%+417,263
METROPOLITAN BK HLDG CORP(MCB)27,82627,676-1502,317,6282,733,2821.67%+415,654
ALPHABET INC01,110+1,1100396,6810.24%+396,681
Customers Bancorp Inc(CUBB)39,75439,75402,759,3253,144,5411.92%+385,216
GE Vernova Inc(GEV)1,7941,654-1401,565,9831,943,2181.19%+377,235
FIRST WESTN FINL INC46,47546,47501,142,3551,492,3120.91%+349,957
Banc Of California Inc121,420121,370-502,134,5642,479,5891.51%+345,025
BRIDGEWATER BANCSHARES INC96,68596,68501,711,3242,034,2521.24%+322,928
BROWN FORMAN CORP(BF-A)011,292+11,2920308,9490.19%+308,949
3M Co18,68218,652-302,713,1873,019,9451.84%+306,758
INVESCO EXCHANGE TRADED FD T01,391+1,3910295,9100.18%+295,910
US BANCORP(USB)04,857+4,8570293,3630.18%+293,363
EQUITY BANCSHARES INC05,865+5,8650287,3260.18%+287,326
TOTALENERGIES SE(TTE)03,648+3,6480283,6680.17%+283,668
ONEMAIN HLDGS INC32,78132,856+751,753,4562,003,2301.22%+249,774
Oracle Corp(ORCL)17,11118,842+1,7312,517,1992,761,3051.68%+244,106
Apple Inc(AAPL)6,0086,00801,524,7701,738,4751.06%+213,705
CSX Corp(CSX)04,475+4,4750212,6970.13%+212,697
Arcosa Inc01,399+1,3990203,2610.12%+203,261
MILLROSE PPTYS INC(MRP)06,745+6,7450202,6870.12%+202,687
JPMorgan Chase & Co(JPM)6,2456,230-151,837,0292,039,2661.24%+202,237
VULCAN MATLS CO(VMC)0685+6850202,0820.12%+202,082
PINNACLE FINL PARTNERS INC(PNFP)01,990+1,9900200,7510.12%+200,751
Merck & Co Inc(MRK)22,03022,03002,649,9892,830,8551.73%+180,866
QCR HLDGS INC(QCRH)14,95514,95501,277,9051,455,8690.89%+177,964
MVB FINL CORP39,91839,9180991,1641,158,0210.71%+166,857
Price T Rowe Growth Stock Fund12,01511,715-3001,154,7921,314,5480.80%+159,756
Deere & Co(DE)2,2302,23001,256,1591,414,5560.86%+158,397
Cleanspark Inc(CLSK)010,650+10,6500154,9570.09%+154,957
Stock Yds Bancorp Inc(SYBT)15,85415,639-2151,050,9621,195,9140.73%+144,952
WSFS FINL CORP(WSFS)11,08911,0890725,886850,8590.52%+124,973
Eastern Bankshares Inc41,80641,8060817,725929,7650.57%+112,040
NVR Inc48848803,215,8373,324,9392.03%+109,102
Microsoft Corp(MSFT)1,0181,215+197376,833453,2190.28%+76,386
American Express Co(AXP)2,0142,0140609,195681,2350.42%+72,040
BANK OF AMER CORP15,78514,560-1,225769,519829,6290.51%+60,110
ZIONS BANCORPORATION NATL AS(ZION)5,0505,0500290,981349,4090.21%+58,428
CINCINNATI FINL CORP(CINF)1,9001,9000298,965351,7660.21%+52,801
Boeing Co(BA)2,9392,9390584,949636,2050.39%+51,256
Chubb Limited3,4503,45001,124,4581,175,5530.72%+51,095
Vanguard 500 Index Admir556557+1334,730385,5780.24%+50,848
TAYLOR MORRISON HOME CORP(TMHC)3,5003,5000203,840251,0900.15%+47,250
Colgate Palmolive Co(CL)6,6976,6970570,785613,9810.37%+43,196
Travelers Companies Inc(TRV)1,1251,100-25328,140363,1320.22%+34,992
Home Depot Inc(HD)1,4501,4500476,890511,3860.31%+34,496
UNION PAC CORP(UNP)1,1741,1740284,836319,3280.19%+34,492
General Dynamics Corp(GD)2,9672,96701,018,3341,051,0300.64%+32,696
COCA COLA CO(KO)5,3735,3730408,617436,6640.27%+28,047
DISNEY WALT CO(DIS)6,8157,096+281656,830682,9900.42%+26,160
Nicolet Bankshares Inc3,7273,502-225553,870579,1540.35%+25,284
Johnson & Johnson(JNJ)2,6042,6040636,522661,3380.40%+24,816
BLACKSTONE INC7,2257,226+1830,803850,2830.52%+19,480
Textron Inc(TXT)2,5002,5000218,900229,3250.14%+10,425
Wells Fargo & Co(WFC)7,1657,020-145570,406580,1330.35%+9,727
ILLINOIS TOOL WKS INC(ITW)9259250240,768250,1850.15%+9,417
Enbridge Inc(ENB)17,70117,676-25958,332958,2160.58%-116
V F CORP(VFC)106,700108,675+1,9751,812,8331,812,6991.11%-134
Ernexa Therapeutics Inc10,0000-10,0001,9900-1,990
ONEOK INC NEW(OKE)4,5934,653+60415,161404,5320.25%-10,629
PROCTER & GAMBLE CO(PG)1,5661,466-100226,193214,9740.13%-11,219
General Mills Inc(GIS)6,3006,3000234,486219,2400.13%-15,246
RTX CORPORATION(RTX)12,21512,21502,356,2732,317,5521.41%-38,721
Abbott Laboratories3,4253,4250351,645310,7840.19%-40,861
Pathward Financial Inc20,18520,135-501,801,1081,752,9531.07%-48,155
MGM Resorts International(MGM)16,01611,235-4,781592,752537,1450.33%-55,607
Hershey Co(HSY)1,8501,8500384,596324,5820.20%-60,014
PepsiCo Inc(PEP)4,4944,4940697,873608,4880.37%-89,385
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