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Sippican Capital Advisors
Sippican Capital Advisors is an SEC-registered investment advisory firm headquartered in Boston, Massachusetts. Founded in 2010, the firm manages discretionary portfolios primarily for high net worth individuals and charitable organizations. As of March 2025, Sippican Capital Advisors oversees approximately $160 million in assets and employs 5 professionals, the majority of whom are investment specialists. The firm serves clients in the United States with a focus on wealth management and tailored portfolio solutions.
Investment Strategy
Sippican Capital Advisors specializes in managing discretionary investment portfolios, mainly for high net worth individuals and select charitable organizations. Their approach emphasizes diversified equity and fixed income investments, adapting allocations based on client objectives, risk tolerance, and prevailing market conditions. The firm regularly discloses its 13F equity holdings and dynamically manages positions across a broad set of market sectors, aiming for long-term capital appreciation and preservation.
Latest 13F Filing Activity
Sippican Capital Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $138M. The fund increased holdings in Ge Aerospace, Triumph Financial Inc., Bancorp Inc. among other positions. Sippican Capital Advisors reduced exposure to Alpha Architect 1-3 Month Box, Organon & Co. Common Stock, VF Corp. among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TBBK | Bancorp Inc | 6.45% | $8.9M | 155,951 | $7.87 | $56.97 | +$614.0K |
G GE | Ge Aerospace | 2.97% | $4.1M | 15,860 | $61.01 | $257.39 | +$816.8K |
N NVR | NVR Inc | 2.73% | $3.8M | 509 | $1130.00 | $7385.66 | +$64.7K |
X XOM | Exxon Mobil Corp | 2.29% | $3.2M | 29,265 | $103.16 | $107.80 | -$325.7K |
T TFIN | Triumph Financial Inc | 2.25% | $3.1M | 56,081 | $66.49 | $55.11 | +$656.6K |
Industry Allocation
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