Sippican Capital Advisors — 13F holdings

Sippican Capital Advisors reported 99 holdings worth $150M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. TBBK BANCORP INC DEL — $6.99M (4.7%)
2. GE GE AEROSPACE — $4.60M (3.1%)
3. TFIN TRIUMPH FINANCIAL INC — $3.95M (2.6%)
4. GOOG ALPHABET INC — $3.65M (2.4%)
5. ORCL ORACLE CORP — $3.57M (2.4%)
6. BMY BRISTOL-MYERS SQUIBB CO — $3.56M (2.4%)
7. XOM EXXONMOBIL HOLDINGS CORP — $3.41M (2.3%)
8. ABBV ABBVIE INC — $3.28M (2.2%)
9. ALRS ALERUS FINL CORP — $3.27M (2.2%)
10. MRK MERCK & CO INC — $3.16M (2.1%)