Equal-WT
WhaleScore 2.0
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Sippican Capital Advisors is based out of Boston. Sippican Capital Advisors is a large advisory firm with 150 clients and discretionary assets under management (AUM) of $144,000,000 (Form ADV from 2024-03-21). Their last reported 13F filing for Q4 2024 included $137,250,769 in managed 13F securities
and a top 10 holdings concentration of 26.78%. Sippican Capital Advisors's largest holding is Bancorp Inc. (The) with shares held of 157,281. Whalewisdom has at least 42 13F filings

2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
GT Goodyear Tire & Rubb | 0.61% |
TFIN Triumph Financial In | 0.44% |
CUBI Customers Bancorp In | 0.41% |
MCB Metropolitan Bank Ho | 0.3% |
VFC VF Corp. | 0.26% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
BOXX Alpha Architect 1-3 | 1.49% |
PFE Pfizer, Inc | 0.98% |
LEN Lennar Corp. Class A | 0.57% |
NVR NVR Inc | 0.47% |
BA Boeing Co. | 0.42% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
TBBK Bancorp Inc. (The) | 6.03% |
NVR NVR Inc | 3.05% |
TFIN Triumph Financial In | 2.65% |
FXAIX Fidelity 500 Index F | 2.34% |
XOM Exxon Mobil Corp. | 2.31% |

2024-12-31
13F Activity
Market Value | $137m, Prior: $143m |
Inflows (Outflows) as % of Total MV | (-2.9852)% |
New Purchases | 4 stocks |
Added To | 24 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 47 stocks |
Top 10 Holdings % | 26.78% |
Turnover %[1] | 7.69% |
Turnover Alt %[2] | 2.57% |
Time Held Top 20 | 12.45 quarters |
Time Held Top 10 | 9.8 quarters |
Time Held All | 22.56 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31