Portfolio (Quarterly)
Guide ↗
Sippican Capital Advisors
· CIK 0001557406| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BOXX | Alpha Architect 1-3 Month Box | — | 38,628 | $4.4M | 2.86% | SOLD |
| 2 | — | MidWestOne Financial Group Inc | — | 25,684 | $989K | 0.64% | SOLD |
| 3 | LKFN | Lakeland Financial Corp | Financial Services | 17,164 | $979K | 0.63% | SOLD |
| 4 | PNFP | Pinnacle Financial Partners In | Financial Services | 5,915 | $564K | 0.36% | SOLD |
| 5 | DVA | Davita Inc | Healthcare | 3,322 | $377K | 0.24% | SOLD |
| 6 | TSLA | Tesla Inc | Consumer Cyclical | 791 | $356K | 0.23% | SOLD |
| 7 | — | Synovus Financial Corp | — | 4,875 | $244K | 0.16% | SOLD |
| 8 | BLND | Blend Laboratories Inc Cl A | Technology | 18,000 | $55K | 0.04% | SOLD |
| 9 | — | Strive Inc Cl A | — | 14,500 | $11K | 0.01% | SOLD |
Sector Allocation
Financial Services
39.8%
Energy
14.2%
Industrials
12.6%
Healthcare
11.5%
Consumer Cyclical
9.9%
Technology
3.5%
Communication Services
2.9%
Consumer Defensive
1.9%
Real Estate
1.7%
Utilities
1.2%