SCA
Sippican Capital Advisors Portfolio holdings
AUM
$151M
1-Year Est. Return
15.71%
1 Year Est. Return
+15.71%
AUM
$138M
AUM Growth
+$5M
(+3.8%)
Holding
114
Top Buys
| 1 | +$770K | |
| 2 | +$613K | |
| 3 | +$252K | |
| 4 |
IBM
IBM
|
+$226K |
| 5 |
Alerus Financial
ALRS
|
+$209K |
Top Sells
| 1 | +$1.75M | |
| 2 | +$1.04M | |
| 3 | +$597K | |
| 4 |
GE HealthCare
GEHC
|
+$464K |
| 5 |
VF Corp
VFC
|
+$431K |
Sector Composition
| 1 | Financials | 43% |
| 2 | Industrials | 12.51% |
| 3 | Energy | 11.12% |
| 4 | Healthcare | 10.79% |
| 5 | Consumer Discretionary | 8.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Illinois Tool Works
ITW
$71.2B
| $235K | 0.17% |
950
|
|
||
|
102
IBM
IBM
$286B
| $226K | 0.16% |
+768
|
|
||
103
US Bancorp
USB
$73.6B
| $220K | 0.16% |
4,857
|
|
||
104
Taylor Morrison
TMHC
$5.8B
| $215K | 0.16% |
3,500
|
|
||
105
Bank of Hawaii
BOH
$2.61B
| $204K | 0.15% |
3,015
|
|
||
106
Textron
TXT
$14.5B
| $201K | 0.15% |
+2,500
|
|
||
107
TeraWulf
WULF
$5.72B
| $147K | 0.11% |
33,650
+4,600
|
|
||
108
Cipher Mining
CIFR
$8.17B
| $103K | 0.08% |
21,600
+1,350
|
|
||
109
Eterna Therapeutics
ERNA
$13.4M
| $18.4K | 0.01% |
10,000
+4,667
|
|
||
110
Select Medical
SEM
$1.65B
| – | – |
-10,644
|
|
||
111
Organon & Co
OGN
$1.76B
| – | – |
-70,076
|
|