SeaBridge Investment Advisors LLC
SeaBridge Investment Advisors LLC reported 188 positions worth $691.6M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: TSM (4.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $30.3M | 4.39% | 63,532 | — | — | |
| ▸ 2 | AAPL | SH | $25.8M | 3.73% | 89,073 | — | — | |
| ▸ 3 | VMBS | SH | $23.4M | 3.38% | 499,622 | — | — | |
| ▸ 4 | MU | SH | $22.7M | 3.29% | 19,686 | — | — | |
| ▸ 5 | GOOGL | SH | $22.7M | 3.28% | 63,546 | — | — | |
| ▸ 6 | IEF | SH | $22.1M | 3.20% | 233,761 | — | — | |
| ▸ 7 | JMBS | SH | $20.1M | 2.91% | 446,615 | — | — | |
| ▸ 8 | PFF | SH | $19.9M | 2.88% | 654,287 | — | — | |
| ▸ 9 | STX | SH | $16.3M | 2.36% | 16,891 | — | — | |
| ▸ 10 | MSFT | SH | $16.1M | 2.33% | 43,132 | — | — |
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Frequently Asked Questions
What stocks does SeaBridge Investment Advisors LLC hold as of Q2 2026?
SeaBridge Investment Advisors LLC reported 188 positions worth $691.6M in its Q2 2026 13F filing. Largest positions: TSM (4.4%), AAPL (3.7%), VMBS (3.4%), MU (3.3%) and GOOGL (3.3%).
What did SeaBridge Investment Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SeaBridge Investment Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.