Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SeaBridge Investment Advisors LLC (CIK 1304229) reported $591.1M across 187 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($22.0M, 3.72%), TSM ($21.5M, 3.63%), VMBS ($21.2M, 3.59%), IEF ($19.9M, 3.36%), JMBS ($18.9M, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $22.0M | 3.72% | 86,702 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.5M | 3.63% | 63,547 | Trimmed |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | $21.2M | 3.59% | 451,757 | Added |
| 4 | IEF | ISHARES TR | $19.9M | 3.36% | 208,041 | Added |
| 5 | JMBS | JANUS DETROIT STR TR | $18.9M | 3.20% | 418,001 | Added |
| 6 | GOOGL | ALPHABET INC | $18.5M | 3.13% | 64,325 | Added |
| 7 | PFF | ISHARES TR | $18.1M | 3.06% | 595,897 | Added |
| 8 | MSFT | MICROSOFT CORP | $15.6M | 2.64% | 42,095 | Added |
| 9 | SPTS | SPDR SERIES TRUST | $14.4M | 2.44% | 495,119 | Trimmed |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.5M | 2.28% | 28,069 | Added |
| 11 | JAAA | JANUS DETROIT STR TR | $12.3M | 2.09% | 245,182 | Added |
| 12 | META | META PLATFORMS INC | $11.8M | 2.00% | 20,688 | Added |
| 13 | RING | ISHARES INC | $10.2M | 1.73% | 129,410 | Added |
| 14 | GOOG | ALPHABET INC | $9.7M | 1.65% | 33,925 | Trimmed |
| 15 | WPM | WHEATON PRECIOUS METALS CORP | $9.4M | 1.60% | 72,058 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $9.4M | 1.60% | 32,075 | Added |
| 17 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.5M | 1.44% | 21,691 | Trimmed |
| 18 | AMGN | AMGEN INC | $8.3M | 1.41% | 23,669 | Added |
| 19 | SPOT | SPOTIFY TECHNOLOGY S A | $8.1M | 1.37% | 16,667 | Added |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $7.8M | 1.32% | 110,308 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $7.8M | 1.32% | 37,444 | Trimmed |
| 22 | EBND | SPDR SERIES TRUST | $7.5M | 1.27% | 364,019 | Added |
| 23 | SPIP | SPDR SERIES TRUST | $7.4M | 1.26% | 285,808 | Added |
| 24 | IGSB | ISHARES TR | $7.4M | 1.26% | 141,432 | Added |
| 25 | AVGO | BROADCOM INC | $7.4M | 1.25% | 23,832 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31