SeaBridge Investment Advisors as of Sept. 30, 2021
Portfolio Holdings for SeaBridge Investment Advisors
SeaBridge Investment Advisors holds 130 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.6 | $11M | 78k | 141.50 | |
Microsoft Corporation (MSFT) | 3.0 | $9.3M | 33k | 281.93 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $7.4M | 66k | 111.66 | |
Lowe's Companies (LOW) | 2.4 | $7.2M | 36k | 202.85 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $7.2M | 2.7k | 2673.48 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.3 | $7.1M | 129k | 54.64 | |
Alphabet Cap Stk Cl C (GOOG) | 2.2 | $6.6M | 2.5k | 2665.32 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $6.3M | 23k | 272.96 | |
Spdr Ser Tr Portfolio Short (SPSB) | 2.0 | $6.2M | 198k | 31.25 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.0 | $5.9M | 72k | 82.41 | |
Thermo Fisher Scientific (TMO) | 2.0 | $5.9M | 10k | 571.30 | |
Pfizer (PFE) | 1.9 | $5.8M | 135k | 43.01 | |
Comcast Corp Cl A (CMCSA) | 1.8 | $5.4M | 97k | 55.93 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.8 | $5.4M | 205k | 26.22 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $5.1M | 31k | 163.68 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.6 | $5.0M | 109k | 45.70 | |
Home Depot (HD) | 1.6 | $4.9M | 15k | 328.29 | |
CF Industries Holdings (CF) | 1.3 | $4.0M | 71k | 55.82 | |
Becton, Dickinson and (BDX) | 1.3 | $4.0M | 16k | 245.81 | |
Citigroup Com New (C) | 1.3 | $3.9M | 56k | 70.18 | |
Intercontinental Exchange (ICE) | 1.3 | $3.9M | 34k | 114.83 | |
Amgen (AMGN) | 1.3 | $3.8M | 18k | 212.67 | |
RPM International (RPM) | 1.2 | $3.7M | 48k | 77.65 | |
Stryker Corporation (SYK) | 1.2 | $3.7M | 14k | 263.73 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 1.2 | $3.7M | 103k | 35.57 | |
Honeywell International (HON) | 1.1 | $3.5M | 16k | 212.28 | |
Nvent Electric SHS (NVT) | 1.1 | $3.5M | 107k | 32.33 | |
Hubbell (HUBB) | 1.1 | $3.5M | 19k | 180.69 | |
Regions Financial Corporation (RF) | 1.1 | $3.5M | 162k | 21.31 | |
Crown Castle Intl (CCI) | 1.1 | $3.4M | 20k | 173.32 | |
Bank of America Corporation (BAC) | 1.1 | $3.3M | 77k | 42.46 | |
Simpson Manufacturing (SSD) | 1.0 | $3.0M | 28k | 106.97 | |
International Business Machines (IBM) | 1.0 | $3.0M | 21k | 138.93 | |
Spotify Technology S A SHS (SPOT) | 1.0 | $2.9M | 13k | 225.36 | |
Merck & Co (MRK) | 0.9 | $2.8M | 38k | 75.10 | |
Alexander & Baldwin (ALEX) | 0.9 | $2.8M | 118k | 23.44 | |
Masco Corporation (MAS) | 0.9 | $2.8M | 50k | 55.56 | |
Granite Real Estate Invt Tr Unit 99/99/9999 (GRP.U) | 0.9 | $2.8M | 39k | 71.14 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.9 | $2.7M | 46k | 60.10 | |
Wp Carey (WPC) | 0.9 | $2.7M | 37k | 73.03 | |
Newell Rubbermaid (NWL) | 0.9 | $2.7M | 121k | 22.14 | |
SYSCO Corporation (SYY) | 0.8 | $2.6M | 33k | 78.49 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $2.5M | 31k | 81.94 | |
Mohawk Industries (MHK) | 0.8 | $2.5M | 14k | 177.43 | |
Itt (ITT) | 0.8 | $2.5M | 29k | 85.84 | |
United Parcel Service CL B (UPS) | 0.8 | $2.4M | 13k | 182.08 | |
Carlyle Group (CG) | 0.8 | $2.4M | 51k | 47.27 | |
Iron Mountain (IRM) | 0.8 | $2.3M | 54k | 43.45 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $2.3M | 17k | 132.43 | |
Ares Capital Corporation (ARCC) | 0.7 | $2.2M | 110k | 20.33 | |
Howard Hughes | 0.7 | $2.2M | 25k | 87.80 | |
Liberty Latin America Com Cl C (LILAK) | 0.7 | $2.2M | 165k | 13.12 | |
Steelcase Cl A (SCS) | 0.7 | $2.2M | 170k | 12.68 | |
Mondelez Intl Cl A (MDLZ) | 0.7 | $2.1M | 37k | 58.18 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $2.1M | 25k | 86.14 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.7 | $2.1M | 12k | 172.68 | |
Tapestry (TPR) | 0.6 | $1.9M | 52k | 37.02 | |
CVS Caremark Corporation (CVS) | 0.6 | $1.9M | 22k | 84.85 | |
Cdw (CDW) | 0.6 | $1.9M | 10k | 182.03 | |
American Intl Group Com New (AIG) | 0.6 | $1.9M | 34k | 54.88 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.8M | 4.3k | 429.17 | |
Kennedy-Wilson Holdings (KW) | 0.6 | $1.8M | 87k | 20.92 | |
Broadcom (AVGO) | 0.6 | $1.8M | 3.8k | 484.86 | |
Axalta Coating Sys (AXTA) | 0.6 | $1.8M | 60k | 29.18 | |
Post Holdings Inc Common (POST) | 0.6 | $1.7M | 16k | 110.16 | |
United Rentals (URI) | 0.6 | $1.7M | 4.8k | 350.89 | |
Costco Wholesale Corporation (COST) | 0.6 | $1.7M | 3.8k | 449.31 | |
Verizon Communications (VZ) | 0.5 | $1.7M | 31k | 54.02 | |
Advance Auto Parts (AAP) | 0.5 | $1.7M | 7.9k | 208.85 | |
Lyft Cl A Com (LYFT) | 0.5 | $1.6M | 31k | 53.59 | |
Hanesbrands (HBI) | 0.5 | $1.6M | 92k | 17.15 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.5 | $1.6M | 31k | 50.15 | |
TCW Strategic Income Fund (TSI) | 0.5 | $1.5M | 269k | 5.74 | |
Amazon (AMZN) | 0.5 | $1.5M | 468.00 | 3284.19 | |
Compass Minerals International (CMP) | 0.5 | $1.5M | 23k | 64.38 | |
0.5 | $1.4M | 23k | 60.37 | ||
Jd.com Spon Adr Cl A (JD) | 0.5 | $1.4M | 19k | 72.22 | |
Gilead Sciences (GILD) | 0.5 | $1.4M | 20k | 69.83 | |
Blackrock Ltd Duration Incom Com Shs (BLW) | 0.5 | $1.4M | 81k | 17.08 | |
Polaris Industries (PII) | 0.5 | $1.4M | 12k | 119.65 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.5 | $1.4M | 113k | 12.27 | |
Fox Corp Cl B Com (FOX) | 0.4 | $1.3M | 36k | 37.13 | |
Hdfc Bank Sponsored Ads (HDB) | 0.4 | $1.3M | 18k | 73.10 | |
Enterprise Products Partners (EPD) | 0.4 | $1.3M | 59k | 21.64 | |
Lauder Estee Cos Cl A (EL) | 0.4 | $1.3M | 4.2k | 300.00 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | 3.5k | 347.54 | |
Kroger (KR) | 0.4 | $1.2M | 30k | 40.44 | |
Viatris (VTRS) | 0.4 | $1.2M | 87k | 13.55 | |
Dollar Tree (DLTR) | 0.4 | $1.2M | 12k | 95.75 | |
Paypal Holdings (PYPL) | 0.4 | $1.2M | 4.5k | 260.22 | |
NVR (NVR) | 0.4 | $1.2M | 241.00 | 4792.53 | |
Colfax Corporation | 0.4 | $1.1M | 25k | 45.90 | |
Sixth Street Specialty Lending (TSLX) | 0.4 | $1.1M | 52k | 22.20 | |
Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.4 | $1.1M | 37k | 30.66 | |
Liberty Media Corp Del Com Ser C Frmla | 0.4 | $1.1M | 21k | 51.40 | |
Deere & Company (DE) | 0.4 | $1.1M | 3.2k | 335.08 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.4 | $1.1M | 22k | 48.30 | |
Te Connectivity Reg Shs (TEL) | 0.4 | $1.1M | 7.8k | 137.16 | |
Truist Financial Corp equities (TFC) | 0.3 | $1.1M | 18k | 58.63 | |
Knight-swift Transn Hldgs In Cl A (KNX) | 0.3 | $1.0M | 20k | 51.14 | |
Organon & Co Common Stock (OGN) | 0.3 | $923k | 28k | 32.80 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $896k | 8.2k | 109.14 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.3 | $876k | 19k | 45.56 | |
Viacomcbs CL B (PARA) | 0.3 | $797k | 20k | 39.51 | |
Global X Fds Rate Preferred (PFFV) | 0.2 | $752k | 27k | 28.11 | |
Cal Maine Foods Com New (CALM) | 0.2 | $738k | 20k | 36.14 | |
Aptiv SHS (APTV) | 0.2 | $691k | 4.6k | 148.99 | |
Allstate Corporation (ALL) | 0.2 | $688k | 5.4k | 127.29 | |
Digital Realty Trust (DLR) | 0.2 | $613k | 4.2k | 144.37 | |
Stanley Black & Decker (SWK) | 0.2 | $564k | 3.2k | 175.21 | |
Expedia Group Com New (EXPE) | 0.2 | $562k | 3.4k | 163.99 | |
Cimpress Shs Euro (CMPR) | 0.2 | $553k | 6.4k | 86.87 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $546k | 7.4k | 74.23 | |
Horace Mann Educators Corporation (HMN) | 0.2 | $530k | 13k | 39.77 | |
Franks Intl N V | 0.2 | $530k | 180k | 2.94 | |
Angi Com Cl A New (ANGI) | 0.2 | $492k | 40k | 12.34 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $459k | 7.3k | 63.14 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $452k | 9.0k | 50.45 | |
Global Payments (GPN) | 0.1 | $416k | 2.6k | 157.46 | |
Crown Holdings (CCK) | 0.1 | $416k | 4.1k | 100.68 | |
FedEx Corporation (FDX) | 0.1 | $403k | 1.8k | 219.14 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $395k | 7.9k | 50.03 | |
Abbott Laboratories (ABT) | 0.1 | $372k | 3.2k | 117.98 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $363k | 14k | 26.16 | |
Now (DNOW) | 0.1 | $358k | 47k | 7.65 | |
Abbvie (ABBV) | 0.1 | $356k | 3.3k | 107.88 | |
Morgan Stanley India Investment Fund (IIF) | 0.1 | $315k | 11k | 27.57 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $285k | 5.1k | 56.06 | |
McDonald's Corporation (MCD) | 0.1 | $221k | 917.00 | 241.00 | |
Dollar General (DG) | 0.1 | $213k | 1.0k | 212.36 |