account_balance
Investment manager · 13F filer · SEC CIK 1304229
SeaBridge Investment Advisors LLC
Reported value$740Mas of Sep 30, 2026
Positions259 82 new, 11 sold out
Top 10 weight29.7%AAPL alone is 4%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.1%Added +3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.0%
MSFTMicrosoft Corp
3.6%Added +20%
VMBSVanguard Scottsdale FDS
3.1%Added +4%
GOOGLAlphabet Inc.
3.0%
MUMicron Technology Inc
2.7%Trimmed −4%
PFFiShares Tr
2.7%Added +3%
AMDAdvanced Micro Devices Inc
2.2%Trimmed −3%
BRK-BBerkshire Hathaway Inc
2.1%Added +10%
JAAAJanus Detroit STR Tr
2.1%Added +8%
STXSeagate Technology Holdings PLC
2.1%
SPTSSPDR Series Trust
2.1%
AAPLApple Inc.
4.1%+3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.0%
MSFTMicrosoft Corp
3.6%
VMBSVanguard Scottsdale FDS
3.1%+4%
GOOGLAlphabet Inc.
3.0%
MUMicron Technology Inc
2.7%−4%
PFFiShares Tr
2.7%
AMDAdvanced Micro Devices Inc
2.2%
BRK-BBerkshire Hathaway Inc
2.1%
JAAAJanus Detroit STR Tr
2.1%
STXSeagate Technology Holdings PLC
2.1%
SPTSSPDR Series Trust
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.1% Added +3%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.0% HeldMSFT Microsoft Corp 3.6% Added +20%
VMBS Vanguard Scottsdale FDS 3.1% Added +4%
GOOGL Alphabet Inc. 3.0% HeldMU Micron Technology Inc 2.7% Trimmed −4%PFF iShares Tr 2.7% Added +3%
AMD Advanced Micro Devices Inc 2.2% Trimmed −3%BRK-B Berkshire Hathaway Inc 2.1% Added +10%JAAA Janus Detroit STR Tr 2.1% Added +8%
STX Seagate Technology Holdings PLC 2.1% HeldSPTS SPDR Series Trust 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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