SeaBridge Investment Advisors LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$537.9M

Holdings

196

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (196 positions)

StockValue
AQLTISHARES TR
$23.2M
MSFTMICROSOFT CORP
$19.0M
AAPLAPPLE INC
$16.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$16.5M
VMBSVANGUARD SCOTTSDALE FDS
$14.6M
JMBSJANUS DETROIT STR TR
$14.4M
PFFISHARES TR
$13.5M
SPTSSPDR SERIES TRUST
$13.4M
METAMETA PLATFORMS INC
$12.5M
SPOTSPOTIFY TECHNOLOGY S A
$12.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$10.7M
JAAAJANUS DETROIT STR TR
$10.1M
GOOGLALPHABET INC
$9.6M
ORCLORACLE CORP
$8.7M
JPMJPMORGAN CHASE & CO.
$8.4M
AMZNAMAZON COM INC
$7.8M
RSPINVESCO EXCHANGE TRADED FD T
$7.8M
AVGOBROADCOM INC
$7.6M
DFUSDIMENSIONAL ETF TRUST
$7.5M
NFLXNETFLIX INC
$7.4M
TMUST-MOBILE US INC
$6.6M
GOOGALPHABET INC
$6.4M
VRPINVESCO EXCH TRADED FD TR II
$6.3M
ICEINTERCONTINENTAL EXCHANGE IN
$5.8M
WPMWHEATON PRECIOUS METALS CORP
$5.8M
CRMSALESFORCE INC
$5.7M
AMGNAMGEN INC
$5.4M
BILSSPDR SERIES TRUST
$4.9M
HDHOME DEPOT INC
$4.8M
WMTWALMART INC
$4.7M
IVVISHARES TR
$4.6M
TMOTHERMO FISHER SCIENTIFIC INC
$4.4M
SPIPSPDR SERIES TRUST
$4.2M
BKNGBOOKING HOLDINGS INC
$4.2M
FERGFERGUSON ENTERPRISES INC
$4.2M
SPYSPDR S&P 500 ETF TR
$4.1M
TOTLSSGA ACTIVE ETF TR
$4.1M
STXSEAGATE TECHNOLOGY HLDNGS PL
$4.1M
ASMLASML HOLDING N V
$4.1M
NVDANVIDIA CORPORATION
$4.0M
DEDEERE & CO
$4.0M
TSITCW STRATEGIC INCOME FD INC
$3.9M
DMBSDOUBLELINE ETF TRUST
$3.9M
QLTAISHARES TR
$3.9M
PAIWESTERN ASSET INVESTMENT GRA
$3.8M
BACBANK AMERICA CORP
$3.8M
NTRANATERA INC
$3.8M
VOOVANGUARD INDEX FDS
$3.8M
PWRQUANTA SVCS INC
$3.8M
FXIISHARES TR
$3.7M
VTIVANGUARD INDEX FDS
$3.6M
MAMASTERCARD INCORPORATED
$3.6M
RTXRTX CORPORATION
$3.6M
BUDANHEUSER BUSCH INBEV SA/NV
$3.5M
BABAALIBABA GROUP HLDG LTD
$3.5M
EQTEQT CORP
$3.4M
IVWISHARES TR
$3.3M
CNXCNX RES CORP
$3.3M
WCCWESCO INTL INC
$3.1M
IEVISHARES TR
$3.1M
RPMRPM INTL INC
$3.0M
SYKSTRYKER CORPORATION
$2.9M
LOWLOWES COS INC
$2.9M
FWONALIBERTY MEDIA CORP DEL
$2.8M
IJHISHARES TR
$2.7M
ARANTERO RESOURCES CORP
$2.6M
KWEBKRANESHARES TRUST
$2.6M
AMANTERO MIDSTREAM CORP
$2.5M
XLKSELECT SECTOR SPDR TR
$2.5M
ITTITT INC
$2.5M
COSTCOSTCO WHSL CORP NEW
$2.4M
NDQINVESCO QQQ TR
$2.4M
WRBBERKLEY W R CORP
$2.4M
GDXJVANECK ETF TRUST
$2.3M
HUBBHUBBELL INC
$2.1M
NVRNVR INC
$2.1M
SSDSIMPSON MFG INC
$2.1M
ACGLARCH CAP GROUP LTD
$2.0M
IEFISHARES TR
$2.0M
SHYISHARES TR
$1.9M
ADPAUTOMATIC DATA PROCESSING IN
$1.9M
WFCWELLS FARGO CO NEW
$1.8M
CFCF INDS HLDGS INC
$1.7M
TXNTEXAS INSTRS INC
$1.7M
IJRISHARES TR
$1.6M
AIGAMERICAN INTL GROUP INC
$1.6M
RFREGIONS FINANCIAL CORP NEW
$1.6M
NVTNVENT ELECTRIC PLC
$1.5M
GPNGLOBAL PMTS INC
$1.5M
PBRPETROLEO BRASILEIRO SA PETRO
$1.5M
MTDMETTLER TOLEDO INTERNATIONAL
$1.4M
TELTE CONNECTIVITY PLC
$1.4M
DFACDIMENSIONAL ETF TRUST
$1.4M
AQLTISHARES TR
$1.3M
IVEISHARES TR
$1.3M
IWRISHARES TR
$1.3M
IBMINTERNATIONAL BUSINESS MACHS
$1.3M
FLUTFLUTTER ENTMT PLC
$1.2M
ITA*ISHARES TR
$1.2M
XLVSELECT SECTOR SPDR TR
$1.2M
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