SeaBridge Investment Advisors LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$605.7M
Holdings
196
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (196 positions)
| Stock | Value |
|---|---|
URIUNITED RENTALS INC | $1.1M |
EWJISHARES INC | $1.1M |
ITA*ISHARES TR | $1.0M |
ALABASTERA LABS INC | $1.0M |
VGSHVANGUARD SCOTTSDALE FDS | $989K |
ESABESAB CORPORATION | $955K |
TSLATESLA INC | $953K |
LENLENNAR CORP | $932K |
CATCATERPILLAR INC | $896K |
XLVSELECT SECTOR SPDR TR | $893K |
TRVCCITIGROUP INC | $883K |
AGIALAMOS GOLD INC NEW | $849K |
VVISA INC | $835K |
EWYISHARES INC | $834K |
MUBISHARES TR | $831K |
XOMEXXON MOBIL CORP | $800K |
SMHVANECK ETF TRUST | $798K |
ILFISHARES TR | $780K |
EFAISHARES TR | $777K |
SNPSSYNOPSYS INC | $761K |
INTCINTEL CORP | $755K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $754K |
HBC2HSBC HLDGS PLC | $748K |
GEGE AEROSPACE | $719K |
OROR ROYALTIES INC. | $686K |
BEBLOOM ENERGY CORP | $682K |
GDXVANECK ETF TRUST | $678K |
VGKVANGUARD INTL EQUITY INDEX F | $645K |
GSGOLDMAN SACHS GROUP INC | $635K |
AEMAGNICO EAGLE MINES LTD | $613K |
VWOVANGUARD INTL EQUITY INDEX F | $597K |
CVXCHEVRON CORP NEW | $590K |
CRWDCROWDSTRIKE HLDGS INC | $585K |
EMREMERSON ELEC CO | $583K |
VEAVANGUARD TAX-MANAGED FDS | $559K |
IWMISHARES TR | $559K |
VGTVANGUARD WORLD FD | $558K |
KLACKLA CORP | $557K |
MRKMERCK & CO INC | $555K |
POSTPOST HLDGS INC | $553K |
XLESELECT SECTOR SPDR TR | $552K |
DNOWDNOW INC | $543K |
KOCOCA COLA CO | $540K |
AFLAFLAC INC | $523K |
BRBROADRIDGE FINL SOLUTIONS IN | $523K |
ACGLARCH CAP GROUP LTD | $479K |
DISDISNEY WALT CO | $479K |
IBBISHARES TR | $473K |
ORCLORACLE CORP | $456K |
MDBMONGODB INC | $448K |
CSCOCISCO SYS INC | $442K |
BSVVANGUARD BD INDEX FDS | $372K |
GPCGENUINE PARTS CO | $372K |
SCHXSCHWAB STRATEGIC TR | $371K |
TPRTAPESTRY INC | $354K |
TTTRANE TECHNOLOGIES PLC | $354K |
UBERUBER TECHNOLOGIES INC | $351K |
ITBISHARES TR | $351K |
GEVGE VERNOVA INC | $328K |
ABBVABBVIE INC | $327K |
SCHVSCHWAB STRATEGIC TR | $326K |
HDBHDFC BANK LTD | $324K |
SCHWSCHWAB CHARLES CORP | $318K |
MKLMARKEL GROUP INC | $318K |
SCHMSCHWAB STRATEGIC TR | $312K |
NEENEXTERA ENERGY INC | $306K |
ISTBISHARES TR | $299K |
FCXFREEPORT-MCMORAN INC | $299K |
4I1PHILIP MORRIS INTL INC | $290K |
XOPSPDR SERIES TRUST | $281K |
ETNEATON CORP PLC | $281K |
BAMBROOKFIELD ASSET MANAGMT LTD | $275K |
HHHHOWARD HUGHES HOLDINGS INC | $273K |
MCDMCDONALDS CORP | $272K |
KBESPDR SERIES TRUST | $268K |
PFEPFIZER INC | $265K |
SCHGSCHWAB STRATEGIC TR | $262K |
AMATAPPLIED MATLS INC | $256K |
LLYELI LILLY & CO | $254K |
LRCXLAM RESEARCH CORP | $254K |
XLFSELECT SECTOR SPDR TR | $245K |
VCITVANGUARD SCOTTSDALE FDS | $245K |
PGPROCTER AND GAMBLE CO | $244K |
PLTRPALANTIR TECHNOLOGIES INC | $241K |
FNLCFIRST BANCORP INC ME | $237K |
SHELSHELL PLC | $235K |
SYU1SYNOVUS FINL CORP | $234K |
IEMGISHARES INC | $231K |
IBITISHARES BITCOIN TRUST ETF | $223K |
AG8AGILENT TECHNOLOGIES INC | $221K |
XHBSPDR SERIES TRUST | $213K |
VIGVANGUARD SPECIALIZED FUNDS | $208K |
BNDVANGUARD BD INDEX FDS | $203K |
BKBANK NEW YORK MELLON CORP | $203K |
ETENERGY TRANSFER L P | $182K |
ODVOSISKO DEVELOPMENT CORP | $62K |
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