SeaBridge Investment Advisors LLC
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$591.1M
Holdings
188
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 82.1k shares)
3.7%
02
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Exited (was 73.7k shares)
3.6%
03
$VMBS
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 475.7k shares)
3.6%
04
$IEF
ISHARES TR
Q4 2025: Exited (was 247.0k shares)
3.4%
05
$JMBS
JANUS DETROIT STR TR
Q4 2025: Exited (was 431.6k shares)
3.2%
06
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 58.6k shares)
3.1%
07
$PFF
ISHARES TR
Q4 2025: Exited (was 602.0k shares)
3.1%
08
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 39.0k shares)
2.6%
09
$SPTS
SPDR SERIES TRUST
Q4 2025: Exited (was 372.1k shares)
2.4%
10
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 22.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:23 UTC.