Portfolio (Quarterly) Guide ↗

SeaBridge Investment Advisors LLC

· CIK 0001304229

13F Portfolio $591M AUM 188 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 15 New 51 Added 55 Reduced 23 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	A	AGILENT TECHNOLOGIES INC	Healthcare	1,625	$221K	0.04%	SOLD
22	BND	VANGUARD BD INDEX FDS	—	2,746	$203K	0.03%	SOLD
23	BK	BANK NEW YORK MELLON CORP	Financial Services	1,751	$203K	0.03%	SOLD

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Sector Allocation

Technology 30.3%

Communication Services 14.8%

Financial Services 12.7%

Industrials 12.0%

Consumer Cyclical 8.2%

Healthcare 7.9%

Energy 6.7%

Basic Materials 4.4%

Consumer Defensive 2.5%

Utilities 0.3%