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Disclosed positions
SeaBridge Investment Advisors LLC: source evidence dated 2026-07-18T03:59:59.999Z.
- Issuer
- TAIWAN SEMICONDUCTOR MANUFAC
- Ticker
- TSM
- Class
- SPONSORED ADS
- Reported value
- $30,340,978
- Reported amount
- 63,532
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001304229-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $30,340,978 | 63,532 | SH | None |
| APPLE INC | AAPL | COM | $25,774,263 | 89,073 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $23,387,313 | 499,622 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $22,723,353 | 19,686 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $22,709,448 | 63,546 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $22,106,799 | 233,761 | SH | None |
| JANUS DETROIT STR TR | JMBS | HENDERSON MTG | $20,093,226 | 446,615 | SH | None |
| ISHARES TR | PFF | PFD AND INCM SEC | $19,949,208 | 654,287 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $16,299,815 | 16,891 | SH | None |
| MICROSOFT CORP | MSFT | COM | $16,089,117 | 43,132 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $15,945,980 | 27,450 | SH | None |
| SPDR SERIES TRUST | SPTS | ST SHO TREAS ETF | $15,297,452 | 527,316 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $14,581,547 | 288,801 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $14,454,266 | 28,886 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $11,621,049 | 32,890 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $11,218,453 | 5,639 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $10,529,095 | 32,167 | SH | None |
| SANDISK CORP | SNDK | COM | $9,738,386 | 4,283 | SH | None |
| META PLATFORMS INC | META | CL A | $9,355,731 | 16,609 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,219,230 | 38,681 | SH | None |
| BROADCOM INC | AVGO | COM | $9,180,518 | 24,303 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $8,799,291 | 107,387 | SH | None |
| AMGEN INC | AMGN | COM | $8,625,214 | 23,819 | SH | None |
| ISHARES INC | RING | MSCI GBL GOLD MN | $8,535,033 | 132,121 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $8,366,774 | 159,641 | SH | None |
| WHEATON PRECIOUS METALS CORP | WPM | COM | $8,270,010 | 73,629 | SH | None |
| SPDR SERIES TRUST | EBND | SST SPDR BLOOMBE | $8,232,525 | 393,524 | SH | None |
| SPDR SERIES TRUST | SPIP | ST STR TIPS ETF | $8,128,463 | 316,529 | SH | None |
| WESCO INTL INC | WCC | COM | $7,758,764 | 22,461 | SH | None |
| ELI LILLY & CO | LLY | COM | $7,618,780 | 6,352 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $7,615,590 | 16,587 | SH | None |
| NATERA INC | NTRA | COM | $7,186,639 | 26,475 | SH | None |
| QUANTA SVCS INC | PWR | COM | $6,889,343 | 9,568 | SH | None |
| STANDARDAERO INC | SARO | COM | $6,754,636 | 225,832 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $6,527,762 | 27,505 | SH | None |
| RTX CORPORATION | RTX | COM | $5,989,692 | 31,570 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,401,870 | 26,997 | SH | None |
| TE CONNECTIVITY PLC | TEL | ORD SHS | $5,278,150 | 26,180 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $5,194,999 | 6,957 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $5,190,557 | 6,931 | SH | None |
| NETFLIX INC. | NFLX | COM | $5,104,743 | 71,495 | SH | None |
| WALMART INC | WMT | COM | $5,049,845 | 44,586 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $4,985,132 | 4,929 | SH | None |
| HOME DEPOT INC | HD | COM | $4,903,311 | 13,903 | SH | None |
| ICON PUB LTD CO | ICLR | SHS | $4,687,739 | 26,986 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $4,379,049 | 20,046 | SH | None |
| EQT CORP | EQT | COM | $4,367,304 | 82,138 | SH | None |
| BANK OF AMER CORP | BAC | COM | $4,280,281 | 75,119 | SH | None |
| LOWES COS INC | LOW | COM | $4,223,486 | 19,155 | SH | None |
| STRYKER CORPORATION | SYK | COM | $4,214,134 | 13,385 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.