Sullivan Wood Capital Management LLC
Sullivan Wood Capital Management LLC reported 23 holdings worth US$73M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Sullivan Wood Capital Management LLC reported 23 holdings worth US$73M as of Jun 30, 2026. Largest: Galaxy Digital Inc., Alphabet Inc (google) Class C and Sofi Technologies, Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$73M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Galaxy Digital Inc. | 1.4M | US$38.4M | 52.6% |
| Alphabet Inc (google) Class C | 13,408 | US$4.79M | 6.6% |
| Sofi Technologies, Inc. | 250K | US$4.49M | 6.1% |
| Amazon.com, Inc. | 14,503 | US$3.46M | 4.7% |
| Unitedhealth Group Incorporated | 6,859 | US$2.85M | 3.9% |
| Chipotle Mexican Grill, Inc. | 72,292 | US$2.46M | 3.4% |
| Celsius Holdings, Inc. | 73,920 | US$2.16M | 3.0% |
| Digi Power X Inc. | 324K | US$1.76M | 2.4% |
| Rithm Capital Corp. | 186K | US$1.75M | 2.4% |
| Nu Holdings Ltd. | 121K | US$1.62M | 2.2% |
| Annaly Capital Management Inc. | 66,150 | US$1.52M | 2.1% |
| Energy Transfer Lp | 78,976 | US$1.51M | 2.1% |
| Agnc Investment Corp. | 120K | US$1.32M | 1.8% |
| Apple Inc | 4,518 | US$1.31M | 1.8% |
| Uber Technologies, Inc. | 15,515 | US$1.12M | 1.5% |
| Canopy Growth Corporation | 691K | US$656K | 0.90% |
| Strategy Inc | 7,000 | US$609K | 0.83% |
| Dht Holdings, Inc. | 35,850 | US$593K | 0.81% |
| Microsoft Corp. | 627 | US$234K | 0.32% |
| Forward Industries, Inc. | 54,000 | US$228K | 0.31% |
| Chargepoint Holdings, Inc. | 17,500 | US$103K | 0.14% |