Institutional Fund
Sullivan Wood Capital Management LLC
Washington, DCCIK 20777184 filings on record
Portfolio Value
$57.12M
Q1 2026
Holdings
21
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-13.8%
from $66.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Galaxy Digital Inc.44.9%
- Alphabet Inc6.5%
- Sofi Technologies Inc5.9%
- Amazon Com Inc5.3%
- Celsius Hldgs Inc5.1%
- Unitedhealth Group Inc4.6%
- Other27.7%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Galaxy Digital Inc. | 1.39M | $25.65M | 44.9% | +69.4K | Added |
| 2 | Alphabet Inc | 12.9K | $3.69M | 6.5% | 0 | Held |
| 3 | Sofi Technologies Inc | 211.6K | $3.36M | 5.9% | +20.7K | Added |
| 4 | Amazon Com Inc | 14.6K | $3.05M | 5.3% | +10 | Added |
| 5 | Celsius Hldgs Inc | 82.1K | $2.91M | 5.1% | +1.4K | Added |
| 6 | Unitedhealth Group Inc | 9.7K | $2.63M | 4.6% | +915 | Added |
| 7 | Energy Transfer L P | 125.7K | $2.43M | 4.2% | −20.1K | Reduced |
| 8 | Nu Hldgs Ltd | 143.3K | $2.06M | 3.6% | −1.8K | Reduced |
| 9 | Chipotle Mexican Grill Inc | 59.7K | $1.91M | 3.3% | +1.2K | Added |
| 10 | Rithm Capital Corp | 190.6K | $1.81M | 3.2% | −9.6K | Reduced |
11 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio