Fund Holdings — Sunbeam Capital Management, LLC

Total Portfolio Value
$174.72M
Total Bought
$16.48M
Total Sold
$2.99M
Net Transaction
+$13.49M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES TR32,95638,338+5,38222,57325,04314.33%+2,470
EXXON MOBIL CORP20,94321,377+4342,5203,6272.08%+1,107
PINNACLE FINL PARTNERS INC(PNFP)09,961+9,96108580.49%+858
VANGUARD INDEX FDS02,329+2,32907470.43%+747
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
022,423+22,42306610.38%+661
ISHARES TR
CORE HIGH DV ETF
03,587+3,58704870.28%+487
VANGUARD INTL EQUITY INDEX F05,533+5,53304160.24%+416
WALMART INC(WMT)26,68527,088+4032,9733,3661.93%+394
SELECT SECTOR SPDR TR
ST STR ENERG ETF
20,02220,146+1248951,2340.71%+339
ELI LILLY & CO(LLY)2,4063,139+7332,5862,8871.65%+301
FIGURE TECHNOLOGY SOLUTIO(FGRS)07,664+7,66402600.15%+260
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,264+1,26402430.14%+243
VANGUARD TAX-MANAGED FDS7,30210,736+3,4344566880.39%+232
CORNING INC(GLW)01,628+1,62802210.13%+221
CISCO SYS INC(CSCO)02,810+2,81002180.12%+218
HONEYWELL INTL INC(HON)0955+95502160.12%+216
ENBRIDGE INC(ENB)03,875+3,87502100.12%+210
PALANTIR TECHNOLOGIES INC(PLTR)01,412+1,41202070.12%+207
SCHWAB STRATEGIC TR07,988+7,98802050.12%+205
COSTCO WHOLESALE CORPORATION(COST)1,2801,310+301,1041,3060.75%+202
CHEVRON CORPORATION(CVX)3,0783,143+654696500.37%+181
GE VERNOVA INC(GEV)792801+95186990.40%+181
CATERPILLAR INC(CAT)1,1511,164+136598250.47%+165
ETFIS SER TR I
VIRTUS REAVES UT
19,61021,396+1,7861,5481,7100.98%+161
MICRON TECHNOLOGY INC(MU)3,0173,022+58611,0210.58%+160
KLA CORP(KLAC)577584+77018600.49%+158
ENTERPRISE PRODS PARTNERS L(EPD)25,17025,135-358079510.54%+144
MERCK & CO INC(MRK)7,0997,331+2327478820.50%+135
ENERGY TRANSFER L P(ET)45,85745,950+937568870.51%+131
COCA COLA CO(KO)15,04915,291+2421,0521,1630.67%+111
EATON CORP PLC(ETN)2,5242,551+278049130.52%+108
DEERE & CO(DE)1,0511,061+104895970.34%+108
INVESCO QQQ TR727927+2004465350.31%+89
LOCKHEED MARTIN CORP(LMT)653667+143164030.23%+88
PROCTER & GAMBLE CO(PG)46,89547,099+2046,7216,8033.89%+82
JOHNSON & JOHNSON(JNJ)1,6471,694+473414140.24%+73
ALPS ETF TR
ALERIAN MLP
12,45112,45105856550.38%+70
ISHARES TR
CORE MSCI EAFE
62,07362,07305,5535,6193.22%+66
ISHARES TR9,3689,36805756280.36%+53
ISHARES TR11,23211,280+481,3501,4020.80%+52
ONEOK INC NEW(OKE)2,9482,970+222172680.15%+52
VANECK ETF TRUST
GOLD MINERS ETF
8,5118,500-117307800.45%+50
NETFLIX INC.(NFLX)7,9248,155+2317437840.45%+41
MPLX LP(MPLX)10,31910,346+275515900.34%+40
DUKE ENERGY CORP NEW(DUK)1,8141,911+972132500.14%+38
RTX CORPORATION(RTX)3,3833,398+156206560.38%+35
CROWDSTRIKE HLDGS INC(CRWD)577772+1952703010.17%+31
TEXAS INSTRS INC(TXN)1,4161,417+12462750.16%+29
TRANE TECHNOLOGIES PLC(TT)1,0791,077-24204490.26%+29
STATE STR SPDR S&P MIDCAP 40(MDY)2,0632,06301,2451,2720.73%+28
UNION PAC CORP(UNP)1,8751,898+234344610.26%+27
CME GROUP INC(CME)856882+262342600.15%+26
PEPSICO INC(PEP)1,9461,968+222793060.17%+26
AMGEN INC(AMGN)789803+142582820.16%+24
VANGUARD INDEX FDS4,5114,526+151,1641,1850.68%+22
ILLINOIS TOOL WKS INC(ITW)1,2741,279+53143330.19%+19
ISHARES TR12,92412,958+341,2441,2600.72%+16
ISHARES TR88,19188,703+5122,0172,0331.16%+15
T-MOBILE US INC(TMUS)1,9401,939-13944070.23%+13
MCDONALDS CORP(MCD)1,2151,238+233713850.22%+13
PHILIP MORRIS INTL INC(PM)1,8791,890+113013130.18%+11
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
137,626138,329+7032,6942,7021.55%+8
GOLDMAN SACHS GROUP INC(GS)408426+183583600.21%+2
ISHARES TR86586502132150.12%+2
DOUBLELINE ETF TRUST
COMMERCIAL REAL
14,79214,79207687690.44%+1
ISHARES TR6,6426,643+17097070.40%-1
ADVANCED MICRO DEVICES INC(AMD)1,3451,406+612882860.16%-2
LOWES COS INC(LOW)1,0591,05902552500.14%-5
ISHARES TR19,47419,647+1731,5701,5630.89%-7
SPDR SERIES TRUST
ST BLOO HIGH ETF
15,35015,497+1471,4921,4830.85%-9
BLACKSTONE INC(BX)1,7552,274+5192702610.15%-9
BLACKROCK ETF TRUST II20,47520,47509979820.56%-14
MARTIN MARIETTA MATLS INC(MLM)45845802852700.15%-15
AMERIPRISE FINL INC(AMP)502516+142462290.13%-17
STRYKER CORPORATION(SYK)765767+22692520.14%-17
BERKSHIRE HATHAWAY INC DEL1,9311,978+479719480.54%-23
MORGAN STANLEY(MS)1,3031,259-442312070.12%-24
STATE STR SPDR S&P 500 ETF T(SPY)915921+66245990.34%-25
HOME DEPOT INC(HD)2,1772,198+217497230.41%-26
BARINGS BDC INC(BBDC)28,25728,25702592330.13%-27
OAKTREE SPECIALTY LENDING(OCSL)19,08519,08502432160.12%-27
AMPHENOL CORP3,0993,094-54193910.22%-28
3M CO(MMM)2,0532,05303292980.17%-31
ISHARES TR48,42548,428+31,4991,4680.84%-31
THERMO FISHER SCIENTIFIC INC(TMO)578606+283352980.17%-37
ABBVIE INC(ABBV)4,4314,447+161,0129670.55%-45
RUNWAY GROWTH FINANCE CORP(RWAY)24,57524,57502191690.10%-51
BANK AMERICA CORP7,1366,972-1643933400.19%-53
ABBOTT LABORATORIES2,2472,207-402822270.13%-55
SPDR GOLD TR(GLD)1,3301,089-2415274690.27%-59
GE AEROSPACE(GE)2,4332,434+17506910.40%-59
ETF SER SOLUTIONS
DISTILLATE US
169,136171,099+1,9639,9629,9035.67%-59
VISA INC(V)1,7531,838+856155560.32%-59
S&P GLOBAL INC(SPGI)604599-53152550.15%-61
LAS VEGAS SANDS CORP(LVS)5,8895,917+283833190.18%-65
QUALCOMM INC(QCOM)1,5841,579-52712030.12%-68
INTERNATIONAL BUSINESS MACHS(IBM)2,4172,622+2057166350.36%-81
AMAZON COM INC(AMZN)9,97010,563+5932,3012,2001.26%-101
SPROTT ASSET MANAGEMENT LP(CEF)47,15242,760-4,3922,1602,0411.17%-119
JPMORGAN CHASE & CO(JPM)8,9349,328+3942,8792,7441.57%-135
Page 1 of 2
Sunbeam Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail