Fund HoldingsSullivan Wood Capital Management LLC

Total Portfolio Value
$73.03M
Total Bought
$16.96M
Total Sold
$4.03M
Net Transaction
+$12.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
GALAXY DIGITAL INC.(GLXY)1,390,4771,404,742+14,26525,65438,40652.59%+12,751
DIGI PWR X INC275,090323,690+48,6005581,7642.42%+1,206
SOFI TECHNOLOGIES INC(SOFI)211,645250,395+38,7503,3614,4906.15%+1,129
ALPHABET INC(GOOG)12,86212,854-83,6904,5426.22%+852
STRATEGY INC(MSTR)07,000+7,00006090.83%+609
CHIPOTLE MEXICAN GRILL INC(CMG)59,72572,292+12,5671,9122,4583.37%+546
AMAZON COM INC(AMZN)14,63514,503-1323,0483,4574.73%+409
ALPHABET INC(GOOG)0699+69902500.34%+250
UNITEDHEALTH GROUP INC(UNH)9,7316,859-2,8722,6332,8513.90%+218
ANNALY CAPITAL MANAGEMENT IN62,55066,150+3,6001,3631,5252.09%+162
AGNC INVT CORP(AGNC)114,400119,900+5,5001,1601,3211.81%+160
FORWARD INDUSTRIES INC26,00054,000+28,0001152280.31%+113
UBER TECHNOLOGIES INC(UBER)15,10515,515+4101,0871,1201.53%+33
CHARGEPOINT HOLDINGS INC19,50017,500-2,000951030.14%+9
COMPUGEN LTD35,00035,000075750.10%0
MICROSOFT CORP(MSFT)762627-1352822340.32%-48
RITHM CAPITAL CORP(RITM)190,563186,113-4,4501,8071,7482.39%-59
DHT HOLDINGS INC(DHT)36,25035,850-4006625930.81%-70
APPLE INC(AAPL)5,5584,518-1,0401,4111,3071.79%-103
CANOPY GROWTH CORPORATION854,285690,585-163,7008116560.90%-155
NU HLDGS LTD(NU)143,350121,270-22,0802,0601,6202.22%-440
CELSIUS HLDGS INC(CELH)82,11573,920-8,1952,9132,1642.96%-749
ENERGY TRANSFER L P(ET)125,72678,976-46,7502,4271,5102.07%-916
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