Fund Holdings

Sullivan Wood Capital Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DHT HOLDINGS INC(DHT)36,45036,250-200445,054662,2881.16%+217,234
FORWARD INDUSTRIES INC026,000+26,0000115,1800.20%+115,180
DIGI PWR X INC184,590275,090+90,500470,705558,4330.98%+87,728
COMPUGEN LTD035,000+35,000074,5500.13%+74,550
ENERGY TRANSFER L P(ET)145,851125,726-20,1252,405,0832,426,5124.25%+21,429
SOLUNA HOLDINGS INC15,0000-15,00017,5500-17,550
AMERICAN BITCOIN CORP.13,0000-13,00022,1000-22,100
MICROSOFT CORP(MSFT)707762+55341,919282,0700.49%-59,849
CANOPY GROWTH CORPORATION772,785854,285+81,500880,975810,8871.42%-70,088
ANNALY CAPITAL MANAGEMENT IN62,55062,55001,438,5531,362,8682.39%-75,685
AGNC INVT CORP(AGNC)114,400114,40001,239,3761,160,4402.03%-78,936
UBER TECHNOLOGIES INC(UBER)15,18015,105-751,240,3581,086,5031.90%-153,855
APPLE INC(AAPL)5,8585,558-3001,592,5561,410,5652.47%-181,991
CHIPOTLE MEXICAN GRILL INC(CMG)58,55059,725+1,1752,166,3501,911,7973.35%-254,553
UNITEDHEALTH GROUP INC(UNH)8,8169,731+9152,910,2502,633,1114.61%-277,139
AMAZON COM INC(AMZN)14,62514,635+103,375,7433,048,0315.34%-327,712
ALPHABET INC(GOOG)12,86212,86204,036,0963,689,5936.46%-346,503
CHARGEPOINT HOLDINGS INC66,50019,500-47,000441,56094,7700.17%-346,790
NU HLDGS LTD(NU)145,150143,350-1,8002,429,8112,059,9403.61%-369,871
OAKTREE SPECIALTY LENDING CO(OCSL)30,4500-30,450387,9330-387,933
RITHM CAPITAL CORP(RITM)200,113190,563-9,5502,229,3351,806,5373.16%-422,798
CELSIUS HLDGS INC(CELH)80,76582,115+1,3503,694,1912,913,4405.10%-780,751
SOFI TECHNOLOGIES INC(SOFI)190,945211,645+20,7004,998,9403,360,9235.88%-1,638,017
GALAXY DIGITAL INC.(GLXY)1,321,1131,390,477+69,36429,540,08725,654,30144.91%-3,885,786
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