Fund Holdings

Sullivan Wood Capital Management LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
GALAXY DIGITAL INC.(GLXY)1,219,1431,238,108+18,96526,699,23241,860,43161.66%+15,161,199
UNITEDHEALTH GROUP INC(UNH)1,4345,871+4,437447,3652,027,2562.99%+1,579,891
SOFI TECHNOLOGIES INC(SOFI)153,695152,195-1,5002,798,7864,020,9925.92%+1,222,206
ALPHABET INC(GOOG)11,42211,762+3402,026,1492,864,6354.22%+838,486
CELSIUS HLDGS INC(CELH)59,29560,045+7502,750,6953,451,9875.08%+701,292
NU HLDGS LTD(NU)78,20095,650+17,4501,072,9041,531,3572.26%+458,453
CHARGEPOINT HOLDINGS INC032,500+32,5000354,9000.52%+354,900
APPLE INC(AAPL)4,8584,8580996,7161,236,9931.82%+240,277
CANOPY GROWTH CORP176,285247,285+71,000215,068361,0360.53%+145,968
OAKTREE SPECIALTY LENDING CO(OCSL)010,750+10,7500140,2880.21%+140,288
ANNALY CAPITAL MANAGEMENT IN31,35034,100+2,750611,952713,0311.05%+101,079
AGNC INVT CORP(AGNC)73,40077,400+4,000683,354767,0341.13%+83,680
AMAZON COM INC(AMZN)12,42512,675+2502,725,9212,783,0504.10%+57,129
ENERGY TRANSFER L P(ET)57,77664,316+6,5401,047,4791,103,6631.63%+56,184
UBER TECHNOLOGIES INC(UBER)10,18010,1800949,794997,3351.47%+47,541
TILRAY BRANDS INC48,55031,050-17,50020,11953,7170.08%+33,598
DHT HOLDINGS INC(DHT)27,60027,450-150298,356328,0280.48%+29,672
MICROSOFT CORP(MSFT)7077070351,669366,1910.54%+14,522
RITHM CAPITAL CORP(RITM)132,563135,413+2,8501,529,7271,542,3542.27%+12,627
GANNETT CO INC(TDAY)188,7500-188,750675,7250-675,725
PALANTIR TECHNOLOGIES INC(PLTR)15,1537,581-7,5722,065,6571,382,9262.04%-682,731
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