Fund Holdings — Sullivan Wood Capital Management LLC

Total Portfolio Value
$67.89M
Total Bought
$19.69M
Total Sold
$2.64M
Net Transaction
+$17.05M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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GALAXY DIGITAL INC.(GLXY)1,219,1431,238,108+18,96526,69941,86061.66%+15,161
UNITEDHEALTH GROUP INC(UNH)1,4345,871+4,4374472,0272.99%+1,580
SOFI TECHNOLOGIES INC(SOFI)153,695152,195-1,5002,7994,0215.92%+1,222
ALPHABET INC(GOOG)11,42211,762+3402,0262,8654.22%+838
CELSIUS HLDGS INC(CELH)59,29560,045+7502,7513,4525.08%+701
NU HLDGS LTD(NU)78,20095,650+17,4501,0731,5312.26%+458
CHARGEPOINT HOLDINGS INC(CHPT)032,500+32,50003550.52%+355
APPLE INC(AAPL)4,8584,85809971,2371.82%+240
CANOPY GROWTH CORP(CGC)176,285247,285+71,0002153610.53%+146
OAKTREE SPECIALTY LENDING CO(OCSL)010,750+10,75001400.21%+140
ANNALY CAPITAL MANAGEMENT IN31,35034,100+2,7506127131.05%+101
AGNC INVT CORP(AGNC)73,40077,400+4,0006837671.13%+84
AMAZON COM INC(AMZN)12,42512,675+2502,7262,7834.10%+57
ENERGY TRANSFER L P(ET)57,77664,316+6,5401,0471,1041.63%+56
UBER TECHNOLOGIES INC(UBER)10,18010,18009509971.47%+48
TILRAY BRANDS INC(TLRY)48,55031,050-17,50020540.08%+34
DHT HOLDINGS INC(DHT)27,60027,450-1502983280.48%+30
MICROSOFT CORP(MSFT)70770703523660.54%+15
RITHM CAPITAL CORP(RITM)132,563135,413+2,8501,5301,5422.27%+13
GANNETT CO INC(TDAY)188,7500-188,7506760—-676
PALANTIR TECHNOLOGIES INC(PLTR)15,1537,581-7,5722,0661,3832.04%-683
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