Fund HoldingsSullivan Wood Capital Management LLC

Total Portfolio Value
$66.30M
Total Bought
$24.52M
Total Sold
$1.44M
Net Transaction
+$23.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CHIPOTLE MEXICAN GRILL INC(CMG)058,550+58,55002,1663.27%+2,166
ENERGY TRANSFER L P(ET)64,316145,851+81,5351,1042,4053.63%+1,301
ALPHABET INC(GOOG)11,76212,862+1,1002,8654,0366.09%+1,171
SOFI TECHNOLOGIES INC(SOFI)152,195190,945+38,7504,0214,9997.54%+978
NU HLDGS LTD(NU)95,650145,150+49,5001,5312,4303.66%+898
UNITEDHEALTH GROUP INC(UNH)5,8718,816+2,9452,0272,9104.39%+883
ANNALY CAPITAL MANAGEMENT IN34,10062,550+28,4507131,4392.17%+726
RITHM CAPITAL CORP(RITM)135,413200,113+64,7001,5422,2293.36%+687
AMAZON COM INC(AMZN)12,67514,625+1,9502,7833,3765.09%+593
CANOPY GROWTH CORP247,285772,785+525,5003618811.33%+520
AGNC INVT CORP(AGNC)77,400114,400+37,0007671,2391.87%+472
DIGI PWR X INC0184,590+184,59004710.71%+471
APPLE INC(AAPL)4,8585,858+1,0001,2371,5932.40%+356
OAKTREE SPECIALTY LENDING CO(OCSL)10,75030,450+19,7001403880.59%+248
UBER TECHNOLOGIES INC(UBER)10,18015,180+5,0009971,2401.87%+243
CELSIUS HLDGS INC(CELH)60,04580,765+20,7203,4523,6945.57%+242
DHT HOLDINGS INC(DHT)27,45036,450+9,0003284450.67%+117
CHARGEPOINT HOLDINGS INC32,50066,500+34,0003554420.67%+87
AMERICAN BITCOIN CORP.013,000+13,0000220.03%+22
SOLUNA HOLDINGS INC015,000+15,0000180.03%+18
MICROSOFT CORP(MSFT)70770703663420.52%-24
TILRAY BRANDS INC31,0500-31,050540-54
PALANTIR TECHNOLOGIES INC(PLTR)7,5810-7,5811,3830-1,383
GALAXY DIGITAL INC.(GLXY)1,238,1081,321,113+83,00541,86029,54044.55%-12,320
Page 1 of 1