Sullivan Wood Capital Management LLC Top Holdings and 13F Report (2026) About Sullivan Wood Capital Management LLCInvestment ActivitySullivan Wood Capital Management LLC has $57.12 million in total holdings as of March 31, 2026.Sullivan Wood Capital Management LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.23% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Sullivan Wood Capital Management LLC has purchased 22 new stocks and bought additional shares in 9 stocks.Sullivan Wood Capital Management LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings GALAXY DIGITAL INC. $25,654,301Alphabet $3,689,593SoFi Technologies $3,360,923Amazon.com $3,048,031Celsius $2,913,440 Largest New Holdings this Quarter 349932103 - FORWARD INDUSTRIES INC $115,180 HoldingM25722105 - Compugen $74,550 Holding Largest Purchases this Quarter GALAXY DIGITAL INC. 69,364 shares (about $1.28M)SoFi Technologies 20,700 shares (about $328.72K)UnitedHealth Group 915 shares (about $247.59K)DIGI PWR X INC 90,500 shares (about $183.72K)FORWARD INDUSTRIES INC 26,000 shares (about $115.18K) Largest Sales this Quarter Energy Transfer 20,125 shares (about $388.41K)CHARGEPOINT HOLDINGS INC 47,000 shares (about $228.42K)Rithm Capital 9,550 shares (about $90.53K)Apple 300 shares (about $76.14K)NU 1,800 shares (about $25.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSullivan Wood Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGALAXY DIGITAL INC.$25,654,301$1,279,766 â–²5.3%1,390,47744.9%CL AGOOGAlphabet$3,689,5930.0%12,8626.5%Computer and TechnologySOFISoFi Technologies$3,360,923$328,716 â–²10.8%211,6455.9%FinanceAMZNAmazon.com$3,048,031$2,083 â–²0.1%14,6355.3%Retail/WholesaleCELHCelsius$2,913,440$47,898 â–²1.7%82,1155.1%Consumer StaplesUNHUnitedHealth Group$2,633,111$247,590 â–²10.4%9,7314.6%MedicalETEnergy Transfer$2,426,512$388,413 â–¼-13.8%125,7264.2%EnergyNUNU$2,059,940$25,866 â–¼-1.2%143,3503.6%FinanceCMGChipotle Mexican Grill$1,911,797$37,612 â–²2.0%59,7253.3%Retail/WholesaleRITMRithm Capital$1,806,537$90,534 â–¼-4.8%190,5633.2%FinanceAAPLApple$1,410,565$76,137 â–¼-5.1%5,5582.5%Computer and TechnologyNLYAnnaly Capital Management$1,362,8680.0%62,5502.4%FinanceAGNCAGNC Investment$1,160,4400.0%114,4002.0%FinanceUBERUber Technologies$1,086,503$5,395 â–¼-0.5%15,1051.9%Computer and TechnologyCANOPY GROWTH CORPORATION$810,887$77,360 â–²10.5%854,2851.4%COM NEWDHTDHT$662,288$3,654 â–¼-0.5%36,2501.2%TransportationDIGI PWR X INC$558,433$183,715 â–²49.0%275,0901.0%COM SUB VTGMSFTMicrosoft$282,070$20,359 â–²7.8%7620.5%Computer and TechnologyFORWARD INDUSTRIES INC$115,180$115,180 â–²New Holding26,0000.2%COM NEWCHARGEPOINT HOLDINGS INC$94,770$228,420 â–¼-70.7%19,5000.2%COM SHSCGENCompugen$74,550$74,550 â–²New Holding35,0000.1%MedicalOCSLOaktree Specialty Lending$0$387,933 â–¼-100.0%00.0%FinanceAMERICAN BITCOIN CORP.$0$22,100 â–¼-100.0%00.0%COM CL ASOLUNA HOLDINGS INC$0$17,550 â–¼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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