Sullivan Wood Capital Management LLC
Top Portfolio Positions
19 positions ·
$53,264,842 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLXY |
Galaxy Digital Inc.
Financial Services
|
1,390,477 | $25,654,300 | 48.16% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
211,645 | $3,360,922 | 6.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,635 | $3,048,031 | 5.72% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
82,115 | $2,913,440 | 5.47% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
9,731 | $2,633,111 | 4.94% | |
| ET |
Energy Transfer LP
Energy
|
125,726 | $2,426,511 | 4.56% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
143,350 | $2,059,939 | 3.87% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
59,725 | $1,911,797 | 3.59% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
190,563 | $1,806,537 | 3.39% | |
| AAPL |
Apple Inc.
Technology
|
5,558 | $1,410,564 | 2.65% |
Portfolio Trend
4 quarters · across all stocks
Holdings in DGXX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $558,432 | 275,090 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $470,704 | 184,590 | Shares | Sole | 2026-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||