Sullivan Wood Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Sullivan Wood Capital Management LLC held in its portfolio 22 assets valued at $66,304,525 (i.e. $66.31M).

The most valuable assets in the portfolio included: GALAXY DIGITAL INC. ($29.54M), SOFI TECHNOLOGIES INC ($5.00M), and ALPHABET INC ($4.04M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Sullivan Wood Capital Management LLC Portfolio

GALAXY DIGITAL INC.

SOFI TECHNOLOGIES INC

ALPHABET INC

CELSIUS HLDGS INC

AMAZON COM INC

UNITEDHEALTH GROUP INC

NU HLDGS LTD

ENERGY TRANSFER L P

RITHM CAPITAL CORP

CHIPOTLE MEXICAN GRILL INC

Sullivan Wood Capital Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
GALAXY DIGITAL INC.	1321113	29540087	CL A
SOFI TECHNOLOGIES INC	190945	4998940	COM
ALPHABET INC	12862	4036096	CAP STK CL C
CELSIUS HLDGS INC	80765	3694191	COM NEW
AMAZON COM INC	14625	3375743	COM
UNITEDHEALTH GROUP INC	8816	2910250	COM
NU HLDGS LTD	145150	2429811	ORD SHS CL A
ENERGY TRANSFER L P	145851	2405083	COM UT LTD PTN
RITHM CAPITAL CORP	200113	2229335	COM NEW
CHIPOTLE MEXICAN GRILL INC	58550	2166350	COM
APPLE INC	5858	1592556	COM
ANNALY CAPITAL MANAGEMENT IN	62550	1438553	COM NEW
UBER TECHNOLOGIES INC	15180	1240358	COM
AGNC INVT CORP	114400	1239376	COM
CANOPY GROWTH CORP	772785	880975	COM NEW
DIGI PWR X INC	184590	470705	COM SUB VTG
DHT HOLDINGS INC	36450	445054	SHS NEW
CHARGEPOINT HOLDINGS INC	66500	441560	COM SHS
OAKTREE SPECIALTY LENDING CO	30450	387933	COM
MICROSOFT CORP	707	341919	COM
AMERICAN BITCOIN CORP.	13000	22100	COM CL A
SOLUNA HOLDINGS INC	15000	17550	COM NEW