Sullivan Wood Capital Management LLC Portfolio Holdings

Sullivan Wood Capital Management LLC

  • $48 Billion
  • Q2 2025

Sullivan Wood Capital Management LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $48 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Galaxy Digital Inc. with a value of $26.7B, So Fi Technologies, Inc. with a value of $2.8B, Celsius Holdings, Inc. with a value of $2.75B, Amazon Com Inc with a value of $2.73B, and Palantir Technologies Inc. with a value of $2.07B.

Examining the 13F form we can see an increase of $48B in the current position value.

Sullivan Wood Capital Management LLC is based out at Washington, DC

Below you can find more details about Sullivan Wood Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $48 Billion
Technology: $4.36 Billion
Financial Services: $3.87 Billion
Consumer Defensive: $2.75 Billion
Consumer Cyclical: $2.73 Billion
Communication Services: $2.7 Billion
Real Estate: $2.21 Billion
Energy: $1.35 Billion
Healthcare: $467 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35B
$2.75 Billion 5.73% of portfolio
59,295
Q2 2025 New
$5.08B
$1.53 Billion 3.19% of portfolio
132,563
Q2 2025 New
$5.17B
$683 Million 1.42% of portfolio
73,400
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $48 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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