Sunbeam Capital Management, LLC Portfolio Holdings

Sunbeam Capital Management, LLC

  • $132 Billion
  • Q2 2025

Sunbeam Capital Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.3B, Vanguard Index Fds S&P 500 ETF with a value of $11.5B, ETF Ser Solution Distillate Us with a value of $8.62B, Procter & Gamble CO with a value of $7.34B, and Nvidia Corp with a value of $6.91B.

Examining the 13F form we can see an increase of $27B in the current position value, from $105B to 132B.

Sunbeam Capital Management, LLC is based out at Atlanta, GA

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

Portfolio value $132 Billion
ETFs: $58.6 Billion
Technology: $23.7 Billion
Consumer Defensive: $13.3 Billion
Financial Services: $9.03 Billion
Communication Services: $8.13 Billion
Industrials: $4.68 Billion
Healthcare: $4.53 Billion
Consumer Cyclical: $3.73 Billion
Other: $3.87 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $132 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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