Sunbeam Capital Management, LLC Portfolio Holdings

Sunbeam Capital Management, LLC

  • $108 Billion
  • Q4 2024

Sunbeam Capital Management, LLC has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 81 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 $16.7B, Vanguard Index Fds S&P 500 ETF with a value of $8.09B, Procter & Gamble CO with a value of $7.48B, ETF Ser Solution Distillate Us with a value of $7.25B, and Apple Inc. with a value of $5.14B.

Examining the 13F form we can see an increase of $108B in the current position value.

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 $108 Billion
ETFs: $48.5 Billion
Technology: $18.1 Billion
Consumer Defensive: $12 Billion
Financial Services: $6.83 Billion
Communication Services: $6.79 Billion
Healthcare: $4.12 Billion
Energy: $3.43 Billion
Industrials: $3.29 Billion
Other: $3.45 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 81
  • Current Value $108 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 20, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 81 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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