Sullivan Wood Capital Management LLC Portfolio Holdings

Sullivan Wood Capital Management LLC

  • $67.9 Billion
  • Q3 2025

Sullivan Wood Capital Management LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $67.9 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Galaxy Digital Inc. with a value of $41.9B, So Fi Technologies, Inc. with a value of $4.02B, Celsius Holdings, Inc. with a value of $3.45B, Alphabet Inc. with a value of $2.86B, and Amazon Com Inc with a value of $2.78B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $48B to 67.9B.

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 $67.9 Billion
Financial Services: $5.55 Billion
Technology: $3.98 Billion
Consumer Defensive: $3.45 Billion
Communication Services: $2.86 Billion
Consumer Cyclical: $2.78 Billion
Real Estate: $2.31 Billion
Healthcare: $2.08 Billion
Energy: $1.43 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Galaxy Digital Inc.
-
$41.9 Billion 61.66% of portfolio
-
Q3 2025 Added 1.56%
$22.2B
$4.02 Billion 5.92% of portfolio
152,195
Q3 2025 Reduced 0.98%
$3.24B
$3.45 Billion 5.08% of portfolio
60,045
Q3 2025 Added 1.26%
$1.74T
$2.86 Billion 4.22% of portfolio
11,762
Q3 2025 Added 2.98%
$2.39T
$2.78 Billion 4.1% of portfolio
12,675
Q3 2025 Added 2.01%
$300B
$2.03 Billion 2.99% of portfolio
5,871
Q3 2025 Added 309.41%
$5.08B
$1.54 Billion 2.27% of portfolio
135,413
Q3 2025 Added 2.15%
$56.3B
$1.53 Billion 2.26% of portfolio
95,650
Q3 2025 Added 22.31%
$342B
$1.38 Billion 2.04% of portfolio
7,581
Q3 2025 Reduced 49.97%
$4.3T
$1.24 Billion 1.82% of portfolio
4,858
Q2 2025 New
$52.5B
$1.1 Billion 1.63% of portfolio
64,316
Q3 2025 Added 11.32%
$181B
$997 Million 1.47% of portfolio
10,180
Q2 2025 New
$5.6B
$767 Million 1.13% of portfolio
77,400
Q3 2025 Added 5.45%
Annaly Capital Management In
-
$713 Million 1.05% of portfolio
-
Q3 2025 Added 8.77%
$3.78T
$366 Million 0.54% of portfolio
707
Q2 2025 New
Canopy Growth Corp
-
$361 Million 0.53% of portfolio
-
Q3 2025 Added 40.28%
$2.24B
$328 Million 0.48% of portfolio
27,450
Q3 2025 Reduced 0.54%
Oaktree Specialty Lending CO
-
$140 Million 0.21% of portfolio
-
Q3 2025 New
$660M
$53.7 Million 0.08% of portfolio
31,050
Q3 2025 Reduced 36.05%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $67.9 Billion
  • Prior Value $48 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Sullivan Wood Capital Management LLC Portfolio

Follow Sullivan Wood Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sullivan Wood Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sullivan Wood Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email