Sullivan Wood Capital Management LLC Portfolio Holdings

Sullivan Wood Capital Management LLC

  • $66.3 Billion
  • Q4 2025

Sullivan Wood Capital Management LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $66.3 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Galaxy Digital Inc. with a value of $29.5B, So Fi Technologies, Inc. with a value of $5B, Alphabet Inc. with a value of $4.04B, Celsius Holdings, Inc. with a value of $3.69B, and Amazon Com Inc with a value of $3.38B.

Examining the 13F form we can see an decrease of $1.58B in the current position value, from $67.9B to 66.3B.

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 $66.3 Billion
Financial Services: $7.43 Billion
Consumer Cyclical: $5.54 Billion
Communication Services: $4.04 Billion
Consumer Defensive: $3.69 Billion
Real Estate: $3.47 Billion
Technology: $3.17 Billion
Healthcare: $2.91 Billion
Energy: $2.85 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Galaxy Digital Inc.
-
$29.5 Billion 44.55% of portfolio
-
Q4 2025 Added 6.7%
$22.2B
$5 Billion 7.54% of portfolio
190,945
Q4 2025 Added 25.46%
$1.74T
$4.04 Billion 6.09% of portfolio
12,862
Q4 2025 Added 9.35%
$3.24B
$3.69 Billion 5.57% of portfolio
80,765
Q4 2025 Added 34.51%
$2.39T
$3.38 Billion 5.09% of portfolio
14,625
Q4 2025 Added 15.38%
$300B
$2.91 Billion 4.39% of portfolio
8,816
Q4 2025 Added 50.16%
$56.3B
$2.43 Billion 3.66% of portfolio
145,150
Q4 2025 Added 51.75%
$52.5B
$2.41 Billion 3.63% of portfolio
145,851
Q4 2025 Added 126.77%
$5.08B
$2.23 Billion 3.36% of portfolio
200,113
Q4 2025 Added 47.78%
$875M
$2.17 Billion 3.27% of portfolio
58,550
Q4 2025 New
$4.3T
$1.59 Billion 2.4% of portfolio
5,858
Q4 2025 Added 20.58%
Annaly Capital Management In
-
$1.44 Billion 2.17% of portfolio
-
Q4 2025 Added 83.43%
$5.6B
$1.24 Billion 1.87% of portfolio
114,400
Q4 2025 Added 47.8%
$181B
$1.24 Billion 1.87% of portfolio
15,180
Q4 2025 Added 49.12%
Canopy Growth Corp
-
$881 Million 1.33% of portfolio
-
Q4 2025 Added 212.51%
Digi Pwr X Inc
-
$471 Million 0.71% of portfolio
-
Q4 2025 New
Chargepoint Holdings Inc
-
$442 Million 0.67% of portfolio
-
Q4 2025 Added 104.62%
Oaktree Specialty Lending CO
-
$388 Million 0.59% of portfolio
-
Q4 2025 Added 183.26%
$3.78T
$342 Million 0.52% of portfolio
707
Q2 2025 New
Soluna Holdings Inc
-
$17.6 Million 0.03% of portfolio
-
Q4 2025 New
American Bitcoin Corp.
-
$22.1 Million 0.03% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $66.3 Billion
  • Prior Value $67.9 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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