The Analysis of Sullivan Wood Capital Management LLC's Holdings
Currently, Sullivan Wood Capital Management LLC holds 22 types of securities in its portfolio with a total value $66.3M. In the most recent quarter, they have increased their positions in CMG (+58.5K shares, valued at $2.2M), GLXY (+83.0K shares, valued at $1.9M), ET (+81.5K shares, valued at $1.3M); initiated new positions in CMG (+58.5K shares, valued at $2.2M), N/A (+184.6K shares, valued at $470.7K), ABTC (+13.0K shares, valued at $22.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLXY GALAXY DIGITAL INC.1.3M shares6.70%2025-12-312026-01-20
SOFI SOFI TECHNOLOGIES INC190.9K shares25.46%2025-12-312026-01-20 ALPHABET INC ALPHABET INC12.9K shares9.35%2025-12-312026-01-20 CELH CELSIUS HLDGS INC80.8K shares34.51%2025-12-312026-01-20 AMZN AMAZON COM INC14.6K shares15.38%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC8.8K shares50.16%2025-12-312026-01-20 NU NU HLDGS LTD145.2K shares51.75%2025-12-312026-01-20 ET ENERGY TRANSFER L P145.9K shares126.77%2025-12-312026-01-20 RITM RITHM CAPITAL CORP200.1K shares47.78%2025-12-312026-01-20 CMG CHIPOTLE MEXICAN GRILL INC58.5K sharesnew addition2025-12-312026-01-20 AAPL APPLE INC5.9K shares20.58%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC15.2K shares49.12%2025-12-312026-01-20 AGNC AGNC INVT CORP114.4K shares47.80%2025-12-312026-01-20 DIGI PWR X INC DIGI PWR X INC184.6K sharesnew addition2025-12-312026-01-20 DHT DHT HOLDINGS INC36.5K shares32.79%2025-12-312026-01-20 MSFT MICROSOFT CORP707 shares0.00%2025-12-312026-01-20 ABTC AMERICAN BITCOIN CORP.13.0K sharesnew addition2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available