Sullivan Wood Capital Management LLC

WASHINGTON, DC · CIK 2077718 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWashington, DC

$73.0m reported value +27.8% vs Q1 2026

23positions

87.0%in top 10

2 new 8 added 12 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GALAXY DIGITAL INC. CL A GLXY	GLXY	1,404,742	$38.4m52.59%	52.59%	Added +14.3k	+14,265 1.0%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	12,854	$4.5m6.22%	6.22%	Reduced -8	-8 -0.1%
3	SOFI TECHNOLOGIES INC COM SOFI	SOFI	250,395	$4.5m6.15%	6.15%	Added +38.8k	+38,750 18.3%
4	AMAZON COM INC COM AMZN	AMZN	14,503	$3.5m4.73%	4.73%	Reduced -132	-132 -0.9%
5	UNITEDHEALTH GROUP INC COM UNH	UNH	6,859	$2.9m3.90%	3.90%	Reduced -2.9k	-2,872 -29.5%
6	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	72,292	$2.5m3.37%	3.37%	Added +12.6k	+12,567 21.0%
7	CELSIUS HLDGS INC COM NEW CELH	CELH	73,920	$2.2m2.96%	2.96%	Reduced -8.2k	-8,195 -10.0%
8	DIGI PWR X INC COM SUB VTG DGXX	DGXX	323,690	$1.8m2.42%	2.42%	Added +48.6k	+48,600 17.7%
9	RITHM CAPITAL CORP COM NEW RITM	RITM	186,113	$1.7m2.39%	2.39%	Reduced -4.5k	-4,450 -2.3%
10	NU HLDGS LTD ORD SHS CL A NU	NU	121,270	$1.6m2.22%	2.22%	Reduced -22.1k	-22,080 -15.4%
11	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	66,150	$1.5m2.09%	2.09%	Added +3.6k	+3,600 5.8%
12	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	78,976	$1.5m2.07%	2.07%	Reduced -46.8k	-46,750 -37.2%
13	AGNC INVT CORP COM AGNC	AGNC	119,900	$1.3m1.81%	1.81%	Added +5.5k	+5,500 4.8%
14	APPLE INC COM AAPL	AAPL	4,518	$1.3m1.79%	1.79%	Reduced -1.0k	-1,040 -18.7%
15	UBER TECHNOLOGIES INC COM UBER	UBER	15,515	$1.1m1.53%	1.53%	Added +410	+410 2.7%
16	CANOPY GROWTH CORP COM NEW CGC	CGC	690,585	$656.1k0.90%	0.90%	Reduced -163.7k	-163,700 -19.2%
17	MICROSTRATEGY INC CL A NEW MSTR	MSTR	7,000	$608.5k0.83%	0.83%	New
18	DHT HOLDINGS INC SHS NEW DHT	DHT	35,850	$592.6k0.81%	0.81%	Reduced -400	-400 -1.1%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	699	$249.8k0.34%	0.34%	New
20	MICROSOFT CORP COM MSFT	MSFT	627	$233.9k0.32%	0.32%	Reduced -135	-135 -17.7%
21	FORWARD INDUSTRIES INC COM NEW FWDI	FWDI	54,000	$227.9k0.31%	0.31%	Added +28.0k	+28,000 107.7%
22	CHARGEPOINT HOLDINGS INC COM SHS CHPT	CHPT	17,500	$103.4k0.14%	0.14%	Reduced -2.0k	-2,000 -10.3%
23	COMPUGEN LTD ORD CGEN	CGEN	35,000	$74.9k0.10%	0.10%	Unchanged