Sunbeam Capital Management, LLC: 13F holdings
CIK 20572782026Q2
| Positions | 124 |
|---|---|
| Reported value | $218.8m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 43,792 | $32.8m | 15.0% |
| VOO VANGUARD INDEX FDS | 31,141 | $21.4m | 9.8% |
| AAPL APPLE INC | 42,173 | $12.2m | 5.6% |
| ETF SER SOLUTIONS | 169,318 | $10.1m | 4.6% |
| IEFA ISHARES TR | 87,874 | $8.5m | 3.9% |
| NVDA NVIDIA CORPORATION | 40,654 | $8.1m | 3.7% |
| PG PROCTER & GAMBLE CO | 47,755 | $7.0m | 3.2% |
| GOOGL ALPHABET INC | 16,867 | $6.0m | 2.8% |
| MSFT MICROSOFT CORP | 12,085 | $4.5m | 2.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,451 | $4.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057278")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.