Sullivan Wood Capital Management LLC - Portfolio overview

Sullivan Wood Capital Management LLC has 23 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. GLXY - GALAXY DIGITAL INC., 43.79%
2. GOOG - ALPHABET INC, 6.30%
3. SOFI - SOFI TECHNOLOGIES INC, 5.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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