Sunbeam Capital Management, LLC - Portfolio overview

Sunbeam Capital Management, LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.17%
2. VOO - VANGUARD INDEX FDS, 10.48%
3. DSTL - ETF SER SOLUTIONS, 5.60%

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

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