Sullivan Wood Capital Management LLC has filed its Form 13F-HR, disclosing equity holdings as of September 30, 2026. The filing lists 21 distinct positions held by the firm during the reporting period.
The portfolio is concentrated in large-cap technology and financial services companies. Alphabet Inc. is the largest holding, with 699 shares of Class A stock. The firm also holds significant positions in Amazon.com Inc., with 14,299 shares, and Apple Inc., with 4,518 shares.
Other notable technology holdings include a position in Galaxy Digital Inc. Class A shares, valued at 1,460,546 shares, and Microsoft Corporation, with 647 shares. The firm also holds shares in OpenDoor Technologies Inc., SOFI Technologies Inc., and Uber Technologies Inc.
Financial sector exposure is represented by AGNC Investment Corp., with 120,018 shares, and Annaly Capital Management, with 66,199 shares. Additionally, the filing includes positions in Rithm Capital Corp., Energy Transfer L.P., and Nu Hldgs Ltd.
The portfolio also contains a variety of other equities, including DHT Holdings Inc., Celsius Hldgs Inc., Strategy Inc., and Forward Industries Inc.
