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JAMES A SULLIVAN

Sullivan Wood Capital Management Llc

Assets Managed
$57.123M
Holdings
21
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-13.84%(2Q avg: -8.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sullivan Wood Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Sullivan Wood Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 57.123M in assets, with a quarterly growth rate of -13.84% and a 2-quarter average growth rate of -8.08%. The portfolio is managed by JAMES A SULLIVAN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLXY
Galaxy Digital Inc-a
Recent Activity
Increased 5.26%
44.92%
$25.654M
1.39M shares@ $18.46 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
6.46%
$3.69M
12,862 shares@ $286.86 avg price
SOFI
Sofi Technologies Inc
Recent Activity
Increased 10.85%
5.89%
$3.361M
211,645 shares@ $15.89 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.07%
5.34%
$3.048M
14,635 shares@ $208.27 avg price
CELH
Celsius Holdings Inc
Recent Activity
Increased 1.68%
5.11%
$2.913M
82,115 shares@ $35.48 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Increased 10.38%
4.61%
$2.633M
9,731 shares@ $270.59 avg price
ET
Energy Transfer Lp
Recent Activity
Decreased -13.79%
4.25%
$2.427M
125,726 shares@ $19.31 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Decreased -1.24%
3.61%
$2.06M
143,350 shares@ $14.38 avg price
CMG
Chipotle Mexican Grill Inc
Recent Activity
Increased 2.01%
3.35%
$1.912M
59,725 shares@ $32.01 avg price
RITM
Rithm Capital Corp
Recent Activity
Decreased -4.77%
3.17%
$1.807M
190,563 shares@ $9.48 avg price

1-10 of 21