Sullivan Wood Capital Management LLC — 13F holdings

Sullivan Wood Capital Management LLC reported 21 holdings worth $65.2M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. GLXY GALAXY DIGITAL INC. — $33.2M (50.9%)
2. GOOG ALPHABET INC — $4.82M (7.4%)
3. SOFI SoFi Technologies Inc — $4.35M (6.7%)
4. AMZN AMAZON COM INC — $3.56M (5.5%)
5. UNH UNITEDHEALTH GROUP INC — $2.39M (3.7%)
6. CMG CHIPOTLE MEXICAN GRILL INC — $1.68M (2.6%)
7. RITM RITHM CAPITAL CORP — $1.63M (2.5%)
8. AAPL APPLE INC — $1.50M (2.3%)
9. NU NU HLDGS LTD — $1.48M (2.3%)
10. MSTR STRATEGY INC — $1.45M (2.2%)