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Sunbeam Capital Management - Q1 2026 13F Filings

SU

Sunbeam Capital Management, LLC

CIK: 0002057278
Address: Georgia Atlanta 886 Cumberland Road Ne
$174.72 M
Portfolio Value
112
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IVV Ishares Core S&P 500 Etf
+$3.52 M
2. PNFP Pinnacle Financial Partners
+$858,036
3. VTI Vanguard Total Stock Market Etf
+$747,075
4. LLY Eli Lilly And Company
+$674,251.18
5. RSPS Invesco S&P 500 Equal Weight Consumer Staples Etf
+$661,472
6. AAPL Apple
+$491,842.51

Top Sells

Q1 2026
1. PNFP Pinnacle Financial Partners
−$952,220
2. BSX Boston Scientific Corporation
−$296,157
3. URNM Sprott Uranium Miners Etf
−$264,901.85
4. XOP Spdr S&P Oil & Gas Exploration & Production Etf
−$224,364
5. IWO Ishares Russell 2000 Growth Etf
−$164,750.41
6. GLD Spdr Gold Shares
−$103,699.93

Asset Allocation

Stocks/ETFs
+3.64%
$172.68 M 98.83%
Options
$0 0.00%
Debt
$0 0.00%
Other
-5.51%
$2.04 M 1.17%

Sector Allocation (Stocks)

Sunbeam Capital Management Q1 2026 Filing Summary

Sunbeam Capital Management, LLC filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 174.72 M reflecting a +3.53% change from the prior quarter, spanning 112 assets. The top 10 holdings comprised 55.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Sunbeam Capital Management’s Q1 2026 Filing

Sunbeam Capital Management submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sunbeam Capital Management reported a managed portfolio value of 174.72 M, consisting of 112 individual positions.

This page displays the raw filing documents. To see which stocks Sunbeam Capital Management bought or sold during Q1 2026, please visit Sunbeam Capital Management's Portfolio Analysis page.