Sunbeam Capital Management, LLC
Sector Allocation
- Other48.9%$106.9M
- Technology23.5%$51.4M
- Financials8.3%$18.1M
- Consumer Staples6.4%$13.9M
- Healthcare3.5%$7.7M
- Industrials3.4%$7.4M
- Energy3.0%$6.6M
- Consumer Discretionary2.2%$4.9M
- Communication Services0.5%$1.1M
- Materials0.3%$748,769
AUM History
13fpro.ai/research/fund/sunbeam-capital-management-llc-2057278
Conviction and streaks
Diversifying · top 10 = 52.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$32.8M
- VANGUARD$21.4M
AAPL
$12.2M- ETF$10.1M
- ISHARES$8.5M
NVDA
$8.1MPG
$7.0MGOOGL
$6.0MMSFT
$4.5MSPY
$4.1MLLY
$3.8MGOOG
$3.5MAVGO
$3.3MWMT
$3.3MMU
$3.2MXOM.R34088
$3.1MJPM
$3.1MIVZ
$2.7MAMZN
$2.7M- ISHARES$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sunbeam-capital-management-llc-2057278
Sunbeam Capital Management, LLC 13F holdings — Q2 2026
$218.8M portfolio (+25.2% QoQ) · 124 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$32.8M
15.0% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$21.4M
9.8% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $12.2M
5.6% of stocks
+10%This quarter+9.2%Since filed6+ qtrsHeld- 4
ETF SER SOLUTIONS - DISTILLATE US
$10.1M
4.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI EAFE
$8.5M
3.9% of stocks
+42%This quarter—Since filed—HeldAIQuality—Est. buy— $8.1M
3.7% of stocks
+2%This quarter+2.0%Since filed6+ qtrsHeld$7.0M
3.2% of stocks
+1%This quarter+9.5%Since filed6+ qtrsHeld$6.0M
2.8% of stocks
+9%This quarter-12.1%Since filed6+ qtrsHeld$4.5M
2.1% of stocks
+3%This quarter+38.4%Since filed6+ qtrsHeld$4.1M
1.9% of stocks
+492%This quarter+1.8%Since filed6+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $32.8M | 15.0% | +14% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $21.4M | 9.8% | +0.5% | — | — | — | — | |
| 3 | $12.2M | 5.6% | +10% | +9.2% | 6+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ETF SER SOLUTIONS - DISTILLATE US | $10.1M | 4.6% | -1% | — | — | — | — | |
| 5 | ISHARES TR - CORE MSCI EAFE | $8.5M | 3.9% | +42% | — | — | — | — | |
| 6 | $8.1M | 3.7% | +2% | +2.0% | 6+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $7.0M | 3.2% | +1% | +9.5% | 6+ qtrs | 64.6#521 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $6.0M | 2.8% | +9% | -12.1% | 6+ qtrsAdded 2 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $4.5M | 2.1% | +3% | +38.4% | 6+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $4.1M | 1.9% | +492% | +1.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Sunbeam Capital Management, LLC (Q2 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $3.8M | 1.7% | 3,175 | +1% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $3.5M | 1.6% | 9,850 | +16% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Broadcom Inc. | Technology | $3.3M | 1.5% | 8,838 | +1% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Walmart Inc. | Consumer Staples | $3.3M | 1.5% | 29K | +8% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICRON TECHNOLOGY INC | Technology | $3.2M | 1.4% | 2,753 | -9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | EXXON MOBIL CORP | Energy | $3.1M | 1.4% | 23K | +8% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $3.1M | 1.4% | 9,542 | +2% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Invesco Ltd. | Financials | $2.7M | 1.2% | 139K | +0.5% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.2% | 11K | +6% | 6+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $2.6M | 1.2% | 18K | +57% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.1M | 0.9% | 5,570 | +139% | — | — | 13F |
| 22 | — | ISHARES TR - IBONDS 26 TRM TSetf/fund | — | $2.0M | 0.9% | 89K | +0.8% | — | — | 13F |
| 23 | Meta Platforms, Inc. | Technology | $2.0M | 0.9% | 3,475 | +2% | 6+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ETFIS SER TR I - VIRTUS REAVES UT | — | $1.8M | 0.8% | 22K | +2% | — | — | 13F |
| 25 | KLA CORP | Technology | $1.8M | 0.8% | 5,873 | +906% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $1.7M | 0.8% | 43K | — | |||
| 27 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.6M | 0.8% | 23K | +114% | |||
| 28 | — | ISHARES TR - IBOXX HI YD ETF | — | $1.6M | 0.7% | 20K | +3% | |||
| 29 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $1.5M | 0.7% | 15K | +0.0% | |||
| 30 | — | ISHARES TR - PFD AND INCM SEC | — | $1.5M | 0.7% | 48K | +0.0% | |||
| 31 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.5M | 0.7% | 2,063 | — | |||
| 32 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.7% | 1,518 | +16% | |||
| 33 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.4M | 0.6% | 4,537 | +0.2% | |||
| 34 | $CAT | CATERPILLAR INC | Industrials | $1.4M | 0.6% | 1,272 | +9% | |||
| 35 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.6% | 15K | +1% | |||
| 36 | — | ISHARES TR - CORE HIGH DV ETF | — | $1.2M | 0.5% | 43K | +1105% | |||
| 37 | — | ISHARES TR - RUS MID CAP ETF | — | $1.2M | 0.5% | 11K | -18% | |||
| 38 | $ETN | Eaton Corp plc | Industrials | $1.2M | 0.5% | 2,722 | +7% | |||
| 39 | $MA | Mastercard Inc | Financials | $1.2M | 0.5% | 2,257 | +0.3% | |||
| 40 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.5% | 4,574 | +3% | |||
| 41 | — | BLACKROCK ETF TRUST II - ISH HIG MUN ETF | — | $1.1M | 0.5% | 22K | +8% | |||
| 42 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.1M | 0.5% | 20K | +0.7% | |||
| 43 | $DE | DEERE & CO | Industrials | $1.1M | 0.5% | 1,697 | +60% | |||
| 44 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.0M | 0.5% | 2,038 | +3% | |||
| 45 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $1.0M | 0.5% | 10K | +0.5% | |||
| 46 | $GEV | GE Vernova Inc. | Industrials | $965K | 0.4% | 821 | +2% | |||
| 47 | — | ISHARES TR - CORE S&P MCP ETF | — | $964K | 0.4% | 13K | New | |||
| 48 | $MRK | Merck & Co., Inc. | Healthcare | $951K | 0.4% | 7,398 | +0.9% | |||
| 49 | $GE | GENERAL ELECTRIC CO | Industrials | $945K | 0.4% | 2,529 | +4% | |||
| 50 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $925K | 0.4% | 25K | +0.1% | |||
| 51 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $880K | 0.4% | 1,195 | +29% | |||
| 52 | $ET | Energy Transfer LP | Energy | $879K | 0.4% | 46K | +0.1% | |||
| 53 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $858K | 0.4% | 1,477 | +5% | |||
| 54 | $WT | WisdomTree, Inc. | Financials | $834K | 0.4% | 16K | New | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $810K | 0.4% | 2,297 | +5% | |||
| 56 | — | DOUBLELINE ETF TRUST - COMMERCIAL REAL | — | $768K | 0.3% | 15K | +0.3% | |||
| 57 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $743K | 0.3% | 13K | New | |||
| 58 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $726K | 0.3% | 2,582 | -2% | |||
| 59 | $GLD | SPDR GOLD TRUST | Financials | $722K | 0.3% | 1,960 | +80% | |||
| 60 | — | ISHARES TR - SHRT NAT MUN ETF | — | $707K | 0.3% | 6,645 | +0.0% | |||
| 61 | $ORCL | ORACLE CORP | Technology | $686K | 0.3% | 4,678 | +6% | |||
| 62 | $RTX | RTX Corp | Industrials | $661K | 0.3% | 3,485 | +3% | |||
| 63 | $V | VISA INC. | Financials | $659K | 0.3% | 1,922 | +5% | |||
| 64 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $641K | 0.3% | 8,500 | — | |||
| 65 | — | ALPS ETF TR - ALERIAN MLP | — | $636K | 0.3% | 12K | -2% | |||
| 66 | $JNJ | JOHNSON & JOHNSON | Healthcare | $629K | 0.3% | 2,475 | +46% | |||
| 67 | — | ISHARES TR - GLB INFRASTR ETF | — | $624K | 0.3% | 9,368 | — | |||
| 68 | $MCD | MCDONALDS CORP | Consumer Discretionary | $617K | 0.3% | 2,283 | +84% | |||
| 69 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $611K | 0.3% | 801 | +4% | |||
| 70 | $CVX | CHEVRON CORP | Energy | $600K | 0.3% | 3,621 | +15% | |||
| 71 | $SII | SPROTT INC. | Financials | $594K | 0.3% | 11K | +13% | |||
| 72 | $NFLX | NETFLIX INC | Communication Services | $589K | 0.3% | 8,244 | +1% | |||
| 73 | $MPLX | MPLX LP | Energy | $583K | 0.3% | 10K | +0.1% | |||
| 74 | $APH | AMPHENOL CORP /DE/ | Technology | $562K | 0.3% | 3,188 | +3% | |||
| 75 | $TT | Trane Technologies plc | Technology | $545K | 0.3% | 1,109 | +3% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $537K | 0.3% | 18K | -20% | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $527K | 0.2% | 8,165 | New | |||
| 78 | $UNP | UNION PACIFIC CORP | Industrials | $520K | 0.2% | 1,912 | +0.7% | |||
| 79 | $GLW | CORNING INC /NY | Materials | $477K | 0.2% | 1,869 | +15% | |||
| 80 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $449K | 0.2% | 7,885 | +13% | |||
| 81 | $TXN | TEXAS INSTRUMENTS INC | Technology | $444K | 0.2% | 1,490 | +5% | |||
| 82 | $GS | GOLDMAN SACHS GROUP INC | Financials | $442K | 0.2% | 437 | +3% | |||
| 83 | $AXP | AMERICAN EXPRESS CO | Financials | $414K | 0.2% | 1,223 | New | |||
| 84 | — | ISHARES TR - RUS 2000 GRW ETF | — | $392K | 0.2% | 994 | -5% | |||
| 85 | $INTC | INTEL CORP | Technology | $380K | 0.2% | 2,723 | New | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $378K | 0.2% | 1,777 | +41% | |||
| 87 | $PM | Philip Morris International Inc. | Consumer Staples | $378K | 0.2% | 2,090 | +11% | |||
| 88 | $PEP | PEPSICO INC | Consumer Staples | $376K | 0.2% | 2,775 | +41% | |||
| 89 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $367K | 0.2% | 508 | New | |||
| 90 | $LRCX | LAM RESEARCH CORP | Technology | $357K | 0.2% | 823 | New | |||
| 91 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $348K | 0.2% | 1,286 | +0.5% | |||
| 92 | $CSCO | CISCO SYSTEMS, INC. | Technology | $346K | 0.2% | 2,943 | +5% | |||
| 93 | $STX | Seagate Technology Holdings plc | Technology | $346K | 0.2% | 358 | New | |||
| 94 | $MMM | 3M CO | Healthcare | $341K | 0.2% | 2,107 | +3% | |||
| 95 | $LMT | LOCKHEED MARTIN CORP | Industrials | $337K | 0.1% | 662 | -0.7% | |||
| 96 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $327K | 0.1% | 3,908 | -29% | |||
| 97 | $TMUS | T-Mobile US, Inc. | Communication Services | $316K | 0.1% | 1,885 | -3% | |||
| 98 | $QCOM | QUALCOMM INC/DE | Technology | $303K | 0.1% | 1,637 | +4% | |||
| 99 | $AMGN | AMGEN INC | Healthcare | $299K | 0.1% | 827 | +3% | |||
| 100 | $PANW | Palo Alto Networks Inc | Technology | $292K | 0.1% | 858 | New | |||
| 101 | $MS | MORGAN STANLEY | Financials | $285K | 0.1% | 1,365 | +8% | |||
| 102 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $278K | 0.1% | 554 | -9% | |||
| 103 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $275K | 0.1% | 5,951 | +0.6% | |||
| 104 | $MET | METLIFE INC | Financials | $272K | 0.1% | 3,218 | New | |||
| 105 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $271K | 0.1% | 470 | +3% | |||
| 106 | $BX | Blackstone Inc. | Financials | $270K | 0.1% | 2,294 | +0.9% | |||
| 107 | $OKE | ONEOK INC /NEW/ | Energy | $266K | 0.1% | 3,055 | +3% | |||
| 108 | — | ISHARES TR - RUSSELL 2000 ETF | — | $260K | 0.1% | 865 | — | |||
| 109 | $TSLA | Tesla, Inc. | Consumer Discretionary | $259K | 0.1% | 616 | New | |||
| 110 | $SPGI | S&P Global Inc. | Financials | $255K | 0.1% | 627 | +5% | |||
| 111 | $SYK | STRYKER CORP | Healthcare | $247K | 0.1% | 785 | +2% | |||
| 112 | $BBDC | Barings BDC, Inc. | Other | $241K | 0.1% | 28K | — | |||
| 113 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $237K | 0.1% | 719 | New | |||
| 114 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $236K | 0.1% | 8,009 | +0.3% | |||
| 115 | $FIGR | Figure Technology Solutions, Inc. | Financials | $235K | 0.1% | 7,655 | -0.1% | |||
| 116 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $233K | 0.1% | 1,055 | -0.4% | |||
| 117 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $231K | 0.1% | 504 | -2% | |||
| 118 | $OCSL | Oaktree Specialty Lending Corp | Other | $228K | 0.1% | 19K | — | |||
| 119 | $DIS | Walt Disney Co | Communication Services | $223K | 0.1% | 2,312 | New | |||
| 120 | $ENB | ENBRIDGE INC | Energy | $211K | 0.1% | 3,888 | +0.3% | |||
| 121 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $203K | 0.1% | 2,823 | New | |||
| 122 | $RWAY | Runway Growth Finance Corp. | Other | $183K | 0.1% | 33K | +33% | |||
| 123 | $NMFC | New Mountain Finance Corp | Other | $88K | 0.0% | 12K | New | |||
| 124 | $GRML | Greenland Mines Ltd | Healthcare | $7K | 0.0% | 26K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 86 added to, 14 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
- ISHARES TR - CORE S&P MCP ETF$964K
first bought this quarter
$WTWisdomTree, Inc.$834K
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$743K
first bought this quarter
$AXPAMERICAN EXPRESS CO$414K
first bought this quarter
$INTCINTEL CORP$380K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$367K
first bought this quarter
+10 more in the Excel export
Added to (86)
- ISHARES TR - CORE S&P500 ETF+14%
now $32.8M
now $4.1M · held 6+ qtrs
- ISHARES TR - CORE MSCI EAFE+42%
now $8.5M
$KLACKLA CORP+906%
now $1.8M · held 6+ qtrs
- VANGUARD INDEX FDS - TOTAL STK MKT+139%
now $2.1M
now $12.2M · held 6+ qtrs, 2 adds in a row
+80 more in the Excel export
Trimmed (14)
now $3.2M · held 6+ qtrs
- ISHARES TR - RUS MID CAP ETF-18%
now $1.2M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US-29%
now $327K
- ETF SER SOLUTIONS - DISTILLATE US-1%
now $10.1M
$TMOTHERMO FISHER SCIENTIFIC INC.-9%
now $278K · held 6+ qtrs
- ISHARES TR - RUS 2000 GRW ETF-5%
now $392K
+8 more in the Excel export
Holdings by quarter
Every 13F Sunbeam Capital Management, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sunbeam Capital Management?
Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sunbeam Capital Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+4.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sunbeam Capital Management, LLC disclosed 124 positions worth $218.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 5 and a full exit from $CME. The portfolio is most concentrated in Other (48.9% of disclosed assets). All figures are sourced directly from Sunbeam Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 2057278.
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AI-Powered Hedge Fund Analysis: Sunbeam Capital Management, LLC
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Every holding in Sunbeam Capital Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.