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SUNBEAM CAPITAL MANAGEMENT, LLC 13F portfolio summary

SUNBEAM CAPITAL MANAGEMENT, LLC of SUNBEAM CAPITAL MANAGEMENT, LLC has 110 current stock holdings with a reported portfolio value of $174.7M. The portfolio 1 year return is +16.74%. Top holdings include QQQ (0.00%), SPY (0.00%), IBTG (0.00%), PFF (0.00%), IVV (14.87%).

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SUNBEAM CAPITAL MANAGEMENT, LLC

SUNBEAM CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

SUNBEAM CAPITAL MANAGEMENT, LLC runs SUNBEAM CAPITAL MANAGEMENT, LLC and currently holds 110 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $174.72M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SUNBEAM CAPITAL MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SUNBEAM CAPITAL MANAGEMENT, LLC's portfolio at SUNBEAM CAPITAL MANAGEMENT, LLC has delivered returns of +16.74%. Their 3-year annualized return is +12.73%. Looking at the 5-year horizon, SUNBEAM CAPITAL MANAGEMENT, LLC has achieved +12.73% annualized returns at SUNBEAM CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.74%
#0/1000
3 Year
+12.73%
#0/1000
5 Year
+12.73%
#0/1000

Portfolio Value

$174.72M

Alpha Score

12.0

#0 of 1000

Holdings

110

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change