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SUNBEAM CAPITAL MANAGEMENT, LLC
SUNBEAM CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
SUNBEAM CAPITAL MANAGEMENT, LLC runs SUNBEAM CAPITAL MANAGEMENT, LLC and currently holds 124 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $218.79M. Their top holdings are IVV, VOO, AAPL, IEFA, NVDA. The top five represent 37.9% of reported portfolio weight. SUNBEAM CAPITAL MANAGEMENT, LLC ranks #904 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SUNBEAM CAPITAL MANAGEMENT, LLC initiated 11 new positions. They added to 76 existing positions. They trimmed 9 positions. Their current best-performing preview position is MU with returns of +241.70%.
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124 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 14.99% | $620.13 | $769.30 | +24.05% | Added +14.23% |
 VOO VANGUARD INDEX FDS | 9.78% | $564.93 | $703.77 | +24.58% | Added +0.52% |
 AAPL APPLE INC | 5.58% | $250.20 | $309.35 | +23.64% | Added +10.23% |
 IEFA ISHARES TR | 3.88% | $88.00 | $100.87 | +14.62% | Added +41.57% |
 NVDA NVIDIA CORPORATION | 3.72% | $138.94 | $214.76 | +54.57% | Added +2.49% |
 PG PROCTER & GAMBLE CO | 3.20% | $166.76 | $144.69 | -13.23% | Added +1.39% |
 GOOGL ALPHABET INC | 2.75% | $205.52 | $344.82 | +67.78% | Added +9.38% |
 MSFT MICROSOFT CORP | 2.06% | $432.73 | $483.24 | +11.67% | Added +3.35% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.86% | $719.88 | $765.62 | +6.35% | Added +491.86% |
 LLY ELI LILLY & CO | 1.74% | $813.64 | $1,254.77 | +54.22% | Added +1.15% |
Showing 1-10 of 124