Sunbeam Capital Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,792
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 124 | 218,792 | 13F-HR | Sunbeam Capital Management, LLC |
| Q1 2026 | 4/16/2026 | 112 | 174,717 | 13F-HR | Sunbeam Capital Management, LLC |
| Q4 2025 | 2/13/2026 | 102 | 168,766 | 13F-HR | Sunbeam Capital Management, LLC |
| Q3 2025 | 10/28/2025 | 103 | 160,903 | 13F-HR | Sunbeam Capital Management, LLC |
| Q2 2025 | 7/23/2025 | 92 | 132,009 | 13F-HR | Sunbeam Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.9 K | 49.8% | 19.03 K | 0 | 19.03 K |
| ETFs | 107.8 K | 49.3% | 25.04 K | 0 | 25.04 K |
| Debt | 2.046 K | 0.9% | 13 | 0 | 13 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
218,792
Holdings
124
QoQ value change ($000)
44,075
(25.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.