Sunbeam Capital Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 174,717
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 89.92 K | 51.5% | 0 | 26.14 K | -26.14 K |
| ETFs | 82.76 K | 47.4% | 32.08 K | 0 | 32.08 K |
| Debt | 2.033 K | 1.2% | 16 | 0 | 16 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
174,717
Holdings
112
QoQ value change ($000)
5,951
(3.5%)
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.