Sullivan Wood Capital Management LLC
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 73,028
- Description
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- 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 | 7/22/2026 | 23 | 73,028 | 13F-HR | Sullivan Wood Capital Management LLC |
| Q1 2026 | 5/6/2026 | 21 | 57,123 | 13F-HR | Sullivan Wood Capital Management LLC |
| Q4 2025 | 1/20/2026 | 22 | 66,305 | 13F-HR | Sullivan Wood Capital Management LLC |
| Q3 2025 | 10/21/2025 | 20 | 67,887 | 13F-HR | Sullivan Wood Capital Management LLC |
| Q2 2025 | 7/21/2025 | 19 | 47,967 | 13F-HR | Sullivan Wood Capital Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.03 K | 100.0% | 15.91 K | 0 | 15.91 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
73,028
Holdings
23
QoQ value change ($000)
15,905
(27.8%)
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.