Stock Taper

SUNBEAM CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG47.76K$7M
Energy Transfer LPET45.99K$879.29K
Apple Inc.AAPL42.17K$12.2M
NVIDIA CorporationNVDA40.65K$8.13M
Runway Growth Finance Corp.RWAY32.58K$182.75K
Walmart Inc.WMT29.21K$3.31M
Barings BDC, Inc.BBDC28.26K$240.75K
Enterprise Products Partners L.P.EPD25.15K$924.63K
Exxon Mobil CorporationXOM23.04K$3.15M
Oaktree Specialty Lending CorporationOCSL19.09K$227.88K
Alphabet Inc.GOOGL16.87K$6.03M
The Coca-Cola CompanyKO15.47K$1.26M
New Mountain Finance CorporationNMFC12.3K$88.19K
Microsoft CorporationMSFT12.09K$4.51M
Amazon.com, Inc.AMZN11.21K$2.67M
MPLX LpMPLX10.36K$583.31K
Pinnacle Financial Partners, Inc.PNFP10.01K$1.01M
Alphabet Inc.GOOG9.85K$3.48M
JPMorgan Chase & Co.JPM9.54K$3.12M
Broadcom Inc.AVGO8.84K$3.34M