Stock Taper

SUNBEAM CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Illinois Tool Works Inc.ITW1.29K$347.95K
Morgan StanleyMS1.36K$285.32K
Advanced Micro Devices, Inc.AMD1.48K$857.77K
Texas Instruments IncorporatedTXN1.49K$444.03K
Costco Wholesale CorporationCOST1.52K$1.42M
QUALCOMM IncorporatedQCOM1.64K$302.57K
Deere & CompanyDE1.7K$1.08M
Corning IncGLW1.87K$477.45K
T-Mobile US, Inc.TMUS1.89K$316.21K
Union Pacific CorporationUNP1.91K$520.01K
Visa Inc.V1.92K$659.32K
Berkshire Hathaway Inc.BRK-B2.04K$1.02M
Philip Morris International Inc.PM2.09K$378.08K
3M CompanyMMM2.11K$341.09K
Mastercard IncorporatedMA2.26K$1.16M
McDonald's CorporationMCD2.28K$617.1K
Blackstone Inc.BX2.29K$269.91K
The Home Depot, Inc.HD2.3K$810.18K
The Walt Disney CompanyDIS2.31K$222.58K
Johnson & JohnsonJNJ2.48K$628.67K