Stock Taper

SUNBEAM CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merck & Co., Inc.MRK7.4K$950.7K
Figure Technology Solutions, Inc. Class A Common StockFIGR7.66K$235.09K
Bank of America CorporationBAC7.88K$449.29K
Netflix, Inc.NFLX8.24K$588.62K
Broadcom Inc.AVGO8.84K$3.34M
JPMorgan Chase & Co.JPM9.54K$3.12M
Alphabet Inc.GOOG9.85K$3.48M
Pinnacle Financial Partners, Inc.PNFP10.01K$1.01M
MPLX LpMPLX10.36K$583.31K
Amazon.com, Inc.AMZN11.21K$2.67M
Microsoft CorporationMSFT12.09K$4.51M
New Mountain Finance CorporationNMFC12.3K$88.19K
The Coca-Cola CompanyKO15.47K$1.26M
Alphabet Inc.GOOGL16.87K$6.03M
Oaktree Specialty Lending CorporationOCSL19.09K$227.88K
Exxon Mobil CorporationXOM23.04K$3.15M
Enterprise Products Partners L.P.EPD25.15K$924.63K
Barings BDC, Inc.BBDC28.26K$240.75K
Walmart Inc.WMT29.21K$3.31M
Runway Growth Finance Corp.RWAY32.58K$182.75K