Stock Taper 
SUNBEAM CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Instruments Incorporated | TXN | 1.49K | $444.03K |
 Advanced Micro Devices, Inc. | AMD | 1.48K | $857.77K |
 Morgan Stanley | MS | 1.36K | $285.32K |
 Illinois Tool Works Inc. | ITW | 1.29K | $347.95K |
 Caterpillar Inc. | CAT | 1.27K | $1.35M |
 American Express Company | AXP | 1.22K | $413.54K |
 Trane Technologies plc | TT | 1.11K | $544.63K |
 Lowe's Companies, Inc. | LOW | 1.05K | $232.7K |
 Palo Alto Networks, Inc. | PANW | 858 | $292.44K |
 Amgen Inc. | AMGN | 827 | $299.49K |
 Lam Research Corporation | LRCX | 823 | $356.77K |
 GE Vernova Inc. | GEV | 821 | $964.63K |
 CrowdStrike Holdings, Inc. | CRWD | 801 | $611.21K |
 Stryker Corporation | SYK | 785 | $247.07K |
 The Travelers Companies, Inc. | TRV | 719 | $237.25K |
 Lockheed Martin Corporation | LMT | 662 | $337.12K |
 S&P Global Inc. | SPGI | 627 | $255.38K |
 Tesla, Inc. | TSLA | 616 | $259.09K |
 Thermo Fisher Scientific Inc. | TMO | 554 | $277.91K |
 Applied Materials, Inc. | AMAT | 508 | $367.09K |