Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sunbeam Capital Management, Llc > Profile

Instuitional Investor - Sunbeam Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Sunbeam Capital Management, Llc
Portfolio Value $132,009,364
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 31,004 $19,250,620 14.58%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 20,225 $11,523,940 8.73%
3.
Etf Ser Solutions
 155,720 $8,619,108 6.53%
4.
Procter & Gamble Co
 PG 46,065 $7,339,079 5.56%
5.
Nvidia Corp
 NVDA 43,749 $6,912,400 5.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)