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| Happy Holidays!! thanks for using AUM13F!! |
| Sunbeam Capital Management LLC
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| CRD # | 289723 |
| SEC # | 801-112112 |
| CIK # | 0002057278 |
| AUM | $213.2 M (2025-06-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 901-229-2132 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002057278 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 7.3 | ||
| Nvidia Corp | 6.9 | ||
| Microsoft Corp | 5.5 | ||
| Apple Inc | 5.2 | ||
| Alphabet Inc | 2.7 | ||
| Wal Mart Stores Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Facebook Inc | 2.4 | ||
| Exxon Mobil Corp | 2.4 | ||
| Broadcom Inc | 2.2 | ||
| Amazon Com Inc | 2.1 | ||
| Lilly Eli & Co | 1.8 | ||
| Alphabet Inc | 1.5 | ||
| Sprott Physical Gold & Silver Trust | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Mastercard Inc | 1.2 | ||
| Pinnacle Financial Partners Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 213.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 132 | 213.2 |
| By Discretionary | ||
| Discretionary | 132 | 213.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 132 | 213.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 211.3 | |
| Total | 132 | 213.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057278] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CPR Investments Inc
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MI | 0.2 |
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Cmbidwell & Associates Ltd
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0.2 | |
|
RH Investment Group LLC
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AZ | 0.2 |
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Atlantic Family Wealth LLC
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FL | 0.2 |
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Cannon Wealth Management Services LLC
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NC | 0.2 |
|
Bush Investment Group LLC
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GA | 0.2 |
|
Noble Wealth Management Inc
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|
CA | 0.2 |
|
MFG Family Office LLC
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|
0.2 | |
|
Wealthmd Corporation
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KY | 0.2 |
|
Richardson Financial Services Inc
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MA | 0.2 |