# EDGAR Filing Document

**Accession Number:** 0002057278
**File Stem:** 0001951757-26-000624
**Filing Date:** 2026-4
**Character Count:** 14687
**Document Hash:** a19119e9efcd0174f6c80d1aea9a001a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000624.hdr.sgml**: 20260416

**ACCESSION NUMBER**: 0001951757-26-000624

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260416

**DATE AS OF CHANGE**: 20260416

**EFFECTIVENESS DATE**: 20260416

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sunbeam Capital Management, LLC
- **CENTRAL INDEX KEY:** 0002057278

**ORGANIZATION NAME:**
- **EIN:** 821524738
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25393
- **FILM NUMBER:** 26868292

**BUSINESS ADDRESS:**
- **STREET 1:** 886 CUMBERLAND ROAD NE
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30306
- **BUSINESS PHONE:** (901) 229-2132

**MAIL ADDRESS:**
- **STREET 1:** 886 CUMBERLAND ROAD NE
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30306

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sunbeam Capital Management LLC<br>**Address:** 886 CUMBERLAND ROAD NE<br>ATLANTA, GA 30306

**Form 13F File Number:** 028-25393

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ellis Carson<br>**Title:** Chief Compliance Officer<br>**Phone:** (901) 229-2132

**Signature, Place, and Date of Signing:**

Ellis Carson  Atlanta, GA  04-16-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 112

**Form 13F Information Table Value Total:** $174717246

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name     | Form 13F File Number   |
|:---|:---|:---|
|  | Fidelity |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 226615 | 2207 | SH |  | DFND | 1.0 | 0 | 0 | 2207 |
| ABBVIE INC | COM | 00287Y109 |  | 967272 | 4447 | SH |  | DFND | 1.0 | 0 | 0 | 4447 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 286050 | 1406 | SH |  | DFND | 1.0 | 0 | 0 | 1406 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2443039 | 8516 | SH |  | DFND | 1.0 | 0 | 0 | 8516 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4434475 | 15421 | SH |  | DFND | 1.0 | 0 | 0 | 15421 |
| AMAZON COM INC | COM | 023135106 |  | 2199969 | 10563 | SH |  | DFND | 1.0 | 0 | 0 | 10563 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 229257 | 516 | SH |  | DFND | 1.0 | 0 | 0 | 516 |
| AMGEN INC | COM | 031162100 |  | 282405 | 803 | SH |  | DFND | 1.0 | 0 | 0 | 803 |
| AMPHENOL CORP | CL A | 032095101 |  | 390897 | 3094 | SH |  | DFND | 1.0 | 0 | 0 | 3094 |
| APPLE INC | COM | 037833100 |  | 9709702 | 38259 | SH |  | DFND | 1.0 | 0 | 0 | 38259 |
| BANK AMERICA CORP | COM | 060505104 |  | 339873 | 6972 | SH |  | DFND | 1.0 | 0 | 0 | 6972 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 947858 | 1978 | SH |  | DFND | 1.0 | 0 | 0 | 1978 |
| BLACKSTONE INC | COM | 09260D107 |  | 261441 | 2274 | SH |  | DFND | 1.0 | 0 | 0 | 2274 |
| BROADCOM INC | COM | 11135F101 |  | 2704846 | 8739 | SH |  | DFND | 1.0 | 0 | 0 | 8739 |
| CME GROUP INC | COM | 12572Q105 |  | 260363 | 882 | SH |  | DFND | 1.0 | 0 | 0 | 882 |
| CATERPILLAR INC | COM | 149123101 |  | 824542 | 1164 | SH |  | DFND | 1.0 | 0 | 0 | 1164 |
| CHEVRON CORPORATION | COM | 166764100 |  | 650326 | 3143 | SH |  | DFND | 1.0 | 0 | 0 | 3143 |
| CISCO SYS INC | COM | 17275R102 |  | 218055 | 2810 | SH |  | DFND | 1.0 | 0 | 0 | 2810 |
| COCA COLA CO | COM | 191216100 |  | 1162916 | 15291 | SH |  | DFND | 1.0 | 0 | 0 | 15291 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1305807 | 1310 | SH |  | DFND | 1.0 | 0 | 0 | 1310 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 301397 | 772 | SH |  | DFND | 1.0 | 0 | 0 | 772 |
| DEERE  CO | COM | 244199105 |  | 597426 | 1061 | SH |  | DFND | 1.0 | 0 | 0 | 1061 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 250221 | 1911 | SH |  | DFND | 1.0 | 0 | 0 | 1911 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3626878 | 21377 | SH |  | DFND | 1.0 | 0 | 0 | 21377 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1941107 | 3393 | SH |  | DFND | 1.0 | 0 | 0 | 3393 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 |  | 260193 | 7664 | SH |  | DFND | 1.0 | 0 | 0 | 7664 |
| GE VERNOVA INC | COM | 36828A101 |  | 698861 | 801 | SH |  | DFND | 1.0 | 0 | 0 | 801 |
| GE AEROSPACE | COM NEW | 369604301 |  | 690838 | 2434 | SH |  | DFND | 1.0 | 0 | 0 | 2434 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 360442 | 426 | SH |  | DFND | 1.0 | 0 | 0 | 426 |
| HOME DEPOT INC | COM | 437076102 |  | 723039 | 2198 | SH |  | DFND | 1.0 | 0 | 0 | 2198 |
| HONEYWELL INTL INC | COM | 438516106 |  | 215936 | 955 | SH |  | DFND | 1.0 | 0 | 0 | 955 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 332949 | 1279 | SH |  | DFND | 1.0 | 0 | 0 | 1279 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 635486 | 2622 | SH |  | DFND | 1.0 | 0 | 0 | 2622 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2743989 | 9328 | SH |  | DFND | 1.0 | 0 | 0 | 9328 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 414130 | 1694 | SH |  | DFND | 1.0 | 0 | 0 | 1694 |
| KLA CORP | COM NEW | 482480100 |  | 859718 | 584 | SH |  | DFND | 1.0 | 0 | 0 | 584 |
| ELI LILLY  CO | COM | 532457108 |  | 2887414 | 3139 | SH |  | DFND | 1.0 | 0 | 0 | 3139 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 403168 | 667 | SH |  | DFND | 1.0 | 0 | 0 | 667 |
| LOWES COS INC | COM | 548661107 |  | 250311 | 1059 | SH |  | DFND | 1.0 | 0 | 0 | 1059 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1124149 | 2250 | SH |  | DFND | 1.0 | 0 | 0 | 2250 |
| MCDONALDS CORP | COM | 580135101 |  | 384716 | 1238 | SH |  | DFND | 1.0 | 0 | 0 | 1238 |
| MERCK  CO INC | COM | 58933Y105 |  | 881794 | 7331 | SH |  | DFND | 1.0 | 0 | 0 | 7331 |
| MICROSOFT CORP | COM | 594918104 |  | 4328340 | 11693 | SH |  | DFND | 1.0 | 0 | 0 | 11693 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1020818 | 3022 | SH |  | DFND | 1.0 | 0 | 0 | 3022 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 207160 | 1259 | SH |  | DFND | 1.0 | 0 | 0 | 1259 |
| NETFLIX INC. | COM | 64110L106 |  | 784103 | 8155 | SH |  | DFND | 1.0 | 0 | 0 | 8155 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6917544 | 39665 | SH |  | DFND | 1.0 | 0 | 0 | 39665 |
| ONEOK INC NEW | COM | 682680103 |  | 268438 | 2970 | SH |  | DFND | 1.0 | 0 | 0 | 2970 |
| ORACLE CORP | COM | 68389X105 |  | 649393 | 4414 | SH |  | DFND | 1.0 | 0 | 0 | 4414 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 206547 | 1412 | SH |  | DFND | 1.0 | 0 | 0 | 1412 |
| PEPSICO INC | COM | 713448108 |  | 305592 | 1968 | SH |  | DFND | 1.0 | 0 | 0 | 1968 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 312552 | 1890 | SH |  | DFND | 1.0 | 0 | 0 | 1890 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 6802920 | 47099 | SH |  | DFND | 1.0 | 0 | 0 | 47099 |
| QUALCOMM INC | COM | 747525103 |  | 203358 | 1579 | SH |  | DFND | 1.0 | 0 | 0 | 1579 |
| RTX CORPORATION | COM | 75513E101 |  | 655502 | 3398 | SH |  | DFND | 1.0 | 0 | 0 | 3398 |
| S GLOBAL INC | COM | 78409V104 |  | 254710 | 599 | SH |  | DFND | 1.0 | 0 | 0 | 599 |
| STRYKER CORPORATION | COM | 863667101 |  | 251914 | 767 | SH |  | DFND | 1.0 | 0 | 0 | 767 |
| T-MOBILE US INC | COM | 872590104 |  | 407147 | 1939 | SH |  | DFND | 1.0 | 0 | 0 | 1939 |
| TEXAS INSTRS INC | COM | 882508104 |  | 275007 | 1417 | SH |  | DFND | 1.0 | 0 | 0 | 1417 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 297881 | 606 | SH |  | DFND | 1.0 | 0 | 0 | 606 |
| 3M CO | COM | 88579Y101 |  | 298137 | 2053 | SH |  | DFND | 1.0 | 0 | 0 | 2053 |
| UNION PAC CORP | COM | 907818108 |  | 460511 | 1898 | SH |  | DFND | 1.0 | 0 | 0 | 1898 |
| VISA INC | COM CL A | 92826C839 |  | 555622 | 1838 | SH |  | DFND | 1.0 | 0 | 0 | 1838 |
| WALMART INC | COM | 931142103 |  | 3366470 | 27088 | SH |  | DFND | 1.0 | 0 | 0 | 27088 |
| EATON CORP PLC | SHS | G29183103 |  | 912569 | 2551 | SH |  | DFND | 1.0 | 0 | 0 | 2551 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 449004 | 1077 | SH |  | DFND | 1.0 | 0 | 0 | 1077 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 655421 | 12451 | SH |  | SOLE |  | 0 | 0 | 12451 |
| BARINGS BDC INC | COM | 06759L103 |  | 232555 | 28257 | SH |  | SOLE |  | 0 | 0 | 28257 |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | 092528843 |  | 982390 | 20475 | SH |  | SOLE |  | 0 | 0 | 20475 |
| CORNING INC | COM | 219350105 |  | 221340 | 1628 | SH |  | SOLE |  | 0 | 0 | 1628 |
| DOUBLELINE ETF TRUST | COMMERCIAL REAL | 25861R303 |  | 768592 | 14792 | SH |  | SOLE |  | 0 | 0 | 14792 |
| ETF SER SOLUTIONS | DISTILLATE US | 26922A321 |  | 9903225 | 171099 | SH |  | SOLE |  | 0 | 0 | 171099 |
| ETFIS SER TR I | VIRTUS REAVES UT | 26923G806 |  | 1709559 | 21396 | SH |  | SOLE |  | 0 | 0 | 21396 |
| ENBRIDGE INC | COM | 29250N105 |  | 209816 | 3875 | SH |  | SOLE |  | 0 | 0 | 3875 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 886826 | 45950 | SH |  | SOLE |  | 0 | 0 | 45950 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 951115 | 25135 | SH |  | SOLE |  | 0 | 0 | 25135 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 535274 | 927 | SH |  | SOLE |  | 0 | 0 | 927 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 242620 | 1264 | SH |  | SOLE |  | 0 | 0 | 1264 |
| INVESCO EXCHANGE TRADED FD T | S EQL STP | 46137V373 |  | 661472 | 22423 | SH |  | SOLE |  | 0 | 0 | 22423 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 2701558 | 138329 | SH |  | SOLE |  | 0 | 0 | 138329 |
| ISHARES TR | CORE S ETF | 464287200 |  | 25042757 | 38338 | SH |  | SOLE |  | 0 | 0 | 38338 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1259939 | 12958 | SH |  | SOLE |  | 0 | 0 | 12958 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 329187 | 1049 | SH |  | SOLE |  | 0 | 0 | 1049 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 214562 | 865 | SH |  | SOLE |  | 0 | 0 | 865 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1402217 | 11280 | SH |  | SOLE |  | 0 | 0 | 11280 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 707498 | 6643 | SH |  | SOLE |  | 0 | 0 | 6643 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 627656 | 9368 | SH |  | SOLE |  | 0 | 0 | 9368 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1563124 | 19647 | SH |  | SOLE |  | 0 | 0 | 19647 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 1468341 | 48428 | SH |  | SOLE |  | 0 | 0 | 48428 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 486828 | 3587 | SH |  | SOLE |  | 0 | 0 | 3587 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 5619469 | 62073 | SH |  | SOLE |  | 0 | 0 | 62073 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 |  | 2032622 | 88703 | SH |  | SOLE |  | 0 | 0 | 88703 |
| LAS VEGAS SANDS CORP | COM | 517834107 |  | 318796 | 5917 | SH |  | SOLE |  | 0 | 0 | 5917 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 590431 | 10346 | SH |  | SOLE |  | 0 | 0 | 10346 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 269611 | 458 | SH |  | SOLE |  | 0 | 0 | 458 |
| OAKTREE SPECIALTY LENDING | COM | 67401P405 |  | 215660 | 19085 | SH |  | SOLE |  | 0 | 0 | 19085 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 |  | 858036 | 9961 | SH |  | SOLE |  | 0 | 0 | 9961 |
| RUNWAY GROWTH FINANCE CORP | COM | 78163D100 |  | 168830 | 24575 | SH |  | SOLE |  | 0 | 0 | 24575 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 598721 | 921 | SH |  | SOLE |  | 0 | 0 | 921 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 468586 | 1089 | SH |  | SOLE |  | 0 | 0 | 1089 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 1272376 | 2063 | SH |  | SOLE |  | 0 | 0 | 2063 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 1483337 | 15497 | SH |  | SOLE |  | 0 | 0 | 15497 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 204817 | 7988 | SH |  | SOLE |  | 0 | 0 | 7988 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 1234149 | 20146 | SH |  | SOLE |  | 0 | 0 | 20146 |
| SPROTT FDS TR | URANIUM MINERS E | 85208P303 |  | 629134 | 9963 | SH |  | SOLE |  | 0 | 0 | 9963 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 |  | 2040507 | 42760 | SH |  | SOLE |  | 0 | 0 | 42760 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 780045 | 8500 | SH |  | SOLE |  | 0 | 0 | 8500 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 687963 | 10736 | SH |  | SOLE |  | 0 | 0 | 10736 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 415562 | 5533 | SH |  | SOLE |  | 0 | 0 | 5533 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 18511208 | 30979 | SH |  | SOLE |  | 0 | 0 | 30979 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1185330 | 4526 | SH |  | SOLE |  | 0 | 0 | 4526 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 747075 | 2329 | SH |  | SOLE |  | 0 | 0 | 2329 |

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