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Portfolio (Quarterly) Guide ↗

Sunburst Financial Group, LLC

· CIK 0001800158
13F Portfolio $617M AUM 134 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 10 New 42 Added 40 Reduced
Page 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 4,565.0 $587K 0.10% $128.50 +18.7%
82 AMGN AMGEN INC Healthcare 1,586.0 $574K 0.09% $362.12 +21.3%
83 PGR PROGRESSIVE CORP Financial Services 2,603.0 $569K 0.09% +143.0 +5.8% $218.46 +0.4%
84 TRMK TRUSTMARK CORP Financial Services 12,114.0 $557K 0.09% -871.0 -6.7% $46.01 +1.1%
85 PEP PEPSICO INC Consumer Defensive 4,051.0 $549K 0.09% -32.0 -0.8% $135.41 +6.0%
86 UNP UNION PAC CORP Industrials 1,967.0 $535K 0.09% -35.0 -1.8% $272.01 +13.2%
87 NOW SERVICENOW INC Technology 4,859.0 $482K 0.08% +1K +26.2% $99.28 +29.4%
88 CRWD CROWDSTRIKE HLDGS INC Technology 625.0 $477K 0.08% +60.0 +10.6% $190.79 +0.6%
89 INTC INTEL CORP Technology 3,395.0 $474K 0.08% NEW $139.64 -35.5%
90 PANW PALO ALTO NETWORKS INC Technology 1,384.0 $472K 0.08% $341.02 +4.9%
91 IJH ISHARES TR 5,955.0 $459K 0.07% -50.0 -0.8% $77.11 -0.4%
92 ABBV ABBVIE INC Healthcare 1,738.0 $437K 0.07% -175.0 -9.2% $251.66 +5.3%
93 META META PLATFORMS INC Communication Services 771.0 $434K 0.07% +62.0 +8.7% $563.42 -2.4%
94 UNH UNITEDHEALTH GROUP INC Healthcare 992.0 $412K 0.07% $415.54 -6.1%
95 CHE CHEMED CORP NEW Healthcare 812.0 $378K 0.06% +87.0 +12.0% $465.80 +16.1%
96 FANG DIAMONDBACK ENERGY INC Energy 2,096.0 $368K 0.06% -406.0 -16.2% $175.81 +19.9%
97 VO VANGUARD INDEX FDS 4,411.0 $355K 0.06% +3K +221.7% $80.58 +3.0%
98 ANGL VANECK ETF TRUST 12,092.0 $354K 0.06% $29.24 -0.8%
99 STLD STEEL DYNAMICS INC Basic Materials 1,520.0 $349K 0.06% +250.0 +19.7% $229.46 -0.3%
100 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,089.0 $336K 0.05% +1K +13.8% $33.29 +31.2%
Page 5 of 7  ·  134 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.6%
Financial Services 12.9%
Industrials 7.8%
Consumer Defensive 7.7%
Healthcare 7.6%
Consumer Cyclical 7.3%
Communication Services 4.7%
Utilities 1.8%
Energy 1.2%
Basic Materials 0.8%