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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPY STATE STR SPDR S&P 500 ETF T Financial Services 449.0 $336K 0.05% -5.0 -1.1% $747.58 +2.4%
102 MGK VANGUARD WORLD FD 3,817.0 $336K 0.05% +3K +400.3% $87.91 +1.2%
103 GE GE AEROSPACE Industrials 873.0 $326K 0.05% $373.73 -6.8%
104 ITW ILLINOIS TOOL WKS INC Industrials 1,198.0 $324K 0.05% $270.50 +4.4%
105 AMT AMERICAN TOWER CORP Real Estate 1,933.0 $316K 0.05% +66.0 +3.5% $163.54 +7.5%
106 ORCL ORACLE CORP Technology 2,079.0 $305K 0.05% +155.0 +8.1% $146.58 -0.1%
107 QQQ INVESCO QQQ TR Financial Services 412.0 $303K 0.05% $736.40 -3.1%
108 CLS CELESTICA INC Technology 830.0 $303K 0.05% +100.0 +13.7% $364.80 -18.7%
109 CVX CHEVRON CORPORATION Energy 1,803.0 $299K 0.05% -12.0 -0.7% $165.77 +23.8%
110 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 318.0 $298K 0.05% -9.0 -2.8% $935.75 +1.3%
111 NSC NORFOLK SOUTHN CORP Industrials 913.0 $287K 0.05% -150.0 -14.1% $314.59 +11.5%
112 GEV GE VERNOVA INC Utilities 240.0 $282K 0.05% NEW $1174.99 -18.6%
113 IVOG VANGUARD ADMIRAL FDS INC 1,902.0 $278K 0.04% -46.0 -2.4% $146.29 -1.6%
114 IYH ISHARES TR 4,128.0 $277K 0.04% $67.01 +10.3%
115 CPRT COPART INC Industrials 9,703.0 $274K 0.04% +993.0 +11.4% $28.19 +19.9%
116 AFL AFLAC INC Financial Services 2,271.0 $266K 0.04% -438.0 -16.2% $117.23 -1.0%
117 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,170.0 $262K 0.04% $223.96 +25.4%
118 CVS CVS HEALTH CORP Healthcare 2,485.0 $257K 0.04% NEW $103.45 -10.1%
119 MS MORGAN STANLEY Financial Services 1,226.0 $256K 0.04% $209.04 +2.5%
120 FBK FB FINL CORP Financial Services 4,600.0 $255K 0.04% NEW $55.35 +6.0%
Page 6 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%