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Portfolio (Quarterly) Guide ↗

Sun Financial Inc

· CIK 0002067342
13F Portfolio $212M AUM 161 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 65 Added 69 Reduced 18 Exited
Page 1 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FIRST TR EXCHANGE TRADED FD 422,859.0 $10.1M 4.78% +52K +14.1% $23.96
2 BUFR FIRST TR EXCHNG TRADED FD VI 236,154.0 $8.8M 4.16% +42K +21.5% $37.33 -0.1%
3 SCHV SCHWAB STRATEGIC TR 239,789.0 $8.4M 3.94% +20K +9.0% $34.86 -1.5%
4 GRNJ TIDAL TRUST III 223,077.0 $6.8M 3.22% +50K +28.7% $30.62 -7.2%
5 FIRST TR EXCHANGE TRADED FD 266,320.0 $5.9M 2.79% +24K +9.8% $22.18
6 J P MORGAN EXCHANGE TRADED F 104,291.0 $5.3M 2.48% +20K +24.0% $50.44
7 FTCB FIRST TR EXCHANGE-TRADED FD 245,184.0 $5.0M 2.38% +16K +6.8% $20.56 -0.7%
8 GRNY TIDAL TRUST I 165,189.0 $4.6M 2.18% +21K +14.3% $27.93 -1.9%
9 NVDA NVIDIA CORPORATION Technology 19,327.0 $4.2M 1.98% +396.0 +2.1% $217.55 -0.1%
10 GOOGL ALPHABET INC Communication Services 11,486.0 $4.1M 1.94% +444.0 +4.0% $357.50 -6.3%
11 AAPL APPLE INC Technology 11,847.0 $3.7M 1.72% +1K +11.7% $308.26 +5.5%
12 AIRR FIRST TR EXCHANGE TRADED FD 26,974.0 $3.3M 1.56% +6K +26.7% $122.44 -13.4%
13 FTCS FIRST TR EXCHANGE-TRADED FD 31,741.0 $3.2M 1.51% +359.0 +1.1% $100.65 -0.7%
14 RDVY FIRST TR EXCHANGE TRADED FD 38,401.0 $3.2M 1.51% +2K +6.0% $83.13 -3.1%
15 MSFT MICROSOFT CORP Technology 6,133.0 $3.1M 1.46% +1K +20.3% $506.03 -1.0%
16 AMZN AMAZON COM INC Consumer Cyclical 10,788.0 $3.0M 1.42% +833.0 +8.4% $278.09 -8.3%
17 BUFD FIRST TR EXCHNG TRADED FD VI 95,987.0 $2.9M 1.37% +6K +6.9% $30.25 -0.1%
18 JPM JPMORGAN CHASE & CO Financial Services 6,529.0 $2.3M 1.11% +284.0 +4.5% $359.79 -1.3%
19 META META PLATFORMS INC Communication Services 3,607.0 $2.1M 1.01% +441.0 +13.9% $594.88 -2.7%
20 PLTR PALANTIR TECHNOLOGIES INC Technology 11,131.0 $2.0M 0.92% +4K +54.4% $175.23 +2.7%
Page 1 of 4  ·  65 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 30.8%
Financial Services 16.4%
Industrials 16.2%
Consumer Cyclical 8.3%
Communication Services 7.8%
Healthcare 5.9%
Consumer Defensive 5.7%
Energy 3.3%
Basic Materials 2.8%
Utilities 2.8%