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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGCB CAPITAL GRP FIXED INCM ETF T 50,915.0 $1.3M 0.62% +2K +3.8% $25.81 -0.5%
42 DE DEERE & CO Industrials 2,109.0 $1.3M 0.61% +168.0 +8.7% $609.39 +10.9%
43 PNC PNC FINL SVCS GROUP INC Financial Services 5,080.0 $1.3M 0.60% +745.0 +17.2% $251.77 -5.7%
44 HOOD ROBINHOOD MKTS INC Financial Services 13,384.0 $1.3M 0.60% +3K +31.6% $94.52 +9.5%
45 MSTR STRATEGY INC Technology 12,779.0 $1.2M 0.59% +7K +103.8% $97.33 +28.3%
46 JEPI J P MORGAN EXCHANGE TRADED F 20,713.0 $1.2M 0.56% +2K +9.0% $57.64 -1.1%
47 VST VISTRA CORP Utilities 8,040.0 $1.1M 0.54% +1K +21.5% $142.88 -3.4%
48 CGGR CAPITAL GROUP GROWTH ETF 24,401.0 $1.1M 0.54% +303.0 +1.3% $47.01 -1.3%
49 CIBR FIRST TR EXCHANGE-TRADED FD 10,432.0 $1.0M 0.49% +2K +22.0% $100.60 -4.4%
50 FIXD FIRST TR EXCHNG TRADED FD VI 24,259.0 $1.0M 0.49% +921.0 +4.0% $42.93 -0.7%
51 IVES WEDBUSH SER TR 21,031.0 $819K 0.39% +3K +13.5% $38.93 -0.3%
52 CRWD CROWDSTRIKE HLDGS INC Technology 3,390.0 $763K 0.36% +587.0 +20.9% $56.29 +282.1%
53 LMT LOCKHEED MARTIN CORP Industrials 1,263.0 $762K 0.36% +379.0 +42.9% $603.06 -9.7%
54 AJG GALLAGHER ARTHUR J & CO Financial Services 2,338.0 $590K 0.28% +32.0 +1.4% $252.39 +3.8%
55 AMGN AMGEN INC Healthcare 1,338.0 $558K 0.26% +615.0 +85.1% $417.21 +5.0%
56 ISRG INTUITIVE SURGICAL INC Healthcare 919.0 $362K 0.17% +419.0 +83.8% $393.38 -6.1%
57 FDL FIRST TR EXCHANGE-TRADED FD 5,746.0 $298K 0.14% +60.0 +1.1% $51.93 +2.0%
58 JEPQ J P MORGAN EXCHANGE TRADED F 4,704.0 $281K 0.13% +1K +34.5% $59.67 -1.1%
59 GOOG ALPHABET INC 781.0 $278K 0.13% +46.0 +6.3% $355.63
60 HYG ISHARES TR 3,476.0 $276K 0.13% +465.0 +15.4% $79.49 -0.5%
Page 3 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%