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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  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEF ISHARES TR 56,033.0 $5.2M 2.45% -3K -4.4% $92.76 -0.7%
2 QTEC FIRST TR EXCHANGE-TRADED FD 11,851.0 $3.7M 1.77% -1K -9.7% $315.84 -2.5%
3 SCHX SCHWAB STRATEGIC TR 89,001.0 $2.7M 1.28% -458.0 -0.5% $30.52 -1.6%
4 HELO J P MORGAN EXCHANGE TRADED F 28,267.0 $2.0M 0.93% -8K -22.0% $69.81 -0.8%
5 FVD FIRST TR EXCHANGE-TRADED FD 38,124.0 $1.9M 0.91% -1K -3.3% $50.55 -1.0%
6 AMD ADVANCED MICRO DEVICES INC Technology 4,031.0 $1.9M 0.89% -2K -36.3% $469.56 -2.1%
7 BK BANK OF NY MELLON CORP Financial Services 10,215.0 $1.6M 0.77% -1K -11.8% $159.43 -9.8%
8 FYX FIRST TR EXCHANGE-TRADED ALP 11,270.0 $1.6M 0.77% -633.0 -5.3% $144.05 -2.7%
9 CAT CATERPILLAR INC Industrials 1,865.0 $1.6M 0.74% -590.0 -24.0% $837.59 -7.0%
10 GEV GE VERNOVA INC Utilities 1,548.0 $1.5M 0.72% -465.0 -23.1% $990.90 -9.3%
11 GE GE AEROSPACE Industrials 4,176.0 $1.5M 0.72% -176.0 -4.0% $366.73 -9.7%
12 AGG ISHARES TR 15,669.0 $1.5M 0.72% -507.0 -3.1% $97.24 -0.5%
13 PWR QUANTA SVCS INC Industrials 2,273.0 $1.5M 0.71% -699.0 -23.5% $660.86 -7.5%
14 JHMM JOHN HANCOCK EXCHANGE TRADED 15,798.0 $1.2M 0.57% -548.0 -3.4% $76.27 -3.0%
15 FTA FIRST TR EXCHANGE-TRADED ALP 11,314.0 $1.2M 0.55% -652.0 -5.5% $102.46 -0.1%
16 SCHG SCHWAB STRATEGIC TR 28,485.0 $1.0M 0.48% -3K -10.5% $35.83 -1.6%
17 FVC FIRST TR EXCHANGE TRADED FD 23,240.0 $974K 0.46% -427.0 -1.8% $41.93 -0.4%
18 PANW PALO ALTO NETWORKS INC Technology 2,059.0 $793K 0.37% -5K -69.0% $385.04 -6.0%
19 MA MASTERCARD INCORPORATED Financial Services 1,362.0 $767K 0.36% -77.0 -5.3% $563.26 +3.2%
20 CGUS CAPITAL GROUP CORE EQUITY ET 16,372.0 $757K 0.36% -175.0 -1.1% $46.25 -3.3%
Page 1 of 4  ·  69 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%