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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  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR EMERSON ELEC CO Industrials 2,381.0 $378K 0.18% -7K -73.7% $158.73 -7.0%
42 MRSH MARSH & MCLENNAN COS INC Financial Services 1,952.0 $372K 0.18% -224.0 -10.3% $190.81 -1.7%
43 JHSC JOHN HANCOCK EXCHANGE TRADED 7,448.0 $366K 0.17% -70.0 -0.9% $49.17 -3.0%
44 EPD ENTERPRISE PRODS PARTNERS L 9,443.0 $359K 0.17% -364.0 -3.7% $37.99
45 WRB BERKLEY W R CORP Financial Services 4,997.0 $354K 0.17% -877.0 -14.9% $70.82 -4.4%
46 DAUG FIRST TR EXCHNG TRADED FD VI 7,381.0 $350K 0.17% -191.0 -2.5% $47.45 -0.1%
47 PAYX PAYCHEX INC Industrials 2,879.0 $349K 0.17% -203.0 -6.6% $121.18 +3.7%
48 TDIV FIRST TR EXCHANGE TRADED FD 2,834.0 $331K 0.16% -95.0 -3.2% $116.78 -2.3%
49 KMI KINDER MORGAN INC DEL Energy 10,323.0 $324K 0.15% -652.0 -5.9% $31.39 +2.3%
50 DON WISDOMTREE TR 5,531.0 $322K 0.15% -91.0 -1.6% $58.14 -1.9%
51 MSI MOTOROLA SOLUTIONS INC Technology 691.0 $319K 0.15% -168.0 -19.6% $461.80 +6.4%
52 PEP PEPSICO INC Consumer Defensive 2,311.0 $318K 0.15% -404.0 -14.9% $137.73 +1.5%
53 LRCX LAM RESEARCH CORP Technology 1,032.0 $316K 0.15% -5K -83.1% $306.44 -5.3%
54 RJF RAYMOND JAMES FINL INC Financial Services 1,753.0 $314K 0.15% -241.0 -12.1% $179.11 -3.1%
55 PG PROCTER & GAMBLE CO Consumer Defensive 2,118.0 $310K 0.15% -575.0 -21.4% $146.43 -0.1%
56 AMP AMERIPRISE FINL INC Financial Services 555.0 $309K 0.15% -71.0 -11.3% $557.53 -2.7%
57 BSCS INVESCO EXCH TRD SLF IDX FD 15,013.0 $306K 0.14% -2K -13.5% $20.35 -0.4%
58 EOG EOG RES INC Energy 2,135.0 $304K 0.14% -727.0 -25.4% $142.25 +4.3%
59 LIN LINDE PLC Basic Materials 614.0 $302K 0.14% -132.0 -17.7% $492.46 -1.2%
60 NWPX NWPX INFRASTRUCTURE INC Industrials 2,620.0 $300K 0.14% -1K -35.5% $114.62 -4.8%
Page 3 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%