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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNA SNAP ON INC Industrials 683.0 $281K 0.13% -210.0 -23.5% $411.11 -7.3%
62 CBOE CBOE GLOBAL MKTS INC Financial Services 979.0 $279K 0.13% -230.0 -19.0% $285.02 +7.9%
63 MMM 3M CO Industrials 1,527.0 $278K 0.13% -370.0 -19.5% $182.04 -6.5%
64 TROW PRICE T ROWE GROUP INC Financial Services 2,277.0 $259K 0.12% -474.0 -17.2% $113.75 -4.2%
65 VLTO VERALTO CORP Industrials 2,660.0 $258K 0.12% -165.0 -5.8% $97.11 -0.1%
66 SCHM SCHWAB STRATEGIC TR 6,841.0 $246K 0.12% -67.0 -1.0% $35.89 -2.0%
67 EFAV ISHARES TR 2,313.0 $217K 0.10% -249.0 -9.7% $93.64 +0.2%
68 AXON AXON ENTERPRISE INC Industrials 350.0 $209K 0.10% -1K -80.6% $596.33 -13.1%
69 BSCR INVESCO EXCH TRD SLF IDX FD 10,121.0 $199K 0.09% -7K -42.1% $19.64 -0.2%
Page 4 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%