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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 5 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGUS CAPITAL GROUP CORE EQUITY ET 16,372.0 $757K 0.36% -175.0 -1.1% $46.25 -3.3%
82 VEU VANGUARD INTL EQUITY INDEX F 8,902.0 $755K 0.36% -437.0 -4.7% $84.83 -0.2%
83 DFEB FIRST TR EXCHNG TRADED FD VI 14,183.0 $728K 0.34% $51.33 +0.1%
84 BERKSHIRE HATHAWAY INC DEL 1,346.0 $713K 0.34% -31.0 -2.2% $529.46
85 CSCO CISCO SYS INC Technology 5,771.0 $707K 0.33% -2K -23.2% $122.58 -10.5%
86 HD HOME DEPOT INC Consumer Cyclical 1,917.0 $672K 0.32% -153.0 -7.4% $350.73 -8.8%
87 KO COCA COLA CO Consumer Defensive 7,141.0 $620K 0.29% -1K -13.1% $86.87 +1.3%
88 AJG GALLAGHER ARTHUR J & CO Financial Services 2,338.0 $590K 0.28% +32.0 +1.4% $252.39 +3.8%
89 GRMN GARMIN LTD Technology 1,877.0 $588K 0.28% -173.0 -8.4% $313.19 -12.1%
90 JNJ JOHNSON & JOHNSON Healthcare 2,148.0 $562K 0.27% -512.0 -19.2% $261.83 +3.6%
91 AMGN AMGEN INC Healthcare 1,338.0 $558K 0.26% +615.0 +85.1% $417.21 +5.0%
92 WMT WALMART INC Consumer Defensive 4,921.0 $554K 0.26% -696.0 -12.4% $112.66 -6.0%
93 XOM EXXON MOBIL CORP Energy 3,362.0 $537K 0.25% -93.0 -2.7% $159.80 +3.0%
94 XBIL RBB FD INC 10,678.0 $535K 0.25% -99.0 -0.9% $50.07 -0.1%
95 GD GENERAL DYNAMICS CORP Industrials 1,338.0 $530K 0.25% -197.0 -12.8% $395.86 -6.7%
96 V VISA INC Financial Services 1,452.0 $525K 0.25% -157.0 -9.8% $361.29 +3.1%
97 CENCORA INC 1,490.0 $484K 0.23% -143.0 -8.8% $324.94
98 TT TRANE TECHNOLOGIES PLC Industrials 871.0 $415K 0.20% NEW $476.99 -7.7%
99 BSCQ INVESCO EXCH TRD SLF IDX FD 20,625.0 $403K 0.19% -7K -26.4% $19.54 -0.1%
100 AGGY WISDOMTREE TR 9,398.0 $401K 0.19% -6K -37.1% $42.68 -0.6%
Page 5 of 9  ·  161 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%