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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 7 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LRCX LAM RESEARCH CORP Technology 1,032.0 $316K 0.15% -5K -83.1% $306.44 -5.7%
122 RJF RAYMOND JAMES FINL INC Financial Services 1,753.0 $314K 0.15% -241.0 -12.1% $179.11 -2.1%
123 SYK STRYKER CORPORATION Healthcare 899.0 $311K 0.15% NEW $345.63 -8.4%
124 PG PROCTER & GAMBLE CO Consumer Defensive 2,118.0 $310K 0.15% -575.0 -21.4% $146.43 +0.0%
125 AMP AMERIPRISE FINL INC Financial Services 555.0 $309K 0.15% -71.0 -11.3% $557.53 -1.3%
126 BSCS INVESCO EXCH TRD SLF IDX FD 15,013.0 $306K 0.14% -2K -13.5% $20.35 -0.3%
127 EOG EOG RES INC Energy 2,135.0 $304K 0.14% -727.0 -25.4% $142.25 +3.5%
128 LIN LINDE PLC Basic Materials 614.0 $302K 0.14% -132.0 -17.7% $492.46 -0.8%
129 NWPX NWPX INFRASTRUCTURE INC Industrials 2,620.0 $300K 0.14% -1K -35.5% $114.62 -4.5%
130 FDL FIRST TR EXCHANGE-TRADED FD 5,746.0 $298K 0.14% +60.0 +1.1% $51.93 +2.1%
131 IJR ISHARES TR 2,010.0 $298K 0.14% $148.04 -3.1%
132 MU MICRON TECHNOLOGY INC Technology 338.0 $291K 0.14% NEW $861.11 +10.8%
133 SNA SNAP ON INC Industrials 683.0 $281K 0.13% -210.0 -23.5% $411.11 -8.0%
134 JEPQ J P MORGAN EXCHANGE TRADED F 4,704.0 $281K 0.13% +1K +34.5% $59.67 -1.2%
135 CBOE CBOE GLOBAL MKTS INC Financial Services 979.0 $279K 0.13% -230.0 -19.0% $285.02 +5.5%
136 MMM 3M CO Industrials 1,527.0 $278K 0.13% -370.0 -19.5% $182.04 -6.6%
137 GOOG ALPHABET INC 781.0 $278K 0.13% +46.0 +6.3% $355.63
138 HYG ISHARES TR 3,476.0 $276K 0.13% +465.0 +15.4% $79.49 -0.4%
139 CPRT COPART INC Industrials 9,242.0 $273K 0.13% +1K +14.3% $29.59 +8.4%
140 MRK MERCK & CO INC Healthcare 2,061.0 $270K 0.13% NEW $130.94 +16.5%
Page 7 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%