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Portfolio (Quarterly) Guide ↗

Sunrise Financial Services, LLC

· CIK 0002110891
13F Portfolio $168M AUM 591 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 73 Added 106 Reduced 74 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 44.0 $17K 0.01% +5.0 +12.8% $377.75 -2.4%
62 ICSH ISHARES TR 298.0 $15K 0.01% +200.0 +204.1% $50.58 -0.1%
63 CMCSA COMCAST CORP NEW Communication Services 329.0 $8K 0.01% +14.0 +4.4% $24.55 +10.2%
64 VICI VICI PPTYS INC Real Estate 174.0 $5K 0.00% +15.0 +9.4% $26.55 -2.6%
65 MRSH MARSH & MCLENNAN COS INC Financial Services 26.0 $4K 0.00% +4.0 +18.2% $166.65 +15.6%
66 T AT&T INC Communication Services 177.0 $4K 0.00% +53.0 +42.7% $20.70 +25.6%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 82.0 $3K 0.00% +21.0 +34.4% $42.34 +18.3%
68 OMC OMNICOM GROUP INC Communication Services 36.0 $3K 0.00% +4.0 +12.5% $72.83 +21.2%
69 SRE SEMPRA Utilities 25.0 $2K 0.00% +3.0 +13.6% $92.72 -9.1%
70 EXPD EXPEDITORS INTL WASH INC Industrials 13.0 $2K 0.00% +2.0 +18.2% $163.00 +17.2%
71 FANG DIAMONDBACK ENERGY INC Energy 12.0 $2K 0.00% +1.0 +9.1% $175.75 +12.5%
72 UAL UNITED AIRLS HLDGS INC Industrials 13.0 $2K 0.00% +6.0 +85.7% $136.00 -18.7%
73 EIX EDISON INTL Utilities 16.0 $1K 0.00% +7.0 +77.8% $74.44 -5.7%
Page 4 of 4  ·  73 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 40.6%
Consumer Cyclical 23.4%
Financial Services 11.2%
Consumer Defensive 8.9%
Industrials 5.6%
Healthcare 3.9%
Communication Services 3.8%
Energy 1.0%
Real Estate 0.7%
Utilities 0.6%