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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  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CRITICAL METALS CORP 15 $119.0 SOLD
62 CCC CCC INTELLIGENT SOLUTIONS HL Technology 18 $108.0 SOLD
63 AREC AMERICAN RES CORP Energy 42 $102.0 SOLD
64 GEO GEO GROUP INC Industrials 6 $101.0 SOLD
65 CNDT CONDUENT INC Technology 78 $100.0 SOLD
66 MEDIWOUND LTD 6 $97.0 SOLD
67 JANX JANUX THERAPEUTICS INC Healthcare 6 $83.0 SOLD
68 NHI NATIONAL HEALTH INVS INC Real Estate 1 $81.0 SOLD
69 AVTR AVANTOR INC Healthcare 10 $78.0 SOLD
70 USAR USA RARE EARTH INC Basic Materials 4 $61.0 SOLD
71 GETY GETTY IMAGES HOLDINGS INC Communication Services 55 $44.0 SOLD
72 CANOPY GROWTH CORPORATION 42 $40.0 SOLD
73 RPD RAPID7 INC Technology 6 $33.0 SOLD
74 BYND BEYOND MEAT INC Consumer Defensive 24 $17.0 SOLD
Page 4 of 4  ·  74 positions
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%