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Portfolio (Quarterly) Guide ↗

Sunrise Financial Services, LLC

· CIK 0002110891
13F Portfolio $133M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 532 New
Page 16 of 27  ·  532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 9.0 $3K 0.00% NEW $350.56 +11.2%
302 TRGP TARGA RES CORP Energy 17.0 $3K 0.00% NEW $184.53 +46.7%
303 T AT&T INC Communication Services 124.0 $3K 0.00% NEW $24.84 +0.4%
304 EXC EXELON CORP Utilities 69.0 $3K 0.00% NEW $43.59 +4.0%
305 LAMR LAMAR ADVERTISING CO NEW Real Estate 23.0 $3K 0.00% NEW $126.57 +20.6%
306 AVY AVERY DENNISON CORP Industrials 16.0 $3K 0.00% NEW $181.88 -12.6%
307 LUV SOUTHWEST AIRLS CO Industrials 70.0 $3K 0.00% NEW $41.33 -1.3%
308 CAH CARDINAL HEALTH INC Healthcare 14.0 $3K 0.00% NEW $205.50 -2.4%
309 FNF FIDELITY NATIONAL FINANCIAL Financial Services 52.0 $3K 0.00% NEW $54.60 -9.6%
310 HLNE HAMILTON LANE INC Financial Services 21.0 $3K 0.00% NEW $134.33 -34.1%
311 FLR FLUOR CORP NEW Industrials 71.0 $3K 0.00% NEW $39.63 +12.5%
312 UNP UNION PAC CORP Industrials 12.0 $3K 0.00% NEW $231.33 +14.9%
313 NVT NVENT ELECTRIC PLC Industrials 27.0 $3K 0.00% NEW $101.96 +60.4%
314 HON HONEYWELL INTL INC Industrials 14.0 $3K 0.00% NEW $195.07 +14.7%
315 LNT ALLIANT ENERGY CORP Utilities 42.0 $3K 0.00% NEW $65.00 +12.7%
316 TT TRANE TECHNOLOGIES PLC Industrials 7.0 $3K 0.00% NEW $389.14 +16.1%
317 AEM AGNICO EAGLE MINES LTD Basic Materials 16.0 $3K 0.00% NEW $169.50 +4.9%
318 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 31.0 $3K 0.00% NEW $87.42 -23.1%
319 MGY MAGNOLIA OIL & GAS CORP Energy 123.0 $3K 0.00% NEW $21.89 +33.6%
320 MSI MOTOROLA SOLUTIONS INC Technology 7.0 $3K 0.00% NEW $383.29 +4.4%
Page 16 of 27  ·  532 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 41.0%
Consumer Cyclical 23.1%
Financial Services 10.3%
Consumer Defensive 7.9%
Communication Services 6.1%
Industrials 4.6%
Healthcare 4.3%
Energy 1.0%
Basic Materials 0.6%
Real Estate 0.6%