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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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LEN LENNAR CORP Consumer Cyclical 2.0 $181.0 -14.0 -87.5% $90.50 -4.6%
102 SEDG SOLAREDGE TECHNOLOGIES INC Energy 3.0 $175.0 -12.0 -80.0% $58.33 -46.2%
103 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 12.0 $153.0 -66.0 -84.6% $12.75 +53.9%
104 GH GUARDANT HEALTH INC Healthcare 1.0 $150.0 -4.0 -80.0% $150.00 +7.7%
105 PVH PVH CORPORATION Consumer Cyclical 2.0 $149.0 -3.0 -60.0% $74.50 +1.7%
106 TLRY TILRAY BRANDS INC Healthcare 10.0 $45.0 -16.0 -61.5% $4.50 +2.0%
Page 6 of 6  ·  106 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%