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Portfolio (Quarterly) Guide ↗

Sunrise Financial Services, LLC

· CIK 0002110891
13F Portfolio $141M AUM 622 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 73 Added 75 Reduced 20 Exited
Page 13 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WAT WATERS CORP Healthcare 30.0 $9K 0.01% NEW $297.80 +14.6%
242 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 71.0 $9K 0.01% +1.0 +1.4% $125.46 +4.7%
243 ARCC ARES CAPITAL CORP Financial Services 482.0 $9K 0.01% $18.02 +4.0%
244 MDT MEDTRONIC PLC Healthcare 99.0 $9K 0.01% +47.0 +90.4% $86.65 -9.8%
245 WEC WEC ENERGY GROUP INC Utilities 72.0 $8K 0.01% $115.76 -4.4%
246 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 24.0 $8K 0.01% -51.0 -68.0% $337.96 +18.8%
247 NKE NIKE INC Consumer Cyclical 152.0 $8K 0.01% +3.0 +2.0% $52.82 -16.0%
248 PM PHILIP MORRIS INTL INC Consumer Defensive 47.0 $8K 0.01% $165.34 +14.1%
249 ZTS ZOETIS INC Healthcare 65.0 $8K 0.01% $118.22 -32.6%
250 CWB SPDR SERIES TRUST 83.0 $8K 0.01% $91.52 +15.1%
251 XLF SELECT SECTOR SPDR TR 150.0 $7K 0.01% $49.37 +4.8%
252 PNC PNC FINL SVCS GROUP INC Financial Services 35.0 $7K 0.01% +17.0 +94.4% $208.09 +4.2%
253 RSG REPUBLIC SVCS INC Industrials 33.0 $7K 0.01% NEW $219.03 -3.1%
254 PYPL PAYPAL HLDGS INC Financial Services 157.0 $7K 0.01% -68.0 -30.2% $45.28 -2.0%
255 DEO DIAGEO PLC Consumer Defensive 95.0 $7K 0.01% $74.45 +15.5%
256 CVS CVS HEALTH CORP Healthcare 98.0 $7K 0.01% +66.0 +206.2% $71.82 +29.9%
257 KHC KRAFT HEINZ CO Consumer Defensive 312.0 $7K 0.01% $22.49 +4.7%
258 TRV TRAVELERS COMPANIES INC Financial Services 24.0 $7K 0.01% $291.67 +5.2%
259 ADP AUTOMATIC DATA PROCESSING IN Industrials 34.0 $7K 0.01% $203.18 +8.3%
260 XLB SELECT SECTOR SPDR TR 138.0 $7K 0.01% $49.97 +0.1%
Page 13 of 32  ·  622 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 36.6%
Consumer Cyclical 23.0%
Financial Services 10.9%
Consumer Defensive 10.0%
Communication Services 6.0%
Industrials 5.4%
Healthcare 4.4%
Energy 1.5%
Basic Materials 0.8%
Utilities 0.7%