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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 13 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ARCC ARES CAPITAL CORP Financial Services 482.0 $9K 0.01% $18.53 +7.7%
242 MKSI MKS INC. Technology 20.0 $9K 0.01% $444.80 -42.5%
243 NOK NOKIA CORP Technology 659.0 $9K 0.01% $13.28 -23.1%
244 VLO VALERO ENERGY CORP Energy 33.0 $9K 0.01% NEW $260.45 +35.3%
245 IUSV ISHARES TR 78.0 $9K 0.01% NEW $110.15 +4.3%
246 PM PHILIP MORRIS INTL INC Consumer Defensive 47.0 $9K 0.01% $180.91 +6.1%
247 WEC WEC ENERGY GROUP INC Utilities 72.0 $8K 0.01% $116.76 -9.0%
248 INTU INTUIT Technology 32.0 $8K 0.01% $261.00 +37.2%
249 BK BANK OF NY MELLON CORP Financial Services 57.0 $8K 0.01% $144.61 -1.9%
250 CMCSA COMCAST CORP NEW Communication Services 329.0 $8K 0.01% +14.0 +4.4% $24.55 +10.2%
251 XLF SELECT SECTOR SPDR TR 150.0 $8K 0.01% $53.61 +8.4%
252 TRV TRAVELERS COMPANIES INC Financial Services 24.0 $8K 0.01% $330.12 +12.0%
253 DEO DIAGEO PLC Consumer Defensive 95.0 $8K 0.01% $80.38 +15.7%
254 ADP AUTOMATIC DATA PROCESSING IN Industrials 34.0 $8K 0.01% $223.94 +28.4%
255 MMM 3M CO Industrials 47.0 $8K 0.01% $161.91 +7.7%
256 KHC KRAFT HEINZ CO Consumer Defensive 312.0 $7K 0.00% $23.62 +8.8%
257 LLY ELI LILLY & CO Healthcare 6.0 $7K 0.00% $1199.50 -2.2%
258 RSG REPUBLIC SVCS INC Industrials 33.0 $7K 0.00% $213.09 +4.2%
259 XLB SELECT SECTOR SPDR TR 138.0 $7K 0.00% $50.83 +4.6%
260 EWBC EAST WEST BANCORP INC Financial Services 54.0 $7K 0.00% $129.09 +0.3%
Page 13 of 30  ·  587 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%