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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 19 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GD GENERAL DYNAMICS CORP Industrials 7.0 $2K 0.00% $354.29 +7.1%
362 TKR TIMKEN CO Industrials 17.0 $2K 0.00% $145.29 -16.8%
363 FNF FIDELITY NATL FINL INC Financial Services 52.0 $2K 0.00% $47.15 +0.8%
364 USO UNITED STS OIL FD LP Financial Services 23.0 $2K 0.00% $106.43 +21.9%
365 HST HOST HOTELS & RESORTS INC Real Estate 101.0 $2K 0.00% $23.71 -6.0%
366 CASY CASEYS GEN STORES INC Consumer Cyclical 3.0 $2K 0.00% $794.67 -4.9%
367 ADI ANALOG DEVICES INC Technology 6.0 $2K 0.00% $397.17 -8.9%
368 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 8.0 $2K 0.00% $293.12 +5.1%
369 SRE SEMPRA Utilities 25.0 $2K 0.00% +3.0 +13.6% $92.72 -9.1%
370 AIG AMERICAN INTL GROUP INC Financial Services 31.0 $2K 0.00% $74.52 +3.2%
371 MCK MCKESSON CORP Healthcare 3.0 $2K 0.00% $755.67 +18.2%
372 CNQ CANADIAN NAT RES LTD MED TER Energy 57.0 $2K 0.00% $39.51 +24.0%
373 SOLV SOLVENTUM CORP Healthcare 29.0 $2K 0.00% $77.14 +18.1%
374 CR CRANE COMPANY Industrials 10.0 $2K 0.00% $223.10 -7.2%
375 TGT TARGET CORP Consumer Defensive 17.0 $2K 0.00% $130.59 +24.9%
376 ENTERGY CORP NEW 19.0 $2K 0.00% $114.84
377 SFBS SERVISFIRST BANCSHARES INC Financial Services 25.0 $2K 0.00% $86.76 -50.2%
378 AGCO AGCO CORP Industrials 18.0 $2K 0.00% $119.72 -5.3%
379 EXPD EXPEDITORS INTL WASH INC Industrials 13.0 $2K 0.00% +2.0 +18.2% $163.00 +17.2%
380 FANG DIAMONDBACK ENERGY INC Energy 12.0 $2K 0.00% +1.0 +9.1% $175.75 +12.5%
Page 19 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%