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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 23 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NOC NORTHROP GRUMMAN CORP Industrials 3.0 $2K 0.00% $509.33 +7.1%
442 CNH INDL N V 133.0 $1K 0.00% $11.23
443 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 60.0 $1K 0.00% $24.83 -14.3%
444 TRP TC ENERGY CORP Energy 22.0 $1K 0.00% $66.27 -6.7%
445 PPG PPG INDS INC Basic Materials 12.0 $1K 0.00% $121.25 -5.8%
446 RPM RPM INTL INC Basic Materials 13.0 $1K 0.00% $111.15 -4.1%
447 XEL XCEL ENERGY INC Utilities 18.0 $1K 0.00% $80.28 -4.8%
448 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 48.0 $1K 0.00% $29.85 +1.7%
449 EMR EMERSON ELEC CO Industrials 10.0 $1K 0.00% $143.20 +8.4%
450 EGP EASTGROUP PPTYS INC Real Estate 7.0 $1K 0.00% $202.57 -1.3%
451 HSY HERSHEY CO Consumer Defensive 8.0 $1K 0.00% -9.0 -52.9% $175.50 +2.0%
452 STZ CONSTELLATION BRANDS INC Consumer Defensive 10.0 $1K 0.00% $139.10 -6.0%
453 CRH PLC 13.0 $1K 0.00% $107.00
454 CMS CMS ENERGY CORP Utilities 18.0 $1K 0.00% $76.50 -10.8%
455 PSEC PROSPECT CAP CORP Financial Services 595.0 $1K 0.00% $2.31 -2.6%
456 ITW ILLINOIS TOOL WKS INC Industrials 5.0 $1K 0.00% $270.40 +3.6%
457 ARES ARES MANAGEMENT CORPORATION Financial Services 12.0 $1K 0.00% $111.33 +28.0%
458 HAS HASBRO INC Consumer Cyclical 16.0 $1K 0.00% $82.56 +14.1%
459 CUZ COUSINS PPTYS INC Real Estate 44.0 $1K 0.00% $29.98 -1.8%
460 OGE OGE ENERGY CORP Utilities 27.0 $1K 0.00% $48.67 -6.0%
Page 23 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%