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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 24 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MO ALTRIA GROUP INC Consumer Defensive 18.0 $1K 0.00% NEW $71.94 -4.6%
462 YUM YUM BRANDS INC Consumer Cyclical 8.0 $1K 0.00% $159.88 -3.8%
463 CDW CDW CORP Technology 9.0 $1K 0.00% $140.67 +5.0%
464 ACGL ARCH CAP GROUP LTD Financial Services 13.0 $1K 0.00% $97.08 +1.8%
465 WRBY WARBY PARKER INC Healthcare 40.0 $1K 0.00% $30.35 -17.6%
466 IGSB ISHARES TR 23.0 $1K 0.00% -912.0 -97.5% $52.39 -0.6%
467 TECH BIO-TECHNE CORP Healthcare 17.0 $1K 0.00% $70.65 +2.4%
468 MTDR MATADOR RES CO Energy 24.0 $1K 0.00% $49.79 +13.3%
469 EIX EDISON INTL Utilities 16.0 $1K 0.00% +7.0 +77.8% $74.44 -5.7%
470 AGG ISHARES TR 12.0 $1K 0.00% $99.00 -1.5%
471 DINO HF SINCLAIR CORP Energy 17.0 $1K 0.00% $69.65 +43.2%
472 LCII LCI INDS Consumer Cyclical 11.0 $1K 0.00% $105.91 -2.8%
473 HAL HALLIBURTON CO Energy 34.0 $1K 0.00% -60.0 -63.8% $33.94 +6.6%
474 ALC ALCON AG Healthcare 17.0 $1K 0.00% $67.12 +7.3%
475 FIS FIDELITY NATL INFORMATION SV Technology 29.0 $1K 0.00% $38.90 +6.5%
476 MAA MID-AMER APT CMNTYS INC Real Estate 8.0 $1K 0.00% $139.00 -6.8%
477 DOX AMDOCS LTD Technology 22.0 $1K 0.00% $50.55 +24.5%
478 CSX CSX CORP Industrials 23.0 $1K 0.00% -5.0 -17.9% $47.52 +7.9%
479 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2.0 $1K 0.00% NEW $542.00 -4.9%
480 OTIS OTIS WORLDWIDE CORP Industrials 15.0 $1K 0.00% $71.60 +0.2%
Page 24 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%