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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 27 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 USIG ISHARES TR 14.0 $718.0 NEW $51.29 -1.9%
522 CMI CUMMINS INC Industrials 1.0 $713.0 $713.00 -20.8%
523 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 40.0 $696.0 $17.40 +16.0%
524 MZTI MARZETTI COMPANY Consumer Defensive 6.0 $685.0 $114.17 +0.6%
525 AEP AMERICAN ELEC PWR CO INC Utilities 5.0 $684.0 $136.80 -10.6%
526 SMH VANECK ETF TRUST 1.0 $656.0 -1.0 -50.0% $656.00 -15.7%
527 VTRS VIATRIS INC Healthcare 41.0 $651.0 $15.88 +2.9%
528 GAP GAP INC Consumer Cyclical 34.0 $635.0 $18.68 +25.7%
529 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 12.0 $632.0 $52.67 +20.9%
530 FDX FEDEX CORP Industrials 2.0 $626.0 $313.00 +5.7%
531 EVRG EVERGY INC Utilities 7.0 $605.0 $86.43 -6.7%
532 LW LAMB WESTON HLDGS INC Consumer Defensive 14.0 $605.0 -12.0 -46.1% $43.21 +27.2%
533 DPZ DOMINOS PIZZA INC Consumer Cyclical 2.0 $592.0 $296.00 +18.2%
534 KD KYNDRYL HLDGS INC Technology 51.0 $577.0 $11.31 +16.7%
535 PGNY PROGYNY INC Healthcare 20.0 $577.0 $28.85 -9.9%
536 CG CARLYLE GROUP INC Financial Services 13.0 $547.0 $42.08 +16.7%
537 EXPAND ENERGY CORPORATION 6.0 $547.0 $91.17
538 DCI DONALDSON INC Industrials 6.0 $539.0 $89.83 +2.3%
539 BROOKFIELD ASSET MANAGMT LTD 12.0 $538.0 -12.0 -50.0% $44.83
540 CPB THE CAMPBELLS COMPANY Consumer Defensive 23.0 $512.0 $22.26 +5.1%
Page 27 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%