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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 29 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LOVE LOVESAC CO Consumer Cyclical 20.0 $334.0 $16.70 -4.3%
562 EQT EQT CORP Energy 6.0 $319.0 -6.0 -50.0% $53.17 +2.6%
563 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 30.0 $317.0 $10.57 +9.4%
564 FCX FREEPORT MCMORAN INC Basic Materials 5.0 $314.0 -22.0 -81.5% $62.80 +21.8%
565 COIN COINBASE GLOBAL INC Financial Services 2.0 $292.0 $146.00 +22.4%
566 WAB WABTEC Industrials 1.0 $270.0 $270.00 +8.2%
567 RUN SUNRUN INC Energy 20.0 $268.0 $13.40 -34.5%
568 TEI TEMPLETON EMERGING MKTS INCO Financial Services 38.0 $256.0 -208.0 -84.5% $6.74 +0.5%
569 GOVT ISHARES TR 11.0 $251.0 -3K -99.6% $22.82 -1.6%
570 PLUG PLUG PWR INC Industrials 70.0 $190.0 $2.71 -19.3%
571 LEN LENNAR CORP Consumer Cyclical 2.0 $181.0 -14.0 -87.5% $90.50 -4.6%
572 SEDG SOLAREDGE TECHNOLOGIES INC Energy 3.0 $175.0 -12.0 -80.0% $58.33 -46.2%
573 TSN TYSON FOODS INC Consumer Defensive 3.0 $172.0 NEW $57.33 -3.4%
574 OGN ORGANON & CO Healthcare 12.0 $162.0 $13.50 +1.9%
575 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 12.0 $153.0 -66.0 -84.6% $12.75 +53.9%
576 FEDEX FGHT HLDG CO INC 1.0 $151.0 NEW $151.00
577 GH GUARDANT HEALTH INC Healthcare 1.0 $150.0 -4.0 -80.0% $150.00 +7.7%
578 PVH PVH CORPORATION Consumer Cyclical 2.0 $149.0 -3.0 -60.0% $74.50 +1.7%
579 GIS GENERAL MILLS INC Consumer Defensive 4.0 $139.0 NEW $34.75 +19.6%
580 SNAP SNAP INC Communication Services 30.0 $133.0 $4.43 +22.5%
Page 29 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%