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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 30 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3.0 $116.0 NEW $38.67 +65.6%
582 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1.0 $89.0 $89.00 -28.6%
583 FG F&G ANNUITIES & LIFE INC Financial Services 3.0 $80.0 $26.67 -10.0%
584 IQ IQIYI INC Communication Services 76.0 $79.0 $1.04 -11.5%
585 TLRY TILRAY BRANDS INC Healthcare 10.0 $45.0 -16.0 -61.5% $4.50 +2.0%
586 ONL ORION PROPERTIES INC Real Estate 14.0 $40.0 $2.86 -0.6%
587 MATIV HOLDINGS INC 2.0 $15.0 $7.50
Page 30 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%