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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 5 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPHY SPDR SERIES TRUST 4,930.0 $116K 0.07% -269.0 -5.2% $23.44 -0.5%
82 WMT WALMART INC Consumer Defensive 964.0 $109K 0.07% +376.0 +64.0% $113.26 -9.0%
83 IBM INTERNATIONAL BUSINESS MACHS Technology 387.0 $109K 0.07% -15.0 -3.7% $281.21 -16.2%
84 EMB ISHARES TR 1,089.0 $105K 0.06% -57.0 -5.0% $96.47 -1.6%
85 VUG VANGUARD INDEX FDS 1,188.0 $102K 0.06% +937.0 +373.3% $86.14 +2.8%
86 NFLX NETFLIX INC. Communication Services 1,410.0 $101K 0.06% $71.40 +14.5%
87 IJT ISHARES TR 561.0 $100K 0.06% $178.60 -4.2%
88 IJH ISHARES TR 1,190.0 $92K 0.06% $77.11 -1.8%
89 ISRG INTUITIVE SURGICAL INC Healthcare 229.0 $91K 0.05% +40.0 +21.2% $397.68 -6.3%
90 BA BOEING CO Industrials 416.0 $90K 0.05% -14.0 -3.3% $216.47 -3.1%
91 PLTR PALANTIR TECHNOLOGIES INC Technology 734.0 $86K 0.05% $116.67 +59.7%
92 LVHD LEGG MASON ETF INVT 1,768.0 $78K 0.05% +423.0 +31.4% $44.00 +0.4%
93 ALK ALASKA AIR GROUP INC Industrials 1,474.0 $77K 0.05% $52.20 -18.9%
94 MELI MERCADOLIBRE INC Consumer Cyclical 43.0 $73K 0.04% $1697.40 +15.8%
95 VDC VANGUARD WORLD FD 323.0 $73K 0.04% $225.49 +2.2%
96 VWO VANGUARD INTL EQUITY INDEX F 1,204.0 $72K 0.04% +96.0 +8.7% $59.69 +1.8%
97 IEFA ISHARES TR 666.0 $64K 0.04% -414.0 -38.3% $96.58 +4.0%
98 DE DEERE & CO Industrials 94.0 $60K 0.04% $634.33 -0.6%
99 GLW CORNING INC Technology 233.0 $60K 0.04% $255.43 -41.7%
100 MRK MERCK & CO INC Healthcare 461.0 $59K 0.04% -37.0 -7.4% $128.50 +15.4%
Page 5 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%