Sunesis Advisors, LLC

CIK

1748269

Location

OVERLAND PARK, KS

Portfolio Value

Micro $26,824,638

Diversification

Diversified

Filing Date

Global Rank

#7,574 / 8,517 ▼ 1043

Top Industry

Banks - Regional 25.2%

3Y Alpha vs SPY

+6.4%

Period ended 46 days ago

Filed Jul 10, 2026 · 36d

24 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+104.4%

SPY

+75.3%

Annualised alpha

+6.3%

Max drawdown

−11.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.0%

−7.8 pts

Top 5

61.6%

−10.6 pts

Top 10

79.5%

−9.4 pts

HHI

971

Diversified−426

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.0%	$10,726,741	5
Unclassified	31.5%	$8,448,765	6
Technology	14.8%	$3,982,542	4
Industrials	6.4%	$1,724,221	6
Healthcare	2.7%	$728,086	2
Communication Services	2.1%	$557,497	1
Energy	1.4%	$371,468	1
Consumer Defensive	1.1%	$285,318	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AAPL	Apple Inc.	+377	2,893	$837,118
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
BNY	Bank of New York Mellon Corp	−8,674	9,762	$1,411,682
IAU	Ishares Gold Trust	−1,028	19,800	$1,495,098
RSG	Republic Services, Inc.	−426	1,180	$251,434
MSFT	Microsoft Corp	−376	1,131	$421,885
XOM	ExxonMobil Holdings Corp	−332	2,717	$371,468
BRK-B	Berkshire Hathaway Inc	−190	1,688	$844,658
CB	Chubb Ltd	−156	2,136	$727,820
LLY	ELI LILLY & Co	−136	419	$502,561
NVDA	Nvidia Corp	−120	12,320	$2,465,108
COST	Costco Wholesale Corp /New	−103	305	$285,318
SPY	Spdr S&P 500 ETF Trust	−65	6,472	$4,833,095
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	240,861	$15,434,372
VXUS	Vanguard Total International Stock ETF	141,415	$10,904,510
BIV	Vanguard Intermediate-Term Bond ETF	77,395	$5,973,346
SHW	Sherwin Williams Co	957	$306,766
HD	Home Depot, Inc.	616	$202,596
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $26,824,638 total · as of Jun 30, 2026

All sectors Communication Services Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	6,472	-65	$4,833,095	+13.7%	18.02%
BUSE	First Busey Corp /Nv/ Financial Services	Held	156,862	0	$4,627,429	+16.7%	17.25%
PSBD	Palmer Square Capital BDC Inc. Financial Services	Held	298,959	0	$3,115,152	+6.7%	11.61%
NVDA	Nvidia Corp Technology	Reduced	12,320	-120	$2,465,108	+13.6%	9.19%
IAU	Ishares Gold Trust	Reduced	19,800	-1,028	$1,495,098	−18.6%	5.57%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	9,762	-8,674	$1,411,682	−35.5%	5.26%
QQQ	Invesco Qqq Trust, Series 1	Held	1,306	0	$961,738	+27.6%	3.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,688	-190	$844,658	−95.8%	3.15%
AAPL	Apple Inc. Technology	Added	2,893	+377	$837,118	+31.1%	3.12%
CB	Chubb Ltd Financial Services	Reduced	2,136	-156	$727,820	−2.6%	2.71%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	13,761	0	$702,499	−13.5%	2.62%
GOOGL	Alphabet Inc. Communication Services	Held	1,560	0	$557,497	+24.3%	2.08%
LLY	ELI LILLY & Co Healthcare	Reduced	419	-136	$502,561	−1.5%	1.87%
MSFT	Microsoft Corp Technology	Reduced	1,131	-376	$421,885	−24.4%	1.57%
EMR	Emerson Electric Co Industrials	Held	2,792	0	$399,674	+9.3%	1.49%
RTX	RTX Corp Industrials	Held	1,961	0	$372,060	−1.6%	1.39%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,717	-332	$371,468	−28.2%	1.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	305	-103	$285,318	−29.8%	1.06%
FETH	Fidelity Ethereum Fund	Held	17,596	0	$276,961	−24.6%	1.03%
IBM	International Business Machines Corp Technology	Held	919	0	$258,431	+16.0%	0.96%
GD	General Dynamics Corp Industrials	Held	729	0	$258,240	+3.2%	0.96%
RSG	Republic Services, Inc. Industrials	Reduced	1,180	-426	$251,434	−28.5%	0.94%
BA	Boeing Co Industrials	Held	1,067	0	$230,973	+8.8%	0.86%
JNJ	Johnson & Johnson Healthcare	Held	888	0	$225,525	+3.9%	0.84%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	729	0	$211,840	−15.8%	0.79%
FSOL	Fidelity Solana Fund	Held	20,713	0	$179,374	−11.2%	0.67%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.