Sunesis Advisors, LLC
CIK
1748269
Location
OVERLAND PARK, KS
Portfolio Value
Micro
$26,419,474
Diversification
Diversified
Filing Date
Global Rank
#7,514
/ 8,603
▲ 110
· as of Mar 2026
Top Industry
Banks - Regional
21.8%
3Y Alpha vs SPY
+0.9%
Period ended 3 months ago
Filed May 14, 2026 · 56d
23 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.8%
SPY
+76.5%
Annualised alpha
+0.8%
Max drawdown
−16.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.1%
−0.8 pts
Top 5
58.6%
−4.4 pts
Top 10
77.7%
−6.4 pts
HHI
861
Diversified−115
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 40.5% | $10,705,823 |
| Unclassified | 31.1% | $8,222,931 |
| Technology | 13.6% | $3,588,673 |
| Industrials | 6.9% | $1,810,015 |
| Healthcare | 2.8% | $727,534 |
| Communication Services | 1.7% | $448,593 |
| Consumer Defensive | 1.5% | $406,543 |
| Basic Materials | 1.2% | $306,766 |
| Consumer Cyclical | 0.8% | $202,596 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −7,375 | 20,828 | $1,836,196 | |
| NVDA | Nvidia Corp | −1,187 | 12,440 | $2,169,536 | |
| BRK-B | Berkshire Hathaway Inc | −474 | 1,851 | $886,999 | |
| CB | Chubb Ltd | −191 | 2,292 | $747,031 | |
| SPY | Spdr S&P 500 ETF Trust | −20 | 6,537 | $4,251,272 | |
| IBM | International Business Machines Corp | −7 | 919 | $222,756 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
27 positions ·
$26,419,474 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,537 | $4,251,272 | 16.09% | |
| BUSE |
First Busey Corp /Nv/
Financial Services
|
Held | 156,862 | $3,963,902 | 15.00% | |
| PSBD |
Palmer Square Capital BDC Inc.
Financial Services
|
Held | 298,959 | $2,920,829 | 11.06% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 18,436 | $2,187,062 | 8.28% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,440 | $2,169,536 | 8.21% | |
| IAU |
Ishares Gold Trust
|
Reduced | 20,828 | $1,836,196 | 6.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,851 | $886,999 | 3.36% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 13,761 | $812,311 | 3.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,306 | $753,797 | 2.85% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 2,292 | $747,031 | 2.83% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,516 | $638,535 | 2.42% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,507 | $557,846 | 2.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 555 | $510,472 | 1.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,560 | $448,593 | 1.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 408 | $406,543 | 1.54% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,961 | $378,276 | 1.43% | |
| FETH |
Fidelity Ethereum Fund
|
Added | 17,596 | $367,404 | 1.39% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 2,792 | $365,807 | 1.38% | |
| RSG |
Republic Services, Inc.
Industrials
|
NEW | 1,606 | $351,746 | 1.33% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
NEW | 957 | $306,766 | 1.16% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 729 | $251,614 | 0.95% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 729 | $250,207 | 0.95% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 919 | $222,756 | 0.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 888 | $217,062 | 0.82% | |
| BA |
Boeing Co
Industrials
|
Held | 1,067 | $212,365 | 0.80% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 616 | $202,596 | 0.77% | |
| FSOL |
Fidelity Solana Fund
|
Added | 20,713 | $201,951 | 0.76% |