Sunrise Financial Services, LLC

CIK

2110891

Location

BURIEN, WA

Portfolio Value

Micro $13,408,240

Diversification

Diversified

Filing Date

Global Rank

#7,991 / 8,622 ▲ 17 · as of Mar 2026

Top Industry

Software - Infrastructure 16.1%

3Y Alpha vs SPY

-9.1%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 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

+5.9%

SPY

+9.0%

Annualised alpha

-7.4%

Max drawdown

−9.5%

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. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

467 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.2%

−4.4 pts

Top 5

46.6%

−3.4 pts

Top 10

62.5%

−2.4 pts

HHI

572

Diversified−118

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.4%	$4,886,050	66
Consumer Cyclical	22.9%	$3,067,015	47
Consumer Defensive	10.1%	$1,350,320	30
Financial Services	8.3%	$1,106,672	61
Industrials	5.3%	$713,789	63
Unclassified	4.9%	$651,584	14
Healthcare	4.4%	$595,379	62
Communication Services	4.2%	$561,220	19
Energy	1.5%	$205,639	30
Basic Materials	0.8%	$105,638	29
Real Estate	0.6%	$83,993	26
Utilities	0.6%	$80,941	20

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MAIN	Main Street Capital CORP	+520	1,152	$61,009
SIVR	abrdn Silver ETF Trust	+115	611	$43,753
PCG	PG&E Corp	+114	148	$2,600
PFE	Pfizer Inc	+79	534	$14,994
SCHW	Schwab Charles Corp	+75	267	$25,092
CVS	CVS HEALTH Corp	+66	98	$7,038
CCL	Carnival Corp Ltd.	+55	190	$4,917
NEE	Nextera Energy Inc	+51	205	$19,040
RTX	RTX Corp	+50	81	$15,624
MDT	Medtronic plc	+47	99	$8,578
XOM	ExxonMobil Holdings Corp	+41	144	$24,431
DD	DuPont de Nemours, Inc.	+38	104	$4,763
MRK	Merck & Co., Inc.	+37	498	$59,904
SLV	iShares Silver Trust	+34	95	$6,473
TXN	Texas Instruments Inc	+30	70	$13,589
CVX	Chevron Corp	+25	273	$56,483
DIS	Walt Disney Co	+24	308	$29,685
PG	PROCTER & GAMBLE Co	+24	150	$21,666
PEP	Pepsico Inc	+23	106	$16,460
MCD	Mcdonalds Corp	+21	207	$64,333
BA	Boeing Co	+21	430	$85,582
JNJ	Johnson & Johnson	+20	663	$162,063
HD	Home Depot, Inc.	+19	539	$177,271
Q	Qnity Electronics, Inc.	+19	48	$5,538
JPM	Jpmorgan Chase & Co	+19	166	$48,830
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−2,000	1,124	$12,970
NVO	Novo Nordisk A S	−975	1,209	$44,430
MSFT	Microsoft Corp	−666	5,144	$1,904,154
AMZN	Amazon Com Inc	−595	4,357	$907,432
PSEC	Prospect Capital Corp	−405	595	$1,552
LRCX	Lam Research Corp	−400	450	$96,147
WMT	Walmart Inc.	−283	588	$73,076
NVDA	Nvidia Corp	−237	9,803	$1,709,643
HAL	Halliburton Co	−128	94	$3,665
BAC	Bank Of America Corp /De/	−121	884	$43,095
GOOGL	Alphabet Inc.	−108	394	$113,298
AJG	Arthur J. Gallagher & Co.	−91	4	$866
AAPL	Apple Inc.	−83	1,682	$426,874
PYPL	PayPal Holdings, Inc.	−68	157	$7,101
WFC	Wells Fargo & Company/Mn	−62	559	$44,501
AMD	Advanced Micro Devices Inc	−57	261	$53,095
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−51	24	$8,110
BRK-B	Berkshire Hathaway Inc	−50	640	$306,688
SBUX	Starbucks Corp	−46	5,444	$487,727
USO	United States Oil Fund, LP	−46	23	$2,926
QQQ	Invesco Qqq Trust, Series 1	−42	907	$523,502
ISRG	Intuitive Surgical Inc	−40	189	$87,127
WM	Waste Management Inc	−32	107	$24,587
KD	Kyndryl Holdings, Inc.	−22	51	$669
SPY	Spdr S&P 500 ETF Trust	−21	2	$1,300
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	30	$8,934
RSG	Republic Services, Inc.	33	$7,227
NEM	NEWMONT Corp /DE/	63	$6,819
QGEN	Qiagen N.V.	133	$5,325
KR	Kroger Co	71	$5,137
AG	First Majestic Silver Corp	174	$3,737
CARR	CARRIER GLOBAL Corp	58	$3,265
AMAT	Applied Materials Inc /De	9	$3,076
IBIT	iShares Bitcoin Trust ETF	64	$2,458
TMUS	T-Mobile US, Inc.	8	$1,680
FCX	Freeport-Mcmoran Inc	27	$1,587
TEI	Templeton Emerging Markets Income Fund	246	$1,478
BIIB	Biogen Inc.	8	$1,466
LEN	Lennar Corp /New/	16	$1,389
ETHE	Grayscale Ethereum Staking ETF	78	$1,331
SYM	Symbotic Inc.	24	$1,276
DKNG	DraftKings Inc.	42	$908
AZN	Astrazeneca PLC	4	$788
SEDG	Solaredge Technologies, Inc.	15	$765
EQT	EQT Corp	12	$763
UBER	Uber Technologies, Inc	10	$719
ETH	Grayscale Ethereum Staking Mini ETF	36	$714
JOBY	Joby Aviation, Inc.	84	$693
INTC	Intel Corp	15	$661
PINS	Pinterest, Inc.	36	$660
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
ZIM	ZIM Integrated Shipping Services Ltd.	2,000	$42,460
CRWD	CrowdStrike Holdings, Inc.	45	$21,094
TEX	Terex Corp	200	$10,676
DBRG	DigitalBridge Group, Inc.	484	$7,424
RITM	Rithm Capital Corp.	500	$5,450
VLO	Valero Energy Corp/Tx	33	$5,372
CRM	Salesforce, Inc.	18	$4,768
VRTX	Vertex Pharmaceuticals Inc / Ma	10	$4,533
LUV	Southwest Airlines Co	70	$2,893
UNIT	Uniti Group Inc.	180	$1,261
COHU	Cohu Inc	13	$302
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

467 tracked positions · $13,408,240 total · filing declares 622 positions · $141,086,360 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 467 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	5,144	-666	$1,904,154	−32.2%	14.20%
NVDA	Nvidia Corp Technology	Reduced	9,803	-237	$1,709,643	−8.7%	12.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,060	0	$1,056,215	+15.5%	7.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,357	-595	$907,432	−20.6%	6.77%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,787	0	$664,317	−17.3%	4.95%
QQQ	Invesco Qqq Trust, Series 1	Reduced	907	-42	$523,502	−10.2%	3.90%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,444	-46	$487,727	+5.5%	3.64%
AAPL	Apple Inc. Technology	Reduced	1,682	-83	$426,874	−11.0%	3.18%
WSM	Williams Sonoma Inc Consumer Cyclical	Held	2,146	0	$391,280	+2.1%	2.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	640	-50	$306,688	−11.6%	2.29%
META	Meta Platforms, Inc. Communication Services	Reduced	445	-19	$254,597	−16.9%	1.90%
USB	US Bancorp De Financial Services	Held	4,892	0	$254,432	−2.5%	1.90%
CAT	Caterpillar Inc Industrials	Added	269	+15	$190,575	+31.0%	1.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	539	+19	$177,271	−0.9%	1.32%
JNJ	Johnson & Johnson Healthcare	Added	663	+20	$162,063	+21.8%	1.21%
NFLX	Netflix Inc Communication Services	Held	1,410	0	$135,571	+2.5%	1.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	394	-108	$113,298	−27.9%	0.84%
CSCO	Cisco Systems, Inc. Technology	Added	1,453	+1	$112,738	+0.8%	0.84%
PLTR	Palantir Technologies Inc. Technology	Held	732	0	$107,076	−17.7%	0.80%
IBM	International Business Machines Corp Technology	Reduced	402	-6	$97,440	−19.4%	0.73%
LRCX	Lam Research Corp Technology	Reduced	450	-400	$96,147	−33.9%	0.72%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	189	-40	$87,127	−32.8%	0.65%
BA	Boeing Co Industrials	Added	430	+21	$85,582	−3.6%	0.64%
MELI	Mercadolibre Inc Consumer Cyclical	Held	43	0	$74,347	−14.2%	0.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	588	-283	$73,076	−24.7%	0.55%
MU	Micron Technology Inc Technology	Added	212	+4	$71,622	+20.6%	0.53%
MCD	Mcdonalds Corp Consumer Cyclical	Added	207	+21	$64,333	+13.2%	0.48%
MA	Mastercard Inc Financial Services	Held	124	0	$61,957	−12.5%	0.46%
MAIN	Main Street Capital CORP Financial Services	Added	1,152	+520	$61,009	+59.9%	0.46%
MRK	Merck & Co., Inc. Healthcare	Added	498	+37	$59,904	+23.5%	0.45%
CVX	Chevron Corp Energy	Added	273	+25	$56,483	+49.4%	0.42%
ALK	Alaska Air Group, Inc. Industrials	Held	1,474	0	$54,213	−26.9%	0.40%
AMD	Advanced Micro Devices Inc Technology	Reduced	261	-57	$53,095	−22.0%	0.40%
DE	Deere & Co Industrials	Added	94	+14	$52,950	+42.2%	0.39%
AMGN	Amgen Inc Healthcare	Held	140	0	$49,259	+7.5%	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	166	+19	$48,830	+3.1%	0.36%
LMT	Lockheed Martin Corp Industrials	Held	80	0	$48,351	+25.0%	0.36%
UNFI	United Natural Foods Inc Consumer Defensive	Held	992	0	$44,699	+33.8%	0.33%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	559	-62	$44,501	−23.1%	0.33%
NVO	Novo Nordisk A S Healthcare	Reduced	1,209	-975	$44,430	−60.0%	0.33%
SIVR	abrdn Silver ETF Trust	Added	611	+115	$43,753	+30.4%	0.33%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	884	-121	$43,095	−22.0%	0.32%
GM	General Motors Co Consumer Cyclical	Held	535	0	$39,857	−8.4%	0.30%
BDX	Becton Dickinson & Co Healthcare	Added	235	+16	$36,949	−13.1%	0.28%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	107	0	$36,931	+17.6%	0.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	231	0	$36,890	+4.0%	0.28%
KO	Coca Cola Co Consumer Defensive	Held	483	0	$36,732	+8.8%	0.27%
GLD	Spdr Gold Trust	Added	85	+4	$36,574	+13.9%	0.27%
GLW	Corning Inc /Ny Technology	Held	233	0	$31,681	+55.3%	0.24%
ORCL	Oracle Corp Technology	Held	212	0	$31,187	−24.5%	0.23%

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.