Sunrise Financial Services, LLC

CIK

2110891

Location

BURIEN, WA

Portfolio Value

Micro $13,378,728

Diversification

Diversified

Filing Date

Global Rank

#7,975 / 8,605 ▲ 26 · as of Mar 2026

Top Industry

Software - Infrastructure 16.1%

3Y Alpha vs SPY

-7.2%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.0%

SPY

+10.0%

Annualised alpha

-8.4%

Max drawdown

−9.5%

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

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

Top Position

14.2%

−4.5 pts

Top 5

46.7%

−3.5 pts

Top 10

62.6%

−2.6 pts

HHI

574

Diversified−122

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$4,886,050	66
Consumer Cyclical	22.7%	$3,042,764	47
Consumer Defensive	10.1%	$1,350,320	30
Financial Services	8.3%	$1,106,580	61
Industrials	5.3%	$713,805	63
Unclassified	4.9%	$651,584	14
Healthcare	4.5%	$605,099	62
Communication Services	4.2%	$561,220	19
Energy	1.4%	$181,208	29
Basic Materials	0.9%	$115,164	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
DD	DuPont de Nemours, Inc.	+38	104	$14,289
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
SEE	SEALED AIR CORP/DE	+18	47	$1,976
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
FEMY	Femasys Inc	1,218	$10,231
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
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
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
CRWD	CrowdStrike Holdings, Inc.	45	$5,273
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

466 positions · $13,378,728 total · 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 466 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%	14.23%
NVDA	Nvidia Corp Technology	Reduced	9,803	-237	$1,709,643	−8.7%	12.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,060	0	$1,056,215	+15.5%	7.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,357	-595	$907,432	−20.6%	6.78%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,787	0	$664,317	−17.3%	4.97%
QQQ	Invesco Qqq Trust, Series 1	Reduced	907	-42	$523,502	−10.2%	3.91%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,444	-46	$487,727	+5.5%	3.65%
AAPL	Apple Inc. Technology	Reduced	1,682	-83	$426,874	−11.0%	3.19%
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%	1.33%
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%	0.85%
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%	0.56%
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%	0.54%
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%	0.41%
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%	0.40%
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	+10.6%	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%