Sun Group Wealth Partners
Filing Date
Global Rank
#5,095
/ 8,232
▲ 302
Top Industry
Semiconductors
16.3%
3Y Alpha vs SPY
-1.0%
Period ended 2 months ago
Filed May 6, 2026 · 38d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.8%
SPY
+9.1%
Annualised alpha
-1.0%
Max drawdown
−7.6%
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
53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.3%
−1.1 pts
Top 5
41.9%
−1.4 pts
Top 10
64.2%
−2.0 pts
HHI
522
Diversified−38
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.0% | $46,054,862 |
| Consumer Defensive | 13.0% | $14,550,008 |
| Financial Services | 11.0% | $12,377,247 |
| Communication Services | 10.2% | $11,451,589 |
| Consumer Cyclical | 9.2% | $10,274,591 |
| Healthcare | 6.1% | $6,843,482 |
| Energy | 5.4% | $6,064,341 |
| Industrials | 3.1% | $3,458,011 |
| Basic Materials | 0.8% | $930,017 |
| Real Estate | 0.2% | $246,045 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +11,152 | 16,638 | $2,822,803 | |
| NVDA | Nvidia Corp | +3,168 | 44,911 | $7,832,478 | |
| KO | Coca Cola Co | +1,827 | 8,686 | $660,570 | |
| PFE | Pfizer Inc | +1,790 | 11,700 | $328,536 | |
| JPM | Jpmorgan Chase & Co | +1,642 | 5,081 | $1,494,626 | |
| AVGO | Broadcom Inc. | +1,402 | 22,752 | $7,041,971 | |
| ABT | Abbott Laboratories | +928 | 21,203 | $2,176,912 | |
| META | Meta Platforms, Inc. | +887 | 3,964 | $2,267,923 | |
| BRK-B | Berkshire Hathaway Inc | +822 | 13,942 | $6,681,006 | |
| JNJ | Johnson & Johnson | +804 | 5,037 | $1,231,244 | |
| VLO | Valero Energy Corp/Tx | +624 | 3,527 | $871,451 | |
| PG | PROCTER & GAMBLE Co | +589 | 3,650 | $527,206 | |
| CSCO | Cisco Systems, Inc. | +560 | 11,058 | $857,990 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +457 | 6,375 | $2,154,431 | |
| LLY | ELI LILLY & Co | +430 | 1,369 | $1,259,165 | |
| TSLA | Tesla, Inc. | +395 | 6,800 | $2,527,900 | |
| V | Visa Inc. | +382 | 7,848 | $2,371,979 | |
| AEHR | Aehr Test Systems | +370 | 17,931 | $664,881 | |
| AMZN | Amazon Com Inc | +360 | 32,180 | $6,702,128 | |
| PLTR | Palantir Technologies Inc. | +352 | 63,456 | $9,282,343 | |
| COST | Costco Wholesale Corp /New | +324 | 10,253 | $10,216,396 | |
| TPL | Texas Pacific Land Corp | +323 | 1,349 | $640,181 | |
| MCD | Mcdonalds Corp | +309 | 1,762 | $547,611 | |
| NOC | Northrop Grumman Corp /De/ | +305 | 1,809 | $1,234,172 | |
| AXP | American Express Co | +250 | 821 | $248,336 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −1,544 | 49,948 | $12,676,302 | |
| WMT | Walmart Inc. | −744 | 19,689 | $2,446,948 | |
| DIS | Walt Disney Co | −149 | 4,203 | $405,085 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −138 | 1,600 | $277,520 | |
| GOOGL | Alphabet Inc. | −46 | 14,487 | $4,165,881 | |
| MSFT | Microsoft Corp | −15 | 5,692 | $2,107,007 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LMT | Lockheed Martin Corp | 1,264 | $763,948 | |
| CL | Colgate Palmolive Co | 4,720 | $402,285 | |
| CVX | Chevron Corp | 1,516 | $313,660 | |
| PEP | Pepsico Inc | 1,910 | $296,603 | |
| WDC | Western Digital Corp | 1,017 | $275,088 | |
| HLI | Houlihan Lokey, Inc. | 1,869 | $268,425 | |
| NMRK | Newmark Group, Inc. | 16,414 | $246,045 | |
| PHYS | Sprott Physical Gold Trust | 6,412 | $227,241 | |
| SNDK | Sandisk Corp | 338 | $214,744 | |
| CAT | Caterpillar Inc | 297 | $210,412 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RBLX | Roblox Corp | 29,358 | $2,378,878 | |
| RDDT | Reddit, Inc. | 7,800 | $1,792,986 | |
| AER | AerCap Holdings N.V. | 2,924 | $420,354 | |
| COIN | Coinbase Global, Inc. | 1,641 | $371,095 | |
| MRVL | Marvell Technology, Inc. | 3,908 | $332,101 | |
| BBAI | BigBear.ai Holdings, Inc. | 47,421 | $256,073 | |
| KDP | Keurig Dr Pepper Inc. | 8,750 | $245,087 | |
| ISRG | Intuitive Surgical Inc | 417 | $236,172 | |
| ACHR | Archer Aviation Inc. | 18,183 | $136,736 | |
| No positions match the current search. | ||||
9 positions ·
$12,377,247 total
· Financial Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 13,942 | $6,681,006 | 53.98% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,848 | $2,371,979 | 19.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,081 | $1,494,626 | 12.08% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 680 | $575,273 | 4.65% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 1,600 | $277,520 | 2.24% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
NEW | 1,869 | $268,425 | 2.17% | |
| AXP |
American Express Co
Financial Services
|
Added | 821 | $248,336 | 2.01% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 466 | $232,841 | 1.88% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
NEW | 6,412 | $227,241 | 1.84% |