Sunrise Financial Services, LLC
Top Portfolio Positions
467 positions ·
$13,417,960 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
5,144 | $1,904,154 | 14.19% | |
| NVDA |
Nvidia Corp
Technology
|
9,803 | $1,709,643 | 12.74% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,060 | $1,056,215 | 7.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,357 | $907,432 | 6.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,787 | $664,317 | 4.95% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
907 | $523,502 | 3.90% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
5,444 | $487,727 | 3.63% | |
| AAPL |
Apple Inc.
Technology
|
1,682 | $426,874 | 3.18% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
2,146 | $391,280 | 2.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
640 | $306,688 | 2.29% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BLCO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $477 | 30 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||