Sunesis Advisors, LLC
Top Portfolio Positions
28 positions ·
$26,936,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
6,537 | $4,251,272 | 15.78% | |
| BUSE |
First Busey Corp /Nv/
Financial Services
|
156,862 | $3,963,902 | 14.72% | |
| PSBD |
Palmer Square Capital BDC Inc.
Financial Services
|
298,959 | $2,920,829 | 10.84% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
18,436 | $2,187,062 | 8.12% | |
| NVDA |
Nvidia Corp
Technology
|
12,440 | $2,169,536 | 8.05% | |
| IAU |
Ishares Gold Trust
|
20,828 | $1,836,196 | 6.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,851 | $886,999 | 3.29% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
13,761 | $812,311 | 3.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,306 | $753,797 | 2.80% | |
| CB |
Chubb Ltd
Financial Services
|
2,292 | $747,031 | 2.77% |
Portfolio Trend
23 quarters · across all stocks
Holdings in FETH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,404 | 17,596 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $224,443 | 7,580 | Shares | Sole | 2026-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||