Sun Financial Inc

Position in GE — General Electric Co

CIK 2067342 MIDVALE, UT

Position in GE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,560,696

+$302,744 QoQ

Shares Held

4,176

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#1,384

of 3,420 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sun Financial Inc holds $4,347,762 across 5 Aerospace & Defense names. GE ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	4,176	$1,560,696
2	NOC	Northrop Grumman Corp /De/	2,893	$1,473,433
3	LMT	Lockheed Martin Corp	1,263	$643,447
4	GD	General Dynamics Corp	1,338	$473,973
5	AXON	Axon Enterprise, Inc.	350	$196,213

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,560,696	4,176	-5.8%	Shares	Sole	2026-08-12
2026-03-31	$1,257,952	4,433	+1.9%	Shares	Sole	2026-05-15
2025-12-31	$1,340,546	4,352	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.