Sun Financial Inc

Position in MSTR — Strategy Inc

CIK 2067342 MIDVALE, UT

Position in MSTR

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

Position Value

$1,110,878

+$281,208 QoQ

Shares Held

12,779

+92.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#332

of 863 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sun Financial Inc holds $4,360,502 across 5 Software - Application names. MSTR ranks #3 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	4,073	$1,528,678
2	NOW	ServiceNow, Inc.	11,309	$1,122,757
3	MSTR	Strategy Inc This page	12,779	$1,110,878
4	ADP	Automatic Data Processing Inc	1,407	$315,097
5	PAYX	Paychex Inc	2,879	$283,092

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,110,878	12,779	+92.2%	Shares	Sole	2026-08-12
2026-03-31	$829,670	6,648	+6.0%	Shares	Sole	2026-05-15
2025-12-31	$952,878	6,271	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.