Sunrise Financial Services, LLC

Sunrise Financial Services, LLC reported 591 holdings worth US$168M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Sunrise Financial Services, LLC reported 591 holdings worth US$168M as of Jun 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Amazon.com, Inc. Filed Aug 12, 2026 (Form 13F).

Holdings
591
Value as reported
US$168M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation10,053US$2.01M1.2%
Microsoft Corp.5,216US$1.95M1.2%
Amazon.com, Inc.4,417US$1.05M0.63%
Costco Wholesale Corporation1,060US$992K0.59%
Tesla, Inc.1,788US$752K0.45%
Starbucks Corporation5,237US$535K0.32%
Apple Inc1,805US$522K0.31%
Williams-sonoma, Inc.2,149US$501K0.30%
Alphabet Inc (google) Class C1,303US$466K0.28%
U.s. Bancorp4,892US$295K0.18%
Caterpillar, Inc.269US$286K0.17%
Berkshire Hathaway Inc.518US$259K0.15%
Micron Technology, Inc.210US$242K0.14%
Meta Platforms, Inc.423US$238K0.14%
Advanced Micro Devices Inc350US$203K0.12%
Lam Research Corporation452US$196K0.12%
Home Depot, Inc. (the)528US$186K0.11%
Cisco Systems, Inc.1,452US$171K0.10%
Johnson & Johnson643US$163K0.10%
Walmart Inc.964US$109K0.06%
International Business Machines Corporation387US$109K0.06%
Netflix, Inc.1,410US$101K0.06%
Intuitive Surgical, Inc.229US$91,0690.05%
Boeing Company (the)416US$90,0520.05%
Palantir Technologies Inc.734US$85,6360.05%
Alaska Air Group, Inc.1,474US$76,9430.05%
Mercadolibre, Inc.43US$72,9880.04%
Deere & Company94US$59,6270.04%
Corning Incorporated233US$59,5150.04%
Merck & Company, Inc.461US$59,2390.04%
Main Street Capital Corporation1,125US$58,3650.03%
Novo Nordisk A/s Class B1,190US$57,0490.03%
Taiwan Semiconductor Manufacturing Co., Ltd.119US$56,8310.03%
Jp Morgan Chase & Co.168US$54,9910.03%
Mcdonald's Corporation186US$50,2780.03%
Bank Of America Corporation865US$49,2880.03%
Wells Fargo & Company559US$46,1960.03%
United Natural Foods, Inc.992US$45,3050.03%
General Motors Company535US$41,2380.02%
Chevron Corporation248US$41,1080.02%
Lockheed Martin Corporation80US$40,7570.02%
Coca-cola Company (the)483US$39,2530.02%
Amgen Inc.106US$38,3850.02%
Delta Air Lines, Inc.398US$37,2770.02%
Mastercard Incorporated71US$36,4660.02%
Interactive Brokers Group, Inc.404US$35,1640.02%
Tjx Companies, Inc. (the)231US$34,9970.02%
Rh211US$34,7580.02%
Crowdstrike Holdings, Inc.45US$34,3410.02%
Becton, Dickinson And Company219US$33,1410.02%
Stmicroelectronics Nv421US$31,5290.02%
Qualcomm Incorporated170US$31,4140.02%
Oracle Corporation212US$31,0690.02%
Marvell Technology, Inc.100US$29,7890.02%
Amphenol Corporation162US$28,5640.02%
Booking Holdings Inc. Common Stock150US$26,7360.02%
Southwest Gas Holdings, Inc.286US$25,3620.02%
Royal Bank Of Canada118US$24,4220.01%
Synchrony Financial309US$23,4990.01%
Visa Inc.68US$23,3300.01%
Welltower Inc.100US$22,6970.01%
Fastenal Company446US$21,4210.01%
Waste Management, Inc.93US$20,7280.01%
Monster Beverage Corporation214US$20,5700.01%
Blackrock, Inc.21US$20,1930.01%
Ge Aerospace53US$19,8080.01%
Sherwin-williams Company (the)57US$19,6260.01%
Texas Instruments Incorporated65US$19,3750.01%
Procter & Gamble Company (the)131US$19,2100.01%
3d Systems Corporation6,200US$18,7240.01%
Paccar Inc.150US$18,0180.01%
Lowe's Companies, Inc.81US$17,8600.01%
Charles Schwab Corporation (the)192US$17,7160.01%
Equity Residential255US$17,3220.01%
Broadcom Inc.44US$16,621<0.01%
Five Below, Inc.92US$16,541<0.01%
L3harris Technologies, Inc.55US$15,982<0.01%
Antero Midstream Corporation700US$15,925<0.01%
Ford Mtr Co Del1,124US$15,624<0.01%
Realty Income Corporation250US$15,490<0.01%
Ge Vernova Inc.13US$15,273<0.01%
United Parcel Service, Inc.137US$14,728<0.01%
Enterprise Products Partners L.p.400US$14,704<0.01%
Rtx Corporation76US$14,419<0.01%
Bristol-myers Squibb Company240US$13,829<0.01%
Abbvie Inc.54US$13,589<0.01%
Citigroup, Inc.97US$13,576<0.01%
Nextera Energy, Inc.154US$13,517<0.01%
Assurant, Inc.50US$13,427<0.01%
Adobe Inc.58US$11,891<0.01%
Pepsico, Inc.83US$11,238<0.01%
Archer-daniels-midland Company147US$11,231<0.01%
Pfizer, Inc.455US$10,956<0.01%
Unilever Plc177US$10,641<0.01%
Waters Corporation28US$10,501<0.01%
Walt Disney Company (the)107US$10,299<0.01%
Rocket Lab Corporation100US$10,165<0.01%
Corteva, Inc.119US$10,078<0.01%
Williams Companies, Inc. (the)132US$9,813<0.01%
Weyerhaeuser Company408US$9,768<0.01%

Every holding of Sunrise Financial Services, LLC

Source

View original at SEC

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