13F-HR filed by Sunrise Financial Services, LLC
Sunrise Financial Services, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 532 holding rows worth $132,662,199.
- Accession
- 0002110891-26-000001
- Filer
- CIK 2110891
- Filed
- 2026-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 532 entries on the cover page, a total value of $132,662,199 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,662,199 with VALUE read as dollars as filed, 13F file number 028-26224. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FEDEX CORP COM | 31428X106 | Stock | 2 | $578 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 5 | $577 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 34 | $546 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 9 | $540 | dollars as filed | |
| DONALDSON INC COM | 257651109 | Stock | 6 | $532 | dollars as filed | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 14 | $528 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 12 | $520 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 20 | $514 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 1 | $510 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 41 | $510 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 7 | $507 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 2 | $452 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 30 | $452 | dollars as filed | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 9 | $450 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 70 | $419 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 4 | $371 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 20 | $368 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 2 | $322 | dollars as filed | |
| COHU INC | 192576106 | COM | 13 | $303 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 20 | $295 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 30 | $242 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2 | $240 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 1 | $213 | dollars as filed | |
| IQIYI INC SPONSORED ADS | 46267X108 | ADR | 76 | $146 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 70 | $138 | dollars as filed | |
| F&G ANNUITIES & LIFE INC | 30190A104 | COMMON STOCK | 3 | $96 | dollars as filed | |
| TILRAY BRANDS INC | 88688T209 | COM | 10 | $90 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 12 | $86 | dollars as filed | |
| SOLS | 83443Q103 | COM | 1 | $49 | dollars as filed | |
| ORION PROPERTIES INC COM | 68629Y103 | REIT | 14 | $32 | dollars as filed | |
| SCHWEITZER-MAUDUIT INTL INC | 808541106 | COM | 2 | $24 | dollars as filed | |
| VALARIS LTD WT EXP 042928 | G9460G119 | Stock | 3 | $5 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002110891-26-000001 | this filing | 2026-02-11 | acceptance time not in the bulk data set |