13F-HR filed by Sunrise Financial Services, LLC
Sunrise Financial Services, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-29, with 622 holding rows worth $141,086,360.
- Accession
- 0002110891-26-000002
- Filer
- CIK 2110891
- Filed
- 2026-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 622 entries on the cover page, a total value of $141,086,360 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,086,360 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 |
|---|---|---|---|---|---|---|
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 8 | $977 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 12 | $967 | dollars as filed | |
| CACTUS INC | 127203107 | CL A | 20 | $947 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 7 | $943 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 48 | $922 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 19 | $915 | dollars as filed | |
| REGENCY CTRS CORP COM | 758849103 | REIT | 12 | $908 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 42 | $908 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 18 | $899 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 17 | $888 | dollars as filed | |
| CAMDEN PPTY TR SH BEN INT | 133131102 | REIT | 9 | $879 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 3 | $872 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 4 | $866 | dollars as filed | |
| TERRENO RLTY CORP | 88146M101 | COM | 14 | $860 | dollars as filed | |
| FOUR CORNERS PPTY TR INC | 35086T109 | COM | 36 | $851 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 40 | $843 | dollars as filed | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 30 | $831 | dollars as filed | |
| MARZETTI COMPANY | 513847103 | COM | 6 | $830 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 15 | $829 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 34 | $823 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 8 | $802 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 29 | $796 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 4 | $789 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 2 | $767 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 15 | $766 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 12 | $764 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 24 | $761 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 23 | $730 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 2 | $728 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 32 | $725 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 10 | $719 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 2 | $718 | dollars as filed | |
| GRAYSCALE ETHEREUM STAKING | 38964R203 | SHS NEW | 36 | $715 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 2 | $712 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 30 | $710 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 84 | $694 | dollars as filed | |
| BXP INC COM | 101121101 | REIT | 13 | $675 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 51 | $669 | dollars as filed | |
| Intel Corp | 458140100 | COM | 15 | $662 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 36 | $660 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 9 | $659 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 6 | $659 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 5 | $655 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 6 | $649 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 7 | $644 | dollars as filed | |
| NORTHWEST BANCSHARES INC COM | 667340103 | Stock | 50 | $635 | dollars as filed | |
| CARLYLE GROUP INC COM | 14316J108 | Stock | 13 | $629 | dollars as filed | |
| MAGNUM ICE CREAM CO NV ORD SHS | N5505D105 | Stock | 40 | $598 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 15 | $575 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 7 | $573 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 4 | $569 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 41 | $554 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 3 | $539 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 1 | $538 | dollars as filed | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 14 | $538 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 23 | $512 | dollars as filed | |
| FEMASYS INC | 31447E105 | cs | 1,218 | $512 | dollars as filed | |
| DONALDSON INC COM | 257651109 | Stock | 6 | $509 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 2 | $490 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3 | $481 | dollars as filed | |
| BAUSCH PLUS LOMB CORP | 071705107 | COMMON SHARES | 30 | $477 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 5 | $462 | dollars as filed | |
| BIOAGE LABS INC COM | 09077V100 | Stock | 26 | $455 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 4 | $445 | dollars as filed | |
| CORVUS PHARMACEUTICALS INC | 221015100 | COM | 30 | $439 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 3 | $434 | dollars as filed | |
| ANTERIS TECHNOLOGIES GLOBAL | 03675P102 | COMMON STOCK | 78 | $433 | dollars as filed | |
| SURGERY PARTNERS INC | 86881A100 | COM | 36 | $429 | dollars as filed | |
| VSNT | 925283103 | COM | 11 | $407 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 70 | $400 | dollars as filed | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 9 | $351 | dollars as filed | |
| PVH CORPORATION COM | 693656100 | Stock | 5 | $349 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 2 | $349 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 20 | $340 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 6 | $339 | dollars as filed | |
| BLACKLINE, INC. | 09239B109 | COM | 9 | $333 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 2 | $332 | dollars as filed | |
| OCULAR THERAPEUTIX INC | 67576A100 | COM | 36 | $305 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 36 | $304 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 30 | $298 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 20 | $295 | dollars as filed | |
| SEADRILL LIMITED | G7997W102 | COMMON STOCK | 6 | $273 | dollars as filed | |
| ONDAS HLDGS INC | 68236H204 | COM NEW | 30 | $271 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 20 | $271 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 5 | $264 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 1 | $250 | dollars as filed | |
| CARLSMED INC | 14280C105 | COMMON STOCK | 26 | $235 | dollars as filed | |
| AES CORP COM | 00130H105 | Stock | 16 | $225 | dollars as filed | |
| COOPER COS INC | 216648501 | COM | 3 | $215 | dollars as filed | |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 15 | $211 | dollars as filed | |
| UNUSUAL MACHS INC | 91532F102 | COM SHS | 17 | $211 | dollars as filed | |
| GRAYSCALE BITCOIN MINI TR ET | 389930207 | SHS NEW | 7 | $210 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25461A866 | DLY MSFT BULL 2X | 9 | $207 | dollars as filed | |
| MARAVAI LIFESCIENCES HLDGS A | 56600D107 | COMMON STOCK | 66 | $187 | dollars as filed | |
| TILRAY BRANDS INC | 88688T209 | COM | 26 | $168 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 24 | $165 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 15 | $163 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 70 | $158 | dollars as filed | |
| SIDUS SPACE INC CL A | 826165201 | COMMON STOCK | 62 | $144 | dollars as filed | |
| ORGANIGRAM GLOBAL INC | 68617J100 | COM | 105 | $141 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 30 | $138 | dollars as filed | |
| AMPLIFY ETF TR | 032108474 | ALTRNTV HARV ETF | 6 | $138 | dollars as filed | |
| CRITICAL METALS CORP | G2662B103 | PUBCO ORD SHS | 15 | $119 | dollars as filed | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 18 | $108 | dollars as filed | |
| IQIYI INC SPONSORED ADS | 46267X108 | ADR | 76 | $103 | dollars as filed | |
| AMERICAN RES CORP | 02927U208 | CL A | 42 | $102 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 6 | $101 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 78 | $100 | dollars as filed | |
| MEDIWOUND LTD | M68830112 | COMMON STOCK | 6 | $97 | dollars as filed | |
| JANUX THERAPEUTICS INC | 47103J105 | COM | 6 | $83 | dollars as filed | |
| NATIONAL HEALTH INVS INC COM | 63633D104 | REIT | 1 | $81 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 10 | $78 | dollars as filed | |
| SOLS | 83443Q103 | COM | 1 | $76 | dollars as filed | |
| F&G ANNUITIES & LIFE INC | 30190A104 | COMMON STOCK | 3 | $76 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 12 | $72 | dollars as filed | |
| USA RARE EARTH INC COM | 91733P107 | Stock | 4 | $61 | dollars as filed | |
| GETTY IMAGES HOLDINGS INC | 374275105 | CL A COM | 55 | $44 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 42 | $40 | dollars as filed | |
| RAPID7 INC COM | 753422104 | Stock | 6 | $33 | dollars as filed | |
| ORION PROPERTIES INC COM | 68629Y103 | REIT | 14 | $30 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 24 | $17 | dollars as filed | |
| SCHWEITZER-MAUDUIT INTL INC | 808541106 | COM | 2 | $17 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002110891-26-000002 | this filing | 2026-04-29 | acceptance time not in the bulk data set |