13F-HR filed by Sunrise Financial Services, LLC
Sunrise Financial Services, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-12, with 587 holding rows worth $168,328,131.
- Accession
- 0002110891-26-000003
- Filer
- CIK 2110891
- Filed
- 2026-08-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 591 entries on the cover page, a total value of $168,328,131 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,328,131 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 |
|---|---|---|---|---|---|---|
| TERRENO RLTY CORP | 88146M101 | COM | 14 | $907 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 18 | $904 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 8 | $895 | dollars as filed | |
| FOUR CORNERS PPTY TR INC | 35086T109 | COM | 36 | $884 | dollars as filed | |
| FISERV INC | 337738108 | COM | 18 | $883 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 23 | $876 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 52 | $875 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 30 | $869 | dollars as filed | |
| BXP INC COM | 101121101 | REIT | 13 | $862 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 3 | $840 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 2 | $833 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 19 | $811 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 32 | $794 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 30 | $785 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 3 | $784 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 24 | $778 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 29 | $773 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 11 | $771 | dollars as filed | |
| NORTHWEST BANCSHARES INC COM | 667340103 | Stock | 50 | $758 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 4 | $758 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 14 | $718 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 1 | $713 | dollars as filed | |
| MAGNUM ICE CREAM CO NV ORD SHS | N5505D105 | Stock | 40 | $696 | dollars as filed | |
| MARZETTI COMPANY | 513847103 | COM | 6 | $685 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 5 | $684 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 1 | $656 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 41 | $651 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 34 | $635 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 12 | $632 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 2 | $626 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 14 | $605 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 7 | $605 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 2 | $592 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 20 | $577 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 51 | $577 | dollars as filed | |
| CARLYLE GROUP INC COM | 14316J108 | Stock | 13 | $547 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 6 | $547 | dollars as filed | |
| DONALDSON INC COM | 257651109 | Stock | 6 | $539 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 12 | $538 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 23 | $512 | dollars as filed | |
| FIRST MAJESTIC SILVER CORP | 32076V103 | COM | 30 | $509 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 70 | $499 | dollars as filed | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 9 | $494 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 9 | $490 | dollars as filed | |
| GLOBAL X FDS | 37954Y848 | GLOBAL X SILVER | 6 | $465 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 4 | $457 | dollars as filed | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 14 | $455 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 4 | $455 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 6 | $453 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 4 | $443 | dollars as filed | |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 9 | $429 | dollars as filed | |
| Intel Corp | 458140100 | COM | 3 | $419 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 5 | $406 | dollars as filed | |
| VSNT | 925283103 | COM | 11 | $396 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 9 | $384 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 2 | $377 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1 | $375 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 3 | $357 | dollars as filed | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 1 | $357 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1 | $341 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 20 | $334 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 6 | $319 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 30 | $317 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 5 | $314 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 2 | $292 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 1 | $270 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 20 | $268 | dollars as filed | |
| TEMPLETON EMERGING MKTS INCO | 880192109 | COM | 38 | $256 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 11 | $251 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 70 | $190 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 2 | $181 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 3 | $175 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 3 | $172 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 12 | $162 | dollars as filed | |
| GRAYSCALE ETHEREUM TRUST ETF | 389638107 | SHS | 12 | $153 | dollars as filed | |
| FEDEX FGHT HLDG CO INC COMMON STOCK | 314352105 | Stock | 1 | $151 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 1 | $150 | dollars as filed | |
| PVH CORPORATION COM | 693656100 | Stock | 2 | $149 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 4 | $139 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 30 | $133 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 3 | $116 | dollars as filed | |
| SOLS | 83443Q103 | COM | 1 | $89 | dollars as filed | |
| F&G ANNUITIES & LIFE INC | 30190A104 | COMMON STOCK | 3 | $80 | dollars as filed | |
| IQIYI INC SPONSORED ADS | 46267X108 | ADR | 76 | $79 | dollars as filed | |
| TILRAY BRANDS INC | 88688T209 | COM | 10 | $45 | dollars as filed | |
| ORION PROPERTIES INC COM | 68629Y103 | REIT | 14 | $40 | dollars as filed | |
| SCHWEITZER-MAUDUIT INTL INC | 808541106 | COM | 2 | $15 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002110891-26-000003 | this filing | 2026-08-12 | acceptance time not in the bulk data set |