Sunrise Financial Services, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$132.7M

Holdings

532

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (532 positions)

#StockSharesValue% PortfolioType
201
DFARDIMENSIONAL ETF TRUST
521$11K0.01%
202
GVAGRANITE CONSTR INC
102$11K0.01%
203
ULUNILEVER PLC
177$11K0.01%
204
DDD3-D SYS CORP DEL
6,313$11K0.01%
205
PEPPEPSICO INC
83$11K0.01%
206
TEXTEREX CORP NEW
200$10K0.01%
207
BABAALIBABA GROUP HLDG LTD
70$10K0.01%
208
HEFAISHARES TR
245$10K0.01%
209
STMSTMICROELECTRONICS N V
421$10K0.01%
210
PQJLPGIM ROCK ETF TR
360$10K0.01%
211
NKENIKE INC
149$9K0.01%
212
CMCSACOMCAST CORP NEW
315$9K0.01%
213
ARCCARES CAPITAL CORP
482$9K0.01%
214
WYWEYERHAEUSER CO MTN BE
408$9K0.01%
215
XLFSELECT SECTOR SPDR TR
150$8K0.01%
216
GEVGE VERNOVA INC
13$8K0.01%
217
DEODIAGEO PLC
95$8K0.01%
218
ZTSZOETIS INC
65$8K0.01%
219
MRVLMARVELL TECHNOLOGY INC
100$8K0.01%
220
ADPAUTOMATIC DATA PROCESSING IN
34$8K0.01%
221
ADMARCHER DANIELS MIDLAND CO
147$8K0.01%
222
CWBSPDR SERIES TRUST
83$7K0.01%
223
DBRGDIGITALBRIDGE GROUP INC
484$7K0.01%
224
MMM3M CO
47$7K0.01%
225
4I1PHILIP MORRIS INTL INC
47$7K0.01%
226
WMBWILLIAMS COS INC
132$7K0.01%
227
WECWEC ENERGY GROUP INC
72$7K0.01%
228
IXUSISHARES TR
85$7K0.01%
229
KHCKRAFT HEINZ CO
312$7K0.01%
230
CTVACORTEVA INC
119$7K0.01%
231
MKLMARKEL GROUP INC
3$6K0.00%
232
TRVTRAVELERS COMPANIES INC
24$6K0.00%
233
TXNTEXAS INSTRS INC
40$6K0.00%
234
VWOBVANGUARD WHITEHALL FDS
94$6K0.00%
235
EPIWISDOMTREE TR
149$6K0.00%
236
BKBANK NEW YORK MELLON CORP
57$6K0.00%
237
XLBSELECT SECTOR SPDR TR
138$6K0.00%
238
NOWSERVICENOW INC
45$6K0.00%
239
HALHALLIBURTON CO
222$6K0.00%
240
LLYELI LILLY & CO
6$6K0.00%
241
EWBCEAST WEST BANCORP INC
54$6K0.00%
242
EXPEEXPEDIA GROUP INC
20$5K0.00%
243
FSSLFS SPECIALTY LENDING FD
380$5K0.00%
244
CPAYCORPAY INC
19$5K0.00%
245
VLOVALERO ENERGY CORP
33$5K0.00%
246
AQLTISHARES TR
39$5K0.00%
247
BKIEBNY MELLON ETF TRUST
64$5K0.00%
248
RTXRTX CORPORATION
31$5K0.00%
249
XMMOINVESCO EXCHANGE TRADED FD T
38$5K0.00%
250
RITMRITHM CAPITAL CORP
500$5K0.00%
251
BRBROADRIDGE FINL SOLUTIONS IN
23$5K0.00%
252
MUBISHARES TR
45$4K0.00%
253
VICIVICI PPTYS INC
159$4K0.00%
254
DLTRDOLLAR TREE INC
37$4K0.00%
255
AXPAMERICAN EXPRESS CO
11$4K0.00%
256
CCLCARNIVAL CORP
135$4K0.00%
257
USOUNITED STS OIL FD LP
69$4K0.00%
258
MDLZMONDELEZ INTL INC
76$4K0.00%
259
KMIKINDER MORGAN INC DEL
160$4K0.00%
260
MRSHMARSH & MCLENNAN COS INC
22$4K0.00%
261
GRIDFIRST TR EXCHANGE TRADED FD
29$4K0.00%
262
VNQVANGUARD INDEX FDS
47$4K0.00%
263
MDTMEDTRONIC PLC
52$4K0.00%
264
LNCLINCOLN NATL CORP IND
102$4K0.00%
265
VTVVANGUARD INDEX FDS
23$4K0.00%
266
ETNEATON CORP PLC
14$4K0.00%
267
CRMSALESFORCE INC
18$4K0.00%
268
ACNACCENTURE PLC IRELAND
16$4K0.00%
269
ICSHISHARES TR
98$4K0.00%
270
NOKNOKIA CORP
659$4K0.00%
271
VRTXVERTEX PHARMACEUTICALS INC
10$4K0.00%
272
DGXQUEST DIAGNOSTICS INC
21$3K0.00%
273
GSKGSK PLC
68$3K0.00%
274
PKSTPEAKSTONE REALTY TRUST
246$3K0.00%
275
BMTABRITISH AMERN TOB PLC
59$3K0.00%
276
IFFINTERNATIONAL FLAVORS&FRAGRA
58$3K0.00%
277
HUBBHUBBELL INC
8$3K0.00%
278
MKSIMKS INC.
20$3K0.00%
279
ORIOLD REP INTL CORP
81$3K0.00%
280
NXSTNEXSTAR MEDIA GROUP INC
18$3K0.00%
281
HYMBSPDR SERIES TRUST
130$3K0.00%
282
BNBROOKFIELD CORP
75$3K0.00%
283
STTSTATE STR CORP
26$3K0.00%
284
GILDGILEAD SCIENCES INC
27$3K0.00%
285
PAYXPAYCHEX INC
35$3K0.00%
286
TELTE CONNECTIVITY PLC
15$3K0.00%
287
SYYSYSCO CORP
47$3K0.00%
288
TRGPTARGA RES CORP
17$3K0.00%
289
ONON SEMICONDUCTOR CORP
60$3K0.00%
290
JBTJBT MAREL CORPORATION
25$3K0.00%
291
ELVELEVANCE HEALTH INC FORMERLY
9$3K0.00%
292
BNDXVANGUARD CHARLOTTE FDS
74$3K0.00%
293
LDOSLEIDOS HOLDINGS INC
19$3K0.00%
294
TAT&T INC
124$3K0.00%
295
BGBUNGE GLOBAL SA
43$3K0.00%
296
MTBM & T BK CORP
17$3K0.00%
297
BPBP PLC
107$3K0.00%
298
SLVISHARES SILVER TR
61$3K0.00%
299
UNHUNITEDHEALTH GROUP INC
11$3K0.00%
300
RFREGIONS FINANCIAL CORP NEW
118$3K0.00%
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