Portfolio (Quarterly)
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Sunrise Financial Services, LLC
· CIK 0002110891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 58.0 | $3K | 0.00% | NEW | — | $56.31 | +6.0% |
| 42 | AMAT | APPLIED MATLS INC | Technology | 9.0 | $3K | 0.00% | NEW | — | $341.78 | +33.0% |
| 43 | GDX | VANECK ETF TRUST | — | 32.0 | $3K | 0.00% | NEW | — | $91.78 | +8.1% |
| 44 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 64.0 | $2K | 0.00% | NEW | — | $38.42 | +17.7% |
| 45 | TMUS | T-MOBILE US INC | Communication Services | 8.0 | $2K | 0.00% | NEW | — | $210.00 | -13.6% |
| 46 | FCX | FREEPORT MCMORAN INC | Basic Materials | 27.0 | $2K | 0.00% | NEW | — | $58.78 | +23.7% |
| 47 | TEI | TEMPLETON EMERGING MKTS INCO | Financial Services | 246.0 | $1K | 0.00% | NEW | — | $6.01 | +12.2% |
| 48 | BIIB | BIOGEN INC | Healthcare | 8.0 | $1K | 0.00% | NEW | — | $183.38 | +20.4% |
| 49 | LEN | LENNAR CORP | Consumer Cyclical | 16.0 | $1K | 0.00% | NEW | — | $86.81 | -3.7% |
| 50 | ETHE | GRAYSCALE ETHEREUM STAKING E | Financial Services | 78.0 | $1K | 0.00% | NEW | — | $17.06 | +15.8% |
| 51 | SYM | SYMBOTIC INC | Industrials | 24.0 | $1K | 0.00% | NEW | — | $53.21 | -19.3% |
| 52 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 42.0 | $908.0 | 0.00% | NEW | — | $21.62 | +11.1% |
| 53 | AZN | ASTRAZENECA PLC | Healthcare | 4.0 | $789.0 | 0.00% | NEW | — | $197.25 | -17.5% |
| 54 | SMH | VANECK ETF TRUST | — | 2.0 | $767.0 | 0.00% | NEW | — | $383.50 | +47.9% |
| 55 | SEDG | SOLAREDGE TECHNOLOGIES INC | Energy | 15.0 | $766.0 | 0.00% | NEW | — | $51.07 | -33.0% |
| 56 | EQT | EQT CORP | Energy | 12.0 | $764.0 | 0.00% | NEW | — | $63.67 | -13.3% |
| 57 | UBER | UBER TECHNOLOGIES INC | Technology | 10.0 | $719.0 | 0.00% | NEW | — | $71.90 | +5.4% |
| 58 | ETH | GRAYSCALE ETHEREUM STAKING | Financial Services | 36.0 | $715.0 | 0.00% | NEW | — | $19.86 | +18.0% |
| 59 | JOBY | JOBY AVIATION INC | Industrials | 84.0 | $694.0 | — | NEW | — | $8.26 | -18.4% |
| 60 | INTC | INTEL CORP | Technology | 15.0 | $662.0 | — | NEW | — | $44.13 | +117.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.3%
Consumer Cyclical
23.5%
Financial Services
11.1%
Consumer Defensive
10.2%
Industrials
5.5%
Healthcare
4.5%
Communication Services
4.3%
Energy
1.5%
Basic Materials
0.8%
Utilities
0.7%