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Portfolio (Quarterly) Guide ↗

Sunrise Financial Services, LLC

· CIK 0002110891
13F Portfolio $141M AUM 622 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 73 Added 75 Reduced 20 Exited
Page 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CNDT CONDUENT INC Technology 78.0 $100.0 NEW $1.28 +24.8%
102 MEDIWOUND LTD 6.0 $97.0 NEW $16.17
103 JANX JANUX THERAPEUTICS INC Healthcare 6.0 $83.0 NEW $13.83 +4.2%
104 NHI NATIONAL HEALTH INVS INC Real Estate 1.0 $81.0 NEW $81.00 -5.5%
105 AVTR AVANTOR INC Healthcare 10.0 $78.0 NEW $7.80 +0.9%
106 USAR USA RARE EARTH INC Basic Materials 4.0 $61.0 NEW $15.25 +48.0%
107 GETY GETTY IMAGES HOLDINGS INC Communication Services 55.0 $44.0 NEW $0.80 +30.0%
108 CANOPY GROWTH CORPORATION 42.0 $40.0 NEW $0.95
109 RPD RAPID7 INC Technology 6.0 $33.0 NEW $5.50 +32.9%
110 BYND BEYOND MEAT INC Consumer Defensive 24.0 $17.0 NEW $0.71 +11.3%
Page 6 of 6  ·  110 positions

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 36.6%
Consumer Cyclical 23.0%
Financial Services 10.9%
Consumer Defensive 10.0%
Communication Services 6.0%
Industrials 5.4%
Healthcare 4.4%
Energy 1.5%
Basic Materials 0.8%
Utilities 0.7%