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)

StockValue
DFARDIMENSIONAL ETF TRUST
$11K
GVAGRANITE CONSTR INC
$11K
ULUNILEVER PLC
$11K
DDD3-D SYS CORP DEL
$11K
PEPPEPSICO INC
$11K
TEXTEREX CORP NEW
$10K
BABAALIBABA GROUP HLDG LTD
$10K
HEFAISHARES TR
$10K
STMSTMICROELECTRONICS N V
$10K
PQJLPGIM ROCK ETF TR
$10K
NKENIKE INC
$9K
CMCSACOMCAST CORP NEW
$9K
ARCCARES CAPITAL CORP
$9K
WYWEYERHAEUSER CO MTN BE
$9K
XLFSELECT SECTOR SPDR TR
$8K
GEVGE VERNOVA INC
$8K
DEODIAGEO PLC
$8K
ZTSZOETIS INC
$8K
MRVLMARVELL TECHNOLOGY INC
$8K
ADPAUTOMATIC DATA PROCESSING IN
$8K
ADMARCHER DANIELS MIDLAND CO
$8K
CWBSPDR SERIES TRUST
$7K
DBRGDIGITALBRIDGE GROUP INC
$7K
MMM3M CO
$7K
4I1PHILIP MORRIS INTL INC
$7K
WMBWILLIAMS COS INC
$7K
WECWEC ENERGY GROUP INC
$7K
IXUSISHARES TR
$7K
KHCKRAFT HEINZ CO
$7K
CTVACORTEVA INC
$7K
MKLMARKEL GROUP INC
$6K
TRVTRAVELERS COMPANIES INC
$6K
TXNTEXAS INSTRS INC
$6K
VWOBVANGUARD WHITEHALL FDS
$6K
EPIWISDOMTREE TR
$6K
BKBANK NEW YORK MELLON CORP
$6K
XLBSELECT SECTOR SPDR TR
$6K
NOWSERVICENOW INC
$6K
HALHALLIBURTON CO
$6K
LLYELI LILLY & CO
$6K
EWBCEAST WEST BANCORP INC
$6K
EXPEEXPEDIA GROUP INC
$5K
FSSLFS SPECIALTY LENDING FD
$5K
CPAYCORPAY INC
$5K
VLOVALERO ENERGY CORP
$5K
AQLTISHARES TR
$5K
BKIEBNY MELLON ETF TRUST
$5K
RTXRTX CORPORATION
$5K
XMMOINVESCO EXCHANGE TRADED FD T
$5K
RITMRITHM CAPITAL CORP
$5K
BRBROADRIDGE FINL SOLUTIONS IN
$5K
MUBISHARES TR
$4K
VICIVICI PPTYS INC
$4K
DLTRDOLLAR TREE INC
$4K
AXPAMERICAN EXPRESS CO
$4K
CCLCARNIVAL CORP
$4K
USOUNITED STS OIL FD LP
$4K
MDLZMONDELEZ INTL INC
$4K
KMIKINDER MORGAN INC DEL
$4K
MRSHMARSH & MCLENNAN COS INC
$4K
GRIDFIRST TR EXCHANGE TRADED FD
$4K
VNQVANGUARD INDEX FDS
$4K
MDTMEDTRONIC PLC
$4K
LNCLINCOLN NATL CORP IND
$4K
VTVVANGUARD INDEX FDS
$4K
ETNEATON CORP PLC
$4K
CRMSALESFORCE INC
$4K
ACNACCENTURE PLC IRELAND
$4K
ICSHISHARES TR
$4K
NOKNOKIA CORP
$4K
VRTXVERTEX PHARMACEUTICALS INC
$4K
DGXQUEST DIAGNOSTICS INC
$3K
GSKGSK PLC
$3K
PKSTPEAKSTONE REALTY TRUST
$3K
BMTABRITISH AMERN TOB PLC
$3K
IFFINTERNATIONAL FLAVORS&FRAGRA
$3K
HUBBHUBBELL INC
$3K
MKSIMKS INC.
$3K
ORIOLD REP INTL CORP
$3K
NXSTNEXSTAR MEDIA GROUP INC
$3K
HYMBSPDR SERIES TRUST
$3K
BNBROOKFIELD CORP
$3K
STTSTATE STR CORP
$3K
GILDGILEAD SCIENCES INC
$3K
PAYXPAYCHEX INC
$3K
TELTE CONNECTIVITY PLC
$3K
SYYSYSCO CORP
$3K
TRGPTARGA RES CORP
$3K
ONON SEMICONDUCTOR CORP
$3K
JBTJBT MAREL CORPORATION
$3K
ELVELEVANCE HEALTH INC FORMERLY
$3K
BNDXVANGUARD CHARLOTTE FDS
$3K
LDOSLEIDOS HOLDINGS INC
$3K
TAT&T INC
$3K
BGBUNGE GLOBAL SA
$3K
MTBM & T BK CORP
$3K
BPBP PLC
$3K
SLVISHARES SILVER TR
$3K
UNHUNITEDHEALTH GROUP INC
$3K
RFREGIONS FINANCIAL CORP NEW
$3K
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