Sunrise Financial Services, LLC reported 313 positions worth $14.80M for the quarter ended Sep 30, 2026, up 1.5% on the prior quarter. It opened 3 new positions, added to 2, trimmed 49 and exited 107. Its largest holding is Microsoft Corp at 17.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -556 | -5.5% | $126.98K | 14.66% |
| TSLA Tesla, Inc. | -255 | -14.3% | $90.48K | 3.68% |
| MSFT Microsoft Corp | -44 | -0.8% | $22.57K | 17.93% |
| SYF Synchrony Financial | -291 | -94.2% | $20.64K | <0.01% |
| BLK BlackRock, Inc. | -15 | -71.4% | $15.87K | 0.043% |
| GOOG Alphabet Inc. | -40 | -5.0% | $13.63K | 1.76% |
| WY Weyerhaeuser Co | -408 | -100.0% | $9.77K | Exited |
| ISRG Intuitive Surgical Inc | -24 | -10.5% | $9.76K | 0.563% |
| AMGN Amgen Inc | -23 | -21.7% | $9.69K | 0.236% |
| CMCSA Comcast Corp | -329 | -100.0% | $8.08K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WY Weyerhaeuser Co | -408 | $9.77K | 0.067% |
| CMCSA Comcast Corp | -329 | $8.08K | 0.055% |
| DEO Diageo Plc | -95 | $7.64K | 0.052% |
| KHC Kraft Heinz Co | -312 | $7.37K | 0.051% |
| NKE NIKE, Inc. | -149 | $6.12K | 0.042% |
| VICI Vici Properties Inc. | -174 | $4.62K | 0.032% |
| IFF International Flavors & Fragrances Inc | -58 | $4.60K | 0.032% |
| DLTR Dollar Tree, Inc. | -37 | $4.48K | 0.031% |
| MDT Medtronic plc | -52 | $4.07K | 0.028% |
| LNC Lincoln National Corp | -102 | $3.61K | 0.025% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 5,172 | $2.65M | 17.93% | -44 | -0.8% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 9,497 | $2.17M | 14.66% | -556 | -5.5% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 4,417 | $1.10M | 7.44% | 0 | 0.0% | Unchanged | 0% |
| 4 | COST Costco Wholesale Corp | Consumer Staples | 1,060 | $964.96K | 6.52% | 0 | 0.0% | Unchanged | 0% |
| 5 | AAPL Apple Inc. | Technology | 1,805 | $601.10K | 4.06% | 0 | 0.0% | Unchanged | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 1,533 | $543.92K | 3.68% | -255 | -14.3% | Reduced | 0% |
| 7 | SBUX Starbucks Corp | Consumer Discretionary | 5,221 | $490.57K | 3.31% | -16 | -0.3% | Reduced | 0% |
| 8 | WSM Williams Sonoma Inc | Consumer Discretionary | 2,149 | $489.84K | 3.31% | 0 | 0.0% | Unchanged | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 419 | $303.85K | 2.05% | -4 | -0.9% | Reduced | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 568 | $282.84K | 1.91% | +50 | +9.7% | Added | 0% |
| 11 | USB Us Bancorp \De\ | Financial Services | 4,892 | $282.56K | 1.91% | 0 | 0.0% | Unchanged | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 763 | $259.99K | 1.76% | -40 | -5.0% | Reduced | 0% |
| 13 | MU Micron Technology Inc | Technology | 210 | $223.67K | 1.51% | 0 | 0.0% | Unchanged | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 269 | $218.10K | 1.47% | 0 | 0.0% | Unchanged | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 345 | $211.06K | 1.43% | -5 | -1.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Sunrise Financial Services.
As of its Q3 2026 13F filing, Sunrise Financial Services, LLC’s five largest positions were Microsoft Corp (MSFT) at 17.9%, Nvidia Corp (NVDA) at 14.7%, Amazon Com Inc (AMZN) at 7.4%, Costco Wholesale Corp (COST) at 6.5%, Apple Inc. (AAPL) at 4.1% of the reported portfolio.
Sunrise Financial Services, LLC reported a 13F portfolio worth $14.80M across 313 positions for Q3 2026. That is up 1.5% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($24.90K), ExxonMobil Holdings Corp ($23.44K), Lam Research Corp ($6.57K). It opened 3 new positions.
Its largest sales by value were Nvidia Corp ($126.98K), Tesla, Inc. ($90.48K), Microsoft Corp ($22.57K). It exited 107 positions entirely.
From the Form 13F-HR reports Sunrise Financial Services, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.