Sunrise Financial Services, LLC

13F filer · CIK 0002110891

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$168MU.S. long equity reported on 13F

Positions43922 new · 64 closed

Net flow last quarter+$203KBuys minus sells

Top 10 positions weight8.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026439 positions
FRDMFreedom Environmental Services, Inc.	$5.98M	3.55%	Not reported	+4.0%	Q4 2025
NVDANvidia Corp	$2.01M	1.19%	0.00%	+2.6%	Q4 2025
MSFTMicrosoft Corp	$1.95M	1.16%	0.00%	+1.4%	Q4 2025
AMZNAmazon Com Inc	$1.05M	0.63%	0.00%	+1.4%	Q4 2025
COSTCostco Wholesale Corp	$992K	0.59%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$752K	0.45%	0.00%	+0.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$699K	0.42%	Not reported	+4.6%	Q4 2025
SBUXStarbucks Corp	$535K	0.32%	0.00%	-3.8%	Q4 2025
AAPLApple Inc.	$522K	0.31%	0.00%	+7.3%	Q4 2025
WSMWilliams Sonoma Inc	$501K	0.30%	0.00%	+0.1%	Q4 2025
USBUS Bancorp \de\	$295K	0.18%	0.00%	Not reported	Q4 2025
CATCaterpillar Inc	$286K	0.17%	0.00%	Not reported	Q4 2025
GOOGAlphabet Inc.	$284K	0.17%	Not reported	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$259K	0.15%	Not reported	-19.1%	Q4 2025
MUMicron Technology Inc	$242K	0.14%	0.00%	-0.9%	Q4 2025
METAMeta Platforms, Inc.	$238K	0.14%	Not reported	-4.9%	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$206K	0.12%	Not reported	-4.0%	Q4 2025
AMDAdvanced Micro Devices Inc	$203K	0.12%	0.00%	+34.1%	Q4 2025
LRCXLam Research Corp	$196K	0.12%	0.00%	+0.4%	Q4 2025
HDHome Depot, Inc.	$186K	0.11%	0.00%	-2.0%	Q4 2025
GOOGLAlphabet Inc.	$182K	0.11%	0.00%	+29.2%	Q4 2025
CSCOCisco Systems, Inc.	$171K	0.10%	0.00%	-0.1%	Q4 2025
JNJJohnson & Johnson	$163K	0.10%	0.00%	-3.0%	Q4 2025
WMTWalmart Inc.	$109K	0.06%	0.00%	+64.0%	Q4 2025
IBMInternational Business Machines Corp	$109K	0.06%	0.00%	-3.7%	Q4 2025
NFLXNetflix Inc	$101K	0.06%	0.00%	Not reported	Q4 2025
ISRGIntuitive Surgical Inc	$91.1K	0.05%	0.00%	+21.2%	Q4 2025
BABoeing Co	$90.1K	0.05%	0.00%	-3.3%	Q4 2025
PLTRPalantir Technologies Inc.	$85.6K	0.05%	0.00%	+0.3%	Q4 2025
ALKAlaska Air Group, Inc.	$76.9K	0.05%	0.00%	Not reported	Q4 2025
MELIMercadolibre Inc	$73K	0.04%	0.00%	Not reported	Q4 2025
DEDeere & Co	$59.6K	0.04%	0.00%	Not reported	Q4 2025
GLWCorning Inc	$59.5K	0.04%	0.00%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$59.2K	0.04%	0.00%	-7.4%	Q4 2025
MAINMain Street Capital CORP	$58.4K	0.03%	0.00%	-2.3%	Q4 2025
NVONovo Nordisk A S	$57K	0.03%	Not reported	-1.6%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$56.8K	0.03%	0.00%	+395.8%	Q4 2025
JPMJPMorgan Chase & Co	$55K	0.03%	0.00%	+1.2%	Q4 2025
CALIChina Auto Logistics Inc	$53.1K	0.03%	Not reported	Not reported	Q4 2025
MCDMcdonalds Corp	$50.3K	0.03%	0.00%	-10.1%	Q4 2025
BACBank of America Corp	$49.3K	0.03%	0.00%	-2.2%	Q4 2025
WFCWells Fargo & Company	$46.2K	0.03%	0.00%	Not reported	Q4 2025
UNFIUnited Natural Foods Inc	$45.3K	0.03%	0.00%	Not reported	Q4 2025
GMGeneral Motors Co	$41.2K	0.02%	0.00%	Not reported	Q4 2025
CVXChevron Corp	$41.1K	0.02%	0.00%	-9.2%	Q4 2025
LMTLockheed Martin Corp	$40.8K	0.02%	0.00%	Not reported	Q4 2025
KOCoca Cola Co	$39.3K	0.02%	0.00%	Not reported	Q4 2025
AMGNAmgen Inc	$38.4K	0.02%	0.00%	-24.3%	Q4 2025
DALDelta Air Lines, Inc.	$37.3K	0.02%	0.00%	Not reported	Q4 2025
MAMastercard Inc	$36.5K	0.02%	0.00%	-42.7%	Q4 2025

Q1 2026Reported Apr 29, 2026479 positions
FRDMFreedom Environmental Services, Inc.	$4.31M	3.06%	Not reported	-5.0%	Q4 2025
MSFTMicrosoft Corp	$1.9M	1.35%	0.00%	-11.5%	Q4 2025
NVDANvidia Corp	$1.71M	1.21%	0.00%	-2.4%	Q4 2025
COSTCostco Wholesale Corp	$1.06M	0.75%	0.00%	Not reported	Q4 2025
AMZNAmazon Com Inc	$907K	0.64%	0.00%	-12.0%	Q4 2025
TSLATesla, Inc.	$664K	0.47%	0.00%	Not reported	Q4 2025
QQQInvesco QQQ Trust, Series 1	$524K	0.37%	Not reported	-4.4%	Q4 2025
SBUXStarbucks Corp	$488K	0.35%	0.00%	-0.8%	Q4 2025
AAPLApple Inc.	$427K	0.30%	0.00%	-4.7%	Q4 2025
WSMWilliams Sonoma Inc	$391K	0.28%	0.00%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$307K	0.22%	Not reported	-7.3%	Q4 2025
METAMeta Platforms, Inc.	$255K	0.18%	Not reported	-4.1%	Q4 2025
USBUS Bancorp \de\	$254K	0.18%	0.00%	Not reported	Q4 2025
GOOGAlphabet Inc.	$230K	0.16%	Not reported	Not reported	Q4 2025
CATCaterpillar Inc	$191K	0.14%	0.00%	+5.9%	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$180K	0.13%	Not reported	-0.9%	Q4 2025
HDHome Depot, Inc.	$177K	0.13%	0.00%	+3.7%	Q4 2025
JNJJohnson & Johnson	$162K	0.11%	0.00%	+3.1%	Q4 2025
NFLXNetflix Inc	$136K	0.10%	0.00%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$113K	0.08%	0.00%	-21.5%	Q4 2025
CSCOCisco Systems, Inc.	$113K	0.08%	0.00%	+0.1%	Q4 2025
PLTRPalantir Technologies Inc.	$107K	0.08%	0.00%	Not reported	Q4 2025
IBMInternational Business Machines Corp	$97.4K	0.07%	0.00%	-1.5%	Q4 2025
LRCXLam Research Corp	$96.1K	0.07%	0.00%	-47.1%	Q4 2025
ISRGIntuitive Surgical Inc	$87.1K	0.06%	0.00%	-17.5%	Q4 2025
BABoeing Co	$85.6K	0.06%	0.00%	+5.1%	Q4 2025
SPABASTROTECH Corp	$75.3K	0.05%	Not reported	New	Q1 2026
MELIMercadolibre Inc	$74.3K	0.05%	0.00%	Not reported	Q4 2025
WMTWalmart Inc.	$73.1K	0.05%	0.00%	-32.5%	Q4 2025
MUMicron Technology Inc	$71.6K	0.05%	0.00%	+1.9%	Q4 2025
MCDMcdonalds Corp	$64.3K	0.05%	0.00%	+11.3%	Q4 2025
MAMastercard Inc	$62K	0.04%	0.00%	Not reported	Q4 2025
MAINMain Street Capital CORP	$61K	0.04%	0.00%	+82.3%	Q4 2025
MRKMerck & Co., Inc.	$59.9K	0.04%	0.00%	+8.0%	Q4 2025
CVXChevron Corp	$56.5K	0.04%	0.00%	+10.1%	Q4 2025
ALKAlaska Air Group, Inc.	$54.2K	0.04%	0.00%	Not reported	Q4 2025
AMDAdvanced Micro Devices Inc	$53.1K	0.04%	0.00%	-17.9%	Q4 2025
CALIChina Auto Logistics Inc	$53K	0.04%	Not reported	+5.0%	Q4 2025
DEDeere & Co	$53K	0.04%	0.00%	+17.5%	Q4 2025
AMGNAmgen Inc	$49.3K	0.03%	0.00%	Not reported	Q4 2025
JPMJPMorgan Chase & Co	$48.8K	0.03%	0.00%	+12.9%	Q4 2025
LMTLockheed Martin Corp	$48.4K	0.03%	0.00%	Not reported	Q4 2025
UNFIUnited Natural Foods Inc	$44.7K	0.03%	0.00%	Not reported	Q4 2025
WFCWells Fargo & Company	$44.5K	0.03%	0.00%	-10.0%	Q4 2025
NVONovo Nordisk A S	$44.4K	0.03%	Not reported	-44.6%	Q4 2025
SIVRabrdn Silver ETF Trust	$43.8K	0.03%	0.00%	+23.2%	Q4 2025
BACBank of America Corp	$43.1K	0.03%	0.00%	-12.0%	Q4 2025
GMGeneral Motors Co	$39.9K	0.03%	0.00%	Not reported	Q4 2025
BDXBecton Dickinson & Co	$36.9K	0.03%	0.00%	+7.3%	Q4 2025
LHXL3harris Technologies, Inc.	$36.9K	0.03%	0.00%	Not reported	Q4 2025

Q4 2025Reported Feb 11, 2026414 positions
FRDMFreedom Environmental Services, Inc.	$4.26M	3.21%	Not reported	New	Q4 2025
MSFTMicrosoft Corp	$2.81M	2.12%	0.00%	New	Q4 2025
NVDANvidia Corp	$1.87M	1.41%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$1.14M	0.86%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$914K	0.69%	0.00%	New	Q4 2025
TSLATesla, Inc.	$804K	0.61%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$583K	0.44%	Not reported	New	Q4 2025
AAPLApple Inc.	$480K	0.36%	0.00%	New	Q4 2025
SBUXStarbucks Corp	$462K	0.35%	0.00%	New	Q4 2025
WSMWilliams Sonoma Inc	$383K	0.29%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$347K	0.26%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$306K	0.23%	Not reported	New	Q4 2025
USBUS Bancorp \de\	$261K	0.20%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$252K	0.19%	Not reported	New	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$197K	0.15%	Not reported	New	Q4 2025
HDHome Depot, Inc.	$179K	0.13%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$157K	0.12%	0.00%	New	Q4 2025
CATCaterpillar Inc	$146K	0.11%	0.00%	New	Q4 2025
LRCXLam Research Corp	$146K	0.11%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$133K	0.10%	0.00%	New	Q4 2025
NFLXNetflix Inc	$132K	0.10%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$130K	0.10%	0.00%	New	Q4 2025
ISRGIntuitive Surgical Inc	$130K	0.10%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$121K	0.09%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$112K	0.08%	0.00%	New	Q4 2025
NVONovo Nordisk A S	$111K	0.08%	Not reported	New	Q4 2025
WMTWalmart Inc.	$97K	0.07%	0.00%	New	Q4 2025
BABoeing Co	$88.8K	0.07%	0.00%	New	Q4 2025
MELIMercadolibre Inc	$86.6K	0.07%	0.00%	New	Q4 2025
ALKAlaska Air Group, Inc.	$74.1K	0.06%	0.00%	New	Q4 2025
MAMastercard Inc	$70.8K	0.05%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$68.1K	0.05%	0.00%	New	Q4 2025
MUMicron Technology Inc	$59.4K	0.04%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$57.9K	0.04%	0.00%	New	Q4 2025
MCDMcdonalds Corp	$56.8K	0.04%	0.00%	New	Q4 2025
BACBank of America Corp	$55.3K	0.04%	0.00%	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$54.8K	0.04%	Not reported	New	Q4 2025
CALIChina Auto Logistics Inc	$50.5K	0.04%	Not reported	New	Q4 2025
MRKMerck & Co., Inc.	$48.5K	0.04%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$47.4K	0.04%	0.00%	New	Q4 2025
AMGNAmgen Inc	$45.8K	0.03%	0.00%	New	Q4 2025
GMGeneral Motors Co	$43.5K	0.03%	0.00%	New	Q4 2025
BDXBecton Dickinson & Co	$42.5K	0.03%	0.00%	New	Q4 2025
ZIMZIM Integrated Shipping Services Ltd.	$42.5K	0.03%	0.00%	New	Q4 2025
ORCLOracle Corp	$41.3K	0.03%	0.00%	New	Q4 2025
FFord Motor Co	$41K	0.03%	0.00%	New	Q4 2025
LMTLockheed Martin Corp	$38.7K	0.03%	0.00%	New	Q4 2025
MAINMain Street Capital CORP	$38.2K	0.03%	0.00%	New	Q4 2025
RHRH	$37.8K	0.03%	0.00%	New	Q4 2025
CVXChevron Corp	$37.8K	0.03%	0.00%	New	Q4 2025

Premium opens every quarter this fund has filed