Titelia

Holdings of Sunrise Financial Services, LLC

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Net assets
-
Positions
530 in 9 countries
Top ten
71.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

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Sector breakdown

  • Technology 4.4 %
  • Consumer discretionary 2.7 %
  • Consumer staples 1.2 %
  • Financials 0.9 %
  • Communication 0.7 %
  • Funds 0.6 %
  • Industrials 0.6 %
  • Health care 0.5 %
  • Materials 0.1 %
  • Energy 0.1 %
  • Unattributed 88.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.9 %
  • Denmark 0.0 %
  • United Kingdom 0.0 %
  • Netherlands 0.0 %
  • Taiwan 0.0 %
  • Finland 0.0 %
  • France 0.0 %
  • Canada 0.0 %
  • Cayman Islands 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States517109.9M $99.91 %
2Denmark144.4K $0.04 %
3United Kingdom522.7K $0.02 %
4Netherlands114.5K $0.01 %
5Taiwan18.1K $0.01 %
6Finland15.3K $0.00 %
7France21.4K $0.00 %
8Canada1168 $0.00 %
9Cayman Islands1103 $0.00 %
Cite this page

Titelia. "Holdings of Sunrise Financial Services, LLC". https://titelia.com/en/funds/US13F2110891