Long-term investor

Sunrise Financial Services, LLC @sunrisefinancialservices

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110891).

Record

  • Tracked since 2025-12-31 (247 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.0% · 6 months n/a · 1 year n/a · all +10.7%
  • Max drawdown n/a · win rate 10% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 14020W106 · 13.8% · long · since 2025-12-31
  • 46138G649 · 9.2% · long · since 2025-12-31
  • 464289438 · 5.8% · long · since 2025-12-31
  • 41151J505 · 5.7% · long · since 2025-12-31
  • 46137V464 · 4.8% · long · since 2025-12-31
  • 09290C103 · 4.1% · long · since 2025-12-31
  • 81369Y803 · 4.1% · long · since 2025-12-31
  • 09661T404 · 3.9% · long · since 2025-12-31
  • 46137V597 · 3.6% · long · since 2025-12-31
  • 02072L607 · 3.6% · long · since 2025-12-31
  • 015564503 · 3.2% · long · since 2026-03-31
  • 52468L505 · 3.1% · long · since 2025-12-31

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