StockDriftsStockDriftsTop 50 Sun Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTHI | FIRST TR EXCHANGE TRADED FD | 4.78% | 422.9K | $10.1M | +5.22%(+20.99K) | $23.61(+1.68%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 4.16% | 236.2K | $8.8M | +14.84%(+30.52K) | $33.97(+9.91%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.94% | 239.8K | $8.4M | +5.17%(+11.79K) | $29.53(+18.52%) | 2026-06-30 | |
| GRNJ | TIDAL TRUST III | 3.22% | 223.1K | $6.8M | +21.92%(+40.10K) | $25.91(+19.60%) | 2026-06-30 | |
| FTQI | FIRST TR EXCHANGE TRADED FD | 2.79% | 266.3K | $5.9M | +8.28%(+20.37K) | $20.71(+7.17%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.48% | 104.3K | $5.3M | -12.32%(-14.65K) | $50.64(-0.37%) | 2026-06-30 | |
| IEF | ISHARES TR | 2.45% | 56.0K | $5.2M | -3.35%(-1.95K) | $96.31(-3.41%) | 2026-06-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 2.38% | 245.2K | $5.0M | +0.65%(+1.58K) | $21.26(-3.19%) | 2026-06-30 | |
| GRNY | TIDAL TRUST I | 2.18% | 165.2K | $4.6M | +12.39%(+18.21K) | $24.93(+12.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.98% | 19.3K | $4.2M | +1.75%(+332) | $186.45(+18.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.13% |
Sun Financial INC reports $211.97M in US-listed equity holdings across 161 positions in its most recent 13F filing. Its largest disclosed positions are FTHI (4.8%), BUFR (4.2%) and SCHV (3.9%). The top 20 holdings account for 45.9% of reported assets. Its disclosed equity book has returned +13.77% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sun Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067342). View Sun Financial INC’s 13F filings on SEC