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Sunrise Financial Services, LLC

CIK 2110891 · latest 13F filed 21 October 2026 · Read the filing on EDGAR

Sunrise Financial Services, LLC reported 473 US-listed holdings worth $180.4 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Capital Group Dividend Value (14.0%), Invesco Exch Traded FD Trust II (9.3%) and Harbor ETF Trust (6.8%). Against the quarter before, it opened 16 positions, added to 28, trimmed 81 and sold out of 130.

Reported holdings$180.4M+7.2% on Q2 2026
Positions473-114 on Q2 2026
The largest ten59.8%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Where the money is
OpenedAdded to
CGDV14.0%QQQM9.3%HGER6.8%IWY5.9%XMMO4.4%DYNF4.3%XLK4.2%PATN3.9%PRFZ3.5%FRDM3.4%ALAI3.4%LVHI3.3%JPLD2.8%TBLL2.2%459 more28.6%

The 14 largest of its 473 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2025: $132.7 million in 532 positions$133MQ4 25Q1 2026: $141.1 million in 622 positions$141MQ1 26Q2 2026: $168.3 million in 587 positions$168MQ2 26Q3 2026: $180.4 million in 473 positions$180MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +11.8% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.

Its reported holdingsThe S&P 500
95100105110Q4 25Q1 26Q2 26Q3 26Its holdings +11.8%S&P 500 +11.8%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 16Added 28Held 348Trimmed 81Sold out 130
Opened: 16Added: 28Held: 348Trimmed: 81Sold out: 130

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 16

  1. Pacer FDS Trust PATN$7.1 million
  2. Neos ETF Trust IWMI$61,898
  3. Franklin Templeton ETF Trust XIDV$55,818
  4. Calamos ETF Trust CPRJ$39,527
  5. Neos ETF Trust IYRI$25,905
  6. ExxonMobil Holdings Corp. XOM$23,436
  7. Pacer FDS Trust TRFK$10,085
  8. American Centy ETF Trust AVLV$9,044

and 8 more in the table below

Added to 28

  1. Invesco Exch Traded FD Trust II TBLL+37,503 shares · +104175%
  2. John Hancock Exchange Traded JHHY+95,036 shares · +121841%
  3. Capital Group Dividend Value CGDV+45,391 shares · +10%
  4. Invesco Exch Traded FD Trust II QQQM+3,877 shares · +8%
  5. Invesco S&P MidCap Momentum ETF XMMO+6,704 shares · +14%
  6. iShares Trust IWY+3,056 shares · +9%
  7. BlackRock ETF Trust DYNF+10,595 shares · +10%
  8. Invesco Exchange Traded FD T PRFZ+12,679 shares · +12%

and 20 more in the table below

Trimmed 81

  1. BNY Mellon ETF Trust BKIE-174,792 shares · -90%
  2. US Treasury 12 Month Bill ETF OBIL-77,686 shares · -95%
  3. T Rowe Price ETF Inc. THYF-50,127 shares · -94%
  4. Harbor ETF Trust OSEA-5,289 shares · -15%
  5. RBB FD Inc. TBIL-2,781 shares · -36%
  6. VG Totl STK Vprs VTI-346 shares · -8%
  7. NVIDIA Corp. NVDA-556 shares · -6%
  8. Tesla, Inc. TSLA-255 shares · -14%

and 73 more in the table below

Sold out of 130

  1. iShares Trust IDV$57,795 last quarter
  2. JPMorgan Nasdaq Equity Premium JEPQ$55,314 last quarter
  3. Select Sector SPDR Trust XLU$28,156 last quarter
  4. iShares ETFs REM$25,821 last quarter
  5. SPDR Ser Trust PSK$17,830 last quarter
  6. First Trust Exchange-Traded FD FDN$12,177 last quarter
  7. Weyerhaeuser Co. WY$9,768 last quarter
  8. iShares Trust IUSV$8,592 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Capital Group Dividend Value CGDV516.1K$25.2 million13.97%+45.4K
Invesco Exch Traded FD Trust II QQQM54.9K$16.7 million9.27%+3.9K
Harbor ETF Trust HGER347.1K$12.2 million6.78%+18.3K
iShares Trust IWY36.4K$10.7 million5.95%+3.1K
Invesco S&P MidCap Momentum ETF XMMO54.7K$8.0 million4.44%+6.7K
BlackRock ETF Trust DYNF113.0K$7.8 million4.34%+10.6K
Technology Select Sector SPDR ETF XLK39.0K$7.6 million4.23%+2.4K
Pacer FDS Trust PATN198.0K$7.1 million3.91%new
Invesco Exchange Traded FD T PRFZ120.6K$6.3 million3.50%+12.7K
Ea Series Trust FRDM88.3K$6.2 million3.42%+6.2K
Alger Ai Enablers & Adopters E ALAI130.4K$6.1 million3.36%+13.0K
Legg Mason ETF Invt LVHI142.9K$6.0 million3.30%+15.3K
J P Morgan Exchange Traded F JPLD97.1K$5.0 million2.77%+3.4K
Invesco Exch Traded FD Trust II TBLL37.5K$4.0 million2.20%+37.5K
Pgim ETF Trust PSH78.6K$3.8 million2.12%-343
Vaneck ETF Trust RAAX93.5K$3.7 million2.06%+11.1K
Microsoft Corp. MSFT5.2K$2.7 million1.47%-44
BlackRock ETF Trust II BRLN52.1K$2.6 million1.47%-274
JPMorgan International Bond Opportunities ETF JPIB52.4K$2.4 million1.36%+3.0K
John Hancock Exchange Traded JHHY95.1K$2.3 million1.30%+95.0K
NVIDIA Corp. NVDA9.5K$2.2 million1.20%-556
Vanguard World FD VGT13.5K$1.7 million0.94%no change
Capital GRP Fixed Incm ETF T CGSM63.2K$1.6 million0.90%+21.2K
VG Totl STK Vprs VTI4.1K$1.5 million0.85%-346
Amazon.com Inc. AMZN4.4K$1.1 million0.61%no change
Costco Wholesale Corp. COST1.1K$964,9600.53%no change
Harbor ETF Trust OSEA30.3K$887,4560.49%-5.3K
US Vegan Climate ETF VEGN11.0K$867,6910.48%+614
Capital GRP Fixed Incm ETF T CGMU32.6K$845,5530.47%+9.2K
RBB Fund Trust FEOE13.4K$718,1520.40%+1.5K
Invesco QQQ Trust QQQ949$702,0420.39%no change
BNY Mellon ETF Trust BKIE20.4K$681,2630.38%-174.8K
Apple Inc. AAPL1.8K$601,1010.33%no change
Invesco Exch Traded FD Trust II RWJ10.3K$578,3890.32%-1.4K
Franklin Templeton ETF Trust FLQM9.8K$565,5970.31%-733
Tesla, Inc. TSLA1.5K$543,9240.30%-255
BNY Mellon ETF Trust BKMC14.0K$539,1860.30%-866
First Trust Exchange-Traded FD TDIV4.6K$522,0180.29%+1.2K
Morgan Stanley ETF Trust CVSB9.7K$491,7400.27%-359
Starbucks Corp. SBUX5.2K$490,5650.27%-16
Williams Sonoma Inc. WSM2.1K$489,8430.27%no change
Vaneck ETF Trust HYD9.7K$464,0090.26%+2.5K
Schwab Strategic Trust SCHG11.0K$394,5830.22%no change
Tidal Trust III WOMN7.9K$343,8160.19%+51
Alps ETF Trust OUSM7.0K$322,8880.18%-127
Invesco Exch TRD SLF Idx FD IUS4.7K$318,9730.18%-455
First Trust Advisors LP QTEC950$313,2440.17%no change
Vanguard S&P 500 VOO439$307,6780.17%no change
Meta Platforms, Inc. META419$303,8500.17%-4
Berkshire Hathaway Inc. Class B BRKB568$282,8360.16%+50
J P Morgan Exchange Traded F BBCA2.8K$282,8140.16%-154
U.S. Bancorp USB4.9K$282,5620.16%no change
Invesco Exchange Traded FD T XSVM4.3K$278,3820.15%-186
American Centy ETF Trust AVUS2.1K$272,5760.15%no change
iShares Trust EAGG6.0K$272,2380.15%-240
Capital Group Dividend Growe CGDG7.2K$268,4300.15%-201
Alphabet Inc. GOOG763$259,9850.14%-40
Vanguard ETF VIOG1.8K$254,3800.14%no change
RBB FD Inc. TBIL5.0K$248,8640.14%-2.8K
Schwab Strategic Trust SCHV7.3K$244,0620.14%no change
SPDR Ser Trust XBI1.5K$229,8970.13%no change
Micron Technology Inc. MU210$223,6730.12%no change
Caterpillar Inc. CAT269$218,1030.12%no change
Advanced Micro Devices Inc. AMD345$211,0570.12%-5
iShares ETFs ACWV1.7K$210,9640.12%-175
Cohen & Steers ETF Trust CSNR5.7K$205,9290.11%+856
Vanguard Index FDS VOT672$196,2910.11%no change
Fidelity Value Factor ETF FVAL2.3K$187,8480.10%no change
US Treasury 12 Month Bill ETF OBIL3.8K$187,1670.10%-77.7K
Alphabet Inc. GOOGL509$175,1370.10%no change
Vanguard World FD VHT554$175,1080.10%no change
Johnson & Johnson JNJ633$167,5800.09%-10
Cisco Systems, Inc. CSCO1.5K$156,2790.09%no change
Lam Research Corp. LRCX472$155,0570.09%+20
Home Depot, Inc. HD528$150,2110.08%no change
T Rowe Price ETF Inc. THYF2.9K$146,1630.08%-50.1K
Neos ETF Trust SPYI2.7K$141,9640.08%no change
SPDR Index SHS FDS SPGM1.6K$141,7740.08%no change
Vanguard Mid Cap Value ETF VOE705$137,8490.08%no change
Palantir Technologies Inc. PLTR734$137,2950.08%no change
iShares Esg Advanced High Yield Corporate Bond ETF HYXF3.0K$136,2240.08%+132
iShares Trust HYGW4.8K$135,6500.08%no change
iShares Trust IUSG658$127,4880.07%-47
Vanguard Mid Cap Index ETF VO1.6K$125,4720.07%no change
Vanguard Growth ETF VUG1.2K$107,0510.06%no change
Walmart Inc. WMT964$100,1790.06%no change
Netflix Inc. NFLX1.4K$98,1080.05%no change
iShares Trust IJT561$89,9450.05%no change
iShares Core S&P Mid-Cap ETF IJH1.2K$85,6210.05%no change
Intuitive Surgical Inc. ISRG205$83,3590.05%-24
International Business Machines Corp. IBM355$78,0750.04%-32
Boeing Co. BA416$77,3970.04%no change
iShares Trust EMB829$75,2690.04%-260
MercadoLibre, Inc. MELI43$74,3270.04%no change
Legg Mason ETF Invt LVHD1.8K$73,1610.04%no change
Vanguard World FD VDC323$70,4820.04%no change
Merck & Co., Inc. MRK461$66,9880.04%no change
Vanguard Ftse Emerging Markets VWO1.1K$64,9440.04%-109
iShares Core MSCI Eafe ETF IEFA666$64,5220.04%no change
Deere & Co. DE94$63,1260.03%no change
Main STR Cap Corp. MAIN1.1K$61,9310.03%no change
Neos ETF Trust IWMI1.3K$61,8980.03%new
Nushares ETF Trust NULG503$57,1860.03%no change
Alaska Air Group, Inc. ALK1.5K$57,0440.03%no change
Franklin Templeton ETF Trust XIDV1.5K$55,8180.03%new
JPMorgan Chase & Co. JPM168$55,5790.03%no change
SPDR Ser Trust SPHY2.4K$54,7590.03%-2.5K
Taiwan Semiconductor Manufacturing Company Limited TSM119$54,2870.03%no change
J P Morgan Exchange Traded F JIRE650$53,4040.03%no change
Schwab Strategic Trust SCHF1.9K$53,1820.03%no change
BlackRock ETF Trust II CALI1.1K$52,3010.03%no change
PIMCO ETF Trust CMDT1.5K$52,0250.03%-75
Chevron Corp. CVX248$50,6440.03%no change
Vanguard Ftse Developed Markets VEA704$49,7090.03%-55
SPDR Index SHS FDS SPEM932$48,2400.03%no change
CrowdStrike Holdings, Inc. CRWD180$47,6550.03%no change
iShares Core S&P Small-Cap ETF IJR350$47,6140.03%-2
Simplify Exchange Traded Fun HEQT1.4K$47,2930.03%-154
Bank of America Corp. BAC865$47,0820.03%no change
Novo Nordisk A/S NVO1.2K$45,1130.03%no change
Wells Fargo & Company WFC559$44,7480.02%no change
United Natural Foods Inc. UNFI992$44,4320.02%no change
Pacer ETFs QDPL944$43,2330.02%-68
General Motors Co. GM535$41,1950.02%no change
Lockheed Martin Corp. LMT80$40,7400.02%no change
Coca-Cola Co. KO463$39,8550.02%-20
Global X Infrastr Development ETF (pave) PAVE759$39,8480.02%no change
Vaneck Retail ETF RTH158$39,5690.02%no change
Calamos ETF Trust CPRJ1.4K$39,5270.02%new
J P Morgan Exchange Traded F JEPI700$39,3540.02%no change
Mastercard Inc. MA71$39,1540.02%no change
McDonald's Corp. MCD161$37,1810.02%-25
Nushares ETF Trust NULV703$37,0130.02%no change
Invesco Ftse Rafi Developed Markets Ex-Us Small-Mid ETF PDN804$36,9040.02%no change
Becton Dickinson & Co. BDX206$36,8740.02%-13
Corning Inc. GLW233$35,8260.02%no change
Abrdn Silver ETF Trust SIVR611$35,0160.02%no change
Amgen Inc. AMGN83$34,9850.02%-23
Interactive Brokers Group, Inc. IBKR404$34,5100.02%no change
Delta Air Lines, Inc. DAL398$33,2170.02%no change
iShares Trust EFAV363$33,0770.02%no change
Morgan Stanley ETF Trust CVIE396$32,9180.02%no change
Ferrari N.V. RACE81$31,8210.02%no change
Qualcomm Inc. QCOM170$31,2870.02%no change
SPDR Gold Trust GLD82$31,2290.02%no change
TJX Companies Inc. TJX231$30,5640.02%no change
iShares Trust IMCV330$30,2770.02%no change
Bondbloxx Irm Tax-Aware Short Duration ETF TAXX600$29,9100.02%+5
New York Life Invts Active E MMCA1.4K$29,6890.02%no change
iShares Trust SCZ350$29,5470.02%no change
Invesco Exch Traded FD Trust II SPHD611$29,4380.02%-311
Oracle Corp. ORCL212$29,1080.02%no change
Amphenol Corp. APH324$27,3130.02%no change
Royal Caribbean Cruises Ltd. RCL102$27,1180.02%no change
iShares Inc. DVYE786$26,7240.01%no change
SLB Limited SLB543$26,4550.01%no change
Marvell Technology, Inc. MRVL100$26,4210.01%no change
Neos ETF Trust IYRI573$25,9050.01%new
Calamos ETF Trust CPNM952$25,8370.01%no change
Vanguard Whitehall FDS VYM166$25,7630.01%no change
Vanguard Small Cap Value ETF VBR111$25,6440.01%no change
ProShares Trust NOBL462$24,9940.01%no change
Booking Holdings Inc. BKNG150$24,4370.01%no change
Visa Inc. V68$24,4340.01%no change
ExxonMobil Holdings Corp. XOM144$23,4360.01%new
ProShares ETFs REGL270$23,3500.01%no change
Southwest Gas Holdings, Inc. SWX286$23,3200.01%no change
Royal Bank of Canada RY118$23,1980.01%no change
Welltower Inc. WELL100$23,0240.01%no change
STMicroelectronics N.V. STM421$22,4650.01%no change
3D Systems Corp. DDD6.2K$22,3200.01%no change
Fastenal Co. FAST446$22,0900.01%no change
RH RH175$21,3060.01%-36
Five Below, Inc. FIVE92$20,2000.01%no change
Investment Managers Ser Trust I AAA800$19,8000.01%no change
ProShares ETFs SMDV272$19,5080.01%no change
Waste Management Inc. WM93$18,9650.01%no change
Sherwin Williams Co. SHW57$18,4260.01%no change
NXP Semiconductors N.V. NXPI77$18,2900.01%no change
Texas Instruments Inc. TXN65$18,2060.01%no change
Charles Schwab Corp. SCHW185$18,0820.01%-7
Monster Beverage Corp. MNST428$17,8130.01%no change
iShares ESG Aware MSCI USA Smal ESML342$17,7840.01%no change
Procter & Gamble Co. PG121$17,5790.01%-10
Vanguard World FD VDE102$17,5600.01%no change
SPDR S&P 500 SPY23$17,5400.01%no change
iShares Trust DSI118$17,2490.01%no change
Vanguard Intl Equity Index F VSS108$16,7670.01%-54
Pgim Rock ETF Trust PBAU520$16,6890.01%no change
General Electric Co. GE53$16,5510.01%no change
Paccar Inc. PCAR150$16,4720.01%no change
Flexshares Trust ESG91$16,3390.01%no change
PIMCO ETF Trust MINT157$15,7860.01%no change
First Trust Exchng Traded FD Vi BUFR420$15,7370.01%no change
Vivmark Residential VMRK255$15,4940.01%no change
Broadcom Inc. AVGO44$15,4520.01%no change
Calamos ETF Trust CPSM516$15,2750.01%no change
iShares Trust ICSH298$15,0190.01%no change
Bristol-Myers Squibb Co. BMY240$14,9760.01%no change
Lowe's Companies Inc. LOW81$14,9270.01%no change
iShares Gold Trust IAU189$14,7610.01%-102
Enterprise Products Partners L.P. EPD400$14,2440.01%no change
AbbVie Inc. ABBV54$14,1260.01%no change
iShares Trust IHI276$14,1170.01%no change
Antero Midstream Corp. AM700$14,1120.01%no change
RTX Corp. RTX76$14,1090.01%no change
Fidelity Stocks for Inflation ETF FCPI250$14,0000.01%no change
Adobe Inc. ADBE58$13,9170.01%no change
Nuveen Esg Mid-Cap Growth ETF NUMG306$13,8430.01%no change
Vanguard Specialized Funds VIG59$13,7650.01%no change
Realty Income Corp. O250$13,5750.01%no change
Assurant, Inc. AIZ50$13,1750.01%no change
L3Harris Technologies, Inc. LHX55$13,0230.01%no change
Valero Energy Corp. VLO33$12,7910.01%no change
Citigroup Inc. C97$12,5600.01%no change
GE Vernova Inc. GEV13$12,3560.01%no change
Waters Corp. WAT27$11,8640.01%-1
Archer-Daniels-Midland Co. ADM147$11,6690.01%no change
NextEra Energy Inc. NEE154$11,6640.01%no change
Franklin Templeton ETF Trust DIVI270$11,5180.01%no change
Ford Motor Co. F949$11,4450.01%-175
Pgim Rock ETF Trust PQJL360$11,4170.01%no change
Linde plc LIN24$11,3920.01%no change
iShares Trust HEFA245$11,3660.01%no change
iShares Trust REET419$10,8020.01%no change
Unilever plc UL177$10,7490.01%no change
PepsiCo Inc. PEP83$10,5180.01%no change
Sei Enhanced Low Volatility U.s. Large Cap ETF SELV300$10,1160.01%no change
Pacer FDS Trust TRFK100$10,0850.01%new
Invesco Actively Managed Exc GTOS400$9,8360.01%no change
Pfizer Inc. PFE335$9,5540.01%-120
Investment Managers Ser Trust I FPAS400$9,4840.01%no change
Schwab Strategic Trust SCHY300$9,4200.01%no change
Ares Capital Corp. ARCC482$9,2060.01%no change
American Centy ETF Trust AVLV100$9,0440.01%new
Williams Companies, Inc. WMB132$8,9720.00%no change
Intuit Inc. INTU32$8,8230.00%no change
Travelers Companies, Inc. TRV24$8,5560.00%no change
SPDR Blmbg Barclays Convert Secs ETF CWB83$8,3980.00%no change
Bank of New York Mellon Corp. BNY57$8,2440.00%no change
Financial Select Sector SPDR ETF XLF150$8,0100.00%no change
3M Co. MMM47$7,7150.00%no change
Moderna, Inc. MRNA40$7,7030.00%no change
Alibaba Group Holding Limited BABA70$7,5280.00%no change
WEC Energy Group, Inc. WEC72$7,2560.00%no change
Rocket Lab Corp. RKLB100$6,9680.00%no change
Eli Lilly & Co. LLY6$6,9420.00%no change
Republic Services, Inc. RSG33$6,9260.00%no change
Western Digital Corp. WDC15$6,8170.00%no change
Select Sector SPDR Trust XLB138$6,7210.00%no change
East West Bancorp Inc. EWBC54$6,6920.00%no change
Nokia Corporation NOK659$6,6820.00%no change
BlackRock, Inc. BLK6$6,3500.00%-15
United Parcel Service Inc. UPS67$6,2600.00%-70
Wisdomtree Trust EPI149$6,0690.00%no change
ServiceNow, Inc. NOW45$6,0300.00%no change
Eaton Corp. plc ETN14$6,0160.00%no change
Corpay, Inc. CPAY15$5,8290.00%-4
Corteva, Inc. CTVA71$5,5130.00%-48
Neos ETF Trust MLPI109$5,4730.00%new
MKS Inc. MKSI20$5,3070.00%no change
Expedia Group, Inc. EXPE20$5,2670.00%no change
Vertex Pharmaceuticals Inc. VRTX10$5,2280.00%no change
Markel Group Inc. MKL3$5,1370.00%no change
First Trust Exchange Traded FD GRID29$5,1360.00%no change
Vanguard Value ETF VTV23$4,9700.00%no change
Quest Diagnostics Inc. DGX21$4,9570.00%no change
Invesco Actively Managed Exc IROC100$4,7900.00%no change
iShares Trust SHYG115$4,7440.00%no change
BP plc BP107$4,7070.00%no change
ON Semiconductor Corp. ON60$4,6120.00%no change
Bunge Global SA BG43$4,5990.00%no change
Targa Resources Corp. TRGP17$4,5950.00%no change
iShares Trust MUB45$4,5500.00%no change
State Street Corp. STT26$4,5390.00%no change
Marsh & McLennan Companies, Inc. MRSH26$4,4390.00%no change
FS Specialty Lending Fund Fssl FSSL380$4,4190.00%no change
Mondelez International, Inc. MDLZ76$4,3940.00%no change
ConocoPhillips COP35$4,3800.00%no change
nVent Electric plc NVT27$4,3300.00%no change
Philip Morris International Inc. PM22$4,1980.00%-25
Gilead Sciences, Inc. GILD28$4,1730.00%no change
Salesforce, Inc. CRM18$4,1320.00%no change
Phillips 66 PSX16$4,0850.00%no change
UnitedHealth Group Inc. UNH11$4,0380.00%no change
PNC Financial Services Group, Inc. PNC18$4,0010.00%no change
PayPal Holdings, Inc. PYPL74$3,9080.00%no change
Hewlett Packard Enterprise Co. HPE61$3,8970.00%no change
Walt Disney Co. DIS36$3,7760.00%-71
M&T Bank Corp. MTB17$3,6990.00%no change
Hubbell Inc. HUBB8$3,6290.00%no change
TD Synnex Corp. SNX14$3,5960.00%no change
Elevance Health, Inc. ELV9$3,4990.00%no change
iShares Silver Trust SLV64$3,4890.00%no change
Vanguard Charlotte FDS BNDX74$3,4680.00%no change
Carnival Corp. Ltd. CCL141$3,4600.00%no change
United STS Oil FD LP USO23$3,3500.00%no change
American Express Co. AXP11$3,3450.00%no change
Lamar Advertising Co. LAMR23$3,3150.00%no change
Comfort Systems USA Inc. FIX2$3,3080.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported; the largest 300 here.
Read moreChange is shares against its 13F for the quarter before; the 130 it sold out of are in the box above.