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Sun Financial Inc

All holdings · as of Dec 31, 2025

157 positions

CompanyClassValueShares% of portfolio
AUTOMATIC DATA PROCESSING INC$381.3K1,4820.2%
ROSS STORES, INC.$381.5K2,1180.2%
PROCTER & GAMBLE Co$385.9K2,6930.2%
PEPSICO INC$389.7K2,7150.2%
CUMMINS INC$398.7K7810.2%
Northrop Grumman Corp$401.6K7040.2%
MARSH & MCLENNAN COMPANIES, INC.$403.8K2,1760.2%
Moody's Corp$405.0K7930.2%
ORACLE CORP$406.2K2,0840.2%
W. R. Berkley Corporation$411.9K5,8740.2%
EXXON MOBIL CORP$415.8K3,4550.2%
Garmin Ltd$415.9K2,0500.2%
LOCKHEED MARTIN CORP$427.7K8840.2%
AbbVie Inc.$440.8K1,9290.2%
Union Pacific Corp$480.3K2,0770.3%
ABBOTT LABORATORIES$496.6K3,9640.3%
GENERAL DYNAMICS CORP$516.7K1,5350.3%
HONEYWELL INTERNATIONAL INC$523.7K2,6840.3%
RBB FD INC$539.6K10,7770.3%
INVESCO EXCH TRD SLF IDX FD$548.8K28,0380.3%
JOHNSON & JOHNSON$550.4K2,6600.3%
Cencora Inc$551.6K1,6330.3%
Visa Inc$564.4K1,6090.3%
COCA COLA CO$574.7K8,2200.3%
CISCO SYSTEMS, INC.$578.6K7,5120.3%
WEDBUSH SER TR$585.5K18,5230.3%
Arthur J. Gallagher & Co.$596.8K2,3060.3%
FIRST TR EXCHANGE TRADED FD$611.1K8,5520.3%
Walmart Inc.$625.8K5,6170.3%
WISDOMTREE TR$658.3K14,9440.4%
CAPITAL GROUP CORE EQUITY ET$665.7K16,5470.4%
First Trust Exchange-Traded Fund VIII$676.8K14,1830.4%
VANGUARD INTL EQUITY INDEX F$687.0K9,3390.4%
Warren E. Buffett$692.1K1,3770.4%
HOME DEPOT, INC.$712.2K2,0700.4%
Mastercard Inc$821.5K1,4390.5%
FIRST TR EXCHANGE TRADED FD$860.7K23,6670.5%
DEERE & CO$903.8K1,9410.5%
The PNC Financial Services Group, Inc.$904.8K4,3350.5%
Strategy Inc$952.9K6,2710.5%
Expedia Group Inc$972.6K3,4330.5%
SoFi Technologies, Inc.$973.6K37,1870.5%
Axon Enterprise Inc$1.03M1,8050.6%
FIRST TR EXCHANGE-TRADED ALP$1.03M11,9660.6%
FIRST TR EXCHNG TRADED FD VI$1.03M23,3380.6%
SCHWAB STRATEGIC TR$1.04M31,8180.6%
LAM RESEARCH CORP$1.04M6,0980.6%
PACER FDS TR$1.05M17,4880.6%
Vistra Corp.$1.07M6,6150.6%
JOHN HANCOCK EXCHANGE TRADED$1.07M16,3460.6%
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