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Sun Financial Inc

All holdings · as of Dec 31, 2025

157 positions

CompanyClassValueShares% of portfolio
MARSH & MCLENNAN COMPANIES, INC.$403.8K2,1760.2%
Northrop Grumman Corp$401.6K7040.2%
CUMMINS INC$398.7K7810.2%
PEPSICO INC$389.7K2,7150.2%
PROCTER & GAMBLE Co$385.9K2,6930.2%
ROSS STORES, INC.$381.5K2,1180.2%
AUTOMATIC DATA PROCESSING INC$381.3K1,4820.2%
SCHWAB CHARLES CORP$378.7K3,7910.2%
AMPHENOL CORP /DE$368.6K2,7280.2%
Cognizant Technology Solutions Corp$366.3K4,4130.2%
COLGATE PALMOLIVE CO$364.6K4,6140.2%
INVESCO EXCH TRD SLF IDX FD$357.6K17,3580.2%
LIVE NATION ENTERTAINMENT INC$350.1K2,4570.2%
ELI LILLY & Co$349.4K3250.2%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC$346.7K2,3270.2%
PAYCHEX INC$345.8K3,0820.2%
INVESCO EXCH TRD SLF IDX FD$345.0K17,4790.2%
First Trust Exchange-Traded Fund VIII$335.8K7,5720.2%
Motorola Solutions, Inc.$329.4K8590.2%
RAYMOND JAMES FINANCIAL INC$320.2K1,9940.2%
LINDE PLC$318.0K7460.2%
Copart Inc$316.6K8,0860.2%
JOHN HANCOCK EXCHANGE TRADED$315.7K7,5180.2%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$314.4K9,8070.2%
Snap-on Inc$307.7K8930.2%
AMERIPRISE FINANCIAL INC$307.0K6260.2%
3M CO$303.7K1,8970.2%
Cboe Global Markets Inc$303.5K1,2090.2%
KINDER MORGAN, INC.$301.7K10,9750.2%
EOG RESOURCES INC$300.6K2,8620.2%
Zoetis Inc.$295.5K2,3480.2%
ECOLAB INC.$290.2K1,1050.2%
WISDOMTREE TR$290.1K5,6220.2%
DOVER Corp$284.3K1,4560.2%
FIRST TR EXCHANGE TRADED FD$283.7K2,9290.2%
Intuitive Surgical Inc$283.2K5000.2%
Veralto Corp$281.9K2,8250.2%
T Rowe Price Group Inc$281.7K2,7510.2%
Public Storage$281.3K1,0840.2%
F5 Inc$275.4K1,0790.2%
RESMED INC$275.1K1,1420.2%
AB ACTIVE ETFS INC$254.0K5,0320.1%
NWPX Infrastructure Inc$254.0K4,0640.1%
FIRST TR EXCHANGE-TRADED FD$252.1K5,6860.1%
AECOM$249.1K2,6130.1%
ISHARES TR$242.8K3,0110.1%
ISHARES TR$241.8K2,0120.1%
AMGEN INC$236.6K7230.1%
JOHN HANCOCK EXCHANGE TRADED$234.7K5,6510.1%
Alphabet Inc.$230.8K7350.1%
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