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Latest Sunesis Advisors, LLC Stock Portfolio

$241Million | No. of Holdings #61

Sunesis Advisors, LLC Performance

2026 Q2+8.04%
YTD+5.38%
2025-1.04%

About Sunesis Advisors, LLC and 13F Hedge Fund Stock Holdings

Sunesis Advisors, LLC is a hedge fund based in Overland Park, KS. On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sunesis Advisors, LLC reported an equity portfolio of $241.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Sunesis Advisors, LLC are VB, , IJR. The fund has invested 40.3% of it's portfolio in VANGUARD INDEX FDS and 8.4% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off SHERWIN WILLIAMS CO (SHW) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in BANK OF NY MELLON CORP (BK), REPUBLIC SVCS INC (RSG) and COSTCO WHOLESALE CORPORATION (COST). Sunesis Advisors, LLC opened new stock positions in ISHARES TR (IBCE), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), ISHARES TR (AAXJ) and VANGUARD WELLINGTON FD (VFLQ).
Sunesis Advisors, LLC Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$241Million
  as of Jul 10, 2026

Sunesis Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sunesis Advisors, LLC made a return of 8.04% in the last quarter. In trailing 12 months, it's portfolio return was 7.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr2,654,760
vanguard index fds233,095
vanguard index fds215,533
ishares tr201,466
New stocks bought by Sunesis Advisors, LLC

Additions

Ticker% Inc.
ishares tr400
ishares tr171
vanguard wellington fd73.42
apple inc14.98
vanguard bd index fds1.46
ishares tr0.84
vanguard star fds0.56
vanguard bd index fds0.1
Additions to existing portfolio by Sunesis Advisors, LLC

Reductions

Ticker% Reduced
bank of ny mellon corp-47.05
republic svcs inc-26.53
costco wholesale corporation-25.25
microsoft corp-24.95
eli lilly & co-24.5
exxon mobil corp-10.89
berkshire hathaway inc del-8.81
vanguard tax-managed fds-7.29
Sunesis Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
sherwin williams co-306,766
home depot inc-202,596
Sunesis Advisors, LLC got rid off the above stocks

Sector Distribution

Sunesis Advisors, LLC has about 93.5% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
Sector%
Others93.5
Financial Services2.8
Technology1.8

Market Cap. Distribution

Sunesis Advisors, LLC has about 4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED93.5
MEGA-CAP2.6
MID-CAP2.4
LARGE-CAP1.4

Stocks belong to which Index?

About 6.5% of the stocks held by Sunesis Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others93.5
S&P 5004
RUSSELL 20002.5
Top 5 Winners (%)%
XLB
select sector spdr tr
43.4 %
QQQ
invesco qqq tr
27.6 %
LLY
eli lilly & co
26.7 %
GOOG
alphabet inc
24.3 %
BIL
spdr series trust
21.5 %
Top 5 Winners ($)$
VB
vanguard index fds
13.0 M
VEA
vanguard tax-managed fds
1.7 M
VXUS
vanguard star fds
1.2 M
berkshire hathaway inc del
0.8 M
BUSE
first busey corp
0.7 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.3 %
fidelity ethereum fd
-24.6 %
XOM
exxon mobil corp
-18.4 %
LHX
l3harris technologies inc
-15.8 %
IAU
ishares gold tr
-14.0 %
Top 5 Losers ($)$
AMPS
ishares tr
-2.6 M
IAU
ishares gold tr
-0.3 M
fidelity wise origin bitcoin
-0.1 M
XOM
exxon mobil corp
-0.1 M
fidelity ethereum fd
-0.1 M

Sunesis Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sunesis Advisors, LLC

Sunesis Advisors, LLC has 61 stocks in it's portfolio. About 78.9% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Sunesis Advisors, LLC last quarter.

$241.86MTotal Value
63.00Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Sunesis Advisors, LLC, last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sunesis Advisors, LLC's holding in Ishares Tr over time
1.34%34,314
$3.24M
1.34%
increased 0.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sunesis Advisors, LLC's holding in Ishares Tr over time
0.39%8,884
$945.9K
0.39%
increased 171.27 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Sunesis Advisors, LLC's holding in Ishares Tr over time
1.44%75,655
$3.49M
1.44%
increased 0.84 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sunesis Advisors, LLC's holding in Spdr Series Trust over time
1.08%43,133
$2.62M
1.08%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sunesis Advisors, LLC's holding in Spdr Series Trust over time
0.6%12,221
$1.45M
0.6%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sunesis Advisors, LLC's holding in Spdr Series Trust over time
0.31%32,395
$759.3K
0.31%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Sunesis Advisors, LLC's holding in Vanguard Bd Index Fds over time
2.46%76,433
$5.95M
2.46%
increased 0.1 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Sunesis Advisors, LLC's holding in Vanguard Bd Index Fds over time
2.45%77,398
$5.94M
2.45%
unchanged 0 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Sunesis Advisors, LLC's holding in Vanguard Bd Index Fds over time
1.58%52,221
$3.83M
1.58%
increased 1.46 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Sunesis Advisors, LLC's holding in Vanguard Scottsdale Fds over time
0.81%16,182
$1.96M
0.81%
unchanged 0 percentunchanged
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Sunesis Advisors, LLC's holding in Dimensional Etf Trust over time
0.36%16,314
$881.3K
0.36%
unchanged 0 percentunchanged
EMGF
Ishares Inc

Ishares Inc

EMGF
Sunesis Advisors, LLC's holding in Ishares Inc over time
0.11%2,964
$276.5K
0.11%
unchanged 0 percentunchanged
EMGF
Ishares Inc

Ishares Inc

EMGF
Sunesis Advisors, LLC's holding in Ishares Inc over time
0.11%3,219
$266.7K
0.11%
unchanged 0 percentunchanged