Latest Sunesis Advisors, LLC Stock Portfolio

Sunesis Advisors, LLC Performance:

2025 Q4: 1.32%YTD: -1.48%2024: 12.12%

Performance for 2025 Q4 is 1.32%, and YTD is -1.48%, and 2024 is 12.12%.

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

Sunesis Advisors, LLC is a hedge fund based in Overland Park, KS. On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sunesis Advisors, LLC reported an equity portfolio of $220.8 Millions as of 31 Dec, 2025.

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 8.3% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (AAXJ) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), VANGUARD TAX-MANAGED FDS (VEA) and BERKSHIRE HATHAWAY INC DEL. Sunesis Advisors, LLC opened new stock positions in FIRST BUSEY CORP (BUSE) and FIDELITY WISE ORIGIN BITCOIN. The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and VANGUARD BD INDEX FDS (BIV).

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

Our best estimate is that Sunesis Advisors, LLC made a return of 1.32% in the last quarter. In trailing 12 months, it's portfolio return was -1.48%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first busey corp	3,731,750
fidelity wise origin bitcoin	467,519
fidelity ethereum fd	224,444
fidelity solana fd	207,353

New stocks bought by Sunesis Advisors, LLC

Additions

Ticker	% Inc.
select sector spdr tr	100
ishares tr	11.16
vanguard bd index fds	5.11
vanguard bd index fds	3.13
vanguard bd index fds	3.11
ishares tr	3.08
ishares tr	2.69
vanguard star fds	0.01

Additions to existing portfolio by Sunesis Advisors, LLC

Reductions

Ticker	% Reduced
spdr series trust	-61.41
vanguard tax-managed fds	-3.38
berkshire hathaway inc del	-3.29
vanguard index fds	-2.01
vanguard index fds	-1.86
vanguard mun bd fds	-1.81
nvidia corporation	-1.57
spdr s&p 500 etf tr	-0.55

Sunesis Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pimco etf tr	-347,035
ishares tr	-460,720

Sunesis Advisors, LLC got rid off the above stocks

Sector Distribution

Sunesis Advisors, LLC has about 93.3% of it's holdings in Others sector.

Sector	%
Others	93.3
Financial Services	3
Technology	1.9

Market Cap. Distribution

Sunesis Advisors, LLC has about 4.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93.3
MEGA-CAP	2.4
LARGE-CAP	2.1
SMALL-CAP	2.1

Stocks belong to which Index?

About 6.6% of the stocks held by Sunesis Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	93.3
S&P 500	4.4
RUSSELL 2000	2.2

Top 5 Winners (%)		%
LLY	eli lilly & co	40.9 %
GOOG	alphabet inc	28.8 %
IAU	ishares gold tr	11.5 %
CB	chubb limited	10.6 %
RTX	rtx corporation	9.6 %

Top 5 Winners ($)		$
VB	vanguard index fds	1.9 M
VEA	vanguard tax-managed fds	0.6 M
VXUS	vanguard star fds	0.3 M
IAU	ishares gold tr	0.2 M
LLY	eli lilly & co	0.2 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-41.8 %
MSFT	microsoft corp	-6.6 %
LHX	l3harris technologies inc	-3.9 %
FNDA	schwab strategic tr	-1.9 %
GD	general dynamics corp	-1.3 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-1.0 M
IJR	ishares tr	-0.1 M
MSFT	microsoft corp	0.0 M
	palmer square capital bdc in	0.0 M
BIV	vanguard bd index fds	0.0 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 53 stocks in it's portfolio. About 79.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Sunesis Advisors, LLC last quarter.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.31	2,516	684,000	unchanged	0.00

AAXJ	ishares tr	1.80	41,787	3,978,980	added	2.69

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	1.53	72,477	3,373,100	added	3.08

AMPS	ishares tr	0.43	7,859	955,733	unchanged	0.00

BA	boeing co	0.10	1,067	231,667	unchanged	0.00

BIL	spdr series trust	1.11	43,133	2,450,390	unchanged	0.00

BIL	spdr series trust	0.59	12,221	1,303,980	unchanged	0.00

BIL	spdr series trust	0.35	32,395	766,790	reduced	-61.41

BIV	vanguard bd index fds	3.02	85,526	6,660,760	added	3.11

BIV	vanguard bd index fds	3.01	84,462	6,656,450	added	3.13

BIV	vanguard bd index fds	1.69	50,456	3,737,280	added	5.11

BK	bank new york mellon corp	0.97	18,436	2,140,240	unchanged	0.00

BNDW	vanguard scottsdale fds	0.76	16,790	1,670,940	unchanged	0.00

BOND	pimco etf tr	0.00	0.00	0.00	sold off	-100

BUSE	first busey corp	1.69	156,862	3,731,750	new

CB	chubb limited	0.35	2,483	774,994	unchanged	0.00

DFAC	dimensional etf trust	0.51	22,653	1,130,380	unchanged	0.00

EMGF	ishares inc	0.11	2,964	239,313	unchanged	0.00

EMGF	ishares inc	0.10	3,219	216,381	unchanged	0.00