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Latest Sunesis Advisors, LLC Stock Portfolio

$221Million– No. of Holdings #59

Sunesis Advisors, LLC Performance:
2026 Q1: -2.46%YTD: -2.46%2025: -1.04%
Performance for 2026 Q1 is -2.46%, and YTD is -2.46%, and 2025 is -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 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sunesis Advisors, LLC reported an equity portfolio of $221.3 Millions as of 31 Mar, 2026.

The top stock holdings of Sunesis Advisors, LLC are VB, IJR, . The fund has invested 38.7% of it's portfolio in VANGUARD INDEX FDS and 9.2% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES GOLD TR (IAU) and BERKSHIRE HATHAWAY INC DEL. Sunesis Advisors, LLC opened new stock positions in ISHARES TR (IBCE), COSTCO WHOLESALE CORPORATION (COST) and REPUBLIC SVCS INC (RSG). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY ETHEREUM FD, MICROSOFT CORP (MSFT) and ISHARES TR (IJR).
Sunesis Advisors, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

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

Our best estimate is that Sunesis Advisors, LLC made a return of -2.46% in the last quarter. In trailing 12 months, it's portfolio return was -2.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr507,059
costco wholesale corporation406,543
republic svcs inc351,746
ishares tr348,788
sherwin williams co306,766
johnson & johnson217,063
home depot inc202,596
New stocks bought by Sunesis Advisors, LLC

Additions

Ticker% Inc.
fidelity ethereum fd132
fidelity wise origin bitcoin124
fidelity solana fd45.74
microsoft corp39.28
berkshire hathaway inc del22.73
ishares tr12.18
ishares tr3.51
vanguard bd index fds2.01
Additions to existing portfolio by Sunesis Advisors, LLC

Reductions

Ticker% Reduced
dimensional etf trust-27.98
ishares gold tr-26.15
berkshire hathaway inc del-20.39
ishares tr-17.9
vanguard bd index fds-9.6
vanguard bd index fds-9.51
nvidia corporation-8.71
chubb ltd switz-7.69
Sunesis Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard index fds-220,025
Sunesis Advisors, LLC got rid off the above stocks

Sector Distribution

Sunesis Advisors, LLC has about 92.7% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
Sector%
Others92.7
Financial Services3.1
Technology1.7

Market Cap. Distribution

Sunesis Advisors, LLC has about 4.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED92.7
MEGA-CAP2.8
MID-CAP2.3
LARGE-CAP2.1

Stocks belong to which Index?

About 7.3% 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%
Others92.7
S&P 5004.9
RUSSELL 20002.4
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
LHX
l3harris technologies inc
17.6 %
FNDA
schwab strategic tr
11.8 %
AMPS
ishares tr
11.6 %
IAU
ishares gold tr
7.5 %
Top 5 Winners ($)$
VEA
vanguard tax-managed fds
0.4 M
VXUS
vanguard star fds
0.2 M
BUSE
first busey corp
0.2 M
IAU
ishares gold tr
0.2 M
XOM
exxon mobil corp
0.2 M
Top 5 Losers (%)%
fidelity solana fd
-29.5 %
fidelity ethereum fd
-23.0 %
MSFT
microsoft corp
-20.8 %
palmer square capital bdc in
-19.9 %
IBM
international business machs
-18.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.8 M
berkshire hathaway inc del
-0.9 M
palmer square capital bdc in
-0.7 M
SPY
state str spdr s&p 500 etf t
-0.2 M
fidelity wise origin bitcoin
-0.2 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 59 stocks in it's portfolio. About 79.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Sunesis Advisors, LLC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions