Institutional Investor · CIK 0001748269
SUNESIS ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
63
Total Value
$246.28M
Total Shares
2.10M
Latest Filing
Jul 10, 2026
CIK
0001748269
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 263,225 | $97.40M | 0.0044% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 27 | $20.22M | 0.0019% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 201,340 | $19.93M | 0.0143% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 223,301 | $15.91M | 0.0050% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 142,206 | $12.16M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 76,433 | $5.95M | 0.0085% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 77,398 | $5.94M | 0.0111% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 6,472 | $4.83M | 0.0006% | SH | — | View |
First Busey Corporation(BUSE) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 156,862 | $4.63M | 0.1855% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 52,221 | $3.83M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 75,655 | $3.49M | 0.0080% | SH | — | View | |
iShares MBS ETF(MBB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 34,314 | $3.24M | 0.0080% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 298,959 | $3.12M | 0.9606% | SH | — | View | |
iShares Core 1-5 Year…(ISTB) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 55,021 | $2.65M | 0.0523% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 43,133 | $2.62M | 0.0074% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 12,320 | $2.47M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 12,320 | $2.47M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 47,568 | $2.41M | 0.0048% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,965 | $2.04M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 16,182 | $1.96M | 0.0103% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 18,511 | $1.88M | 0.0888% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,284 | $1.77M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 25,195 | $1.50M | 0.0009% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 19,800 | $1.50M | 0.0025% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 12,221 | $1.45M | 0.0027% | SH | — | View | |
The Bank of New…(BK) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-10 | 9,762 | $1.41M | 0.0014% | SH | — | View |
Bank of New York…(BNY) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-10 | 9,762 | $1.41M | 0.0014% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 39,295 | $1.08M | 0.0082% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,306 | $961.74K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,306 | $961.74K | 0.1341% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 30,009 | $951.59K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 8,884 | $945.88K | 0.0083% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 16,314 | $881.28K | 0.0047% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 9,718 | $860.43K | 0.0023% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 1,688 | $844.66K | 0.0001% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 2,893 | $837.12K | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 2,893 | $837.12K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 32,395 | $759.34K | 0.0066% | SH | — | View | |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-10 | 2,136 | $727.70K | 0.0006% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,560 | $557.50K | 0.0000% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 419 | $502.56K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 12,698 | $460.43K | 0.0037% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,982 | $460.09K | 0.0032% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 1,131 | $421.89K | 0.0000% | SH | — | View |
Emerson Electric Co.(EMR) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 2,792 | $399.68K | 0.0005% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 1,961 | $372.06K | 0.0001% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 2,717 | $371.47K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,977 | $292.06K | 0.0033% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 305 | $285.32K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,964 | $276.45K | 0.0013% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 3,219 | $266.66K | 0.0002% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 919 | $258.29K | 0.0001% | SH | — | View | |
General Dynamics Corporation(GDX.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 729 | $258.24K | 0.0003% | SH | — | View |
| Industrials | Waste Management | 2026-06-30 | 2026-07-10 | 1,180 | $251.43K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 4,400 | $250.80K | 0.0136% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,706 | $233.09K | 0.0001% | SH | — | View | |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 1,067 | $230.97K | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 888 | $225.53K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 888 | $225.53K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 989 | $215.53K | 0.0001% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 729 | $211.84K | 0.0004% | SH | — | View | |
L3Harris Technologies, Inc.(HRS.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 729 | $211.84K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,474 | $201.47K | 0.0025% | SH | — | View |
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