Sunesis Advisors, LLC Portfolio Holdings

Sunesis Advisors, LLC

  • $177 Million
  • Q1 2025

Sunesis Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $72.8M, Berkshire Hathaway Inc with a value of $17.6M, Ishares Core U.S. Aggregate Bo with a value of $14.8M, Vanguard Star Fd Vanguard Tota with a value of $8.84M, and Vanguard Ftse Developed Market with a value of $8.35M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $163M to 177M.

Below you can find more details about Sunesis Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Million
ETFs: $150 Million
Financial Services: $22.3 Million
Technology: $2.47 Million
Consumer Defensive: $938,000
Industrials: $259,000
Communication Services: $241,000
Healthcare: $223,000
Consumer Cyclical: $209,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $177 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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