SUN LIFE FINANCIAL INC

CIK 0001097362 · Q2 2026

13F Equity AUM

$2.0M

+10.8% QoQ

Positions

-45 QoQ

AUM Rank

#12,041

Top 96%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #2,893 · Top 35%

vs S&P -1.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 80.2%Top 10: 92.6%Top 20: 99.0%

SPY23.0%

SNPE16.9%

IVV16.6%

VOO16.4%

EWT7.5%

NDQ4.7%

LODI2.6%

CLOC2.6%

XVV1.3%

CCAP1.3%

Others (34)7.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 44Median: 0.10%Avg: 2.27%

0–0.5%

28(1.9%)

0.5–1%

3(2.4%)

1–3%

7(10.8%)

3–5%

1(4.7%)

5%+

5(80.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 44vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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