Portfolio (Quarterly) Guide ↗

Financial Designs Corp

· CIK 0001561383

13F Portfolio $187M AUM 41 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 12 Added 14 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RUNN	STRATEGIC TRUST	—	286,716	$9.2M	5.14%	SOLD

Sector Allocation

Financial Services 39.1%

Consumer Cyclical 22.8%

Technology 20.5%

Utilities 6.7%

Healthcare 3.4%

Industrials 3.1%

Real Estate 2.3%

Communication Services 2.1%