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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
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUNI PIMCO ETF TR 11,361.0 $598K 0.32% $52.60 -1.8%
22 SGOL ETFS GOLD TR Financial Services 15,150.0 $579K 0.31% +2K +14.8% $38.23 +11.0%
23 GLD SPDR GOLD TR Financial Services 1,557.0 $574K 0.31% $368.38 +11.0%
24 SLV ISHARES SILVER TR Financial Services 9,967.0 $533K 0.29% -277.0 -2.7% $53.47 +12.2%
25 MINT PIMCO ETF TR 4,619.0 $466K 0.25% +1K +30.3% $100.81 -0.0%
26 EIX EDISON INTL Utilities 5,933.0 $442K 0.24% -3K -32.4% $74.45 -5.7%
27 SCHX SCHWAB STRATEGIC TR 14,172.0 $417K 0.22% $29.43 +3.1%
28 FIRST TR EXCH TRADED FD III 5,062.0 $374K 0.20% +951.0 +23.1% $73.80
29 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 23,327.0 $344K 0.18% $14.76 -10.5%
30 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 4,150.0 $332K 0.18% $80.04 -8.4%
31 RSP INVESCO EXCHANGE TRADED FD T 1,455.0 $310K 0.17% $212.77 +3.7%
32 NOC NORTHROP GRUMMAN CORP Industrials 603.0 $307K 0.17% $509.31 +7.1%
33 SFLR INNOVATOR ETFS TRUST 6,814.0 $263K 0.14% NEW $38.58 +1.1%
34 SCHM SCHWAB STRATEGIC TR 7,116.0 $262K 0.14% $36.87 -3.5%
35 AVGO BROADCOM INC Technology 675.0 $255K 0.14% $377.75 -2.4%
36 SRE SEMPRA Utilities 2,551.0 $237K 0.13% $92.71 -9.1%
37 BUFD FIRST TR EXCHNG TRADED FD VI 7,680.0 $228K 0.12% NEW $29.72 +2.0%
38 WELL WELLTOWER INC Real Estate 1,005.0 $228K 0.12% -219.0 -17.9% $226.97 +4.9%
39 AZO AUTOZONE INC Consumer Cyclical 70.0 $224K 0.12% $3195.94 -7.3%
40 DIS DISNEY WALT CO Communication Services 2,212.0 $213K 0.11% -50.0 -2.2% $96.24 +12.3%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%