Financial Designs Corp
Filing Date
Global Rank
#8,090
/ 8,586
▲ 297
Top Industry
Semiconductors
17.7%
3Y Alpha vs SPY
-9.0%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
13 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+41.4%
SPY
+78.1%
Annualised alpha
-9.0%
Max drawdown
−30.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.3%
−23.5 pts
Top 5
49.4%
−50.6 pts
Top 10
81.3%
−18.7 pts
HHI
811
Diversified−1,852
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.5% | $4,700,171 |
| Consumer Cyclical | 19.4% | $2,000,284 |
| Technology | 17.2% | $1,776,674 |
| Utilities | 8.6% | $889,571 |
| Industrials | 4.0% | $411,390 |
| Real Estate | 2.3% | $241,997 |
| Communication Services | 2.1% | $218,011 |
| Healthcare | 1.0% | $98,673 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 2,140 | $795,545 | |
| NVDA | Nvidia Corp | 4,535 | $790,904 | |
| AAPL | Apple Inc. | 3,061 | $776,851 | |
| AMZN | Amazon Com Inc | 3,365 | $700,828 | |
| GLD | Spdr Gold Trust | 1,557 | $669,961 | |
| NOC | Northrop Grumman Corp /De/ | 603 | $411,390 | |
| GRBK | Green Brick Partners, Inc. | 4,150 | $267,467 | |
| SRE | Sempra | 2,550 | $247,783 | |
| WELL | Welltower Inc. | 1,224 | $241,997 | |
| AZO | Autozone Inc | 70 | $236,444 | |
| DIS | Walt Disney Co | 2,262 | $218,011 | |
| AVGO | Broadcom Inc. | 675 | $208,919 | |
| SLS | SELLAS Life Sciences Group, Inc. | 23,327 | $98,673 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$1,776,674 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
NEW | 675 | $208,919 | 11.76% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 3,061 | $776,851 | 43.73% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 4,535 | $790,904 | 44.52% |