CDC Financial, Inc.

CIK 0002077836 · Q2 2026

13F Equity AUM

$238.8M

+52.4% QoQ

Positions

-43 QoQ

AUM Rank

#7,396

Top 59%

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 49.5%Top 10: 69.7%Top 20: 90.2%

SPY15.5%

IWM11.6%

NDQ9.8%

INBX6.8%

HCAT5.9%

LZ4.8%

AMPY4.3%

AESI3.8%

IMMR3.7%

CENX3.5%

Others (37)30.3%

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: 47Median: 0.73%Avg: 2.13%

0–0.5%

17(3.1%)

0.5–1%

11(7.5%)

1–3%

7(13.1%)

3–5%

7(26.7%)

5%+

5(49.5%)

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

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Portfolio Overlap

Shared: 0Unique: 47vs 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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