Runnymede Capital Advisors, Inc.

CIK 0002054540 · Q1 2026

13F Equity AUM

$116.4M

-32.9% QoQ

Positions

+1 QoQ

AUM Rank

#9,465

Top 76%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 35.1%Top 10: 59.8%Top 20: 77.4%

ROM10.3%

NDQ6.7%

MU6.3%

NVDA6.1%

GOOGL5.8%

AMZN5.7%

AAPL5.4%

MSFT4.8%

IYW4.5%

LRCX4.2%

Others (65)40.2%

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

Sector Allocation

Financial Services47.3%

Technology31.4%

Communication Services8.0%

Consumer Cyclical6.3%

Energy4.4%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 75Median: 0.50%Avg: 1.33%

0–0.5%

38(11.0%)

0.5–1%

17(11.6%)

1–3%

9(14.5%)

3–5%

4(16.6%)

5%+

7(46.3%)

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

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Portfolio Overlap

Shared: 73Unique: 2vs 20 funds

1%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.4%

JPMORGAN CHASE & CO

1.4%

BANK OF AMERICA CORP /DE/

1.4%

FMR LLC

2.1%

BlackRock, Inc.

1.4%

STATE STREET CORP

1.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New58Increased2Decreased14Exited58

New Positions

ROM10.3%

+153K

NDQ6.7%

+14K

MU6.3%

+22K

IYW4.5%

+29K

LRCX4.2%

+23K

OEF3.1%

+11K

MPC3.0%

+14K

PANW2.7%

+20K

BX1.9%

+19K

GOOG1.4%

+6K

Increased

AMZN5.7%

+5K(+20%)

TSLA0.6%

+119(+7%)

Decreased

WMT0.3%

-47,361(-94%)

AAPL5.4%

-38,013(-61%)

NVDA6.1%

-21,213(-34%)

NFLX0.3%

-9,193(-70%)

AMD0.3%

-8,290(-81%)

V0.8%

-6,587(-68%)

META0.5%

-5,060(-82%)

COST0.5%

-4,681(-89%)

TSM0.3%

-4,492(-82%)

MSFT4.8%

-4,081(-21%)

Exited

USIG

-175,018

-18,802

-15,672

-868

-13,865

-9,255

-64,279

-4,481

-15,956

-11,042

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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