Planning Center, Inc.

**Planning Center, Inc.** manages $979M across a portfolio of 76 positions. The fund exhibits significant concentration in select names, notably allocating $173.1M to DUSB and $129.2M to DFSD. Further substantial exposure is maintained in DFAX ($85.4M) and DFGX ($77.7M). This structure suggests a concentrated, high-conviction approach targeting specific market segments.

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