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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $6.5B AUM 3,488 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1695 Added 782 Reduced 148 Exited
Page 19 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CPRT COPART INC Industrials 17,910.0 $595K 0.01% +2K +15.5% $33.20 -2.7%
362 JHG JANUS HENDERSON GROUP PLC Financial Services 11,570.0 $594K 0.01% +3K +31.6% $51.37 +0.7%
363 MSTR STRATEGY INC Technology 4,758.0 $594K 0.01% +2K +100.0% $124.80 +42.2%
364 XLF SELECT SECTOR SPDR TR 11,836.0 $584K 0.01% +173.0 +1.5% $49.37 +4.8%
365 ET ENERGY TRANSFER L P Energy 30,181.0 $582K 0.01% +159.0 +0.5% $19.30 +4.4%
366 ON ON SEMICONDUCTOR CORP Technology 9,374.0 $580K 0.01% +243.0 +2.7% $61.92 +82.7%
367 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 978.0 $580K 0.01% +82.0 +9.2% $592.98 -4.1%
368 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,785.0 $579K 0.01% +28.0 +0.8% $153.10 -22.2%
369 GL GLOBE LIFE INC Financial Services 4,164.0 $579K 0.01% +98.0 +2.4% $139.16 +11.4%
370 WAB WABTEC Industrials 2,317.0 $579K 0.01% +174.0 +8.1% $249.92 +5.6%
371 PNFP PINNACLE FINL PARTNERS INC Financial Services 6,716.0 $579K 0.01% +2K +49.2% $86.14 +9.1%
372 BLOCK INC 9,594.0 $577K 0.01% +4K +57.7% $60.18
373 EXPD EXPEDITORS INTL WASH INC Industrials 4,026.0 $577K 0.01% +579.0 +16.8% $143.23 +8.5%
374 EME EMCOR GROUP INC Industrials 780.0 $576K 0.01% +157.0 +25.2% $737.86 +23.8%
375 ATO ATMOS ENERGY CORP Utilities 3,113.0 $575K 0.01% +430.0 +16.0% $184.69 -3.3%
376 DOW DOW INC Basic Materials 13,727.0 $572K 0.01% +1K +10.5% $41.65 -7.0%
377 WTFC WINTRUST FINL CORP Financial Services 4,091.0 $568K 0.01% +23.0 +0.6% $138.93 +4.1%
378 MTD METTLER TOLEDO INTERNATIONAL Healthcare 440.0 $555K 0.01% +19.0 +4.5% $1261.49 -18.2%
379 NVR NVR INC Consumer Cyclical 84.0 $554K 0.01% +35.0 +71.4% $6589.83 -15.6%
380 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,791.0 $549K 0.01% +339.0 +4.5% $70.51 -26.1%
Page 19 of 85  ·  1,695 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
Technology 31.3%
Financial Services 16.0%
Consumer Cyclical 10.8%
Communication Services 8.6%
Healthcare 8.4%
Industrials 8.2%
Consumer Defensive 5.6%
Energy 4.3%
Basic Materials 2.6%
Utilities 2.4%