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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 2 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 74,941.0 $21.5M 0.33% +2K +2.2% $286.86 +38.5%
22 WMT WALMART INC Consumer Defensive 162,097.0 $20.1M 0.31% +5K +3.5% $124.28 +6.6%
23 VTI VANGUARD INDEX FDS 58,523.0 $18.8M 0.29% +2K +3.6% $320.81 +13.1%
24 XOM EXXON MOBIL CORP Energy 103,666.0 $17.6M 0.27% +5K +5.2% $169.66 -9.9%
25 JNJ JOHNSON & JOHNSON Healthcare 70,433.0 $17.2M 0.26% +7K +10.3% $244.44 -5.6%
26 COST COSTCO WHSL CORP NEW Consumer Defensive 13,527.0 $13.5M 0.21% +989.0 +7.9% $996.41 +4.5%
27 NFLX NETFLIX INC Communication Services 134,773.0 $13.0M 0.20% +3K +2.0% $96.15 -9.6%
28 V VISA INC Financial Services 42,521.0 $12.9M 0.20% +2K +3.7% $302.24 +6.7%
29 ABBV ABBVIE INC Healthcare 56,557.0 $12.3M 0.19% +2K +2.9% $217.49 -3.3%
30 MA MASTERCARD INCORPORATED Financial Services 23,126.0 $11.6M 0.18% +428.0 +1.9% $499.66 -1.9%
31 ASML ASML HOLDING N V Technology 8,319.0 $11.0M 0.17% +224.0 +2.8% $1320.90 +13.7%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 72,046.0 $10.5M 0.16% +2K +2.9% $146.28 -8.6%
33 DFAC DIMENSIONAL ETF TRUST 267,387.0 $10.4M 0.16% +209K +359.4% $38.86 +10.6%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 70,252.0 $10.1M 0.16% +14K +25.6% $144.44 -1.2%
35 CAT CATERPILLAR INC Industrials 13,529.0 $9.6M 0.15% +549.0 +4.2% $708.47 +25.4%
36 EFX EQUIFAX INC Industrials 50,420.0 $9.1M 0.14% +2K +4.7% $180.07 -12.4%
37 GE GE AEROSPACE Industrials 31,863.0 $9.0M 0.14% +10K +44.7% $283.77 +2.7%
38 MU MICRON TECHNOLOGY INC Technology 26,632.0 $9.0M 0.14% +3K +11.5% $337.84 +129.7%
39 CSCO CISCO SYS INC Technology 113,620.0 $8.8M 0.14% +3K +2.5% $77.59 +48.9%
40 HCA HCA HEALTHCARE INC Healthcare 16,893.0 $8.0M 0.12% +588.0 +3.6% $473.24 -8.6%
Page 2 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%