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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 20 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SEIC SEI INVTS CO Financial Services 6,920.0 $543K 0.01% +3K +85.4% $78.47 +15.4%
382 SMH VANECK ETF TRUST 1,416.0 $543K 0.01% +17.0 +1.2% $383.35 +42.5%
383 W WAYFAIR INC Consumer Cyclical 7,184.0 $540K 0.01% +90.0 +1.3% $75.21 -22.6%
384 OMF ONEMAIN HLDGS INC Financial Services 10,069.0 $539K 0.01% +746.0 +8.0% $53.49 +0.1%
385 MKSI MKS INC. Technology 2,316.0 $532K 0.01% +54.0 +2.4% $229.82 +31.9%
386 VALE VALE S A Basic Materials 33,304.0 $530K 0.01% +690.0 +2.1% $15.91 +2.6%
387 DG DOLLAR GEN CORP NEW Consumer Defensive 4,428.0 $526K 0.01% +83.0 +1.9% $118.74 -13.8%
388 NTRS NORTHERN TR CORP Financial Services 3,762.0 $525K 0.01% +211.0 +5.9% $139.58 +17.4%
389 SM SM ENERGY CO Energy 16,828.0 $525K 0.01% +14K +494.4% $31.18 +4.5%
390 WBS WEBSTER FINL CORP Financial Services 7,540.0 $523K 0.01% +210.0 +2.9% $69.42 +2.5%
391 FFIV F5 INC Technology 1,809.0 $523K 0.01% +95.0 +5.5% $289.27 +25.3%
392 EAGG ISHARES TR 10,995.0 $523K 0.01% +377.0 +3.5% $47.55 -1.3%
393 IXUS ISHARES TR 6,009.0 $521K 0.01% +528.0 +9.6% $86.63 +8.4%
394 AXON AXON ENTERPRISE INC Industrials 1,224.0 $520K 0.01% +175.0 +16.7% $424.68 -6.0%
395 HII HUNTINGTON INGALLS INDS INC Industrials 1,365.0 $519K 0.01% +85.0 +6.6% $379.90 -14.1%
396 L LOEWS CORP Financial Services 4,794.0 $512K 0.01% +415.0 +9.5% $106.74 -0.9%
397 RB GLOBAL INC 5,293.0 $507K 0.01% +155.0 +3.0% $95.85
398 MUR MURPHY OIL CORP Energy 12,255.0 $506K 0.01% +488.0 +4.2% $41.25 -1.5%
399 VICI VICI PPTYS INC Real Estate 18,479.0 $505K 0.01% +953.0 +5.4% $27.32 +2.1%
400 SSL SASOL LTD Basic Materials 38,645.0 $501K 0.01% +916.0 +2.4% $12.96 +4.3%
Page 20 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%