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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 21 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 6,098.0 $491K 0.01% +491.0 +8.8% $80.56 -6.8%
402 TSEM TOWER SEMICONDUCTOR LTD Technology 2,777.0 $487K 0.01% +336.0 +13.8% $175.48 +56.1%
403 VOE VANGUARD INDEX FDS 2,644.0 $487K 0.01% +30.0 +1.1% $184.30 +4.1%
404 PPG PPG INDS INC Basic Materials 4,542.0 $485K 0.01% +26.0 +0.6% $106.89 -4.0%
405 IDA IDACORP INC Utilities 3,391.0 $485K 0.01% +110.0 +3.4% $142.97 -2.1%
406 TDY TELEDYNE TECHNOLOGIES INC Technology 799.0 $483K 0.01% +59.0 +8.0% $605.01 +1.9%
407 MTB M & T BK CORP Financial Services 2,337.0 $483K 0.01% +156.0 +7.2% $206.75 -0.9%
408 BCE BCE INC Communication Services 19,055.0 $481K 0.01% +1K +6.0% $25.24 -5.6%
409 GGG GRACO INC Industrials 5,673.0 $480K 0.01% +1K +32.8% $84.65 -10.5%
410 UMBF UMB FINL CORP Financial Services 4,251.0 $479K 0.01% +86.0 +2.1% $112.79 +10.5%
411 KVUE KENVUE INC Consumer Defensive 27,797.0 $479K 0.01% +6K +29.2% $17.24 -0.8%
412 SNN SMITH & NEPHEW PLC Healthcare 15,079.0 $479K 0.01% +546.0 +3.8% $31.78 -7.0%
413 HOLOGIC INC 6,300.0 $476K 0.01% +296.0 +4.9% $75.59
414 DTE DTE ENERGY CO Utilities 3,246.0 $475K 0.01% +73.0 +2.3% $146.23 -4.4%
415 NNN NNN REIT INC Real Estate 11,243.0 $473K 0.01% +2K +20.3% $42.03 +4.0%
416 PYPL PAYPAL HLDGS INC Financial Services 10,320.0 $467K 0.01% +404.0 +4.1% $45.23 -1.8%
417 NVMI NOVA LTD Technology 1,073.0 $466K 0.01% +81.0 +8.2% $434.28 +17.2%
418 PCTY PAYLOCITY HLDG CORP Technology 4,308.0 $465K 0.01% +3K +426.6% $108.04 -0.9%
419 VBK VANGUARD INDEX FDS 1,539.0 $465K 0.01% +8.0 +0.5% $302.34 +10.7%
420 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 7,984.0 $465K 0.01% +472.0 +6.3% $58.24 -5.9%
Page 21 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%