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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 32 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,193.0 $214K 0.00% +342.0 +40.2% $178.97 -8.2%
622 DFAS DIMENSIONAL ETF TRUST 3,001.0 $213K 0.00% +120.0 +4.2% $71.14 +8.1%
623 VTRS VIATRIS INC Healthcare 15,744.0 $213K 0.00% +2K +16.4% $13.51 +22.8%
624 WSO WATSCO INC Industrials 583.0 $212K 0.00% +72.0 +14.1% $363.93 +6.2%
625 AMG AFFILIATED MANAGERS GROUP IN Financial Services 765.0 $212K 0.00% +176.0 +29.9% $276.62 +9.4%
626 POR PORTLAND GEN ELEC CO Utilities 3,991.0 $211K 0.00% +541.0 +15.7% $52.77 -5.8%
627 XLI SELECT SECTOR SPDR TR 1,298.0 $210K 0.00% +221.0 +20.5% $161.78 +5.4%
628 FTAI AVIATION LTD 848.0 $208K 0.00% +73.0 +9.4% $245.03
629 UUUU ENERGY FUELS INC Energy 11,334.0 $207K 0.00% +222.0 +2.0% $18.25 -8.1%
630 FFIN FIRST FINL BANKSHARES INC Financial Services 7,013.0 $207K 0.00% +1K +19.6% $29.45 +9.3%
631 DYNF BLACKROCK ETF TRUST 3,544.0 $206K 0.00% +979.0 +38.2% $58.18 +14.3%
632 CNA CNA FINL CORP Financial Services 4,477.0 $206K 0.00% +878.0 +24.4% $45.92 -3.5%
633 RRX REGAL REXNORD CORPORATION Industrials 1,093.0 $205K 0.00% +26.0 +2.4% $187.18 +4.3%
634 PKG PACKAGING CORP AMER Consumer Cyclical 963.0 $204K 0.00% +67.0 +7.5% $212.31 +0.4%
635 BWA BORGWARNER INC Consumer Cyclical 3,765.0 $204K 0.00% +944.0 +33.5% $54.26 +17.1%
636 WAT WATERS CORP Healthcare 683.0 $204K 0.00% +272.0 +66.2% $298.00 +14.5%
637 ENTG ENTEGRIS INC Technology 1,735.0 $203K 0.00% +130.0 +8.1% $117.24 +12.1%
638 CPT CAMDEN PPTY TR Real Estate 2,077.0 $203K 0.00% +376.0 +22.1% $97.64 +8.7%
639 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,015.0 $202K 0.00% +349.0 +20.9% $100.10 +2.5%
640 APG API GROUP CORP Industrials 4,961.0 $201K 0.00% +384.0 +8.4% $40.52 +2.4%
Page 32 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%