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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $7.5B AUM 3,541 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 237 New 1582 Added 956 Reduced 177 Exited
Page 32 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WSO WATSCO INC Industrials 593.0 $247K 0.00% +10.0 +1.7% $416.90 -25.2%
622 FTAI AVIATION LTD 911.0 $246K 0.00% +63.0 +7.4% $270.57
623 VSH VISHAY INTERTECHNOLOGY INC Technology 4,582.0 $246K 0.00% +2K +59.1% $53.78 -41.2%
624 FR FIRST INDL RLTY TR INC Real Estate 3,996.0 $245K 0.00% +237.0 +6.3% $61.31 +2.6%
625 GRNY TIDAL TRUST I 8,796.0 $243K 0.00% +6K +206.1% $27.65 +0.5%
626 KN KNOWLES CORP Technology 5,798.0 $241K 0.00% +108.0 +1.9% $41.48 -19.7%
627 CTRE CARETRUST REIT INC Real Estate 5,917.0 $239K 0.00% +2K +46.6% $40.35 -1.9%
628 RPRX ROYALTY PHARMA PLC Healthcare 4,249.0 $238K 0.00% +913.0 +27.4% $56.07 +9.4%
629 IBTQ ISHARES TR 9,403.0 $236K 0.00% +2K +26.9% $25.09 -2.0%
630 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 6,673.0 $230K 0.00% +4K +159.8% $34.53 +22.4%
631 BC BRUNSWICK CORP Consumer Cyclical 2,723.0 $229K 0.00% +203.0 +8.1% $84.24 -4.0%
632 ESNT ESSENT GROUP LTD Financial Services 3,547.0 $228K 0.00% +1K +47.8% $64.28 +5.9%
633 TFII TFI INTERNATIONAL INC Industrials 1,588.0 $228K 0.00% +35.0 +2.2% $143.57 -1.5%
634 FNB F N B CORP Financial Services 11,901.0 $227K 0.00% +4K +43.1% $19.08 -2.9%
635 HIMS HIMS & HERS HEALTH INC Healthcare 6,542.0 $227K 0.00% +2K +59.2% $34.67 -2.6%
636 USFD US FOODS HLDG CORP Consumer Defensive 2,212.0 $226K 0.00% +78.0 +3.7% $102.23 +7.2%
637 GNRC GENERAC HLDGS INC Industrials 771.0 $226K 0.00% +56.0 +7.8% $292.81 -29.7%
638 MP MP MATERIALS CORP Basic Materials 4,017.0 $225K 0.00% +110.0 +2.8% $56.01 +7.2%
639 FMS FRESENIUS MEDICAL CARE AG Healthcare 9,947.0 $225K 0.00% +2K +30.1% $22.61 +3.6%
640 PDS PRECISION DRILLING CORP Energy 2,917.0 $224K 0.00% +86.0 +3.0% $76.66 +19.6%
Page 32 of 80  ·  1,582 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 35.3%
Financial Services 15.6%
Consumer Cyclical 10.9%
Industrials 8.3%
Healthcare 8.2%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%