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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 35 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 COKE COCA COLA CONS INC Consumer Defensive 900.0 $173K 0.00% +85.0 +10.4% $191.74 -8.0%
682 PCOR PROCORE TECHNOLOGIES INC Technology 3,027.0 $173K 0.00% +2K +234.5% $57.00 -18.6%
683 FMS FRESENIUS MEDICAL CARE AG Healthcare 7,645.0 $172K 0.00% +312.0 +4.2% $22.56 -0.3%
684 MTUM ISHARES TR 713.0 $171K 0.00% +7.0 +1.0% $239.99 +25.9%
685 BKE BUCKLE INC Consumer Cyclical 3,397.0 $171K 0.00% +681.0 +25.1% $50.36 -2.7%
686 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 1,858.0 $171K 0.00% +36.0 +2.0% $92.04 -9.7%
687 CUK CARNIVAL PLC Consumer Cyclical 6,625.0 $171K 0.00% +459.0 +7.4% $25.77 +6.6%
688 COHU COHU INC Technology 5,567.0 $170K 0.00% +120.0 +2.2% $30.62 +49.1%
689 ONTO ONTO INNOVATION INC Technology 828.0 $170K 0.00% +23.0 +2.9% $205.07 +27.5%
690 ELAN ELANCO ANIMAL HEALTH INC Healthcare 7,093.0 $170K 0.00% +699.0 +10.9% $23.93 -10.9%
691 PFFA ETFIS SER TR I 8,308.0 $169K 0.00% +503.0 +6.4% $20.36 +4.5%
692 TFSL TFS FINL CORP Financial Services 11,988.0 $168K 0.00% +316.0 +2.7% $14.05 +12.0%
693 AAL AMERICAN AIRLS GROUP INC Industrials 15,649.0 $168K 0.00% +886.0 +6.0% $10.74 +26.5%
694 WTM WHITE MTNS INS GROUP LTD Financial Services 75.0 $165K 0.00% +19.0 +33.9% $2196.96 -2.4%
695 PNW PINNACLE WEST CAP CORP Utilities 1,634.0 $165K 0.00% +228.0 +16.2% $100.75 +1.2%
696 LOPE GRAND CANYON ED INC Consumer Defensive 964.0 $164K 0.00% +22.0 +2.3% $170.03 -7.8%
697 DAC DANAOS CORPORATION Industrials 1,446.0 $163K 0.00% +471.0 +48.3% $112.64 +17.8%
698 BSY BENTLEY SYS INC Technology 4,597.0 $161K 0.00% +2K +96.0% $35.12 -5.1%
699 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 7,604.0 $161K 0.00% +383.0 +5.3% $21.18 +5.1%
700 SON SONOCO PRODS CO Consumer Cyclical 2,972.0 $161K 0.00% +319.0 +12.0% $54.09 -11.3%
Page 35 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%