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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 37 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ESS ESSEX PPTY TR INC Real Estate 619.0 $150K 0.00% +174.0 +39.1% $242.00 +13.1%
722 KEY KEYCORP Financial Services 7,463.0 $150K 0.00% +2K +45.0% $20.05 +7.2%
723 POOL POOL CORP Industrials 737.0 $149K 0.00% +91.0 +14.1% $202.33 -10.1%
724 CELH CELSIUS HLDGS INC Consumer Defensive 4,194.0 $149K 0.00% +24.0 +0.6% $35.48 -16.3%
725 CTRE CARETRUST REIT INC Real Estate 4,035.0 $148K 0.00% +923.0 +29.7% $36.65 +11.9%
726 ESGE ISHARES INC 3,250.0 $148K 0.00% +17.0 +0.5% $45.47 +15.8%
727 R RYDER SYS INC Industrials 718.0 $147K 0.00% +19.0 +2.7% $204.71 +14.7%
728 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 7,776.0 $146K 0.00% +568.0 +7.9% $18.83 +19.8%
729 MSM MSC INDL DIRECT INC Industrials 1,586.0 $146K 0.00% +315.0 +24.8% $92.27 +14.9%
730 AA ALCOA CORP Basic Materials 2,206.0 $146K 0.00% +62.0 +2.9% $66.33 -0.1%
731 DAN DANA INC Consumer Cyclical 4,345.0 $146K 0.00% +79.0 +1.9% $33.65 +0.6%
732 KN KNOWLES CORP Technology 5,690.0 $146K 0.00% +366.0 +6.9% $25.68 +37.2%
733 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,972.0 $145K 0.00% +107.0 +3.7% $48.78 -6.6%
734 MUSA MURPHY USA INC Consumer Cyclical 292.0 $144K 0.00% +17.0 +6.2% $494.17 +10.2%
735 SIRI SIRIUSXM HOLDINGS INC Communication Services 6,227.0 $144K 0.00% +1K +28.1% $23.08 +17.2%
736 NIC NICOLET BANKSHARES INC Financial Services 963.0 $143K 0.00% +827.0 +608.1% $148.62 -4.2%
737 PPA INVESCO EXCHANGE TRADED FD T 862.0 $143K 0.00% +512.0 +146.3% $165.70 +1.3%
738 OGE OGE ENERGY CORP Utilities 2,955.0 $142K 0.00% +244.0 +9.0% $47.96 +0.3%
739 EL LAUDER ESTEE COS INC Consumer Defensive 1,969.0 $141K 0.00% +206.0 +11.7% $71.77 +9.9%
740 PIPER SANDLER COMPANIES 1,844.0 $141K 0.00% +1K +317.2% $76.55
Page 37 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%