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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 38 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 EPR EPR PPTYS Real Estate 2,818.0 $141K 0.00% +361.0 +14.7% $49.96 +17.5%
742 ESNT ESSENT GROUP LTD Financial Services 2,400.0 $140K 0.00% +68.0 +2.9% $58.44 +5.9%
743 GNRC GENERAC HLDGS INC Industrials 715.0 $140K 0.00% +39.0 +5.8% $195.33 +26.9%
744 DOX AMDOCS LTD Technology 2,140.0 $140K 0.00% +97.0 +4.8% $65.24 -4.4%
745 TIMB TIM S A Communication Services 5,264.0 $139K 0.00% +127.0 +2.5% $26.49 -14.9%
746 CORPAY INC 479.0 $139K 0.00% +61.0 +14.6% $290.91
747 FNB F N B CORP Financial Services 8,317.0 $139K 0.00% +1K +15.2% $16.72 +4.5%
748 SMCI SUPER MICRO COMPUTER INC Technology 6,100.0 $139K 0.00% +620.0 +11.3% $22.77 +46.9%
749 TSN TYSON FOODS INC Consumer Defensive 2,165.0 $139K 0.00% +145.0 +7.2% $64.08 +3.8%
750 WULF TERAWULF INC Financial Services 9,607.0 $139K 0.00% +566.0 +6.3% $14.43 +49.9%
751 BEN FRANKLIN RESOURCES INC Financial Services 5,857.0 $138K 0.00% +2K +36.6% $23.62 +30.7%
752 EHC ENCOMPASS HEALTH CORP Healthcare 1,423.0 $138K 0.00% +482.0 +51.2% $96.73 +8.0%
753 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 4,533.0 $138K 0.00% +423.0 +10.3% $30.36 +3.4%
754 MBB ISHARES TR 1,448.0 $138K 0.00% +68.0 +4.9% $94.97 -1.1%
755 EAT BRINKER INTL INC Consumer Cyclical 959.0 $137K 0.00% +14.0 +1.5% $142.77 -4.3%
756 NJR NEW JERSEY RES CORP Utilities 2,479.0 $136K 0.00% +533.0 +27.4% $54.92 +4.1%
757 NBR NABORS INDUSTRIES LTD Energy 1,575.0 $136K 0.00% +181.0 +13.0% $86.06 +21.5%
758 CDE COEUR MNG INC Basic Materials 7,156.0 $134K 0.00% +3K +81.2% $18.77 -5.0%
759 XLC SELECT SECTOR SPDR TR 1,212.0 $134K 0.00% +151.0 +14.2% $110.82 +4.8%
760 WLK WESTLAKE CORPORATION Basic Materials 1,148.0 $134K 0.00% +1K +708.5% $116.82 -24.2%
Page 38 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%