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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 54 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GLPG LAKEFRONT BIOTHERAPEUTICS NV Healthcare 1,852.0 $56K 0.00% +241.0 +15.0% $29.98 -6.7%
1062 MLPX GLOBAL X FDS 753.0 $55K 0.00% +135.0 +21.8% $73.66 +1.0%
1063 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 1,421.0 $55K 0.00% +577.0 +68.4% $38.96 +10.2%
1064 SDVY FIRST TR EXCHANGE TRADED FD 1,283.0 $55K 0.00% +16.0 +1.3% $43.13 +1.7%
1065 TALO TALOS ENERGY INC Energy 4,282.0 $55K 0.00% +2K +54.8% $12.91 +35.3%
1066 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 1,059.0 $55K 0.00% +254.0 +31.6% $52.17 -13.7%
1067 CHWY CHEWY INC Consumer Cyclical 2,791.0 $55K 0.00% +147.0 +5.6% $19.65 +22.2%
1068 PAGS PAGSEGURO DIGITAL LTD Technology 6,047.0 $55K 0.00% +1K +20.2% $9.05 -4.8%
1069 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 1,825.0 $55K 0.00% +955.0 +109.8% $29.93 +11.9%
1070 KOS KOSMOS ENERGY LTD Energy 25,743.0 $54K 0.00% +2K +9.7% $2.11 +40.3%
1071 INTERNATIONAL BANCSHARES COR 713.0 $54K 0.00% +31.0 +4.5% $75.95
1072 BRBR BELLRING BRANDS INC Consumer Defensive 4,180.0 $54K 0.00% +2K +59.2% $12.94 -21.3%
1073 YETI YETI HLDGS INC Consumer Cyclical 1,083.0 $54K 0.00% +736.0 +212.1% $49.56 -11.7%
1074 CTO CTO RLTY GROWTH INC NEW Real Estate 2,492.0 $54K 0.00% +70.0 +2.9% $21.51 +1.3%
1075 MCY MERCURY GENL CORP NEW Financial Services 501.0 $53K 0.00% +115.0 +29.8% $106.62 -0.9%
1076 HTH HILLTOP HLDGS INC Financial Services 1,370.0 $53K 0.00% +1K +276.4% $38.78 -0.3%
1077 AVPT AVEPOINT INC Technology 4,734.0 $53K 0.00% +108.0 +2.3% $11.21 +19.3%
1078 AWI ARMSTRONG WORLD INDS INC NEW Industrials 330.0 $53K 0.00% +21.0 +6.8% $160.42 +11.3%
1079 DV DOUBLEVERIFY HLDGS INC Technology 4,800.0 $52K 0.00% +2K +92.2% $10.84 +22.8%
1080 VOOV VANGUARD ADMIRAL FDS INC 237.0 $52K 0.00% +6.0 +2.6% $218.81 +4.7%
Page 54 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%