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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 56 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CCK CROWN HLDGS INC Consumer Cyclical 442.0 $49K 0.00% +39.0 +9.7% $111.86 +6.8%
1102 IESC IES HOLDINGS INC Industrials 67.0 $49K 0.00% +12.0 +21.8% $734.66 -6.8%
1103 ALGM ALLEGRO MICROSYSTEMS INC Technology 707.0 $49K 0.00% +13.0 +1.9% $69.62 -46.6%
1104 KRYS KRYSTAL BIOTECH INC Healthcare 132.0 $49K 0.00% +27.0 +25.7% $371.67 -6.7%
1105 ST SENSATA TECHNOLOGIES HLDG PL Technology 1,027.0 $49K 0.00% +416.0 +68.1% $47.73 -10.3%
1106 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 670.0 $49K 0.00% +499.0 +291.8% $73.00 +7.9%
1107 SAIA SAIA INC Industrials 116.0 $49K 0.00% +43.0 +58.9% $421.16 -14.0%
1108 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 391.0 $48K 0.00% +77.0 +24.5% $123.29 +9.1%
1109 SCSC SCANSOURCE INC Technology 924.0 $48K 0.00% +422.0 +84.1% $52.09 +4.3%
1110 NVEC NVE CORP Technology 459.0 $48K 0.00% +44.0 +10.6% $104.55 +5.1%
1111 DUOL DUOLINGO INC Technology 416.0 $48K 0.00% +137.0 +49.1% $115.02 +27.0%
1112 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 1,131.0 $48K 0.00% +540.0 +91.4% $42.18 +4.6%
1113 SPXL DIREXION SHARES ETF TRUST 176.0 $48K 0.00% +38.0 +27.5% $270.89 +5.8%
1114 AWR AMER STATES WTR CO Utilities 576.0 $48K 0.00% +162.0 +39.1% $82.63 +7.3%
1115 AROW ARROW FINL CORP Financial Services 1,159.0 $48K 0.00% +9.0 +0.8% $40.99 -6.1%
1116 INSTALLED BLDG PRODS INC 206.0 $47K 0.00% +11.0 +5.6% $229.84
1117 NMRK NEWMARK GROUP INC Real Estate 3,128.0 $47K 0.00% +1K +67.8% $15.11 +7.3%
1118 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,671.0 $47K 0.00% +344.0 +25.9% $28.11 +14.7%
1119 BRZE BRAZE INC Technology 2,161.0 $47K 0.00% +17.0 +0.8% $21.69 +43.2%
1120 UEC URANIUM ENERGY CORP Energy 4,381.0 $47K 0.00% +51.0 +1.2% $10.66 +19.7%
Page 56 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%