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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $6.5B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3406 New
Page 27 of 171  ·  3,406 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VMC VULCAN MATLS CO Basic Materials 2,193.0 $626K 0.01% NEW $285.24 -9.0%
522 F FORD MTR CO Consumer Cyclical 47,427.0 $622K 0.01% NEW $13.12 -1.1%
523 MCHP MICROCHIP TECHNOLOGY INC. Technology 9,745.0 $621K 0.01% NEW $63.72 +44.2%
524 WDAY WORKDAY INC Technology 2,886.0 $620K 0.01% NEW $214.75 -42.9%
525 LOGI LOGITECH INTL S A Technology 6,167.0 $618K 0.01% NEW $100.22 +3.7%
526 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,040.0 $618K 0.01% NEW $203.19 +64.1%
527 KMI KINDER MORGAN INC DEL Energy 22,215.0 $611K 0.01% NEW $27.49 +25.7%
528 XLE SELECT SECTOR SPDR TR 13,590.0 $608K 0.01% NEW $44.71 +37.9%
529 CPRT COPART INC Industrials 15,511.0 $607K 0.01% NEW $39.15 -17.1%
530 UAL UNITED AIRLS HLDGS INC Industrials 5,430.0 $607K 0.01% NEW $111.82 -19.7%
531 FLEX FLEX LTD Technology 10,018.0 $605K 0.01% NEW $60.42 +113.6%
532 EBAY EBAY INC. Consumer Cyclical 6,947.0 $605K 0.01% NEW $87.09 +30.5%
533 SLB SLB LIMITED Energy 15,706.0 $603K 0.01% NEW $38.38 +49.6%
534 SSRM SSR MINING IN Basic Materials 27,425.0 $601K 0.01% NEW $21.92 +36.2%
535 NOK NOKIA CORP Technology 92,537.0 $599K 0.01% NEW $6.47 +114.9%
536 AXON AXON ENTERPRISE INC Industrials 1,049.0 $596K 0.01% NEW $568.10 -31.5%
537 ZTS ZOETIS INC Healthcare 4,730.0 $595K 0.01% NEW $125.83 -38.0%
538 CAG CONAGRA BRANDS INC Consumer Defensive 34,309.0 $594K 0.01% NEW $17.31 -20.7%
539 VLO VALERO ENERGY CORP Energy 3,645.0 $593K 0.01% NEW $162.78 +60.7%
540 STLA STELLANTIS N.V Consumer Cyclical 54,281.0 $591K 0.01% NEW $10.89 -32.2%
Page 27 of 171  ·  3,406 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 32.9%
Financial Services 16.9%
Consumer Cyclical 11.5%
Communication Services 9.0%
Healthcare 8.4%
Industrials 7.2%
Consumer Defensive 5.0%
Energy 3.0%
Basic Materials 2.2%
Utilities 2.0%