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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 3 of 171  ·  3,406 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 63,858.0 $13.2M 0.20% NEW $206.95 +9.2%
42 HOOD ROBINHOOD MKTS INC Financial Services 114,662.0 $13.0M 0.20% NEW $113.10 -32.0%
43 MA MASTERCARD INCORPORATED Financial Services 22,698.0 $13.0M 0.20% NEW $570.88 -13.7%
44 ABBV ABBVIE INC Healthcare 54,953.0 $12.6M 0.19% NEW $228.49 -8.4%
45 PLTR PALANTIR TECHNOLOGIES INC Technology 70,001.0 $12.4M 0.19% NEW $177.75 -25.3%
46 NFLX NETFLIX INC Communication Services 132,186.0 $12.4M 0.19% NEW $93.76 -6.8%
47 XOM EXXON MOBIL CORP Energy 98,571.0 $11.9M 0.18% NEW $120.34 +29.3%
48 VLUE ISHARES TR 81,031.0 $11.1M 0.17% NEW $136.73 +32.2%
49 BAC BANK AMERICA CORP Financial Services 197,373.0 $10.9M 0.17% NEW $55.00 -9.0%
50 COST COSTCO WHSL CORP NEW Consumer Defensive 12,538.0 $10.8M 0.17% NEW $862.34 +22.1%
51 EFX EQUIFAX INC Industrials 48,161.0 $10.4M 0.16% NEW $216.98 -26.1%
52 ORCL ORACLE CORP Technology 49,312.0 $9.6M 0.15% NEW $194.91 -3.5%
53 BND VANGUARD BD INDEX FDS 124,315.0 $9.2M 0.14% NEW $74.07 -1.7%
54 ROL ROLLINS INC Consumer Cyclical 150,201.0 $9.0M 0.14% NEW $60.02 -9.6%
55 IBM INTERNATIONAL BUSINESS MACHS Technology 30,286.0 $9.0M 0.14% NEW $296.21 -26.1%
56 DAL DELTA AIR LINES INC DEL Industrials 128,215.0 $8.9M 0.14% NEW $69.40 +3.3%
57 SPGI S&P GLOBAL INC Financial Services 16,940.0 $8.9M 0.14% NEW $522.58 -22.2%
58 SHOP SHOPIFY INC Technology 54,100.0 $8.7M 0.13% NEW $160.97 -38.1%
59 ASML ASML HOLDING N V Technology 8,095.0 $8.7M 0.13% NEW $1069.80 +40.9%
60 CSCO CISCO SYS INC Technology 110,811.0 $8.5M 0.13% NEW $77.03 +53.7%
Page 3 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%