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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 10 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SYY SYSCO CORP Consumer Defensive 5,124.0 $428K 0.01% -215.0 -4.0% $83.59 -1.3%
182 SM SM ENERGY COMPANY Energy 16,300.0 $425K 0.01% -528.0 -3.1% $26.10 +38.5%
183 STWD STARWOOD PPTY TR INC Real Estate 25,400.0 $416K 0.01% -2K -6.1% $16.38 +1.1%
184 BCE BCE INC Communication Services 18,938.0 $407K 0.01% -117.0 -0.6% $21.51 +10.2%
185 RKT ROCKET COS INC Financial Services 25,361.0 $399K 0.01% -2K -7.7% $15.75 -7.1%
186 COHU COHU INC Technology 5,395.0 $399K 0.01% -172.0 -3.1% $73.91 -25.3%
187 ROP ROPER TECHNOLOGIES INC Industrials 1,169.0 $396K 0.01% -717.0 -38.0% $338.37 +20.4%
188 TPR TAPESTRY INC Consumer Cyclical 2,693.0 $394K 0.01% -20.0 -0.7% $146.38 -10.0%
189 NXT NEXTPOWER INC Technology 3,301.0 $393K 0.01% -36.0 -1.1% $119.14 -22.7%
190 CX CEMEX SA EURO MTN BE 144A Basic Materials 32,630.0 $392K 0.01% -1K -3.1% $12.00 -11.2%
191 RBLX ROBLOX CORP Technology 7,027.0 $382K 0.01% -96.0 -1.4% $54.38 -28.9%
192 PCVX VAXCYTE INC Healthcare 6,510.0 $378K 0.01% -610.0 -8.6% $58.13 +8.9%
193 DT DYNATRACE INC Technology 8,571.0 $376K 0.01% -1K -12.2% $43.91 +13.0%
194 CIG CIA ENERGETICA DE MINAS GERA Utilities 178,868.0 $376K 0.01% -2K -1.3% $2.10 -8.1%
195 FORM FORMFACTOR INC Technology 2,344.0 $375K 0.01% -60.0 -2.5% $159.93 -28.1%
196 FLR FLUOR CORP Industrials 7,149.0 $375K 0.01% -144.0 -2.0% $52.39 +3.2%
197 DOW DOW HLDGS INC Basic Materials 13,609.0 $372K 0.01% -118.0 -0.9% $27.36 +16.0%
198 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,905.0 $372K 0.01% -40.0 -1.4% $127.90 -7.2%
199 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,292.0 $364K 0.01% -499.0 -6.4% $49.86 +21.5%
200 WCC WESCO INTL INC Industrials 1,042.0 $360K 0.01% -9.0 -0.9% $345.43 -0.5%
Page 10 of 48  ·  956 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 34.9%
Financial Services 15.6%
Consumer Cyclical 10.8%
Industrials 8.2%
Healthcare 8.1%
Communication Services 8.0%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%