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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 19 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DVA DAVITA INC Healthcare 523.0 $116K 0.00% -72.0 -12.1% $222.48 -21.9%
362 ECG EVERUS CONSTR GROUP Industrials 689.0 $114K 0.00% -103.0 -13.0% $165.95 -24.1%
363 TKO TKO GROUP HOLDINGS INC Communication Services 564.0 $114K 0.00% -29.0 -4.9% $201.31 -4.1%
364 ERAS ERASCA INC Healthcare 6,161.0 $113K 0.00% -1K -16.7% $18.32 -3.8%
365 VSNT VERSANT MEDIA GROUP INC Industrials 3,133.0 $113K 0.00% -303.0 -8.8% $36.01 +7.6%
366 MPT MEDICAL PROPERTIES TRUST INC Financial Services 24,388.0 $113K 0.00% -1K -4.3% $4.62 -10.8%
367 KEX KIRBY CORP Industrials 825.0 $112K 0.00% -50.0 -5.7% $135.97 +2.9%
368 COWZ PACER FDS TR 1,784.0 $111K 0.00% -1K -38.3% $62.20 +15.8%
369 APTIV PLC 1,806.0 $111K 0.00% -80.0 -4.2% $61.38
370 BOX BOX INC Technology 4,161.0 $110K 0.00% -44.0 -1.1% $26.54 +24.0%
371 HQY HEALTHEQUITY INC Healthcare 1,217.0 $110K 0.00% -82.0 -6.3% $90.32 +16.7%
372 XLC SELECT SECTOR SPDR TR 1,007.0 $108K 0.00% -205.0 -16.9% $107.08 +4.0%
373 UDR UDR INC Real Estate 2,697.0 $108K 0.00% -714.0 -20.9% $39.92 -5.4%
374 AA ALCOA CORP Basic Materials 2,060.0 $107K 0.00% -146.0 -6.6% $52.14 -0.6%
375 JOBY JOBY AVIATION INC Industrials 12,019.0 $107K 0.00% -3K -22.0% $8.92 -15.6%
376 HCC WARRIOR MET COAL INC Energy 1,314.0 $107K 0.00% -52.0 -3.8% $81.16 +31.5%
377 BNTX BIONTECH SE Healthcare 1,132.0 $105K 0.00% -11.0 -1.0% $93.05 +25.3%
378 POOL POOL CORP Industrials 484.0 $104K 0.00% -253.0 -34.3% $214.90 -12.5%
379 ITUB ITAU UNIBANCO HLDG S A Financial Services 12,673.0 $104K 0.00% -2K -11.2% $8.17 -8.4%
380 TXG 10X GENOMICS INC Healthcare 2,697.0 $103K 0.00% -84.0 -3.0% $38.34 +69.8%
Page 19 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 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%