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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 20 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CBSH COMMERCE BANCSHARES INC Financial Services 1,787.0 $103K 0.00% -171.0 -8.7% $57.75 +1.1%
382 UCTT ULTRA CLEAN HLDGS INC Technology 723.0 $103K 0.00% -45.0 -5.9% $142.66 -46.4%
383 PERIMETER SOLUTIONS INC 2,855.0 $102K 0.00% -572.0 -16.7% $35.65
384 GRAL GRAIL INC Healthcare 1,456.0 $99K 0.00% -195.0 -11.8% $68.27 +16.5%
385 ARMK ARAMARK Industrials 1,727.0 $98K 0.00% -223.0 -11.4% $56.90 +5.0%
386 RLX RLX TECHNOLOGY INC Consumer Defensive 51,592.0 $98K 0.00% -4K -7.2% $1.90 -4.7%
387 SFBS SERVISFIRST BANCSHARES INC Financial Services 1,126.0 $98K 0.00% -245.0 -17.9% $86.75 -50.0%
388 FUL FULLER H B CO Basic Materials 1,675.0 $98K 0.00% -146.0 -8.0% $58.29 +0.7%
389 MNRO MONRO INC Consumer Cyclical 5,658.0 $97K 0.00% -728.0 -11.4% $17.11 -26.7%
390 TSN TYSON FOODS INC Consumer Defensive 1,679.0 $96K 0.00% -486.0 -22.4% $57.24 +2.2%
391 MRCY MERCURY SYS INC Industrials 783.0 $96K 0.00% -34.0 -4.2% $122.33 -25.3%
392 TLK TELEKOMUNIKASI IND Communication Services 7,056.0 $95K 0.00% -4K -34.0% $13.43 +11.6%
393 CCS CENTURY COMMUNITIES INC Consumer Cyclical 1,297.0 $93K 0.00% -50.0 -3.7% $71.66 -2.6%
394 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,767.0 $92K 0.00% -11.0 -0.6% $52.09 -5.1%
395 SYNA SYNAPTICS INC Technology 739.0 $92K 0.00% -61.0 -7.6% $124.29 -21.4%
396 MORN MORNINGSTAR INC Financial Services 587.0 $92K 0.00% -741.0 -55.8% $156.02 +38.4%
397 MAIN MAIN STR CAP CORP Financial Services 1,762.0 $91K 0.00% -523.0 -22.9% $51.88 +12.3%
398 CFR CULLEN FROST BANKERS INC Financial Services 590.0 $91K 0.00% -10.0 -1.7% $154.52 +6.3%
399 FLS FLOWSERVE CORP Industrials 1,207.0 $90K 0.00% -182.0 -13.1% $74.16 +7.1%
400 TRMB TRIMBLE INC Technology 1,739.0 $89K 0.00% -2K -54.1% $51.18 +17.7%
Page 20 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%