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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 22 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 307.0 $78K 0.00% -8.0 -2.5% $253.16 -16.2%
422 KFRC KFORCE INC Industrials 1,656.0 $78K 0.00% -191.0 -10.3% $46.92 +24.4%
423 CSGP COSTAR GROUP INC Real Estate 2,725.0 $77K 0.00% -239.0 -8.1% $28.32 +13.9%
424 GATX GATX CORP Industrials 434.0 $77K 0.00% -3.0 -0.7% $177.19 -0.1%
425 U HAUL HOLDING COMPANY 1,332.0 $77K 0.00% -36.0 -2.6% $57.70
426 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 8,175.0 $77K 0.00% -429.0 -5.0% $9.39 +20.0%
427 NOV NOV INC Energy 4,126.0 $77K 0.00% -127.0 -3.0% $18.55 +10.1%
428 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 1,438.0 $76K 0.00% -1K -42.4% $52.85 +1.2%
429 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 12,172.0 $76K 0.00% -2K -14.9% $6.24 +38.5%
430 MC MOELIS & CO Financial Services 1,153.0 $75K 0.00% -23.0 -2.0% $65.42 +4.4%
431 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 667.0 $75K 0.00% -108.0 -13.9% $112.74 +18.2%
432 FROG JFROG LTD Technology 825.0 $75K 0.00% -35.0 -4.1% $90.88 +1.4%
433 RTO RENTOKIL INITIAL PLC Industrials 2,615.0 $75K 0.00% -874.0 -25.1% $28.61 -17.3%
434 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 1,695.0 $74K 0.00% -99.0 -5.5% $43.86 -6.0%
435 LECO LINCOLN ELEC HLDGS INC Industrials 278.0 $74K 0.00% -5.0 -1.8% $265.85 +6.0%
436 TVTX TRAVERE THERAPEUTICS INC Healthcare 1,297.0 $74K 0.00% -256.0 -16.5% $56.81 +15.7%
437 AGCO AGCO CORP Industrials 610.0 $73K 0.00% -90.0 -12.9% $119.70 -10.8%
438 WIX WIX COM LTD Technology 1,608.0 $73K 0.00% -782.0 -32.7% $45.37 +80.9%
439 XLU SELECT SECTOR SPDR TR 1,600.0 $73K 0.00% -4K -72.3% $45.34 -5.7%
440 CVLT COMMVAULT SYS INC Technology 509.0 $72K 0.00% -92.0 -15.3% $141.65 -5.5%
Page 22 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%