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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $6.5B AUM 3,488 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1695 Added 782 Reduced 148 Exited
Page 24 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MGRC MCGRATH RENTCORP Industrials 271.0 $30K -20.0 -6.9% $110.28 +1.3%
462 KBR KBR INC Industrials 805.0 $30K -106.0 -11.6% $36.86 -18.4%
463 VNOM VIPER ENERGY INC Energy 629.0 $30K -388.0 -38.1% $46.99 +4.2%
464 IPI INTREPID POTASH INC Basic Materials 685.0 $29K -229.0 -25.1% $42.77 -2.1%
465 FRPT FRESHPET INC Consumer Defensive 491.0 $29K -12.0 -2.4% $58.96 -16.3%
466 UWMC UWM HOLDINGS CORPORATION Financial Services 7,914.0 $29K -4K -32.7% $3.62 -17.1%
467 POST POST HLDGS INC Consumer Defensive 288.0 $28K -113.0 -28.2% $98.86 +2.2%
468 BNDX VANGUARD CHARLOTTE FDS 592.0 $28K -1K -67.6% $48.09 -0.8%
469 BMRC BANK MARIN BANCORP Financial Services 1,074.0 $28K -49.0 -4.4% $25.63 +0.6%
470 BV BRIGHTVIEW HLDGS INC Industrials 2,326.0 $27K -150.0 -6.1% $11.79 +6.6%
471 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 314.0 $27K -20.0 -6.0% $86.44 +31.8%
472 VNET VNET GROUP INC Technology 3,221.0 $27K -45.0 -1.4% $8.39 +20.3%
473 WING WINGSTOP INC Consumer Cyclical 169.0 $26K -4.0 -2.3% $154.51 -16.4%
474 WFG WEST FRASER TIMBER CO LTD Basic Materials 390.0 $25K -125.0 -24.3% $65.29 -9.3%
475 TPYP TORTOISE CAPITAL SERIES TRUS 598.0 $25K -116.0 -16.2% $42.36 +3.8%
476 CGNT COGNYTE SOFTWARE LTD Technology 3,099.0 $25K -894.0 -22.4% $8.10 +25.2%
477 PSN PARSONS CORP DEL Industrials 463.0 $25K -285.0 -38.1% $54.17 -7.0%
478 GERN GERON CORP Healthcare 16,532.0 $25K -470.0 -2.8% $1.49 -13.4%
479 RDNT RADNET INC Healthcare 441.0 $25K -78.0 -15.0% $55.83 -6.2%
480 SSTK SHUTTERSTOCK INC Communication Services 1,466.0 $24K -214.0 -12.7% $16.61 -0.5%
Page 24 of 40  ·  782 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 31.3%
Financial Services 16.0%
Consumer Cyclical 10.8%
Communication Services 8.6%
Healthcare 8.4%
Industrials 8.2%
Consumer Defensive 5.6%
Energy 4.3%
Basic Materials 2.6%
Utilities 2.4%