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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 107 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 DGICA DONEGAL GROUP INC Financial Services 1,681.0 $32K +1K +341.2% $18.86 +0.6%
2122 HIMALAYA SHIPPING LTD 2,371.0 $32K +304.0 +14.7% $13.36
2123 FMC FMC CORP Basic Materials 2,753.0 $32K -1K -30.1% $11.50 -1.9%
2124 DOL WISDOMTREE TR 425.0 $32K $74.36 +3.7%
2125 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 387.0 $32K -228.0 -37.1% $81.52 +6.4%
2126 BH BIGLARI HLDGS INC Consumer Cyclical 74.0 $32K NEW $426.03 -11.3%
2127 SAM BOSTON BEER INC Consumer Defensive 178.0 $32K -115.0 -39.2% $177.03 +7.0%
2128 ROAD CONSTRUCTION PARTNERS INC Industrials 264.0 $31K +5.0 +1.9% $118.77 -8.7%
2129 OPY OPPENHEIMER HLDGS INC Financial Services 297.0 $31K +64.0 +27.5% $105.54 +9.7%
2130 TGLS TECNOGLASS INC Basic Materials 669.0 $31K +608.0 +996.7% $46.81 -13.2%
2131 NPO ENPRO INC Industrials 83.0 $31K +17.0 +25.8% $377.11 -19.2%
2132 EFSC ENTERPRISE FINL SVCS CORP Financial Services 475.0 $31K -331.0 -41.1% $65.88 -3.6%
2133 KE KIMBALL ELECTRONICS INC Industrials 1,222.0 $31K +644.0 +111.4% $25.60 -11.1%
2134 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 516.0 $31K -551.0 -51.6% $60.62 +24.1%
2135 PFF ISHARES TR 1,019.0 $31K -2K -67.9% $30.49 +0.1%
2136 LIONSGATE STUDIOS CORP 2,028.0 $31K +28.0 +1.4% $15.31
2137 UPST UPSTART HLDGS INC Financial Services 869.0 $31K -587.0 -40.3% $35.42 -15.6%
2138 IJS ISHARES TR 225.0 $31K $136.68 +0.9%
2139 WFG WEST FRASER TIMBER CO LTD Basic Materials 452.0 $31K +62.0 +15.9% $67.69 +1.3%
2140 SERV SERVE ROBOTICS INC Industrials 4,646.0 $31K +315.0 +7.3% $6.58 -29.0%
Page 107 of 176  ·  3,516 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%