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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 120 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 GRFS GRIFOLS S A Healthcare 2,591.0 $18K +695.0 +36.7% $7.08 +12.9%
2382 OLN OLIN CORP Basic Materials 924.0 $18K +140.0 +17.9% $19.83 -11.4%
2383 TLT ISHARES TR 212.0 $18K -68.0 -24.3% $86.25 -4.3%
2384 LIFEZONE METALS LIMITED 4,699.0 $18K +61.0 +1.3% $3.88
2385 NSC PUT NORFOLK SOUTHN CORP Industrials 8,400.0 $18K $2.17 +16187.8%
2386 TREE LENDINGTREE INC Financial Services 411.0 $18K NEW $44.29 -30.1%
2387 IRTC IRHYTHM HOLDINGS INC Healthcare 153.0 $18K +16.0 +11.7% $118.95 +5.3%
2388 CPF CENTRAL PAC FINL CORP Financial Services 476.0 $18K $38.20 -1.2%
2389 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 227.0 $18K -246.0 -52.0% $80.04 -9.1%
2390 VIA VIA TRANSN INC Technology 1,000.0 $18K NEW $18.14 +51.2%
2391 FEZ SPDR INDEX SHS FDS 264.0 $18K +250.0 +1785.7% $68.68 +4.2%
2392 LW LAMB WESTON HLDGS INC Consumer Defensive 419.0 $18K -10.0 -2.3% $43.19 +26.9%
2393 LBRDA LIBERTY BROADBAND CORP 543.0 $18K -495.0 -47.7% $33.28
2394 KRO KRONOS WORLDWIDE INC Basic Materials 2,837.0 $18K $6.33 +37.6%
2395 BZH BEAZER HOMES USA INC Consumer Cyclical 639.0 $18K +46.0 +7.8% $28.05 +18.0%
2396 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 509.0 $18K $35.09 +0.9%
2397 HAYW HAYWARD HLDGS INC Industrials 1,031.0 $18K +478.0 +86.4% $17.31 -16.2%
2398 ARQQ ARQIT QUANTUM INC Technology 600.0 $18K $29.72 -32.3%
2399 HTO H2O AMERICA Utilities 292.0 $18K +205.0 +235.6% $60.77 +6.1%
2400 CAR AVIS BUDGET GROUP INC Industrials 120.0 $18K -8.0 -6.2% $147.83 -0.6%
Page 120 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%