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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 127 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 IMMR IMMERSION CORP Technology 2,000.0 $14K $6.76 +11.5%
2522 UVE UNIVERSAL INS HLDGS INC Financial Services 326.0 $13K +282.0 +640.9% $41.36 +4.0%
2523 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 330.0 $13K $40.84 +12.2%
2524 PI IMPINJ INC Technology 94.0 $13K -18.0 -16.1% $143.23 +12.6%
2525 ATLANTA BRAVES HLDGS INC 239.0 $13K $56.31
2526 HLX HELIX ENERGY SOLUTIONS GRP I Energy 1,536.0 $13K +221.0 +16.8% $8.74 +14.1%
2527 IJT ISHARES TR 75.0 $13K $178.60 -2.9%
2528 ARRY ARRAY TECHNOLOGIES INC Energy 1,802.0 $13K $7.41 -37.1%
2529 LNTH LANTHEUS HLDGS INC Healthcare 120.0 $13K +73.0 +155.3% $110.94 -9.7%
2530 CARE CARTER BANKSHARES INC Financial Services 391.0 $13K +339.0 +651.9% $34.01 -7.3%
2531 MPLX PUT MPLX LP Energy 5,000.0 $13K $2.66 +2102.5%
2532 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 347.0 $13K -87.0 -20.1% $38.15 +1.0%
2533 OSCR OSCAR HEALTH INC Healthcare 463.0 $13K +10.0 +2.2% $28.52 +14.4%
2534 LIBERTY LIVE HOLDINGS INC 125.0 $13K -1.0 -0.8% $105.64
2535 CBC CENTRAL BANCOMPANY Financial Services 431.0 $13K NEW $30.38 +6.1%
2536 ACMR ACM RESH INC Technology 103.0 $13K -57.0 -35.6% $126.89 -38.4%
2537 KREF KKR REAL ESTATE FIN TR INC Real Estate 1,910.0 $13K +903.0 +89.7% $6.84 +10.6%
2538 KBE SPDR SERIES TRUST 190.0 $13K -490.0 -72.1% $68.11 +1.6%
2539 ATKR ATKORE INC Industrials 170.0 $13K -16.0 -8.6% $76.04 +23.2%
2540 NABL N-ABLE INC Technology 3,517.0 $13K +45.0 +1.3% $3.67 +0.0%
Page 127 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%