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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 168 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 FIGS FIGS INC Consumer Cyclical 25.0 $369.0 $14.76 -20.3%
3342 MD PEDIATRIX MEDICAL GROUP INC Healthcare 17.0 $364.0 $21.41 +5.0%
3343 BIRKENSTOCK HOLDING PLC 10.0 $358.0 -185.0 -94.9% $35.80
3344 CCEL CRYO-CELL INTL INC Healthcare 100.0 $355.0 $3.55 +0.0%
3345 U CALL UNITY SOFTWARE INC Technology 100.0 $347.0 NEW $3.47 +682.7%
3346 TASK TASKUS INC Technology 51.0 $342.0 +21.0 +70.0% $6.71 -18.1%
3347 LQDT LIQUIDITY SVCS INC Consumer Cyclical 11.0 $336.0 $30.55 +7.9%
3348 SENS SENSEONICS HLDGS INC Healthcare 50.0 $333.0 $6.66 -16.5%
3349 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 8.0 $319.0 -70.0 -89.7% $39.88 -11.0%
3350 CTLP CANTALOUPE INC Technology 29.0 $313.0 $10.79 +3.8%
3351 RXO RXO INC Industrials 21.0 $307.0 $14.62 +27.8%
3352 GEO GEO GROUP INC NEW Industrials 18.0 $303.0 -8.0 -30.8% $16.83 +36.2%
3353 BITU PROSHARES TR 26.0 $301.0 $11.58 +24.8%
3354 MARKER THERAPEUTICS INC 228.0 $296.0 NEW $1.30
3355 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 31.0 $292.0 NEW $9.42 +49.7%
3356 TOST CALL TOAST INC Technology 200.0 $288.0 NEW $1.44 +1500.7%
3357 CDLX CARDLYTICS INC Communication Services 262.0 $275.0 -262.0 -50.0% $1.05 -42.3%
3358 QDEL QUIDELORTHO CORP Healthcare 16.0 $263.0 -200.0 -92.6% $16.44 -37.2%
3359 IBUY AMPLIFY ETF TR 4.0 $250.0 NEW $62.50 +2.0%
3360 FIP FTAI INFRASTRUCTURE INC Industrials 48.0 $237.0 $4.94 -6.2%
Page 168 of 174  ·  3,465 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%