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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 25 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SE SEA LTD Consumer Cyclical 9,323.0 $893K 0.01% +2K +21.1% $95.82 +22.7%
482 FNV FRANCO NEV CORP Basic Materials 4,277.0 $892K 0.01% +577.0 +15.6% $208.46 +27.5%
483 HLN HALEON PLC Healthcare 95,033.0 $887K 0.01% -4K -3.6% $9.33 +7.2%
484 BE BLOOM ENERGY CORP Industrials 2,919.0 $884K 0.01% +1K +81.9% $302.67 -33.4%
485 AEE AMEREN CORP Utilities 7,789.0 $881K 0.01% +783.0 +11.2% $113.04 -6.1%
486 EQT EQT CORP Energy 16,511.0 $878K 0.01% -238.0 -1.4% $53.17 +1.0%
487 MGA MAGNA INTL INC Consumer Cyclical 13,341.0 $876K 0.01% +2K +17.1% $65.66 +11.3%
488 EA ELECTRONIC ARTS INC Communication Services 4,251.0 $872K 0.01% +625.0 +17.2% $205.02 +2.3%
489 KKR KKR & CO INC 9,492.0 $871K 0.01% +990.0 +11.6% $91.78
490 SLB SLB LIMITED Energy 18,651.0 $867K 0.01% +2K +12.8% $46.49 +15.9%
491 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 11,484.0 $859K 0.01% NEW $74.81 +2.8%
492 PHG KONINKLIJKE PHILIPS N V Healthcare 31,365.0 $853K 0.01% +5K +20.5% $27.19 +0.8%
493 IDXX IDEXX LABS INC Healthcare 1,618.0 $852K 0.01% $526.56 +5.8%
494 CMCSA COMCAST CORP NEW Communication Services 34,369.0 $844K 0.01% -4K -11.1% $24.55 +9.4%
495 DVN DEVON ENERGY CORP NEW Energy 20,373.0 $842K 0.01% +5K +30.0% $41.32 +18.8%
496 IWB ISHARES TR 2,047.0 $838K 0.01% $409.53 +2.5%
497 IVE ISHARES TR 3,687.0 $837K 0.01% $227.06 +4.5%
498 SHV ISHARES TR 7,580.0 $836K 0.01% -126.0 -1.6% $110.35 -0.0%
499 GIS GENERAL MILLS INC Consumer Defensive 24,024.0 $836K 0.01% +6K +36.0% $34.80 +14.9%
500 EQNR EQUINOR ASA Energy 26,611.0 $836K 0.01% +5K +20.6% $31.40 +36.5%
Page 25 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%