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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 29 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VST VISTRA CORP Utilities 4,221.0 $669K 0.01% +36.0 +0.9% $158.61 -14.1%
562 ALAB ASTERA LABS INC Technology 1,382.0 $668K 0.01% -950.0 -40.7% $483.06 -41.0%
563 WAB WABTEC Industrials 2,476.0 $668K 0.01% +159.0 +6.9% $269.61 +10.4%
564 ALC ALCON AG Healthcare 9,938.0 $667K 0.01% -1K -11.2% $67.10 +9.7%
565 CASY CASEYS GEN STORES INC Consumer Cyclical 833.0 $662K 0.01% +192.0 +29.9% $794.82 +5.1%
566 ADSK AUTODESK INC Technology 3,371.0 $655K 0.01% -1K -23.8% $194.42 +30.6%
567 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 9,023.0 $654K 0.01% +101.0 +1.1% $72.51 +11.5%
568 WTFC WINTRUST FINL CORP Financial Services 4,070.0 $654K 0.01% -21.0 -0.5% $160.71 -5.0%
569 XLF SELECT SECTOR SPDR TR 12,170.0 $652K 0.01% +334.0 +2.8% $53.61 +7.2%
570 RCI ROGERS COMMUNICATIONS INC Communication Services 20,018.0 $651K 0.01% +2K +8.3% $32.50 +11.6%
571 GWRE GUIDEWIRE SOFTWARE INC Technology 5,252.0 $646K 0.01% -1K -20.7% $123.05 +53.8%
572 NVMI NOVA LTD Technology 1,189.0 $646K 0.01% +116.0 +10.8% $542.94 -30.6%
573 ABNB AIRBNB INC Consumer Cyclical 4,505.0 $645K 0.01% -1K -18.5% $143.11 +30.9%
574 XLE SELECT SECTOR SPDR TR 12,113.0 $643K 0.01% -3K -17.6% $53.11 +19.8%
575 HAL HALLIBURTON CO Energy 18,914.0 $642K 0.01% +456.0 +2.5% $33.95 +4.1%
576 LNC LINCOLN NATL CORP IND Financial Services 18,162.0 $642K 0.01% -175.0 -0.9% $35.35 +19.2%
577 DFAX DIMENSIONAL ETF TRUST 17,366.0 $640K 0.01% +113.0 +0.7% $36.84 +3.6%
578 CVNA CARVANA CO Consumer Cyclical 9,706.0 $639K 0.01% +8K +397.5% $65.82 +6.2%
579 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 8,865.0 $636K 0.01% +881.0 +11.0% $71.74 +1.0%
580 IX ORIX CORP Financial Services 16,606.0 $632K 0.01% $38.04 +1.2%
Page 29 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%