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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 43 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 IJAN INNOVATOR ETFS TRUST 8,654.0 $330K 0.00% $38.08 +2.5%
842 ONTO ONTO INNOVATION INC Technology 869.0 $329K 0.00% +41.0 +5.0% $378.45 -22.5%
843 KIM KIMCO REALTY CORP Real Estate 12,952.0 $328K 0.00% +3K +25.5% $25.35 -5.2%
844 CF CF INDUSTRIES HOLD Basic Materials 3,031.0 $328K 0.00% +1K +72.5% $108.25 +19.8%
845 EIX EDISON INTL Utilities 4,404.0 $328K 0.00% +701.0 +18.9% $74.45 -3.8%
846 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,832.0 $328K 0.00% +388.0 +26.9% $178.95 +21.2%
847 ARES ARES MANAGEMENT CORPORATION Financial Services 2,936.0 $327K 0.00% +844.0 +40.3% $111.33 +26.9%
848 AXS AXIS CAP HLDGS LTD Financial Services 3,042.0 $327K 0.00% $107.44 -8.1%
849 ENTG ENTEGRIS INC Technology 1,814.0 $326K 0.00% +79.0 +4.5% $179.84 -20.1%
850 CPNG COUPANG INC Consumer Cyclical 18,764.0 $326K 0.00% +6K +46.6% $17.37 -5.3%
851 CBOE CBOE GLOBAL MKTS INC Financial Services 1,342.0 $326K 0.00% -256.0 -16.0% $242.71 +23.9%
852 CAE CAE INC Industrials 12,992.0 $326K 0.00% +673.0 +5.5% $25.06 -0.6%
853 DFAU DIMENSIONAL ETF TRUST 6,287.0 $325K 0.00% $51.69 +2.6%
854 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,723.0 $325K 0.00% +1K +37.9% $87.23 +10.5%
855 JAMES HARDIE INDS PLC 12,404.0 $325K 0.00% -260.0 -2.0% $26.18
856 BWA BORGWARNER INC Consumer Cyclical 4,890.0 $325K 0.00% +1K +29.9% $66.40 +2.1%
857 THFF FIRST FINANCIAL CORPORATION Financial Services 4,188.0 $324K 0.00% +1K +41.1% $77.44 +2.1%
858 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,178.0 $324K 0.00% +985.0 +82.6% $148.69 +19.2%
859 BB BLACKBERRY LTD Technology 25,508.0 $323K 0.00% -302.0 -1.2% $12.65 -36.4%
860 POR PORTLAND GEN ELEC CO Utilities 6,220.0 $322K 0.00% +2K +55.9% $51.83 -4.3%
Page 43 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%