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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 45 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 REGCO REGENCY CTRS CORP 3,892.0 $310K 0.00% +2K +70.2% $79.74
882 PAYC PAYCOM SOFTWARE INC Technology 2,464.0 $310K 0.00% -321.0 -11.5% $125.66 +82.3%
883 COOPER COS INC 4,296.0 $308K 0.00% -409.0 -8.7% $71.71
884 AMLP ALPS ETF TR 5,937.0 $308K 0.00% +6K +9033.9% $51.85 +5.6%
885 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 436.0 $307K 0.00% $703.48 -0.6%
886 MSTR STRATEGY INC Technology 3,524.0 $306K 0.00% -1K -25.9% $86.94 +37.2%
887 NDSN NORDSON CORP Industrials 1,015.0 $306K 0.00% +202.0 +24.9% $301.69 +10.1%
888 IGV ISHARES TR 3,378.0 $306K 0.00% +1K +69.1% $90.61 +14.1%
889 SNA SNAP ON INC Industrials 758.0 $305K 0.00% +68.0 +9.9% $402.40 -2.2%
890 MAS MASCO CORP Industrials 3,747.0 $305K 0.00% +46.0 +1.2% $81.37 -9.9%
891 WTRG ESSENTIAL UTILS INC Utilities 7,950.0 $305K 0.00% -383.0 -4.6% $38.31 +4.9%
892 RVMD REVOLUTION MEDICINES INC Healthcare 1,625.0 $304K 0.00% +675.0 +71.0% $187.28 +11.8%
893 JKHY HENRY JACK & ASSOC INC Technology 2,206.0 $304K 0.00% +120.0 +5.8% $137.74 +20.7%
894 TOST TOAST INC Technology 10,917.0 $304K 0.00% -5K -33.0% $27.82 +31.7%
895 LEA LEAR CORP Consumer Cyclical 2,264.0 $304K 0.00% +220.0 +10.8% $134.06 -4.1%
896 IDCC INTERDIGITAL INC Technology 1,071.0 $303K 0.00% -36.0 -3.2% $283.13 +20.9%
897 AMG AFFILIATED MANAGERS GROUP Financial Services 896.0 $303K 0.00% +131.0 +17.1% $338.32 +5.3%
898 CRL CHARLES RIV LABS INTL INC Healthcare 1,336.0 $303K 0.00% +31.0 +2.4% $226.79 +30.2%
899 ULTA ULTA BEAUTY INC Consumer Cyclical 670.0 $302K 0.00% +6.0 +0.9% $451.24 +15.6%
900 TKC TURKCELL ILETISIM Communication Services 51,383.0 $302K 0.00% +6K +12.1% $5.88 -7.1%
Page 45 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%