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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 47 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FTV FORTIVE CORP Technology 4,739.0 $290K 0.00% +566.0 +13.6% $61.09 -1.7%
922 GRVY GRAVITY CO LTD Technology 4,306.0 $289K 0.00% +2K +77.2% $67.15 +6.0%
923 FDN FIRST TR EXCHANGE-TRADED FD 1,092.0 $289K 0.00% $264.74 +8.3%
924 CNA CNA FINL CORP Financial Services 5,947.0 $289K 0.00% +1K +32.8% $48.61 +0.8%
925 LII LENNOX INTL INC Industrials 498.0 $285K 0.00% +22.0 +4.6% $572.95 -29.7%
926 BAP CREDICORP LTD Financial Services 731.0 $285K 0.00% -16.0 -2.1% $389.50 -2.7%
927 IOT SAMSARA INC Technology 8,775.0 $285K 0.00% +3K +41.9% $32.43 +23.2%
928 TREKOR METALS LTD 41,242.0 $284K 0.00% NEW $6.88
929 OWL BLUE OWL CAPITAL INC Financial Services 32,319.0 $283K 0.00% -2K -4.5% $8.75 +33.4%
930 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,630.0 $283K 0.00% +564.0 +18.4% $77.88 -8.1%
931 IJJ ISHARES TR 1,912.0 $282K 0.00% $147.73 +0.9%
932 MRNA MODERNA INC Healthcare 4,024.0 $282K 0.00% -232.0 -5.5% $70.02 +107.3%
933 DDS DILLARDS INC Consumer Cyclical 532.0 $281K 0.00% +88.0 +19.8% $528.42 +17.6%
934 EMN EASTMAN CHEM CO Basic Materials 4,191.0 $281K 0.00% +682.0 +19.4% $66.98 +10.6%
935 SOXX ISHARES TR 438.0 $281K 0.00% -112.0 -20.4% $640.76 -18.8%
936 FN FABRINET Technology 499.0 $280K 0.00% -57.0 -10.2% $562.08 -22.3%
937 AGNC AGNC INVT CORP Real Estate 25,610.0 $279K 0.00% +3K +13.1% $10.90 -0.1%
938 GHC GRAHAM HLDGS CO Consumer Defensive 244.0 $279K 0.00% +9.0 +3.8% $1141.42 +2.2%
939 FUTU FUTU HLDGS LTD Financial Services 2,961.0 $278K 0.00% -109.0 -3.5% $93.73 +31.9%
940 MSM MSC INDL DIRECT INC Industrials 2,327.0 $277K 0.00% +741.0 +46.7% $118.95 +0.7%
Page 47 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%