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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 52 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BC BRUNSWICK CORP Consumer Cyclical 2,723.0 $229K 0.00% +203.0 +8.1% $84.24 -4.0%
1022 VERS PROSHARES TR 3,012.0 $229K 0.00% -300.0 -9.1% $75.98 -6.7%
1023 ESNT ESSENT GROUP LTD Financial Services 3,547.0 $228K 0.00% +1K +47.8% $64.28 +5.9%
1024 TFII TFI INTERNATIONAL INC Industrials 1,588.0 $228K 0.00% +35.0 +2.2% $143.57 -1.5%
1025 ETH GRAYSCALE ETHEREUM STAKING Financial Services 15,164.0 $228K 0.00% $15.03 +53.3%
1026 FNB F N B CORP Financial Services 11,901.0 $227K 0.00% +4K +43.1% $19.08 -2.9%
1027 HIMS HIMS & HERS HEALTH INC Healthcare 6,542.0 $227K 0.00% +2K +59.2% $34.67 -2.6%
1028 EWN ISHARES INC 3,215.0 $226K 0.00% $70.34 -1.3%
1029 USFD US FOODS HLDG CORP Consumer Defensive 2,212.0 $226K 0.00% +78.0 +3.7% $102.23 +7.2%
1030 GNRC GENERAC HLDGS INC Industrials 771.0 $226K 0.00% +56.0 +7.8% $292.81 -29.7%
1031 FCPT FOUR CORNERS PPTY TR INC Real Estate 9,167.0 $225K 0.00% -445.0 -4.6% $24.55 +2.8%
1032 MP MP MATERIALS CORP Basic Materials 4,017.0 $225K 0.00% +110.0 +2.8% $56.01 +7.2%
1033 FMS FRESENIUS MEDICAL CARE AG Healthcare 9,947.0 $225K 0.00% +2K +30.1% $22.61 +3.6%
1034 SF STIFEL FINL CORP Financial Services 3,210.0 $224K 0.00% $69.77 +16.0%
1035 PDS PRECISION DRILLING CORP Energy 2,917.0 $224K 0.00% +86.0 +3.0% $76.66 +19.6%
1036 PTON PELOTON INTERACTIVE INC Consumer Cyclical 37,836.0 $224K 0.00% -1K -3.0% $5.91 -8.5%
1037 EGP EASTGROUP PPTYS INC Real Estate 1,100.0 $223K 0.00% +522.0 +90.3% $202.53 -0.8%
1038 GPN GLOBAL PMTS INC Industrials 3,070.0 $223K 0.00% +235.0 +8.3% $72.55 +28.9%
1039 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 21,053.0 $223K 0.00% +10K +91.3% $10.57 +13.2%
1040 DGRO ISHARES TR 2,921.0 $221K 0.00% +1K +53.7% $75.78 +5.0%
Page 52 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%