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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 54 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 TAL TAL ED GROUP Consumer Defensive 22,336.0 $214K 0.00% $9.57 +18.3%
1062 SIRI SIRIUSXM HOLDINGS INC Communication Services 7,215.0 $213K 0.00% +988.0 +15.9% $29.54 -2.9%
1063 HPQ HP INC Technology 9,713.0 $213K 0.00% +700.0 +7.8% $21.94 +35.4%
1064 EXPAND ENERGY CORPORATION 2,328.0 $212K 0.00% +760.0 +48.5% $91.19
1065 DEM WISDOMTREE TR 3,937.0 $212K 0.00% +53.0 +1.4% $53.79 +2.4%
1066 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 10,021.0 $212K 0.00% -361.0 -3.5% $21.11 -18.3%
1067 SCI SERVICE CORP INTL Consumer Cyclical 2,773.0 $211K 0.00% $75.96 +9.6%
1068 ARM ARM HOLDINGS PLC Technology 594.0 $211K 0.00% +564.0 +1880.0% $354.57 -31.4%
1069 SON SONOCO PRODS CO Consumer Cyclical 3,737.0 $211K 0.00% +765.0 +25.7% $56.35 +5.6%
1070 ROKU ROKU INC Communication Services 1,520.0 $210K 0.00% +246.0 +19.3% $138.10 +14.0%
1071 TFSL TFS FINL CORP Financial Services 11,837.0 $210K 0.00% -151.0 -1.3% $17.72 -0.5%
1072 STE STERIS PLC Healthcare 995.0 $210K 0.00% +223.0 +28.9% $210.57 +13.0%
1073 ALGN ALIGN TECHNOLOGY INC Healthcare 1,241.0 $209K 0.00% +320.0 +34.7% $168.72 -3.7%
1074 MANH MANHATTAN ASSOCIATES INC Technology 1,496.0 $208K 0.00% +168.0 +12.7% $139.25 +54.1%
1075 UMAR INNOVATOR ETFS TRUST 4,923.0 $208K 0.00% $42.25 +1.7%
1076 CUZ COUSINS PPTYS INC Real Estate 6,921.0 $207K 0.00% +4K +143.6% $29.98 -1.0%
1077 EPR EPR PPTYS Real Estate 3,568.0 $207K 0.00% +750.0 +26.6% $58.01 +4.0%
1078 IBMP ISHARES TR 8,134.0 $207K 0.00% $25.42 -0.1%
1079 VEEV VEEVA SYS INC Healthcare 1,163.0 $206K 0.00% -885.0 -43.2% $177.54 +39.6%
1080 BLUE OWL CAPITAL CORPORATION 18,972.0 $206K 0.00% $10.87
Page 54 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%