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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 64 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 MTZ MASTEC INC Industrials 344.0 $143K 0.00% +37.0 +12.1% $416.01 -36.0%
1262 GTES GATES INDL CORP PLC Industrials 5,114.0 $143K 0.00% +2K +63.2% $27.97 -7.4%
1263 CVSA COVISTA INC Consumer Cyclical 1,144.0 $143K 0.00% +79.0 +7.4% $124.66 +6.2%
1264 THC TENET HEALTHCARE CORP Healthcare 762.0 $143K 0.00% -66.0 -8.0% $187.14 +50.0%
1265 IAG IAMGOLD CORP Basic Materials 8,999.0 $143K 0.00% +2K +37.5% $15.84 +33.5%
1266 ALK ALASKA AIR GROUP INC Industrials 2,728.0 $142K 0.00% -238.0 -8.0% $52.20 -22.6%
1267 LUMN LUMEN TECHNOLOGIES INC Communication Services 18,325.0 $141K 0.00% -200.0 -1.1% $7.68 -22.7%
1268 GEF GREIF INC Consumer Cyclical 1,887.0 $141K 0.00% +1K +189.0% $74.49 +18.0%
1269 RPD RAPID7 INC Technology 17,207.0 $139K 0.00% +13K +281.3% $8.10 +46.3%
1270 NEU NEWMARKET CORP Basic Materials 176.0 $139K 0.00% -22.0 -11.1% $791.24 +18.5%
1271 MEOH METHANEX CORP Basic Materials 3,014.0 $139K 0.00% -24.0 -0.8% $46.15 +30.2%
1272 WTM WHITE MTNS INS GROUP LTD Financial Services 67.0 $139K 0.00% -8.0 -10.7% $2073.39 +1.8%
1273 SWX SOUTHWEST GAS HLDGS INC Utilities 1,565.0 $139K 0.00% +42.0 +2.8% $88.68 +0.2%
1274 THRM GENTHERM INC Consumer Cyclical 4,049.0 $138K 0.00% -80.0 -1.9% $34.11 +18.6%
1275 FLUTTER ENTMT PLC 1,351.0 $138K 0.00% +138.0 +11.4% $102.19
1276 PDFS PDF SOLUTIONS INC Technology 1,949.0 $138K 0.00% +119.0 +6.5% $70.79 -35.5%
1277 SITM SITIME CORP Technology 185.0 $138K 0.00% +27.0 +17.1% $745.56 -17.5%
1278 HTHT H WORLD GROUP LTD Consumer Cyclical 3,295.0 $137K 0.00% -358.0 -9.8% $41.72 +17.8%
1279 TIMB TIM S A Communication Services 6,392.0 $137K 0.00% +1K +21.4% $21.42 -16.7%
1280 WYNN WYNN RESORTS LTD Consumer Cyclical 1,409.0 $137K 0.00% -27.0 -1.9% $97.07 +3.3%
Page 64 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%