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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 77 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 MAC MACERICH CO Real Estate 3,516.0 $89K 0.00% +35.0 +1.0% $25.19 -3.3%
1522 DMLP DORCHESTER MINERALS L P Energy 3,500.0 $88K 0.00% $25.25 +15.6%
1523 WFRD WEATHERFORD INTL PLC Energy 1,081.0 $88K 0.00% +53.0 +5.2% $81.50 +8.9%
1524 STNE STONECO LTD Technology 8,111.0 $88K 0.00% +130.0 +1.6% $10.84 -11.9%
1525 PRGO PERRIGO CO PLC Healthcare 8,458.0 $88K 0.00% +5K +177.9% $10.39 +37.3%
1526 VAL VALARIS LTD Energy 1,204.0 $87K 0.00% +53.0 +4.6% $72.60 +18.2%
1527 U UNITY SOFTWARE INC Technology 3,053.0 $87K 0.00% -2K -36.0% $28.58 +61.5%
1528 FCFS FIRSTCASH HOLDINGS INC Financial Services 403.0 $87K 0.00% +15.0 +3.9% $216.32 +9.3%
1529 CSX PUT CSX CORP Industrials 81,100.0 $87K 0.00% -2K -2.2% $1.07 +4686.3%
1530 RUN SUNRUN INC Energy 6,495.0 $87K 0.00% +118.0 +1.9% $13.38 -33.3%
1531 PNNT PENNANTPARK INVT CORP Financial Services 25,026.0 $87K 0.00% -4K -12.6% $3.47 +8.8%
1532 GSLC GOLDMAN SACHS ETF TR 611.0 $87K 0.00% $142.00 +2.8%
1533 OSK OSHKOSH CORP Industrials 564.0 $87K 0.00% -115.0 -16.9% $153.56 +1.8%
1534 ACADIAN ASSET MANAGEMENT INC 1,209.0 $86K 0.00% +462.0 +61.9% $71.52
1535 MARA MARA HOLDINGS INC Financial Services 6,222.0 $86K 0.00% +50.0 +0.8% $13.89 -19.5%
1536 SPXC SPX TECHNOLOGIES INC Industrials 352.0 $86K 0.00% +9.0 +2.6% $245.27 -18.0%
1537 ODDITY TECH LTD 5,705.0 $86K 0.00% +5K +811.3% $15.13
1538 FBNC FIRST BANCORP N C Financial Services 1,345.0 $86K 0.00% $63.93 +2.1%
1539 MGEE MGE ENERGY INC Utilities 1,054.0 $86K 0.00% +359.0 +51.6% $81.54 -2.7%
1540 CNS COHEN & STEERS INC Financial Services 1,127.0 $86K 0.00% +190.0 +20.3% $76.14 +9.2%
Page 77 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%