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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 82 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 LASR NLIGHT INC Technology 1,078.0 $75K 0.00% $69.63 -36.6%
1622 APPF APPFOLIO INC Technology 468.0 $75K 0.00% +256.0 +120.8% $160.35 +40.4%
1623 FROG JFROG LTD Technology 825.0 $75K 0.00% -35.0 -4.1% $90.88 -0.8%
1624 LAD LITHIA MTRS INC Consumer Cyclical 258.0 $75K 0.00% +77.0 +42.5% $290.50 +26.9%
1625 SUB ISHARES TR 704.0 $75K 0.00% NEW $106.42 -0.1%
1626 PELAGOS INS CAP LTD 3,076.0 $75K 0.00% +2K +223.8% $24.35
1627 RTO RENTOKIL INITIAL PLC Industrials 2,615.0 $75K 0.00% -874.0 -25.1% $28.61 -16.8%
1628 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 1,695.0 $74K 0.00% -99.0 -5.5% $43.86 -4.6%
1629 SOLZ VOLATILITY SHS TR 10,071.0 $74K 0.00% +56.0 +0.6% $7.38 +30.8%
1630 LI LI AUTO INC Consumer Cyclical 6,321.0 $74K 0.00% +738.0 +13.2% $11.74 +6.3%
1631 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 698.0 $74K 0.00% +8.0 +1.2% $106.25 +8.1%
1632 LECO LINCOLN ELEC HLDGS INC Industrials 278.0 $74K 0.00% -5.0 -1.8% $265.85 +6.2%
1633 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 4,269.0 $74K 0.00% +2K +70.1% $17.31 +2.7%
1634 TVTX TRAVERE THERAPEUTICS INC Healthcare 1,297.0 $74K 0.00% -256.0 -16.5% $56.81 +14.8%
1635 MTX MINERALS TECHNOLOGIES INC Basic Materials 996.0 $74K 0.00% +117.0 +13.3% $73.97 -2.8%
1636 ESML ISHARES TR 1,310.0 $73K 0.00% +252.0 +23.8% $55.93 -1.0%
1637 MGV VANGUARD WORLD FD 448.0 $73K 0.00% $163.45 +3.0%
1638 ENS ENERSYS Industrials 313.0 $73K 0.00% +123.0 +64.7% $233.82 -19.8%
1639 AGCO AGCO CORP Industrials 610.0 $73K 0.00% -90.0 -12.9% $119.70 -8.0%
1640 WIX WIX COM LTD Technology 1,608.0 $73K 0.00% -782.0 -32.7% $45.37 +86.1%
Page 82 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%