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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 87 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 AIT APPLIED INDL TECHNOLOGIES IN Industrials 192.0 $65K 0.00% +111.0 +137.0% $338.15 +0.2%
1722 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 1,050.0 $65K 0.00% +712.0 +210.7% $61.82 -2.8%
1723 BROOKFIELD WEALTH SOL LTD 1,521.0 $65K 0.00% +517.0 +51.5% $42.66
1724 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 1,801.0 $65K 0.00% -172.0 -8.7% $35.90 +0.6%
1725 GIII G III APPAREL GROUP LTD Consumer Cyclical 1,911.0 $64K 0.00% +906.0 +90.2% $33.71 +0.3%
1726 MBB ISHARES TR 680.0 $64K 0.00% -768.0 -53.0% $94.45 -1.2%
1727 VRRM VERRA MOBILITY CORP Technology 15,062.0 $64K 0.00% +15K +10000.0% $4.25 +5.2%
1728 TDW TIDEWATER INC NEW Energy 956.0 $64K 0.00% +22.0 +2.4% $66.65 +39.4%
1729 UFPI UFP INDUSTRIES INC Basic Materials 701.0 $64K 0.00% +343.0 +95.8% $90.74 -1.7%
1730 TDOC TELADOC HEALTH INC Healthcare 7,463.0 $63K 0.00% -44.0 -0.6% $8.48 -26.9%
1731 ADT ADT INC DEL Industrials 9,712.0 $63K 0.00% +8K +552.7% $6.50 +14.2%
1732 IOSP INNOSPEC INC Basic Materials 774.0 $63K 0.00% -34.0 -4.2% $81.39 +16.4%
1733 OII OCEANEERING INTL INC Energy 1,550.0 $63K 0.00% -235.0 -13.2% $40.52 +24.5%
1734 RALLIANT CORP 851.0 $63K 0.00% -111.0 -11.5% $73.63
1735 CE CELANESE CORP DEL Basic Materials 1,358.0 $62K 0.00% $46.00 -1.6%
1736 FDIS FIDELITY COVINGTON TRUST 606.0 $62K 0.00% $102.84 +0.4%
1737 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 810.0 $62K 0.00% -1K -56.4% $76.88 -0.7%
1738 IYE ISHARES TR 1,100.0 $62K 0.00% $56.59 +18.1%
1739 SMTC SEMTECH CORP Technology 382.0 $62K 0.00% +8.0 +2.1% $161.85 -25.3%
1740 ZG ZILLOW GROUP INC 1,967.0 $62K 0.00% -30.0 -1.5% $31.37
Page 87 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%