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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 90 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 4,148.0 $58K 0.00% +410.0 +11.0% $13.94 -5.7%
1782 ALGT ALLEGIANT TRAVEL CO Industrials 491.0 $58K 0.00% -55.0 -10.1% $117.60 -30.6%
1783 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 671.0 $58K 0.00% +394.0 +142.2% $85.99 -12.9%
1784 ORC ORCHID IS CAP INC Real Estate 8,276.0 $58K 0.00% +5K +159.6% $6.97 -4.1%
1785 GOOD GLADSTONE COMMERCIAL CORP Real Estate 4,686.0 $58K 0.00% -328.0 -6.5% $12.30 +6.1%
1786 SHYG ISHARES TR 1,358.0 $58K 0.00% $42.41 -0.2%
1787 USO UNITED STS OIL FD LP Financial Services 540.0 $57K 0.00% -40.0 -6.9% $106.44 +20.2%
1788 DJUL FIRST TR EXCHNG TRADED FD VI 1,145.0 $57K 0.00% $50.15 +1.9%
1789 NTST NETSTREIT CORP Real Estate 2,717.0 $57K 0.00% +109.0 +4.2% $21.13 -2.2%
1790 MTRN MATERION CORP Basic Materials 193.0 $57K 0.00% +24.0 +14.2% $297.39 -22.0%
1791 THO THOR INDS INC Consumer Cyclical 763.0 $57K 0.00% +285.0 +59.6% $75.16 +5.2%
1792 JSI JANUS DETROIT STR TR 1,118.0 $57K 0.00% $51.21 -0.1%
1793 CHH CHOICE HOTELS INTL INC Consumer Cyclical 518.0 $57K 0.00% +57.0 +12.4% $110.27 -0.4%
1794 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 504.0 $57K 0.00% -62.0 -10.9% $113.09 -8.5%
1795 OKLO OKLO INC Utilities 1,086.0 $57K 0.00% +82.0 +8.2% $52.33 -17.8%
1796 MIDD MIDDLEBY CORP Industrials 329.0 $57K 0.00% -26.0 -7.3% $172.01 -33.7%
1797 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 761.0 $56K 0.00% +59.0 +8.4% $74.04 +6.9%
1798 TENB TENABLE HLDGS INC Technology 1,523.0 $56K 0.00% -1K -48.7% $36.88 -10.8%
1799 PEB PEBBLEBROOK HOTEL TR Real Estate 2,894.0 $56K 0.00% +151.0 +5.5% $19.41 -5.0%
1800 VTS VITESSE ENERGY INC Energy 3,561.0 $56K 0.00% +3K +440.4% $15.77 +7.0%
Page 90 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%