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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 10 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CVE CENOVUS ENERGY INC Energy 70,616.0 $1.8M 0.02% +4K +6.2% $24.81 +30.9%
182 ED CONSOLIDATED EDISON INC Utilities 15,764.0 $1.7M 0.02% +1K +8.1% $110.63 -2.4%
183 FIX COMFORT SYS USA INC Industrials 879.0 $1.7M 0.02% +85.0 +10.7% $1982.70 -14.5%
184 ROST ROSS STORES INC Consumer Cyclical 8,161.0 $1.7M 0.02% +479.0 +6.2% $212.84 +10.3%
185 UNM UNUM GROUP Financial Services 19,196.0 $1.7M 0.02% +899.0 +4.9% $89.40 -2.0%
186 TRP TC ENERGY CORP Energy 24,942.0 $1.7M 0.02% +982.0 +4.1% $66.29 -5.9%
187 CLS CELESTICA INC Technology 4,527.0 $1.7M 0.02% +169.0 +3.9% $364.76 -17.4%
188 NOK NOKIA CORP Technology 124,159.0 $1.6M 0.02% +20K +19.6% $13.28 -23.7%
189 TRGP TARGA RES CORP Energy 6,144.0 $1.6M 0.02% +133.0 +2.2% $268.16 +10.8%
190 IBDS ISHARES TR 67,323.0 $1.6M 0.02% +14K +25.9% $24.22 -0.2%
191 USB US BANCORP Financial Services 26,905.0 $1.6M 0.02% +2K +10.2% $60.40 +4.0%
192 WPM WHEATON PRECIOUS METALS CORP Basic Materials 14,458.0 $1.6M 0.02% +554.0 +4.0% $112.32 +31.3%
193 FDX FEDEX CORP Industrials 5,186.0 $1.6M 0.02% +118.0 +2.3% $313.11 +4.9%
194 IWM ISHARES TR 5,298.0 $1.6M 0.02% +987.0 +22.9% $300.45 +0.4%
195 PSX PHILLIPS 66 Energy 9,368.0 $1.6M 0.02% +428.0 +4.8% $169.05 +43.3%
196 CHT CHUNGHWA TELECOM CO LTD Communication Services 35,582.0 $1.6M 0.02% +856.0 +2.5% $44.26 -2.8%
197 B BARRICK MNG CORP Basic Materials 42,501.0 $1.6M 0.02% +4K +10.3% $36.73 +22.9%
198 DB DEUTSCHE BK AG Financial Services 45,439.0 $1.5M 0.02% +4K +11.0% $33.76 +12.6%
199 STT STATE STR CORP Financial Services 9,037.0 $1.5M 0.02% +613.0 +7.3% $169.61 +9.6%
200 CANADIAN PACIFIC KANSAS CITY 17,586.0 $1.5M 0.02% +2K +12.0% $86.65
Page 10 of 80  ·  1,582 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 34.9%
Financial Services 15.6%
Consumer Cyclical 10.8%
Industrials 8.2%
Healthcare 8.1%
Communication Services 8.0%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%