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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 15 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADC AGREE RLTY CORP Real Estate 12,982.0 $983K 0.01% +454.0 +3.6% $75.74 -1.8%
282 FANG DIAMONDBACK ENERGY INC Energy 5,593.0 $983K 0.01% +483.0 +9.4% $175.77 +18.7%
283 SDY SPDR SERIES TRUST 6,455.0 $982K 0.01% +413.0 +6.8% $152.17 +4.5%
284 DOV DOVER CORP Industrials 4,330.0 $971K 0.01% +241.0 +5.9% $224.29 -9.8%
285 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,294.0 $966K 0.01% +76.0 +2.4% $293.18 +3.4%
286 DLR DIGITAL RLTY TR INC Real Estate 5,363.0 $963K 0.01% +180.0 +3.5% $179.57 +7.1%
287 MCHP MICROCHIP TECHNOLOGY INC. Technology 10,524.0 $960K 0.01% +207.0 +2.0% $91.20 -15.5%
288 ILMN ILLUMINA INC Healthcare 5,440.0 $956K 0.01% +213.0 +4.1% $175.82 +16.6%
289 COHR COHERENT CORP Technology 2,423.0 $956K 0.01% +563.0 +30.3% $394.47 -27.1%
290 SMH VANECK ETF TRUST 1,457.0 $956K 0.01% +41.0 +2.9% $655.81 -14.5%
291 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,782.0 $946K 0.01% +263.0 +7.5% $250.00 -5.2%
292 SNOW SNOWFLAKE INC Technology 3,691.0 $939K 0.01% +257.0 +7.5% $254.49 +27.7%
293 ON ON SEMICONDUCTOR CORP Technology 9,776.0 $924K 0.01% +402.0 +4.3% $94.54 -19.0%
294 SPHQ INVESCO EXCHANGE TRADED FD T 10,217.0 $921K 0.01% +710.0 +7.5% $90.10 -4.5%
295 AER AERCAP HOLDINGS NV Industrials 6,275.0 $915K 0.01% +169.0 +2.8% $145.77 +1.7%
296 UAL UNITED AIRLS HLDGS INC Industrials 6,675.0 $908K 0.01% +35.0 +0.5% $135.98 -14.9%
297 IMO IMPERIAL OIL LTD Energy 8,084.0 $906K 0.01% +297.0 +3.8% $112.02 +21.5%
298 IBDR ISHARES TR 37,352.0 $905K 0.01% +11K +43.9% $24.23 -0.1%
299 NTR NUTRIEN LTD Basic Materials 14,325.0 $902K 0.01% +588.0 +4.3% $62.95 +12.0%
300 HMC HONDA MOTOR CO LTD Consumer Cyclical 33,166.0 $899K 0.01% +4K +13.5% $27.11 +17.7%
Page 15 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%