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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 17 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CBRE CBRE GROUP INC Real Estate 6,000.0 $808K 0.01% +51.0 +0.9% $134.70 +13.8%
322 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,353.0 $807K 0.01% +455.0 +6.6% $109.77 -0.5%
323 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,442.0 $802K 0.01% +517.0 +17.7% $233.08 +1.1%
324 GL GLOBE LIFE INC Financial Services 4,478.0 $800K 0.01% +314.0 +7.5% $178.68 -4.1%
325 KMI KINDER MORGAN INC DEL Energy 24,425.0 $781K 0.01% +1K +5.2% $31.97 -2.0%
326 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 7,787.0 $779K 0.01% +191.0 +2.5% $100.07 +7.6%
327 IRM IRON MTN INC DEL Real Estate 6,157.0 $778K 0.01% +37.0 +0.6% $126.31 -3.3%
328 JHG JANUS HENDERSON GROUP PLC Financial Services 14,940.0 $776K 0.01% +3K +29.1% $51.95 +0.0%
329 DEO DIAGEO PLC Consumer Defensive 9,410.0 $756K 0.01% +5K +109.4% $80.38 +17.1%
330 PMAY INNOVATOR ETFS TRUST 18,274.0 $755K 0.01% +6K +46.6% $41.30 +1.9%
331 CHD CHURCH & DWIGHT CO INC Consumer Defensive 7,768.0 $753K 0.01% +746.0 +10.6% $96.88 +1.3%
332 MTG MGIC INVT CORP WIS Financial Services 26,623.0 $751K 0.01% +2K +9.0% $28.20 +10.0%
333 BLOCK INC 9,849.0 $748K 0.01% +255.0 +2.7% $76.00
334 NTRS NORTHERN TR CORP Financial Services 4,304.0 $748K 0.01% +542.0 +14.4% $173.85 +6.6%
335 RF REGIONS FINANCIAL CORP NEW Financial Services 24,647.0 $744K 0.01% +2K +7.3% $30.20 +1.2%
336 A AGILENT TECHNOLOGIES INC Healthcare 5,590.0 $742K 0.01% +889.0 +18.9% $132.82 +19.2%
337 RKLB ROCKET LAB CORP Industrials 7,282.0 $740K 0.01% +2K +34.8% $101.65 -29.1%
338 NRG NRG ENERGY INC Utilities 5,059.0 $739K 0.01% +113.0 +2.3% $146.07 -20.0%
339 TWLO TWILIO INC Communication Services 3,578.0 $738K 0.01% +174.0 +5.1% $206.31 +6.2%
340 HUM HUMANA INC Healthcare 1,852.0 $736K 0.01% +582.0 +45.8% $397.15 -3.8%
Page 17 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%