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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 18 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RH RH Consumer Cyclical 4,453.0 $734K 0.01% +110.0 +2.5% $164.73 -5.1%
342 ESGU ISHARES TR 4,481.0 $733K 0.01% +42.0 +0.9% $163.67 +2.0%
343 FICO FAIR ISAAC CORP Technology 612.0 $731K 0.01% +8.0 +1.3% $1194.27 -3.7%
344 LFUS LITTELFUSE INC Technology 1,601.0 $729K 0.01% +30.0 +1.9% $455.39 -9.5%
345 EME EMCOR GROUP INC Industrials 878.0 $728K 0.01% +98.0 +12.6% $829.43 -5.1%
346 XEL XCEL ENERGY INC Utilities 9,031.0 $725K 0.01% +815.0 +9.9% $80.30 -2.0%
347 VMC VULCAN MATLS CO Basic Materials 2,431.0 $717K 0.01% +137.0 +6.0% $295.06 -8.3%
348 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,786.0 $713K 0.01% +725.0 +9.0% $81.16 -8.1%
349 EXPD EXPEDITORS INTL WASH INC Industrials 4,355.0 $710K 0.01% +329.0 +8.2% $162.98 +14.4%
350 WEC WEC ENERGY GROUP INC Utilities 6,016.0 $703K 0.01% +187.0 +3.2% $116.77 -7.1%
351 RB GLOBAL INC 5,920.0 $689K 0.01% +627.0 +11.8% $116.44
352 F FORD MTR CO Consumer Cyclical 49,549.0 $689K 0.01% +6K +14.9% $13.90 +0.6%
353 EBUF INNOVATOR ETFS TRUST 21,198.0 $675K 0.01% +10K +95.9% $31.85 +0.2%
354 LOGI LOGITECH INTL S A Technology 7,134.0 $671K 0.01% +126.0 +1.8% $94.04 +1.4%
355 VST VISTRA CORP Utilities 4,221.0 $669K 0.01% +36.0 +0.9% $158.61 -12.4%
356 WAB WABTEC Industrials 2,476.0 $668K 0.01% +159.0 +6.9% $269.61 +8.4%
357 CASY CASEYS GEN STORES INC Consumer Cyclical 833.0 $662K 0.01% +192.0 +29.9% $794.82 +4.2%
358 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 9,023.0 $654K 0.01% +101.0 +1.1% $72.51 +9.7%
359 XLF SELECT SECTOR SPDR TR 12,170.0 $652K 0.01% +334.0 +2.8% $53.61 +6.2%
360 RCI ROGERS COMMUNICATIONS INC Communication Services 20,018.0 $651K 0.01% +2K +8.3% $32.50 +11.8%
Page 18 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%