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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 19 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NVMI NOVA LTD Technology 1,189.0 $646K 0.01% +116.0 +10.8% $542.94 -30.1%
362 HAL HALLIBURTON CO Energy 18,914.0 $642K 0.01% +456.0 +2.5% $33.95 +4.6%
363 DFAX DIMENSIONAL ETF TRUST 17,366.0 $640K 0.01% +113.0 +0.7% $36.84 +2.7%
364 CVNA CARVANA CO Consumer Cyclical 9,706.0 $639K 0.01% +8K +397.5% $65.82 +7.1%
365 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 8,865.0 $636K 0.01% +881.0 +11.0% $71.74 +1.0%
366 VBK VANGUARD INDEX FDS 1,703.0 $623K 0.01% +164.0 +10.7% $365.76 -2.7%
367 UMBF UMB FINL CORP Financial Services 4,355.0 $622K 0.01% +104.0 +2.5% $142.76 +3.0%
368 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,063.0 $621K 0.01% +16.0 +0.8% $300.96 -23.0%
369 PPG PPG INDS INC Basic Materials 5,112.0 $620K 0.01% +570.0 +12.6% $121.30 -6.9%
370 VICI VICI PPTYS INC Real Estate 22,929.0 $609K 0.01% +4K +24.1% $26.55 +1.0%
371 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,109.0 $601K 0.01% +131.0 +13.4% $541.83 -4.0%
372 AFRM AFFIRM HLDGS INC Technology 7,317.0 $597K 0.01% +74.0 +1.0% $81.54 -7.9%
373 BRO BROWN & BROWN INC Financial Services 9,296.0 $596K 0.01% +4K +85.4% $64.15 +13.0%
374 HEI HEICO CORP NEW Industrials 1,671.0 $595K 0.01% +211.0 +14.4% $356.19 -0.6%
375 AIG AMERICAN INTL GROUP INC Financial Services 7,974.0 $594K 0.01% +2K +27.7% $74.53 +1.7%
376 SCHA SCHWAB STRATEGIC TR 16,432.0 $594K 0.01% +2K +15.1% $36.13 -4.2%
377 ATO ATMOS ENERGY CORP Utilities 3,439.0 $592K 0.01% +326.0 +10.5% $172.25 -0.2%
378 WBS WEBSTER FINL CORP Financial Services 7,721.0 $590K 0.01% +181.0 +2.4% $76.42 +1.5%
379 BKR BAKER HUGHES COMPANY Energy 10,578.0 $587K 0.01% +741.0 +7.5% $55.50 +13.7%
380 SPYV SPDR SERIES TRUST 9,548.0 $580K 0.01% +4K +67.8% $60.79 +4.4%
Page 19 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%