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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 20 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ET ENERGY TRANSFER L P Energy 30,335.0 $580K 0.01% +154.0 +0.5% $19.12 +10.8%
382 CMS CMS ENERGY CORP Utilities 7,544.0 $577K 0.01% +893.0 +13.4% $76.50 -10.8%
383 KBH KB HOME Consumer Cyclical 9,171.0 $574K 0.01% +676.0 +8.0% $62.59 -11.5%
384 MTB M & T BK CORP Financial Services 2,408.0 $573K 0.01% +71.0 +3.0% $238.00 +1.0%
385 PBR PETROLEO BRASILEIRO S A Energy 35,322.0 $571K 0.01% +3K +10.1% $16.16 +18.5%
386 VOE VANGUARD INDEX FDS 2,887.0 $571K 0.01% +243.0 +9.2% $197.62 +5.6%
387 L LOEWS CORP Financial Services 5,009.0 $567K 0.01% +215.0 +4.5% $113.21 -3.0%
388 HR HEALTHCARE RLTY TR Real Estate 28,031.0 $565K 0.01% +6K +24.4% $20.17 -3.9%
389 APA APA CORPORATION Energy 17,266.0 $562K 0.01% +3K +22.9% $32.57 +33.2%
390 NKE NIKE INC Consumer Cyclical 13,593.0 $558K 0.01% +290.0 +2.2% $41.05 -0.7%
391 WDAY WORKDAY INC Technology 4,557.0 $558K 0.01% +1K +39.8% $122.42 +63.4%
392 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 266.0 $553K 0.01% +26.0 +10.8% $2080.80 +4.9%
393 EWU ISHARES TR 11,936.0 $551K 0.01% +129.0 +1.1% $46.14 +6.1%
394 NTES NETEASE COM INC Technology 4,291.0 $550K 0.01% +140.0 +3.4% $128.14 +0.0%
395 KVUE KENVUE INC Consumer Defensive 28,630.0 $547K 0.01% +833.0 +3.0% $19.11 -0.3%
396 IDA IDACORP INC Utilities 3,544.0 $536K 0.01% +153.0 +4.5% $151.30 -9.3%
397 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 15,809.0 $536K 0.01% +3K +18.8% $33.88 +10.2%
398 CW CURTISS WRIGHT CORP Industrials 703.0 $532K 0.01% +80.0 +12.8% $757.39 -16.2%
399 VALE VALE S A Basic Materials 35,258.0 $530K 0.01% +2K +5.9% $15.04 -3.0%
400 VYMI VANGUARD WHITEHALL FDS 5,397.0 $530K 0.01% +4K +364.1% $98.20 +7.2%
Page 20 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 35.3%
Financial Services 15.6%
Consumer Cyclical 10.9%
Industrials 8.3%
Healthcare 8.2%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%