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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 34 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SIRI SIRIUSXM HOLDINGS INC Communication Services 7,215.0 $213K 0.00% +988.0 +15.9% $29.54 -2.9%
662 HPQ HP INC Technology 9,713.0 $213K 0.00% +700.0 +7.8% $21.94 +35.4%
663 EXPAND ENERGY CORPORATION 2,328.0 $212K 0.00% +760.0 +48.5% $91.19
664 DEM WISDOMTREE TR 3,937.0 $212K 0.00% +53.0 +1.4% $53.79 +2.4%
665 ARM ARM HOLDINGS PLC Technology 594.0 $211K 0.00% +564.0 +1880.0% $354.57 -31.4%
666 SON SONOCO PRODS CO Consumer Cyclical 3,737.0 $211K 0.00% +765.0 +25.7% $56.35 +5.6%
667 ROKU ROKU INC Communication Services 1,520.0 $210K 0.00% +246.0 +19.3% $138.10 +14.0%
668 STE STERIS PLC Healthcare 995.0 $210K 0.00% +223.0 +28.9% $210.57 +13.0%
669 ALGN ALIGN TECHNOLOGY INC Healthcare 1,241.0 $209K 0.00% +320.0 +34.7% $168.72 -3.7%
670 MANH MANHATTAN ASSOCIATES INC Technology 1,496.0 $208K 0.00% +168.0 +12.7% $139.25 +54.1%
671 CUZ COUSINS PPTYS INC Real Estate 6,921.0 $207K 0.00% +4K +143.6% $29.98 -1.0%
672 EPR EPR PPTYS Real Estate 3,568.0 $207K 0.00% +750.0 +26.6% $58.01 +4.0%
673 ESS ESSEX PPTY TR INC Real Estate 703.0 $205K 0.00% +84.0 +13.6% $291.59 -0.9%
674 PINS PINTEREST INC Communication Services 9,745.0 $205K 0.00% +3K +43.1% $21.03 +11.3%
675 NICE NICE LTD Technology 2,254.0 $205K 0.00% +53.0 +2.4% $90.85 +10.3%
676 MWA MUELLER WTR PRODS INC Industrials 7,915.0 $204K 0.00% +87.0 +1.1% $25.83 -3.4%
677 MOD MODINE MFG CO Consumer Cyclical 760.0 $203K 0.00% +41.0 +5.7% $267.02 -26.0%
678 NHC NATIONAL HEALTHCARE CORP Healthcare 959.0 $203K 0.00% +72.0 +8.1% $211.36 +10.4%
679 HIMX HIMAX TECHNOLOGIES INC Technology 13,150.0 $202K 0.00% +755.0 +6.1% $15.34 -10.1%
680 VOYA VOYA FINANCIAL INC Financial Services 2,227.0 $202K 0.00% +360.0 +19.3% $90.53 +8.0%
Page 34 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%