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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 4 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WDC WESTERN DIGITAL CORP Technology 9,172.0 $5.9M 0.08% +922.0 +11.2% $638.69 -26.8%
62 SHOP SHOPIFY INC Technology 51,258.0 $5.9M 0.08% +2K +4.3% $114.18 +28.2%
63 DIS DISNEY WALT CO Communication Services 60,159.0 $5.8M 0.08% +3K +4.7% $96.25 +10.3%
64 AXP AMERICAN EXPRESS CO Financial Services 17,093.0 $5.8M 0.08% +374.0 +2.2% $338.25 +0.9%
65 CSX CSX CORP Industrials 119,774.0 $5.7M 0.08% +759.0 +0.6% $47.53 +7.3%
66 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 235,552.0 $5.6M 0.07% +11K +4.8% $23.58 +4.8%
67 SAN BANCO SANTANDER SA Financial Services 388,883.0 $5.4M 0.07% +28K +7.8% $13.80 +3.0%
68 LIN LINDE PLC Basic Materials 10,339.0 $5.4M 0.07% +393.0 +4.0% $518.95 -6.9%
69 NEE NEXTERA ENERGY INC Utilities 60,489.0 $5.3M 0.07% +445.0 +0.7% $87.77 -2.0%
70 CVX CHEVRON CORPORATION Energy 31,379.0 $5.2M 0.07% +1K +3.6% $165.76 +24.5%
71 SHEL SHELL PLC Energy 64,021.0 $5.0M 0.07% +5K +8.6% $77.54 +20.2%
72 MRVL MARVELL TECHNOLOGY INC Technology 16,435.0 $4.9M 0.07% +3K +25.6% $297.88 -21.7%
73 ADI ANALOG DEVICES INC Technology 12,215.0 $4.9M 0.07% +371.0 +3.1% $397.18 -5.1%
74 IJR ISHARES TR 30,963.0 $4.6M 0.06% +2K +6.5% $148.31 +0.1%
75 SCHB SCHWAB STRATEGIC TR 157,996.0 $4.6M 0.06% +18K +12.8% $28.96 +2.8%
76 ANET ARISTA NETWORKS INC Technology 26,919.0 $4.6M 0.06% +411.0 +1.6% $169.88 +10.7%
77 UPS UNITED PARCEL SVCS INC Industrials 42,533.0 $4.6M 0.06% +837.0 +2.0% $107.50 -4.4%
78 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 47,397.0 $4.6M 0.06% +2K +5.5% $96.12 -50.7%
79 AFL AFLAC INC Financial Services 38,427.0 $4.5M 0.06% +608.0 +1.6% $117.25 -0.4%
80 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,616.0 $4.5M 0.06% +57.0 +1.2% $964.90 -12.6%
Page 4 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%