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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $6.5B AUM 3,488 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1695 Added 782 Reduced 148 Exited
Page 41 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 2,496.0 $116K 0.00% +42.0 +1.7% $46.43 +3.1%
802 UDR UDR INC Real Estate 3,411.0 $115K 0.00% +86.0 +2.6% $33.78 +12.0%
803 AVT AVNET INC Technology 1,864.0 $115K 0.00% +414.0 +28.6% $61.62 +35.3%
804 SR SPIRE INC Utilities 1,264.0 $114K 0.00% +112.0 +9.7% $90.54 -4.2%
805 LEU CENTRUS ENERGY CORP Energy 659.0 $114K 0.00% +600.0 +1017.0% $173.59 +2.1%
806 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 3,383.0 $114K 0.00% +2K +85.0% $33.74 -2.1%
807 VAL VALARIS LTD Energy 1,151.0 $113K 0.00% +18.0 +1.6% $98.04 +11.8%
808 STNE STONECO LTD Technology 7,981.0 $113K 0.00% +155.0 +2.0% $14.12 -21.7%
809 OTEX OPEN TEXT CORP Technology 5,053.0 $112K 0.00% +2K +84.5% $22.24 +4.4%
810 REXR REXFORD INDL RLTY INC Real Estate 3,431.0 $112K 0.00% +23.0 +0.7% $32.73 +10.1%
811 APLE APPLE HOSPITALITY REIT INC Real Estate 9,720.0 $112K 0.00% +2K +33.7% $11.51 +26.1%
812 HTGC HERCULES CAPITAL INC Financial Services 7,561.0 $112K 0.00% +2K +33.3% $14.77 +4.7%
813 EVEREST GROUP LTD 338.0 $110K 0.00% +132.0 +64.1% $326.85
814 RTO RENTOKIL INITIAL PLC Industrials 3,489.0 $110K 0.00% +435.0 +14.2% $31.48 +1.5%
815 VYMI VANGUARD WHITEHALL FDS 1,163.0 $110K 0.00% +51.0 +4.6% $94.25 +6.3%
816 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 11,005.0 $109K 0.00% +6K +130.5% $9.94 +1.0%
817 DKNG DRAFTKINGS INC NEW Consumer Cyclical 5,054.0 $109K 0.00% +502.0 +11.0% $21.62 +17.5%
818 HQY HEALTHEQUITY INC Healthcare 1,299.0 $109K 0.00% +229.0 +21.4% $83.57 +3.4%
819 BHE BENCHMARK ELECTRS INC Technology 1,931.0 $108K 0.00% +29.0 +1.5% $56.06 +47.1%
820 EBC EASTERN BANKSHARES INC Financial Services 5,497.0 $108K 0.00% +179.0 +3.4% $19.56 +1.5%
Page 41 of 85  ·  1,695 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 31.3%
Financial Services 16.0%
Consumer Cyclical 10.8%
Communication Services 8.6%
Healthcare 8.4%
Industrials 8.2%
Consumer Defensive 5.6%
Energy 4.3%
Basic Materials 2.6%
Utilities 2.4%