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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 45 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 5,319.0 $99K 0.00% +3K +152.3% $18.64 +2.4%
882 AAOI APPLIED OPTOELECTRONICS INC Technology 666.0 $99K 0.00% +151.0 +29.3% $148.16 -15.8%
883 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 1,143.0 $99K 0.00% +61.0 +5.6% $86.20 -5.6%
884 GNK GENCO SHIPPING & TRADING LTD Industrials 3,976.0 $99K 0.00% +1K +41.8% $24.78 +7.0%
885 HWC HANCOCK WHITNEY CORPORATION Financial Services 1,314.0 $98K 0.00% +752.0 +133.8% $74.70 +0.9%
886 MYRG MYR GROUP INC Industrials 196.0 $98K 0.00% +14.0 +7.7% $500.40 -37.9%
887 DHT DHT HOLDINGS INC Energy 5,904.0 $98K 0.00% +794.0 +15.5% $16.53 +19.9%
888 GFL GFL ENVIRONMENTAL INC Industrials 2,651.0 $98K 0.00% +16.0 +0.6% $36.79 +11.6%
889 ENVA ENOVA INTL INC Financial Services 405.0 $97K 0.00% +45.0 +12.5% $240.73 +0.9%
890 SIGI SELECTIVE INS GROUP INC Financial Services 1,004.0 $97K 0.00% +206.0 +25.8% $97.01 -5.7%
891 TDS TELEPHONE & DATA SYS INC Communication Services 2,613.0 $97K 0.00% +25.0 +1.0% $37.01 -9.2%
892 CYTK CYTOKINETICS INC Healthcare 1,135.0 $97K 0.00% +247.0 +27.8% $85.19 -9.8%
893 SKYW SKYWEST INC Industrials 969.0 $96K 0.00% +159.0 +19.6% $99.33 +1.8%
894 ZTO ZTO EXPRESS CAYMAN INC Industrials 4,268.0 $96K 0.00% +777.0 +22.3% $22.38 -4.5%
895 EXP EAGLE MATLS INC Basic Materials 424.0 $95K 0.00% +3.0 +0.7% $225.00 -8.0%
896 FOR FORESTAR GROUP INC Real Estate 3,007.0 $95K 0.00% +308.0 +11.4% $31.65 -7.8%
897 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1,191.0 $95K 0.00% +393.0 +49.2% $79.54 +42.5%
898 DRS LEONARDO DRS INC Industrials 2,220.0 $95K 0.00% +1K +94.2% $42.67 -4.6%
899 WBTN WEBTOON ENTMT INC Technology 8,281.0 $95K 0.00% +3K +44.8% $11.42 -22.9%
900 EEFT EURONET WORLDWIDE INC Technology 1,286.0 $94K 0.00% +584.0 +83.2% $73.19 -4.3%
Page 45 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%