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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 48 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PEN PENUMBRA INC Healthcare 218.0 $72K 0.00% +47.0 +27.5% $328.37 -0.6%
942 GTES GATES INDL CORP PLC Industrials 3,134.0 $71K 0.00% +682.0 +27.8% $22.61 +3.7%
943 MHK MOHAWK INDS INC Consumer Cyclical 718.0 $71K 0.00% +47.0 +7.0% $98.43 -4.2%
944 LECO LINCOLN ELEC HLDGS INC Industrials 283.0 $71K 0.00% +23.0 +8.8% $249.40 +1.8%
945 SLAB SILICON LABORATORIES INC Technology 337.0 $70K 0.00% +56.0 +19.9% $208.15 +4.0%
946 SCHO SCHWAB STRATEGIC TR 2,888.0 $70K 0.00% +3K +10000.0% $24.27 -0.5%
947 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 6,485.0 $70K 0.00% +855.0 +15.2% $10.80 +28.4%
948 KTB KONTOOR BRANDS INC Consumer Cyclical 992.0 $70K 0.00% +17.0 +1.7% $70.26 -8.9%
949 WTS WATTS WATER TECHNOLOGIES INC Industrials 237.0 $69K 0.00% +124.0 +109.7% $290.29 +2.0%
950 TTMI TTM TECHNOLOGIES INC Technology 705.0 $69K 0.00% +65.0 +10.2% $97.42 +65.7%
951 BFS SAUL CTRS INC Real Estate 2,107.0 $69K 0.00% +312.0 +17.4% $32.58 +4.1%
952 NXST NEXSTAR MEDIA GROUP INC Communication Services 379.0 $69K 0.00% +62.0 +19.6% $180.83 +4.3%
953 MOS MOSAIC CO NEW Basic Materials 2,686.0 $68K 0.00% +23.0 +0.9% $25.50 -16.1%
954 VRNS VARONIS SYS INC Technology 3,186.0 $68K 0.00% +2K +220.2% $21.47 +38.7%
955 ACT ENACT HLDGS INC Financial Services 1,663.0 $68K 0.00% +981.0 +143.8% $40.81 +6.4%
956 FMC FMC CORP Basic Materials 3,936.0 $68K 0.00% +952.0 +31.9% $17.22 -25.9%
957 SAM BOSTON BEER INC Consumer Defensive 293.0 $68K 0.00% +237.0 +423.2% $230.40 -22.4%
958 MC MOELIS & CO Financial Services 1,176.0 $67K 0.00% +23.0 +2.0% $57.00 +9.2%
959 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 127.0 $66K 0.00% +12.0 +10.4% $523.47 -2.2%
960 KNTK KINETIK HOLDINGS INC Energy 1,372.0 $66K 0.00% +570.0 +71.1% $48.41 +4.9%
Page 48 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%