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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 49 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 VVV VALVOLINE INC Energy 1,967.0 $66K 0.00% +80.0 +4.2% $33.69 -4.5%
962 FOR FORESTAR GROUP INC Real Estate 2,699.0 $66K 0.00% +258.0 +10.6% $24.44 +3.1%
963 ACA ARCOSA INC Industrials 621.0 $66K 0.00% +84.0 +15.6% $106.19 +13.2%
964 MAC MACERICH CO Real Estate 3,481.0 $66K 0.00% +338.0 +10.8% $18.90 +16.0%
965 DOCN DIGITALOCEAN HLDGS INC Technology 766.0 $66K 0.00% +142.0 +22.8% $85.78 +74.9%
966 KOS KOSMOS ENERGY LTD Energy 23,458.0 $65K 0.00% +5K +25.4% $2.78 +14.4%
967 OPRA OPERA LTD Communication Services 4,571.0 $65K 0.00% +193.0 +4.4% $14.26 +20.7%
968 AES AES CORP Utilities 4,626.0 $65K 0.00% +183.0 +4.1% $14.09 +4.5%
969 MGV VANGUARD WORLD FD 448.0 $65K 0.00% +107.0 +31.4% $144.95 +7.2%
970 BROWN FORMAN CORP 2,449.0 $65K 0.00% +343.0 +16.3% $26.44
971 GDX VANECK ETF TRUST 700.0 $64K 0.00% +572.0 +446.9% $91.72 -5.8%
972 CUZ COUSINS PPTYS INC Real Estate 2,841.0 $64K 0.00% +119.0 +4.4% $22.57 +15.0%
973 MDU MDU RES GROUP INC Industrials 3,093.0 $64K 0.00% +735.0 +31.2% $20.72 +7.6%
974 ALV AUTOLIV INC Consumer Cyclical 609.0 $64K 0.00% +155.0 +34.1% $105.22 +12.0%
975 CARG CARGURUS INC Consumer Cyclical 1,881.0 $64K 0.00% +1K +126.1% $34.05 -16.6%
976 GRAB GRAB HOLDINGS LIMITED Technology 17,479.0 $64K 0.00% +11K +169.8% $3.66 -4.4%
977 AMAL AMALGAMATED FINANCIAL CORP Financial Services 1,645.0 $64K 0.00% +26.0 +1.6% $38.87 +5.2%
978 EPI WISDOMTREE TR 1,564.0 $64K 0.00% +1K +247.6% $40.80 +3.1%
979 HLNE HAMILTON LANE INC Financial Services 640.0 $64K 0.00% +143.0 +28.8% $99.40 -15.4%
980 IMKTA INGLES MKTS INC Consumer Defensive 704.0 $63K 0.00% +189.0 +36.7% $89.89 -2.4%
Page 49 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%