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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 53 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 WDFC WD 40 CO Basic Materials 246.0 $60K 0.00% +68.0 +38.2% $243.64 -10.9%
1042 LTM LATAM AIRLINES GROUP SA Industrials 1,024.0 $60K 0.00% +637.0 +164.6% $58.27 -11.5%
1043 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 4,479.0 $59K 0.00% +3K +270.5% $13.28 -18.1%
1044 KMX CARMAX INC Consumer Cyclical 1,114.0 $59K 0.00% +206.0 +22.7% $52.89 +17.5%
1045 CHEF CHEFS WHSE INC Consumer Defensive 613.0 $59K 0.00% +41.0 +7.2% $96.10 +15.1%
1046 AAT AMERICAN ASSETS TR INC Real Estate 2,371.0 $59K 0.00% +1K +100.6% $24.69 -7.5%
1047 CALY CALLAWAY GOLF CO Consumer Cyclical 3,106.0 $58K 0.00% +28.0 +0.9% $18.79 -15.4%
1048 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 4,148.0 $58K 0.00% +410.0 +11.0% $13.94 -5.5%
1049 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 671.0 $58K 0.00% +394.0 +142.2% $85.99 -14.3%
1050 ORC ORCHID IS CAP INC Real Estate 8,276.0 $58K 0.00% +5K +159.6% $6.97 -3.9%
1051 NTST NETSTREIT CORP Real Estate 2,717.0 $57K 0.00% +109.0 +4.2% $21.13 -3.7%
1052 MTRN MATERION CORP Basic Materials 193.0 $57K 0.00% +24.0 +14.2% $297.39 -22.0%
1053 THO THOR INDS INC Consumer Cyclical 763.0 $57K 0.00% +285.0 +59.6% $75.16 +5.8%
1054 CHH CHOICE HOTELS INTL INC Consumer Cyclical 518.0 $57K 0.00% +57.0 +12.4% $110.27 -0.6%
1055 OKLO OKLO INC Utilities 1,086.0 $57K 0.00% +82.0 +8.2% $52.33 -19.6%
1056 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 761.0 $56K 0.00% +59.0 +8.4% $74.04 +10.7%
1057 PEB PEBBLEBROOK HOTEL TR Real Estate 2,894.0 $56K 0.00% +151.0 +5.5% $19.41 -4.8%
1058 VTS VITESSE ENERGY INC Energy 3,561.0 $56K 0.00% +3K +440.4% $15.77 +8.5%
1059 GNL GLOBAL NET LEASE INC Real Estate 6,275.0 $56K 0.00% +262.0 +4.4% $8.94 +1.1%
1060 AIR AAR CORP Industrials 389.0 $56K 0.00% +10.0 +2.6% $142.93 -5.7%
Page 53 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%