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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 54 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 DY DYCOM INDS INC Industrials 144.0 $49K 0.00% +30.0 +26.3% $338.82 +23.9%
1062 KD KYNDRYL HLDGS INC Technology 3,696.0 $48K 0.00% +36.0 +1.0% $13.12 -10.7%
1063 TPH TRI POINTE HOMES INC Consumer Cyclical 1,035.0 $48K 0.00% +167.0 +19.2% $46.73 +0.5%
1064 TREX TREX CO INC Industrials 1,325.0 $48K 0.00% +718.0 +118.3% $36.42 +4.8%
1065 TMDX TRANSMEDICS GROUP INC Healthcare 485.0 $48K 0.00% +6.0 +1.2% $99.41 -31.3%
1066 BUSE FIRST BUSEY CORP Financial Services 1,900.0 $48K 0.00% +97.0 +5.4% $25.27 +3.7%
1067 NFBK NORTHFIELD BANCORP INC DEL Financial Services 3,532.0 $48K 0.00% +513.0 +17.0% $13.54 +3.1%
1068 UCTT ULTRA CLEAN HLDGS INC Technology 768.0 $48K 0.00% +181.0 +30.8% $62.21 +24.8%
1069 ERIE ERIE INDTY CO Financial Services 190.0 $48K 0.00% +29.0 +18.0% $251.31 -11.9%
1070 PB PROSPERITY BANCSHARES INC Financial Services 710.0 $48K 0.00% +26.0 +3.8% $67.18 +1.4%
1071 TNK TEEKAY TANKERS LTD Energy 649.0 $48K 0.00% +203.0 +45.5% $73.32 +4.9%
1072 NHI NATIONAL HEALTH INVS INC Real Estate 588.0 $48K 0.00% +357.0 +154.6% $80.85 -6.1%
1073 CCC CCC INTELLIGENT SOLUTIONS HL Technology 7,896.0 $47K 0.00% +4K +90.3% $6.00 -23.2%
1074 QLYS QUALYS INC Technology 539.0 $47K 0.00% +158.0 +41.5% $87.85 +11.5%
1075 DOO BRP INC Consumer Cyclical 658.0 $47K 0.00% +49.0 +8.1% $71.81 -22.9%
1076 MIDD MIDDLEBY CORP Industrials 355.0 $47K 0.00% +2.0 +0.6% $132.58 +8.9%
1077 ACI ALBERTSONS COS INC Consumer Defensive 2,757.0 $47K 0.00% +1K +86.8% $17.04 +0.9%
1078 RDN RADIAN GROUP INC Financial Services 1,419.0 $47K 0.00% +418.0 +41.8% $33.08 +14.4%
1079 TLN TALEN ENERGY CORP Utilities 147.0 $47K 0.00% +12.0 +8.9% $319.23 +1.6%
1080 DHC DIVERSIFIED HEALTHCARE TR Real Estate 7,061.0 $47K 0.00% +492.0 +7.5% $6.64 +29.2%
Page 54 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%