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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 56 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 136.0 $44K 0.00% +15.0 +12.4% $321.40 +9.5%
1102 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 798.0 $44K 0.00% +278.0 +53.5% $54.75 +6.8%
1103 TALO TALOS ENERGY INC Energy 2,766.0 $44K 0.00% +76.0 +2.8% $15.76 +3.0%
1104 AAOI APPLIED OPTOELECTRONICS INC Technology 515.0 $44K 0.00% +369.0 +252.7% $84.59 +102.5%
1105 CRS CARPENTER TECHNOLOGY CORP Industrials 109.0 $43K 0.00% +74.0 +211.4% $395.60 +2.2%
1106 BLOK AMPLIFY ETF TR 865.0 $43K 0.00% +300.0 +53.1% $49.81 +21.9%
1107 GRNT GRANITE RIDGE RESOURCES INC Energy 7,304.0 $43K 0.00% +6K +359.9% $5.87 -6.6%
1108 GTM ZOOMINFO TECHNOLOGIES INC Technology 7,160.0 $43K 0.00% +6K +607.5% $5.98 -34.4%
1109 LSCC LATTICE SEMICONDUCTOR CORP Technology 461.0 $43K 0.00% +126.0 +37.6% $92.85 +32.6%
1110 TEM TEMPUS AI INC Healthcare 946.0 $43K 0.00% +46.0 +5.1% $45.22 -3.5%
1111 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 2,267.0 $42K 0.00% +853.0 +60.3% $18.64 -11.8%
1112 BRBR BELLRING BRANDS INC Consumer Defensive 2,625.0 $42K 0.00% +724.0 +38.1% $16.09 -44.7%
1113 SMURFIT WESTROCK PLC 1,058.0 $42K 0.00% +748.0 +241.3% $39.85
1114 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 438.0 $42K 0.00% +67.0 +18.1% $95.60 +26.1%
1115 HXL HEXCEL CORP NEW Industrials 516.0 $42K 0.00% +39.0 +8.2% $80.93 +10.3%
1116 DK DELEK US HLDGS INC NEW Energy 925.0 $42K 0.00% +47.0 +5.3% $45.09 +0.7%
1117 EBF ENNIS INC Industrials 1,941.0 $42K 0.00% +620.0 +46.9% $21.42 -4.8%
1118 BROOKFIELD WEALTH SOL LTD 1,004.0 $42K 0.00% +705.0 +235.8% $41.40
1119 HDV ISHARES TR 306.0 $42K 0.00% +244.0 +393.6% $135.72 -79.6%
1120 HEICO CORP NEW 197.0 $42K 0.00% +34.0 +20.9% $210.78
Page 56 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%