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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 60 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ULS UL SOLUTIONS INC Industrials 359.0 $37K +166.0 +86.0% $101.86 -26.3%
1182 LZB LA Z BOY INC Consumer Cyclical 907.0 $36K +789.0 +668.6% $40.12 -16.0%
1183 INSW INTERNATIONAL SEAWAYS INC Energy 471.0 $36K +101.0 +27.3% $76.59 +29.9%
1184 AVTR AVANTOR INC Healthcare 3,639.0 $36K +2K +119.1% $9.90 +46.1%
1185 CIM CHIMERA INVT CORP Real Estate 2,695.0 $36K +2K +275.9% $13.34 -13.6%
1186 TFX TELEFLEX INCORPORATED Healthcare 282.0 $36K +44.0 +18.5% $126.76 +9.5%
1187 ETSY INC 471.0 $35K +116.0 +32.7% $75.33
1188 HPK HIGHPEAK ENERGY INC Energy 5,075.0 $35K +323.0 +6.8% $6.99 +19.0%
1189 PBT PERMIAN BASIN RTY TR Energy 1,416.0 $35K +1K +1527.6% $25.04 +36.9%
1190 CACC CREDIT ACCEP CORP MICH Financial Services 55.0 $35K +2.0 +3.8% $636.75 -5.6%
1191 EWL ISHARES INC 556.0 $35K +160.0 +40.4% $62.85 +2.4%
1192 SCVL SHOE STA GROUP INC Consumer Cyclical 2,354.0 $35K +471.0 +25.0% $14.83 +4.5%
1193 BJRI BJS RESTAURANTS INC Consumer Cyclical 574.0 $35K +225.0 +64.5% $60.74 +9.9%
1194 BLD TOPBUILD COR Industrials 98.0 $35K +10.0 +11.4% $354.53 -0.0%
1195 BAX BAXTER INTL INC Healthcare 1,626.0 $35K +269.0 +19.8% $21.32 +23.6%
1196 WPP WPP PLC NEW Communication Services 2,226.0 $34K +43.0 +2.0% $15.49 +70.3%
1197 OBNK ORIGIN BANCORP INC Financial Services 672.0 $34K +173.0 +34.7% $51.15 -97.9%
1198 VMD VIEMED HEALTHCARE INC Healthcare 3,012.0 $34K +3K +931.5% $11.40 -22.4%
1199 BDN BRANDYWINE RLTY TR Real Estate 10,804.0 $34K +5K +82.2% $3.17 -4.4%
1200 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 336.0 $34K +87.0 +34.9% $101.88 +10.5%
Page 60 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%