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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 61 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 RNG RINGCENTRAL INC Technology 876.0 $34K +121.0 +16.0% $38.98 +68.2%
1202 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 1,221.0 $34K +45.0 +3.8% $27.92 -13.4%
1203 EVER EVERQUOTE INC Communication Services 1,421.0 $34K +1K +1279.6% $23.79 +4.7%
1204 IMTB ISHARES TR 775.0 $34K +9.0 +1.2% $43.62 -1.5%
1205 SLVM SYLVAMO CORP Basic Materials 891.0 $34K +223.0 +33.4% $37.80 -2.9%
1206 RNP COHEN & STEERS REIT & PFD & Financial Services 1,650.0 $33K +150.0 +10.0% $20.30 +0.2%
1207 GLRE GREENLIGHT CAP RE LTD Financial Services 2,021.0 $33K +92.0 +4.8% $16.18 -4.9%
1208 RGEN REPLIGEN CORP Healthcare 239.0 $33K +171.0 +251.5% $136.44 +32.1%
1209 UWMC UWM HOLDINGS CORPORATION Financial Services 14,211.0 $33K +6K +79.6% $2.29 -38.0%
1210 DEA EASTERLY GOVT PPTYS INC Real Estate 1,295.0 $32K +575.0 +79.9% $24.93 -0.6%
1211 SENEA SENECA FOODS CORP NEW Consumer Defensive 185.0 $32K +143.0 +340.5% $173.94 +10.7%
1212 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 682.0 $32K +174.0 +34.2% $47.14 -3.2%
1213 SAFEHOLD INC 2,043.0 $32K +199.0 +10.8% $15.70
1214 TRTX TPG RE FIN TR INC Real Estate 3,820.0 $32K +2K +84.2% $8.37 -6.1%
1215 DGICA DONEGAL GROUP INC Financial Services 1,681.0 $32K +1K +341.2% $18.86 -1.0%
1216 HIMALAYA SHIPPING LTD 2,371.0 $32K +304.0 +14.7% $13.36
1217 ROAD CONSTRUCTION PARTNERS INC Industrials 264.0 $31K +5.0 +1.9% $118.77 -4.7%
1218 OPY OPPENHEIMER HLDGS INC Financial Services 297.0 $31K +64.0 +27.5% $105.54 +5.9%
1219 TGLS TECNOGLASS INC Basic Materials 669.0 $31K +608.0 +996.7% $46.81 -13.3%
1220 NPO ENPRO INC Industrials 83.0 $31K +17.0 +25.8% $377.11 -17.1%
Page 61 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 34.9%
Financial Services 15.6%
Consumer Cyclical 10.8%
Industrials 8.2%
Healthcare 8.1%
Communication Services 8.0%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%