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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 62 of 85  ·  1,695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 DOLE DOLE PLC Consumer Defensive 2,109.0 $30K +429.0 +25.5% $14.29 -0.4%
1222 CAVA CAVA GROUP INC Consumer Cyclical 371.0 $30K +215.0 +137.8% $80.90 -3.4%
1223 TDC TERADATA CORP DEL Technology 1,171.0 $30K +1K +584.8% $25.63 +27.9%
1224 PRG PROG HOLDINGS INC Industrials 1,046.0 $30K +710.0 +211.3% $28.69 +17.6%
1225 ROBO EXCHANGE TRADED CONCEPTS TRU 437.0 $30K +40.0 +10.1% $68.37 +20.7%
1226 RNP COHEN & STEERS REIT & PFD & Financial Services 1,500.0 $30K +700.0 +87.5% $19.76 +4.2%
1227 CIFR CIPHER MINING INC Financial Services 2,285.0 $29K +426.0 +22.9% $12.87 +46.1%
1228 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 1,176.0 $29K +789.0 +203.9% $25.00 +15.2%
1229 SCVL SHOE CARNIVAL INC Consumer Cyclical 1,883.0 $29K +687.0 +57.4% $15.59 -1.5%
1230 GTLB GITLAB INC Technology 1,345.0 $29K +1K +525.6% $21.64 +15.9%
1231 ROAD CONSTRUCTION PARTNERS INC Industrials 259.0 $29K +35.0 +15.6% $111.12 +3.4%
1232 SMTC SEMTECH CORP Technology 374.0 $29K +4.0 +1.1% $76.89 +72.2%
1233 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 508.0 $29K +179.0 +54.4% $56.47 -12.8%
1234 INMD INMODE LTD Healthcare 2,088.0 $29K +2K +503.5% $13.68 +3.1%
1235 TFX TELEFLEX INCORPORATED Healthcare 238.0 $28K +120.0 +101.7% $119.61 +9.0%
1236 JANX JANUX THERAPEUTICS INC Healthcare 2,044.0 $28K +2K +467.8% $13.90 +0.9%
1237 THE BALDWIN INSURANCE GRP IN 1,288.0 $28K +310.0 +31.7% $21.94
1238 SLVM SYLVAMO CORP Basic Materials 668.0 $28K +197.0 +41.8% $42.24 -11.6%
1239 LC LENDINGCLUB CORP Financial Services 1,969.0 $28K +159.0 +8.8% $14.32 +9.1%
1240 RNG RINGCENTRAL INC Technology 755.0 $28K +542.0 +254.5% $37.19 +9.4%
Page 62 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%