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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 63 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ZBIO ZENAS BIOPHARMA INC Healthcare 1,134.0 $29K +764.0 +206.5% $25.38 +24.6%
1242 FOUR SHIFT4 PMTS INC Technology 589.0 $29K +236.0 +66.9% $48.64 -1.6%
1243 SGOL ETFS GOLD TR Financial Services 741.0 $28K +633.0 +586.1% $38.23 +12.8%
1244 PAA PLAINS ALL AMERN PIPELINE L Energy 1,265.0 $28K +29.0 +2.4% $22.26 +10.5%
1245 WD WALKER & DUNLOP INC Financial Services 514.0 $28K +130.0 +33.9% $54.69 -26.5%
1246 IAC PEOPLE INC Technology 605.0 $28K +160.0 +36.0% $46.16 -14.4%
1247 PMT PENNYMAC MTG INVT TR Real Estate 2,471.0 $28K +915.0 +58.8% $11.28 -16.7%
1248 SEZL SEZZLE INC Financial Services 162.0 $28K +45.0 +38.5% $171.63 -31.6%
1249 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 94.0 $27K +47.0 +100.0% $291.17 -9.4%
1250 MTN VAIL RESORTS INC Consumer Cyclical 201.0 $27K +59.0 +41.5% $136.15 +10.3%
1251 BL BLACKLINE INC Technology 964.0 $27K +747.0 +344.2% $28.07 +13.7%
1252 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 908.0 $27K +122.0 +15.5% $29.74 -13.9%
1253 CNK CINEMARK HLDGS INC Communication Services 843.0 $27K +81.0 +10.6% $31.73 +16.3%
1254 ICHR ICHOR HOLDINGS Technology 238.0 $27K +43.0 +22.1% $112.28 -47.6%
1255 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 3,380.0 $27K +3K +391.3% $7.90 -4.4%
1256 VSEC VSE CORP Industrials 115.0 $26K +69.0 +150.0% $228.50 -6.1%
1257 ULCC FRONTIER GROUP HLDGS INC Industrials 3,313.0 $26K +2K +151.2% $7.91 -27.2%
1258 LINE LINEAGE INC Real Estate 605.0 $26K +303.0 +100.3% $43.25 -4.1%
1259 EZPW EZCORP INC Financial Services 756.0 $26K +97.0 +14.7% $34.57 -16.8%
1260 SPRY ARS PHARMACEUTICALS INC Healthcare 3,212.0 $26K +400.0 +14.2% $8.01 -31.2%
Page 63 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%