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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 7 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DUK DUKE ENERGY CORP NEW Utilities 22,418.0 $2.8M 0.04% +393.0 +1.8% $126.58 -2.3%
122 LKQ LKQ CORP Consumer Cyclical 106,355.0 $2.8M 0.04% +2K +1.7% $26.33 -0.7%
123 DFSV DIMENSIONAL ETF TRUST 71,666.0 $2.8M 0.04% +6K +9.8% $38.79 +4.4%
124 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5,593.0 $2.8M 0.04% +67.0 +1.2% $496.69 +10.0%
125 CB CHUBB LIMITED Financial Services 8,001.0 $2.7M 0.04% +356.0 +4.7% $340.75 +0.8%
126 UNILEVER PLC 44,834.0 $2.7M 0.04% +3K +7.9% $60.12
127 BK BANK OF NY MELLON CORP Financial Services 18,005.0 $2.6M 0.04% +1K +8.2% $144.61 -1.9%
128 COP CONOCOPHILLIPS Energy 24,750.0 $2.6M 0.03% +792.0 +3.3% $103.96 +26.1%
129 GSK GSK PLC Healthcare 48,502.0 $2.5M 0.03% +2K +4.8% $52.42 -0.2%
130 MFC MANULIFE FINL CORP Financial Services 61,780.0 $2.5M 0.03% +5K +8.4% $40.51 +7.2%
131 APP APPLOVIN CORP Technology 4,800.0 $2.5M 0.03% +406.0 +9.2% $515.25 -39.3%
132 ITOT ISHARES TR 14,757.0 $2.4M 0.03% +102.0 +0.7% $164.27 +2.8%
133 LQDA LIQUIDIA CORPORATION Healthcare 30,310.0 $2.4M 0.03% +311.0 +1.0% $79.73 -6.0%
134 CVS CVS HEALTH CORP Healthcare 23,248.0 $2.4M 0.03% +3K +16.7% $103.45 -9.0%
135 LMT LOCKHEED MARTIN CORP Industrials 4,677.0 $2.4M 0.03% +196.0 +4.4% $509.49 +17.2%
136 TRV TRAVELERS COMPANIES INC Financial Services 7,212.0 $2.4M 0.03% +331.0 +4.8% $330.13 +10.5%
137 BNS BANK NOVA SCOTIA B C Financial Services 26,991.0 $2.3M 0.03% +3K +14.7% $86.84 +1.8%
138 STLD STEEL DYNAMICS INC Basic Materials 10,166.0 $2.3M 0.03% +120.0 +1.2% $229.46 +6.6%
139 SLF SUN LIFE FINANCIAL INC. Financial Services 29,743.0 $2.3M 0.03% +2K +6.1% $78.42 +1.4%
140 TFC TRUIST FINL CORP Financial Services 46,814.0 $2.3M 0.03% +2K +5.6% $49.82 +3.0%
Page 7 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%