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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 72 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 PRGS PROGRESS SOFTWARE CORP Technology 309.0 $10K +292.0 +1717.7% $33.58 +28.7%
1422 DORM DORMAN PRODS INC Consumer Cyclical 76.0 $10K +18.0 +31.0% $136.45 -2.7%
1423 FG F&G ANNUITIES & LIFE INC Financial Services 387.0 $10K +147.0 +61.2% $26.59 -3.9%
1424 CIBR FIRST TR EXCHANGE-TRADED FD 114.0 $10K +24.0 +26.7% $89.85 +8.4%
1425 GTN GRAY MEDIA INC Communication Services 2,579.0 $10K +639.0 +32.9% $3.97 +22.4%
1426 SEM SELECT MED HLDGS CORP Healthcare 618.0 $10K +17.0 +2.8% $16.51 +0.0%
1427 FBRT FRANKLIN BSP RLTY TR INC Real Estate 1,250.0 $10K +1K +1544.7% $8.14 -1.4%
1428 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 190.0 $10K +81.0 +74.3% $53.30 +9.2%
1429 MCHI ISHARES TR 198.0 $10K +19.0 +10.6% $50.96 +7.7%
1430 RBB RBB BANCORP Financial Services 368.0 $10K +159.0 +76.1% $27.42 -0.6%
1431 GHM GRAHAM CORP Industrials 81.0 $10K +30.0 +58.8% $123.79 -10.2%
1432 KOP KOPPERS HOLDINGS INC Basic Materials 222.0 $10K +119.0 +115.5% $44.90 +1.2%
1433 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 5,170.0 $10K +2K +57.1% $1.92 -18.2%
1434 VERX VERTEX INC Technology 859.0 $10K +291.0 +51.2% $11.48 +11.8%
1435 IAUM ISHARES GOLD TRUST MICRO Financial Services 246.0 $10K +71.0 +40.6% $40.01 +8.3%
1436 CNMD CONMED CORP Healthcare 300.0 $10K +74.0 +32.7% $32.73 +50.5%
1437 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 981.0 $10K +396.0 +67.7% $9.90 -22.4%
1438 UAA UNDER ARMOUR INC Consumer Cyclical 1,509.0 $10K +349.0 +30.1% $6.39 -20.7%
1439 PENN PENN ENTERTAINMENT INC Consumer Cyclical 450.0 $10K +85.0 +23.3% $21.36 -14.4%
1440 SKY CHAMPION HOMES INC Consumer Cyclical 109.0 $10K +50.0 +84.8% $88.12 +3.1%
Page 72 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%