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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 9 of 80  ·  1,582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NUE NUCOR CORP Basic Materials 8,953.0 $2.0M 0.03% +248.0 +2.9% $222.76 +9.6%
162 O REALTY INCOME CORP Real Estate 32,110.0 $2.0M 0.03% +681.0 +2.2% $61.96 +1.5%
163 NGG NATIONAL GRID PLC Utilities 23,872.0 $2.0M 0.03% +609.0 +2.6% $82.87 -2.6%
164 CL COLGATE PALMOLIVE CO Consumer Defensive 21,548.0 $2.0M 0.03% +2K +8.1% $91.68 -0.3%
165 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,738.0 $2.0M 0.03% +3K +64.4% $223.96 +24.1%
166 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10,823.0 $1.9M 0.03% +10K +1668.5% $178.24 +20.3%
167 ARGX ARGENX SE Healthcare 2,075.0 $1.9M 0.03% +262.0 +14.4% $927.93 +10.0%
168 PKX POSCO HOLDINGS INC Basic Materials 36,841.0 $1.9M 0.03% +10K +39.8% $51.38 +12.3%
169 DHI D R HORTON INC Consumer Cyclical 11,620.0 $1.9M 0.03% +491.0 +4.4% $162.88 -7.2%
170 AEM AGNICO EAGLE MINES LTD Basic Materials 12,083.0 $1.9M 0.03% +209.0 +1.8% $155.13 +32.6%
171 SNPS SYNOPSYS INC Technology 4,197.0 $1.9M 0.03% +59.0 +1.4% $446.04 -9.2%
172 AEP AMERICAN ELEC PWR CO INC Utilities 13,663.0 $1.9M 0.03% +732.0 +5.7% $136.81 -7.7%
173 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 22,601.0 $1.9M 0.03% +2K +10.2% $82.40 -4.9%
174 NET CLOUDFLARE INC Technology 7,526.0 $1.8M 0.03% +190.0 +2.6% $245.29 +18.9%
175 VYM VANGUARD WHITEHALL FDS 11,622.0 $1.8M 0.03% +258.0 +2.3% $158.03 +4.9%
176 FLEX FLEX LTD Technology 11,137.0 $1.8M 0.02% +753.0 +7.2% $162.08 -29.6%
177 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 10,424.0 $1.8M 0.02% +379.0 +3.8% $173.12 -6.6%
178 VGT VANGUARD WORLD FD 14,883.0 $1.8M 0.02% +13K +670.3% $119.52 -0.4%
179 PAYX PAYCHEX INC Industrials 17,982.0 $1.8M 0.02% +5K +37.2% $98.33 +24.7%
180 EQIX EQUINIX INC Real Estate 1,682.0 $1.8M 0.02% +147.0 +9.6% $1042.26 +1.9%
Page 9 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%