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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $6.5B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3406 New
Page 56 of 171  ·  3,406 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 U UNITY SOFTWARE INC Technology 3,520.0 $155K 0.00% NEW $44.17 -40.6%
1102 CGNX COGNEX CORP Technology 4,312.0 $155K 0.00% NEW $35.98 +78.6%
1103 PVH PVH CORPORATION Consumer Cyclical 2,305.0 $154K 0.00% NEW $67.02 +26.3%
1104 WY WEYERHAEUSER CO MTN BE Real Estate 6,520.0 $154K 0.00% NEW $23.69 -1.9%
1105 INSM INSMED INC Healthcare 886.0 $154K 0.00% NEW $174.04 -37.1%
1106 RGA REINSURANCE GRP OF AMERICA I Financial Services 754.0 $153K 0.00% NEW $203.46 +5.2%
1107 SNX TD SYNNEX CORPORATION Technology 1,021.0 $153K 0.00% NEW $150.23 +53.6%
1108 VCSH VANGUARD SCOTTSDALE FDS 1,916.0 $153K 0.00% NEW $79.74 -1.1%
1109 FTAI AVIATION LTD 775.0 $153K 0.00% NEW $196.78
1110 ALAB ASTERA LABS INC Technology 915.0 $152K 0.00% NEW $166.36 +79.0%
1111 ESNT ESSENT GROUP LTD Financial Services 2,332.0 $152K 0.00% NEW $65.01 -4.8%
1112 FNDA SCHWAB STRATEGIC TR 4,805.0 $151K 0.00% NEW $31.51 +12.4%
1113 KW KENNEDY-WILSON HOLDINGS INC Real Estate 15,645.0 $151K 0.00% NEW $9.67 +13.8%
1114 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,884.0 $151K 0.00% NEW $52.28 +34.4%
1115 ALK ALASKA AIR GROUP INC Industrials 2,994.0 $151K 0.00% NEW $50.30 -18.3%
1116 PJUL INNOVATOR ETFS TRUST 3,243.0 $151K 0.00% NEW $46.43 +4.3%
1117 PIPER SANDLER COMPANIES 442.0 $150K 0.00% NEW $339.71
1118 DIOD DIODES INC Technology 3,040.0 $150K 0.00% NEW $49.34 +95.2%
1119 NIO NIO INC Consumer Cyclical 29,404.0 $150K 0.00% NEW $5.10 +9.8%
1120 RRX REGAL REXNORD CORPORATION Industrials 1,067.0 $150K 0.00% NEW $140.32 +39.1%
Page 56 of 171  ·  3,406 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 32.9%
Financial Services 16.9%
Consumer Cyclical 11.5%
Communication Services 9.0%
Healthcare 8.4%
Industrials 7.2%
Consumer Defensive 5.0%
Energy 3.0%
Basic Materials 2.2%
Utilities 2.0%