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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 30 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 579.0 $30K -38.0 -6.2% $52.41 -13.9%
582 XLRE SELECT SECTOR SPDR TR 679.0 $30K -5.0 -0.7% $44.03 +2.4%
583 CECO CECO ENVIRONMENTAL CORP Industrials 324.0 $29K -31.0 -8.7% $90.74 -21.2%
584 PLAB PHOTRONICS INC Technology 902.0 $29K -183.0 -16.9% $32.53 -6.2%
585 RAMP LIVERAMP HLDGS INC Technology 779.0 $29K -5.0 -0.6% $37.64 -0.2%
586 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 246.0 $29K -85.0 -25.7% $118.53 -25.1%
587 WSC WILLSCOT HLDGS CORP Industrials 1,006.0 $29K -494.0 -32.9% $28.86 -23.3%
588 BELFB BEL FUSE INC Technology 87.0 $29K -10.0 -10.3% $333.03 -23.3%
589 TMDX TRANSMEDICS GROUP INC Healthcare 436.0 $29K -49.0 -10.1% $66.42 +42.7%
590 BBDC BARINGS BDC INC Financial Services 3,334.0 $28K -2K -34.5% $8.52 +9.6%
591 BAK BRASKEM SA Basic Materials 11,587.0 $28K -2K -11.5% $2.44 -18.4%
592 BRKR BRUKER CORP Healthcare 469.0 $28K -4.0 -0.8% $60.18 -1.0%
593 CCC CCC INTELLIGENT SOLUTIONS HL Technology 5,461.0 $28K -2K -30.8% $5.16 +44.6%
594 SUZ SUZANO S A Basic Materials 3,631.0 $28K -1K -27.8% $7.76 +13.1%
595 EGY VAALCO ENERGY INC Energy 5,474.0 $28K -132.0 -2.4% $5.08 +16.9%
596 THE BALDWIN INSURANCE GRP IN 1,040.0 $28K -248.0 -19.2% $26.58
597 WING WINGSTOP INC Consumer Cyclical 153.0 $27K -16.0 -9.5% $173.41 -33.4%
598 LQD ISHARES TR 242.0 $26K -10.0 -4.0% $109.10 -2.9%
599 GSBC GREAT SOUTHN BANCORP INC Financial Services 336.0 $26K -26.0 -7.2% $78.41 +0.9%
600 RELY REMITLY GLOBAL INC Technology 1,173.0 $26K -17.0 -1.4% $22.41 +19.0%
Page 30 of 48  ·  956 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 35.3%
Financial Services 15.6%
Consumer Cyclical 10.9%
Industrials 8.3%
Healthcare 8.2%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%