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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 32 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NVST ENVISTA HOLDINGS CORPORATION Healthcare 893.0 $24K -363.0 -28.9% $26.35 +2.2%
622 BGS B & G FOODS INC Consumer Defensive 5,909.0 $24K -16K -72.6% $3.98 -16.3%
623 QTWO Q2 HLDGS INC Technology 486.0 $23K -481.0 -49.7% $48.10 +32.7%
624 TECL DIREXION SHARES ETF TRUST 100.0 $23K -60.0 -37.5% $230.76 -15.9%
625 KNSL KINSALE CAP GROUP INC Financial Services 69.0 $23K -38.0 -35.5% $330.16 +15.4%
626 SEI SOLARIS ENERGY INFRAS INC Energy 283.0 $23K -316.0 -52.8% $80.46 -32.6%
627 KRT KARAT PACKAGING INC Consumer Cyclical 673.0 $23K -183.0 -21.4% $33.46 +42.2%
628 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 829.0 $22K -611.0 -42.4% $26.86 +2.6%
629 KURA KURA ONCOLOGY INC Healthcare 2,029.0 $22K -209.0 -9.3% $10.97 +6.7%
630 IGM ISHARES TR 136.0 $22K -15.0 -9.9% $163.58 -3.2%
631 JXN JACKSON FINANCIAL INC Financial Services 217.0 $22K -19.0 -8.1% $102.39 +26.1%
632 SMG SCOTTS MIRACLE-GRO CO Basic Materials 323.0 $22K -32.0 -9.0% $68.11 -10.3%
633 CAVA CAVA GROUP INC Consumer Cyclical 279.0 $22K -92.0 -24.8% $78.48 -8.2%
634 DOLE DOLE PLC Consumer Defensive 1,595.0 $22K -514.0 -24.4% $13.72 -2.5%
635 STBA S & T BANCORP INC Financial Services 444.0 $22K -131.0 -22.8% $49.08 +2.3%
636 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 3,988.0 $22K -522.0 -11.6% $5.45 -10.8%
637 GTLS CHART INDS INC Industrials 104.0 $22K -15.0 -12.6% $208.38 +0.7%
638 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 806.0 $22K -964.0 -54.5% $26.85 -5.0%
639 DQ DAQO NEW ENERGY CORP Technology 1,587.0 $21K -54.0 -3.3% $13.39 +11.9%
640 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 605.0 $21K -133.0 -18.0% $34.74 +17.4%
Page 32 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 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%