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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 33 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ENPH ENPHASE ENERGY INC Energy 421.0 $21K -508.0 -54.7% $49.24 -22.1%
642 NRC NRC HEALTH Healthcare 957.0 $21K -453.0 -32.1% $21.57 +1.2%
643 ALNT ALLIENT INC Technology 199.0 $20K -7.0 -3.4% $102.93 -3.4%
644 BOKF BOK FINL CORP Financial Services 147.0 $20K -35.0 -19.2% $138.54 +0.9%
645 ELF E L F BEAUTY INC Consumer Defensive 275.0 $20K -101.0 -26.9% $74.00 +33.1%
646 VMBS VANGUARD SCOTTSDALE FDS 432.0 $20K -40.0 -8.5% $46.81 -1.2%
647 CCNE CNB FINL CORP PA Financial Services 597.0 $20K -9.0 -1.5% $33.71 +0.2%
648 HWKN HAWKINS INC Basic Materials 141.0 $20K -22.0 -13.5% $142.10 -16.0%
649 JBGS JBG SMITH PPTYS Real Estate 1,343.0 $20K -435.0 -24.5% $14.67 -15.7%
650 GIC GLOBAL INDUSTRIAL COMPANY Industrials 587.0 $20K -133.0 -18.5% $33.46 +15.8%
651 DEI DOUGLAS EMMETT INC Real Estate 1,648.0 $19K -187.0 -10.2% $11.80 +0.5%
652 JBLU JETBLUE AIRWAYS CORP Industrials 3,283.0 $19K -154.0 -4.5% $5.73 -17.3%
653 TLT ISHARES TR 212.0 $18K -68.0 -24.3% $86.25 -4.5%
654 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 227.0 $18K -246.0 -52.0% $80.04 -11.5%
655 LW LAMB WESTON HLDGS INC Consumer Defensive 419.0 $18K -10.0 -2.3% $43.19 +23.8%
656 LBRDA LIBERTY BROADBAND CORP Communication Services 543.0 $18K -495.0 -47.7% $33.28 +8.1%
657 CAR AVIS BUDGET GROUP INC Industrials 120.0 $18K -8.0 -6.2% $147.83 -2.6%
658 SXC SUNCOKE ENERGY INC Energy 2,175.0 $18K -3K -59.9% $8.05 +16.8%
659 GERN GERON CORP Healthcare 13,528.0 $17K -3K -18.2% $1.28 +21.1%
660 RRR RED ROCK RESORTS INC Consumer Cyclical 265.0 $17K -3.0 -1.1% $65.06 -6.1%
Page 33 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%