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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 34 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CRNC CERENCE INC Technology 1,518.0 $17K -10.0 -0.7% $11.32 -29.8%
662 NX QUANEX BLDG PRODS CORP Industrials 921.0 $17K -50.0 -5.2% $18.62 +5.9%
663 NOVT NOVANTA INC Technology 104.0 $17K -32.0 -23.5% $162.24 -10.3%
664 COTY COTY INC Consumer Defensive 7,756.0 $17K -8K -49.7% $2.16 +27.3%
665 ASAN ASANA INC Technology 2,387.0 $17K -344.0 -12.6% $7.00 +35.7%
666 GOVT ISHARES TR 727.0 $17K -229.0 -23.9% $22.78 -1.3%
667 SHC SOTERA HEALTH CO Healthcare 925.0 $16K -411.0 -30.8% $17.74 +8.3%
668 HHH HOWARD HUGHES HOLDINGS INC Real Estate 227.0 $16K -78.0 -25.6% $71.49 -5.0%
669 SYM SYMBOTIC INC Industrials 361.0 $16K -7.0 -1.9% $44.95 -7.8%
670 MRNA CALL MODERNA INC Healthcare 500.0 $16K -500.0 -50.0% $32.10 +315.3%
671 SGOV ISHARES TR 158.0 $16K -402.0 -71.8% $100.38 +0.2%
672 NEWSMAX INC 1,914.0 $16K -410.0 -17.6% $8.28
673 NWS NEWS CORP NEW Communication Services 562.0 $16K -112.0 -16.6% $28.06 +20.4%
674 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 221.0 $16K -533.0 -70.7% $70.88 +3.9%
675 AX AXOS FINANCIAL INC Financial Services 160.0 $16K -6.0 -3.6% $97.39 -1.5%
676 SDGR SCHRODINGER INC Healthcare 940.0 $15K -423.0 -31.0% $16.25 +20.5%
677 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 402.0 $15K -420.0 -51.1% $37.98 -0.6%
678 PCOR PROCORE TECHNOLOGIES INC Technology 374.0 $15K -3K -87.6% $40.62 +55.8%
679 CMCO COLUMBUS MCKINNON CORP N Y Industrials 993.0 $15K -3K -74.6% $15.13 +14.5%
680 PZZA PAPA JOHNS INTL INC Consumer Cyclical 403.0 $15K -9.0 -2.2% $36.77 -36.6%
Page 34 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%