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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 41 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 GDYN GRID DYNAMICS HLDGS INC Technology 779.0 $4K -500.0 -39.1% $5.68 +35.0%
802 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 70.0 $4K -64.0 -47.8% $62.21 -8.4%
803 MQ MARQETA INC Technology 1,068.0 $4K -3K -75.9% $4.06 +281.3%
804 FRPT FRESHPET INC Consumer Defensive 73.0 $4K -418.0 -85.1% $59.12 +22.8%
805 MBX MBX BIOSCIENCES INC Healthcare 78.0 $4K -101.0 -56.4% $55.21 +20.5%
806 HTT HIGH TEMPLAR TECHNOLOGY LTD Financial Services 1,659.0 $4K -285.0 -14.7% $2.56 -2.7%
807 BIL SPDR SERIES TRUST 46.0 $4K -42.0 -47.7% $92.20 -0.7%
808 BILL BILL HOLDINGS INC Technology 117.0 $4K -134.0 -53.4% $36.16 +36.0%
809 EDIT EDITAS MEDICINE INC Healthcare 1,300.0 $4K -140.0 -9.7% $3.24 -11.1%
810 USLM UNITED STS LIME & MINERALS I Basic Materials 40.0 $4K -23.0 -36.5% $104.67 +12.6%
811 STHO STAR HLDGS Real Estate 457.0 $4K -808.0 -63.9% $9.13 +3.4%
812 HCKT HACKETT GROUP INC Technology 382.0 $4K -3K -88.8% $10.77 -2.4%
813 SABR SABRE CORP Consumer Cyclical 1,936.0 $4K -2K -46.5% $2.09 +1.0%
814 ATEC ALPHATEC HLDGS INC Healthcare 456.0 $4K -609.0 -57.2% $8.65 +10.2%
815 COGT COGENT BIOSCIENCES INC Healthcare 101.0 $4K -17.0 -14.4% $38.70 -3.4%
816 WYFI WHITEFIBER INC Technology 100.0 $4K -100.0 -50.0% $38.85 -30.3%
817 BRIGHTSTAR LOTTERY PLC 361.0 $4K -565.0 -61.0% $10.72
818 MLKN MILLERKNOLL INC Consumer Cyclical 188.0 $4K -483.0 -72.0% $20.46 +13.4%
819 GO GROCERY OUTLET HLDG CORP Consumer Defensive 381.0 $4K -76.0 -16.6% $9.98 +10.8%
820 CNM CORE & MAIN INC Industrials 77.0 $4K -130.0 -62.8% $48.25 -5.8%
Page 41 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%