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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 42 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 HAE HAEMONETICS CORP MASS Healthcare 49.0 $4K -112.0 -69.6% $75.00 +39.5%
822 AHRT AH RLTY TR INC Financial Services 515.0 $4K -215.0 -29.4% $7.08 -5.5%
823 MMI MARCUS & MILLICHAP INC Real Estate 115.0 $4K -21.0 -15.4% $31.17 +1.3%
824 FAF FIRST AMERN FINL CORP Financial Services 52.0 $4K -164.0 -75.9% $68.60 +5.6%
825 LCID LUCID GROUP INC Consumer Cyclical 530.0 $4K -103.0 -16.3% $6.69 -13.8%
826 MYGN MYRIAD GENETICS INC Healthcare 609.0 $3K -2K -73.8% $5.71 -49.7%
827 CPA COPA HOLDINGS SA Industrials 22.0 $3K -185.0 -89.4% $155.59 -16.8%
828 WS WORTHINGTON STL INC Basic Materials 101.0 $3K -85.0 -45.7% $33.58 +9.7%
829 SKYWARD SPECIALTY INS GROUP 58.0 $3K -98.0 -62.8% $58.34
830 GABC GERMAN AMERN BANCORP INC Financial Services 71.0 $3K -54.0 -43.2% $47.46 +7.3%
831 EEMA ISHARES INC 29.0 $3K -156.0 -84.3% $116.10 -1.7%
832 ORN ORION GROUP HLDGS INC Industrials 200.0 $3K -5.0 -2.4% $16.82 -43.2%
833 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 21.0 $3K -29.0 -58.0% $152.81 -1.6%
834 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 1,879.0 $3K -5K -73.0% $1.68 -32.1%
835 AMRC AMERESCO INC Industrials 114.0 $3K -122.0 -51.7% $27.60 -7.6%
836 KVYO KLAVIYO INC Technology 208.0 $3K -2K -89.7% $15.10 +17.9%
837 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 86.0 $3K -155.0 -64.3% $36.20 -21.3%
838 ESQ ESQUIRE FINL HLDGS INC Financial Services 26.0 $3K -1.0 -3.7% $118.69 +2.5%
839 GPRE GREEN PLAINS INC Basic Materials 199.0 $3K -215.0 -51.9% $15.38 +5.2%
840 OPCH OPTION CARE HEALTH INC Healthcare 145.0 $3K -2K -92.8% $20.97 +11.6%
Page 42 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%