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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $6.5B AUM 3,488 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1695 Added 782 Reduced 148 Exited
Page 101 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 LRN STRIDE INC Consumer Defensive 349.0 $31K +299.0 +598.0% $88.17 +0.5%
2002 EPC EDGEWELL PERS CARE CO Consumer Defensive 1,440.0 $31K +1K +227.3% $21.34 -17.2%
2003 FUTY FIDELITY COVINGTON TRUST 520.0 $31K NEW $59.09 -0.8%
2004 CC CHEMOURS CO Basic Materials 1,393.0 $31K +37.0 +2.7% $22.03 -3.0%
2005 SAIC SCIENCE APPLICATIONS INTL CO Technology 323.0 $31K -20.0 -5.8% $94.92 +5.4%
2006 TBCH TURTLE BEACH CORP Technology 3,000.0 $30K $10.16 +21.9%
2007 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 473.0 $30K +94.0 +24.8% $64.39 +3.0%
2008 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 288.0 $30K +125.0 +76.7% $105.40 -5.9%
2009 LGIH LGI HOMES INC Consumer Cyclical 765.0 $30K -53.0 -6.5% $39.53 +16.6%
2010 FFEB FIRST TR EXCHNG TRADED FD VI 541.0 $30K NEW $55.85 +8.5%
2011 PAY PAYMENTUS HOLDINGS INC Technology 1,188.0 $30K +1K +692.0% $25.40 -7.7%
2012 DOLE DOLE PLC Consumer Defensive 2,109.0 $30K +429.0 +25.5% $14.29 +1.0%
2013 CYD CHINA YUCHAI INTL LTD Industrials 780.0 $30K -16.0 -2.0% $38.50 +49.0%
2014 CAVA CAVA GROUP INC Consumer Cyclical 371.0 $30K +215.0 +137.8% $80.90 -0.6%
2015 TDC TERADATA CORP DEL Technology 1,171.0 $30K +1K +584.8% $25.63 +30.5%
2016 PRG PROG HOLDINGS INC Industrials 1,046.0 $30K +710.0 +211.3% $28.69 +16.6%
2017 MGRC MCGRATH RENTCORP Industrials 271.0 $30K -20.0 -6.9% $110.28 -0.2%
2018 ROBO EXCHANGE TRADED CONCEPTS TRU 437.0 $30K +40.0 +10.1% $68.37 +27.7%
2019 PACS PACS GROUP INC Financial Services 928.0 $30K $32.12 +17.5%
2020 KBR KBR INC Industrials 805.0 $30K -106.0 -11.6% $36.86 -9.2%
Page 101 of 174  ·  3,465 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 31.3%
Financial Services 16.0%
Consumer Cyclical 10.8%
Communication Services 8.6%
Healthcare 8.4%
Industrials 8.2%
Consumer Defensive 5.6%
Energy 4.3%
Basic Materials 2.6%
Utilities 2.4%