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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 103 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 JANX JANUX THERAPEUTICS INC Healthcare 2,044.0 $28K +2K +467.8% $13.90 +4.5%
2042 THE BALDWIN INSURANCE GRP IN 1,288.0 $28K +310.0 +31.7% $21.94
2043 SLVM SYLVAMO CORP Basic Materials 668.0 $28K +197.0 +41.8% $42.24 -9.8%
2044 LC LENDINGCLUB CORP Financial Services 1,969.0 $28K +159.0 +8.8% $14.32 +9.1%
2045 RNG RINGCENTRAL INC Technology 755.0 $28K +542.0 +254.5% $37.19 +17.1%
2046 NMRK NEWMARK GROUP INC Real Estate 1,864.0 $28K +537.0 +40.5% $14.99 -2.6%
2047 XLRE SELECT SECTOR SPDR TR 684.0 $28K +638.0 +1387.0% $40.83 +9.1%
2048 FVD FIRST TR EXCHANGE-TRADED FD 592.0 $28K $47.06 +1.8%
2049 GIII G III APPAREL GROUP LTD Consumer Cyclical 1,005.0 $28K +537.0 +114.7% $27.70 +11.3%
2050 NVTS NAVITAS SEMICONDUCTOR CORP Technology 3,174.0 $28K +655.0 +26.0% $8.77 +233.5%
2051 AMBA AMBARELLA INC Technology 541.0 $28K +12.0 +2.3% $51.44 +70.2%
2052 PAA PLAINS ALL AMERN PIPELINE L Energy 1,236.0 $28K +536.0 +76.6% $22.33 +8.1%
2053 BMRC BANK MARIN BANCORP Financial Services 1,074.0 $28K -49.0 -4.4% $25.63 +1.6%
2054 DUOL DUOLINGO INC Technology 279.0 $28K +177.0 +173.5% $98.57 +8.2%
2055 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 1,000.0 $28K $27.50 +397.7%
2056 HIMALAYA SHIPPING LTD 2,067.0 $27K +168.0 +8.8% $13.30
2057 BV BRIGHTVIEW HLDGS INC Industrials 2,326.0 $27K -150.0 -6.1% $11.79 +6.8%
2058 LQD ISHARES TR 252.0 $27K +21.0 +9.1% $108.78 -0.4%
2059 IVT INVENTRUST PPTYS CORP Real Estate 898.0 $27K $30.46 +8.0%
2060 PTCT PTC THERAPEUTICS INC Healthcare 400.0 $27K +37.0 +10.2% $68.13 +1.0%
Page 103 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%