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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 104 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 SAIC SCIENCE APPLICATIONS INTL CO Technology 322.0 $36K $110.41 +15.3%
2062 ETSY INC 471.0 $35K +116.0 +32.7% $75.33
2063 HPK HIGHPEAK ENERGY INC Energy 5,075.0 $35K +323.0 +6.8% $6.99 +12.6%
2064 PBT PERMIAN BASIN RTY TR Energy 1,416.0 $35K +1K +1527.6% $25.04 +38.2%
2065 VRIG INVESCO ACTIVELY MANAGED EXC 1,414.0 $35K $25.07 -0.1%
2066 GNR SPDR INDEX SHS FDS 525.0 $35K $67.31 +17.4%
2067 VFQY VANGUARD WELLINGTON FD 207.0 $35K $169.98 +4.5%
2068 IAI ISHARES TR 201.0 $35K $175.05 +12.4%
2069 CACC CREDIT ACCEP CORP MICH Financial Services 55.0 $35K +2.0 +3.8% $636.75 -5.1%
2070 HUT 8 CORP 303.0 $35K -41.0 -11.9% $115.45
2071 EWL ISHARES INC 556.0 $35K +160.0 +40.4% $62.85 +2.9%
2072 SCVL SHOE STA GROUP INC Consumer Cyclical 2,354.0 $35K +471.0 +25.0% $14.83 +5.3%
2073 BJRI BJS RESTAURANTS INC Consumer Cyclical 574.0 $35K +225.0 +64.5% $60.74 +7.6%
2074 TTEK TETRA TECH INC NEW Industrials 1,206.0 $35K -3K -74.3% $28.89 +27.3%
2075 BLD TOPBUILD COR Industrials 98.0 $35K +10.0 +11.4% $354.53 -0.0%
2076 BHC BAUSCH HEALTH COS INC Healthcare 7,040.0 $35K $4.93 +36.5%
2077 BAX BAXTER INTL INC Healthcare 1,626.0 $35K +269.0 +19.8% $21.32 +23.3%
2078 WPP WPP PLC NEW Communication Services 2,226.0 $34K +43.0 +2.0% $15.49 +72.2%
2079 AMZN PUT AMAZON COM INC Consumer Cyclical 4,000.0 $34K $8.60 +2934.7%
2080 OBNK ORIGIN BANCORP INC Financial Services 672.0 $34K +173.0 +34.7% $51.15 -97.9%
Page 104 of 176  ·  3,516 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 35.3%
Financial Services 15.6%
Consumer Cyclical 10.9%
Industrials 8.3%
Healthcare 8.2%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%