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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 110 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 BAK BRASKEM SA Basic Materials 11,587.0 $28K -2K -11.5% $2.44 -31.1%
2182 BRKR BRUKER CORP Healthcare 469.0 $28K -4.0 -0.8% $60.18 -3.4%
2183 CCC CCC INTELLIGENT SOLUTIONS HL Technology 5,461.0 $28K -2K -30.8% $5.16 +44.0%
2184 SUZ SUZANO S A Basic Materials 3,631.0 $28K -1K -27.8% $7.76 +16.4%
2185 PAA PLAINS ALL AMERN PIPELINE L Energy 1,265.0 $28K +29.0 +2.4% $22.26 +11.5%
2186 WD WALKER & DUNLOP INC Financial Services 514.0 $28K +130.0 +33.9% $54.69 -26.6%
2187 IAC PEOPLE INC Technology 605.0 $28K +160.0 +36.0% $46.16 -0.0%
2188 PMT PENNYMAC MTG INVT TR Real Estate 2,471.0 $28K +915.0 +58.8% $11.28 -17.8%
2189 EGY VAALCO ENERGY INC Energy 5,474.0 $28K -132.0 -2.4% $5.08 +12.7%
2190 SEZL SEZZLE INC Financial Services 162.0 $28K +45.0 +38.5% $171.63 -28.6%
2191 FXD FIRST TR EXCHANGE-TRADED FD 400.0 $28K $69.17 +1.2%
2192 THE BALDWIN INSURANCE GRP IN 1,040.0 $28K -248.0 -19.2% $26.58
2193 IEDI ISHARES U S ETF TR 503.0 $28K $54.79 +4.4%
2194 AXIA ENERGIA SA 2,604.0 $27K $10.55
2195 SLDP SOLID POWER INC Industrials 10,600.0 $27K $2.59 -9.5%
2196 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 94.0 $27K +47.0 +100.0% $291.17 -10.0%
2197 MTN VAIL RESORTS INC Consumer Cyclical 201.0 $27K +59.0 +41.5% $136.15 +9.1%
2198 BL BLACKLINE INC Technology 964.0 $27K +747.0 +344.2% $28.07 +12.3%
2199 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 908.0 $27K +122.0 +15.5% $29.74 -12.0%
2200 FXZ FIRST TR EXCHANGE-TRADED FD 339.0 $27K $79.44 +9.6%
Page 110 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%