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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 114 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 GAMESTOP CORP 1,080.0 $24K $22.08
2262 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 813.0 $24K $29.29 +20.2%
2263 WHR WHIRLPOOL CORP Consumer Cyclical 604.0 $24K +526.0 +674.4% $39.42 +1.8%
2264 SCL STEPAN CO Basic Materials 427.0 $24K +263.0 +160.4% $55.72 +11.6%
2265 TPC TUTOR PERINI CORP Industrials 284.0 $24K +6.0 +2.2% $82.97 +6.5%
2266 NVST ENVISTA HOLDINGS CORPORATION Healthcare 893.0 $24K -363.0 -28.9% $26.35 +3.8%
2267 BGS B & G FOODS INC Consumer Defensive 5,909.0 $24K -16K -72.6% $3.98 -12.3%
2268 BANC BANC OF CALIFORNIA INC Financial Services 1,151.0 $24K +17.0 +1.5% $20.43 -8.7%
2269 CLBK COLUMBIA FINL INC Financial Services 1,104.0 $23K $21.22 -44.4%
2270 FRVO FERVO ENERGY CO 800.0 $23K NEW $29.23 -47.1%
2271 QTWO Q2 HLDGS INC Technology 486.0 $23K -481.0 -49.7% $48.10 +33.4%
2272 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 555.0 $23K +393.0 +242.6% $41.95 +13.0%
2273 LUNR INTUITIVE MACHINES INC Industrials 1,088.0 $23K +184.0 +20.4% $21.39 -22.1%
2274 DIVB ISHARES TR 378.0 $23K +100.0 +36.0% $61.55 +12.3%
2275 TECL DIREXION SHARES ETF TRUST 100.0 $23K -60.0 -37.5% $230.76 -20.2%
2276 MMS MAXIMUS INC Industrials 428.0 $23K +197.0 +85.3% $53.74 +8.4%
2277 PEBO PEOPLES BANCORP INC Financial Services 597.0 $23K +50.0 +9.1% $38.41 +3.7%
2278 ADAMM ADAMAS TRUST INC. 2,435.0 $23K +1K +126.5% $9.38
2279 CWI SPDR INDEX SHS FDS 561.0 $23K $40.67 +1.5%
2280 IYT ISHARES TR 263.0 $23K NEW $86.75 +0.1%
Page 114 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%