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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 124 of 176  ·  3,516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 THM INTERNATIONAL TOWER HILL MIN Basic Materials 7,765.0 $15K +8K +4238.0% $1.99 +37.4%
2462 RES RPC INC Energy 2,631.0 $15K +349.0 +15.3% $5.83 +5.2%
2463 FSUN FIRSTSUN CAP BANCORP Financial Services 395.0 $15K NEW $38.78 +4.2%
2464 SDGR SCHRODINGER INC Healthcare 940.0 $15K -423.0 -31.0% $16.25 +17.1%
2465 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 402.0 $15K -420.0 -51.1% $37.98 +13.8%
2466 PCOR PROCORE TECHNOLOGIES INC Technology 374.0 $15K -3K -87.6% $40.62 +56.8%
2467 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 174.0 $15K +12.0 +7.4% $87.10 -13.8%
2468 CMCO COLUMBUS MCKINNON CORP N Y Industrials 993.0 $15K -3K -74.6% $15.13 +18.0%
2469 URTH ISHARES INC 74.0 $15K $202.64 +2.9%
2470 FNCL FIDELITY COVINGTON TRUST 195.0 $15K $76.73 +8.1%
2471 VRTS VIRTUS INVT PARTNERS INC Financial Services 104.0 $15K +8.0 +8.3% $143.50 +17.8%
2472 LYTS LSI INDS INC OHIO Technology 561.0 $15K $26.58 -25.9%
2473 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 363.0 $15K NEW $41.03 -10.7%
2474 NPK NATIONAL PRESTO INDS INC Industrials 119.0 $15K $124.99 +24.1%
2475 IYR ISHARES TR 145.0 $15K $102.25 +2.5%
2476 PZZA PAPA JOHNS INTL INC Consumer Cyclical 403.0 $15K -9.0 -2.2% $36.77 -34.7%
2477 HYD VANECK ETF TRUST 288.0 $15K -82.0 -22.2% $51.44 -2.2%
2478 UNF UNIFIRST CORP MASS Industrials 56.0 $15K +42.0 +300.0% $264.46 +10.7%
2479 AGIO AGIOS PHARMACEUTICALS INC Healthcare 399.0 $15K $37.11 -11.4%
2480 BOOT BOOT BARN HLDGS INC Consumer Cyclical 90.0 $15K +56.0 +164.7% $164.27 +1.0%
Page 124 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%