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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 66 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 GFL GFL ENVIRONMENTAL INC Industrials 2,635.0 $110K 0.00% -152.0 -5.5% $41.72 -14.4%
1302 RDDT REDDIT INC Communication Services 816.0 $110K 0.00% -2K -74.0% $134.61 +5.2%
1303 RTO RENTOKIL INITIAL PLC Industrials 3,489.0 $110K 0.00% +435.0 +14.2% $31.48 -0.4%
1304 XP XP INC Financial Services 5,759.0 $110K 0.00% $19.04 -11.7%
1305 VYMI VANGUARD WHITEHALL FDS 1,163.0 $110K 0.00% +51.0 +4.6% $94.25 +5.8%
1306 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 11,005.0 $109K 0.00% +6K +130.5% $9.94 +2.3%
1307 DKNG DRAFTKINGS INC NEW Consumer Cyclical 5,054.0 $109K 0.00% +502.0 +11.0% $21.62 +16.2%
1308 ALK ALASKA AIR GROUP INC Industrials 2,966.0 $109K 0.00% -28.0 -0.9% $36.78 +12.4%
1309 AMCOR PLC 2,744.0 $109K 0.00% -21K -88.2% $39.75
1310 TDS TELEPHONE & DATA SYS INC Communication Services 2,588.0 $109K 0.00% $42.10 -6.7%
1311 HQY HEALTHEQUITY INC Healthcare 1,299.0 $109K 0.00% +229.0 +21.4% $83.57 +5.4%
1312 BHE BENCHMARK ELECTRS INC Technology 1,931.0 $108K 0.00% +29.0 +1.5% $56.06 +51.8%
1313 DRD DRDGOLD LIMITED Basic Materials 3,677.0 $108K 0.00% -241.0 -6.2% $29.37 -11.6%
1314 QIAGEN NV 2,692.0 $108K 0.00% -2K -48.1% $40.04
1315 EBC EASTERN BANKSHARES INC Financial Services 5,497.0 $108K 0.00% +179.0 +3.4% $19.56 +1.5%
1316 SWKS SKYWORKS SOLUTIONS INC Technology 2,006.0 $107K 0.00% -2K -46.8% $53.54 +53.9%
1317 MKC MCCORMICK & CO INC Consumer Defensive 2,129.0 $107K 0.00% -1K -34.2% $50.44 -5.2%
1318 HLI HOULIHAN LOKEY INC Financial Services 747.0 $107K 0.00% +142.0 +23.5% $143.62 +5.6%
1319 SHAK SHAKE SHACK INC Consumer Cyclical 1,211.0 $107K 0.00% +223.0 +22.6% $88.47 -29.1%
1320 EGP EASTGROUP PPTYS INC Real Estate 578.0 $107K 0.00% +238.0 +70.0% $185.09 +10.8%
Page 66 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%