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SIGNATUREFD, LLC

CIK
1456048
City
ATLANTA
State / Country
GA

Top Portfolio Positions

2,769 positions · $2,050,457,204 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CPK

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $58,509 463
2025-12-31 $51,650 414
2025-09-30 $54,414 404
2025-06-30 $51,454 428
2025-03-31 $55,995 436
2024-12-31 $49,025 404
2024-09-30 $49,295 397
2024-06-30 $41,630 392
2024-03-31 $48,821 455
2023-12-31 $42,040 398
2023-09-30 $17,204 176
2023-06-30 $18,207 153
2023-03-31 $19,326 151
2022-12-31 $17,490 148
2022-09-30 $16,500 143
2022-06-30 $16,064 124
2022-03-31 $18,459 134
2021-12-31 $19,538 134
2021-09-30 $13,925 116
2021-06-30 $14,559 121
2021-03-31 $14,045 121
2020-12-31 $4,436 41
2020-09-30 $3,456 41
2020-06-30 $1,008 12