SIGNATUREFD, LLC
Top Portfolio Positions
2,771 positions ·
$2,085,514,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
587,500 | $149,101,625 | 7.15% | |
| NVDA |
Nvidia Corp
Technology
|
785,660 | $137,019,104 | 6.57% | |
| MSFT |
Microsoft Corp
Technology
|
222,507 | $82,365,416 | 3.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
236,021 | $67,870,198 | 3.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
296,661 | $61,785,586 | 2.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
77,698 | $50,530,117 | 2.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
117,030 | $43,505,902 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
63,594 | $36,384,035 | 1.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
73,151 | $35,053,959 | 1.68% | |
| AVGO |
Broadcom Inc.
Technology
|
102,901 | $31,848,888 | 1.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IPI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,297 | 685 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $25,345 | 914 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,639 | 119 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,251 | 119 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,497 | 119 | Shares | Sole | 2025-05-02 | |
| 2023-03-31 | $1,545 | 56 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,697 | 232 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,215 | 56 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $588 | 13 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $4,273 | 100 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $828 | 26 | Shares | Sole | 2021-07-26 | |
| No 13F history on record for this holder in this stock. | ||||||