SIGNATUREFD, LLC
Top Portfolio Positions
2,769 positions ·
$2,050,457,204 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
587,500 | $149,101,625 | 7.27% | |
| NVDA |
Nvidia Corp
Technology
|
785,660 | $137,019,104 | 6.68% | |
| MSFT |
Microsoft Corp
Technology
|
222,507 | $82,365,416 | 4.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
236,021 | $67,870,198 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
296,661 | $61,785,586 | 3.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
77,698 | $50,530,117 | 2.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
117,030 | $43,505,902 | 2.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
63,594 | $36,384,035 | 1.77% | |
| AVGO |
Broadcom Inc.
Technology
|
102,901 | $31,848,888 | 1.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
347,763 | $26,447,376 | 1.29% |
Portfolio Trend
Holdings in UGP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,464 | 34,204 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $127,327 | 33,774 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $117,637 | 28,692 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $94,198 | 28,719 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $57,583 | 18,696 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $51,824 | 19,705 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,145 | 16,017 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $37,305 | 9,541 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $58,223 | 10,179 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $51,132 | 9,434 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $32,663 | 8,900 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $34,018 | 8,656 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,271 | 8,158 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $20,838 | 8,611 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,054 | 938 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $14,109 | 6,004 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $29,206 | 9,639 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $26,664 | 10,100 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $17,606 | 6,521 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $18,296 | 4,866 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $21,422 | 5,608 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $25,404 | 5,608 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $23,963 | 7,007 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $18,160 | 5,357 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $24,975 | 10,278 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||