1y return+16.2%S&P 500 +20.9%
3y return+49.2%S&P 500 +68.5%
5y return+44.1%S&P 500 +74.5%
10y return+141.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $241 against $357 in the S&P 500.2
Signaturefd, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWFIshares Tr | $898.6M | 12.0% | |
| VIGVanguard Specialized Funds | $540.3M | 7.2% | +3.6% |
| IUSVIshares Tr | $536.6M | 7.2% | +4.9% |
| VXUSVanguard Star Fds | $451.2M | 6.0% | +1.5% |
| VCRBVanguard Malvern Fds | $442.4M | 5.9% | +5.2% |
| IEFAIshares Tr | $372.0M | 5.0% | +5.9% |
| VWOVanguard Intl Equity Index F | $288.7M | 3.9% | +8.1% |
| VBVanguard Index Fds | $284.5M | 3.8% | +3.8% |
| JAAAJanus Detroit Str Tr | $181.1M | 2.4% | +3.5% |
| AAPLApple Inc | $171.8M | 2.3% | +1.3% |
| NVDANvidia Corporation | $157.2M | 2.1% | |
| MUBIshares Tr | $118.9M | 1.6% | −2.0% |
| GOOGLAlphabet Inc | $88.1M | 1.2% | +4.5% |
| VUGVanguard Index Fds | $86.6M | 1.2% | +2.7% |
| MSFTMicrosoft Corp | $84.4M | 1.1% | +1.6% |
| VEAVanguard Tax-managed Fds | $78.6M | 1.0% | −1.4% |
| VTVVanguard Index Fds | $75.2M | 1.0% | −1.7% |
| AMZNAmazon Com Inc | $71.7M | 1.0% | +2.7% |
| JPSTJ P Morgan Exchange Traded F | $65.5M | 0.9% | −5.9% |
| SPYState Str Spdr S&p 500 Etf T | $59.5M | 0.8% | +2.6% |
| OEFIshares Tr | $55.3M | 0.7% | −2.5% |
| TSLATesla Inc | $51.1M | 0.7% | +3.9% |
| IEMGIshares Inc | $49.6M | 0.7% | |
| VVVanguard Index Fds | $49.4M | 0.7% | −16.0% |
| AVGOBroadcom Inc | $41.1M | 0.5% | +5.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $157.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $41.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $23.8M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $27.5M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $31.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $88.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $23.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $27.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $171.8M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $36.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.8M
- Pinnacle Finl Partners IncCUSIP 72346Q104 was $579K
- Thomson Reuters CorpCUSIP 884903808 was $578K
- PDBCInvesco Actvely Mngd Etc Fd was $519K
- Hologic IncCUSIP 436440101 was $476K
- Carnival CorpCUSIP 143658300 was $363K
- Dupont De Nemours IncCUSIP 26614N102 was $312K
- Air Lease CorpCUSIP 00912X302 was $271K
- Taseko Mines LtdCUSIP 876511106 was $260K
- TELFYTelefonica S A was $223K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Signaturefd, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1456048&type=13F-HR&dateb=&owner=include&count=40CIK 1456048
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1456048/000145604826000004/Filed July 24, 2026 · accession 0001456048-26-000004