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Portfolio (Quarterly) Guide ↗

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

· CIK 0001079935
13F Portfolio $5.6B AUM 1,062 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 249 Added 267 Reduced 41 Exited
Page 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JBL JABIL INC Technology 718.0 $275K 0.01% -109.0 -13.2% $382.47 -11.5%
242 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 929.0 $272K 0.01% -602.0 -39.3% $293.26 +3.4%
243 HEICO CORP NEW 1,055.0 $272K 0.01% -128.0 -10.8% $257.91
244 ROK ROCKWELL AUTOMATION INC Industrials 548.0 $271K 0.01% -119.0 -17.8% $494.66 -12.3%
245 JCI JOHNSON CONTROLS INTERNATION Industrials 1,852.0 $270K 0.01% -11.0 -0.6% $145.99 +2.5%
246 FJAN FIRST TR EXCHNG TRADED FD VI 4,892.0 $270K 0.01% -2K -23.5% $55.09 +2.2%
247 TFLO ISHARES TR 5,318.0 $269K 0.01% -352.0 -6.2% $50.63 -0.1%
248 GRPM INVESCO EXCHANGE TRADED FD T 1,964.0 $256K 0.01% -66.0 -3.2% $130.15 +9.1%
249 CGMS CAPITAL GRP FIXED INCM ETF T 9,259.0 $253K 0.01% -30K -76.4% $27.33 -0.7%
250 FENI FIDELITY COVINGTON TRUST 6,218.0 $250K 0.00% -891.0 -12.5% $40.13 +3.1%
251 VDC VANGUARD WORLD FD 1,087.0 $245K 0.00% -879.0 -44.7% $225.58 +2.9%
252 FMAY FIRST TR EXCHNG TRADED FD VI 4,181.0 $235K 0.00% -5K -54.1% $56.20 +2.0%
253 CGUS CAPITAL GROUP CORE EQUITY ET 5,202.0 $231K 0.00% -69K -93.0% $44.48 +2.0%
254 AKRE PROFESIONALLY MANAGED PORTFO 4,299.0 $229K 0.00% -5K -51.7% $53.19 +10.4%
255 DUKZ NORTHERN LIGHTS FD TR 8,824.0 $226K 0.00% -7K -43.3% $25.62 -1.5%
256 ADBE ADOBE INC Technology 1,089.0 $224K 0.00% -542.0 -33.2% $205.67 +27.9%
257 IEF ISHARES TR 2,331.0 $220K 0.00% -10K -80.7% $94.59 -1.8%
258 LGLV SPDR SERIES TRUST 1,176.0 $213K 0.00% -284.0 -19.4% $181.49 +3.6%
259 BGIG ETF SER SOLUTIONS 5,927.0 $213K 0.00% -673.0 -10.2% $35.89 +3.7%
260 MDT MEDTRONIC PLC Healthcare 2,668.0 $209K 0.00% -131.0 -4.7% $78.29 +17.6%
Page 13 of 14  ·  267 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 33.0%
Financial Services 24.4%
Communication Services 11.2%
Industrials 8.8%
Consumer Cyclical 7.2%
Healthcare 5.4%
Consumer Defensive 3.8%
Utilities 3.2%
Energy 1.3%
Real Estate 1.0%