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Portfolio (Quarterly) Guide ↗

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

· CIK 0001079935
13F Portfolio $4.9B AUM 1,014 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 64 New 274 Added 207 Reduced 22 Exited
Page 2 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 484,143.0 $60.2M 1.22% +141K +40.9% $124.28 +6.6%
22 XLV SELECT SECTOR SPDR TR 382,859.0 $56.1M 1.14% +17K +4.6% $146.61 -1.0%
23 LLY ELI LILLY & CO Healthcare 57,256.0 $52.7M 1.07% -15K -21.1% $919.78 +9.4%
24 ODFL OLD DOMINION FREIGHT LINE IN Industrials 264,092.0 $51.6M 1.04% NEW $195.40 +1.7%
25 C CITIGROUP INC Financial Services 419,862.0 $47.6M 0.96% +416K +10000.0% $113.41 +8.8%
26 VST VISTRA CORP Utilities 300,588.0 $45.2M 0.92% +115K +62.3% $150.33 -5.6%
27 XLC SELECT SECTOR SPDR TR 393,110.0 $43.6M 0.88% +18K +4.8% $110.86 +4.7%
28 XLU SELECT SECTOR SPDR TR 906,031.0 $41.6M 0.84% +36K +4.1% $45.89 -4.4%
29 IDEV ISHARES TR 488,968.0 $40.9M 0.83% +9K +1.8% $83.57 +5.1%
30 ANET ARISTA NETWORKS INC Technology 326,369.0 $40.1M 0.81% -213K -39.5% $122.78 +15.6%
31 XCCC BONDBLOXX ETF TRUST 1,082,036.0 $39.4M 0.80% NEW $36.40 +0.4%
32 CDX SIMPLIFY EXCHANGE TRADED FUN 1,824,491.0 $38.9M 0.79% NEW $21.34 -0.7%
33 SPEM SPDR INDEX SHS FDS 774,130.0 $36.3M 0.73% +48K +6.7% $46.91 +8.4%
34 JEPQ J P MORGAN EXCHANGE TRADED F 567,921.0 $31.5M 0.64% -22K -3.6% $55.52 +7.7%
35 HOOD ROBINHOOD MKTS INC Financial Services 392,897.0 $27.2M 0.55% +391K +10000.0% $69.30 +16.5%
36 SPDW SPDR INDEX SHS FDS 526,476.0 $24.0M 0.49% -151K -22.3% $45.65 +7.7%
37 CWI SPDR INDEX SHS FDS 644,082.0 $23.6M 0.48% +91K +16.4% $36.59 +7.6%
38 VYMI VANGUARD WHITEHALL FDS 244,253.0 $23.0M 0.47% -6K -2.4% $94.24 +4.3%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 33,853.0 $22.0M 0.45% +2K +5.8% $650.34 +13.7%
40 DEM WISDOMTREE TR 418,760.0 $20.8M 0.42% +9K +2.2% $49.69 +6.4%
Page 2 of 33  ·  646 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
Financial Services 27.9%
Technology 22.1%
Communication Services 11.6%
Healthcare 9.9%
Industrials 9.0%
Consumer Cyclical 7.5%
Consumer Defensive 5.3%
Utilities 3.2%
Basic Materials 1.3%
Energy 1.3%