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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 2 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C CITIGROUP INC Financial Services 505,602.0 $70.8M 1.27% +86K +20.4% $139.96 -1.7%
22 LLY ELI LILLY & CO Healthcare 57,559.0 $69.0M 1.24% +303.0 +0.5% $1199.45 +2.3%
23 ANET ARISTA NETWORKS INC Technology 404,328.0 $68.7M 1.24% +78K +23.9% $169.88 +13.7%
24 ODFL OLD DOMINION FREIGHT LINE IN Industrials 272,411.0 $59.0M 1.06% +8K +3.1% $216.60 -4.0%
25 VTV VANGUARD INDEX FDS 268,009.0 $58.4M 1.05% -59K -18.0% $217.93 +3.9%
26 VST VISTRA CORP Utilities 330,349.0 $52.4M 0.94% +30K +9.9% $158.63 -11.4%
27 HOOD ROBINHOOD MKTS INC Financial Services 487,383.0 $48.9M 0.88% +94K +24.1% $100.29 -8.7%
28 WMT WALMART INC Consumer Defensive 397,688.0 $45.0M 0.81% -86K -17.9% $113.26 +1.7%
29 MA MASTERCARD INCORPORATED Financial Services 84,747.0 $43.5M 0.78% -59K -41.1% $513.62 +11.8%
30 XCCC BONDBLOXX ETF TRUST 1,135,366.0 $41.5M 0.75% +53K +4.9% $36.56 -2.2%
31 CDX SIMPLIFY EXCHANGE TRADED FUN 1,941,740.0 $41.0M 0.74% +117K +6.4% $21.12 -1.5%
32 SPEM SPDR INDEX SHS FDS 788,100.0 $40.8M 0.73% +14K +1.8% $51.78 -0.1%
33 AMAT APPLIED MATLS INC Technology 54,751.0 $39.6M 0.71% +1K +2.6% $722.81 -28.8%
34 APP APPLOVIN CORP Technology 76,361.0 $39.3M 0.71% +74K +3695.3% $515.25 -40.4%
35 IDEV ISHARES TR 374,293.0 $33.3M 0.60% -115K -23.4% $89.01 +3.7%
36 JEPQ J P MORGAN EXCHANGE TRADED F 520,036.0 $32.0M 0.57% -48K -8.4% $61.46 -2.5%
37 SPDW SPDR INDEX SHS FDS 527,730.0 $26.6M 0.48% $50.39 +1.8%
38 CWI SPDR INDEX SHS FDS 642,125.0 $26.1M 0.47% $40.67 +0.8%
39 VRT VERTIV HOLDINGS CO Industrials 73,148.0 $24.5M 0.44% -2K -3.0% $334.80 -18.6%
40 IVV ISHARES TR 32,056.0 $24.0M 0.43% +4K +13.7% $748.90 +3.0%
Page 2 of 34  ·  669 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%