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Portfolio (Quarterly) Guide ↗

SIGNET FINANCIAL MANAGEMENT, LLC

· CIK 0001600307
13F Portfolio $895M AUM 287 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 95 Added 126 Reduced 14 Exited
Page 10 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VWO VANGUARD INTL EQUITY INDEX F 13,362.0 $718K 0.08% -342.0 -2.5% $53.76 +9.7%
182 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,028.0 $709K 0.08% -7K -50.0% $100.89 -1.7%
183 EMB ISHARES TR 7,361.0 $709K 0.08% -339.0 -4.4% $96.29 -1.2%
184 FMS FRESENIUS MEDICAL CARE AG Healthcare 29,284.0 $698K 0.08% -558.0 -1.9% $23.82 -9.2%
185 DIS DISNEY WALT CO Communication Services 6,083.0 $692K 0.08% -1K -18.4% $113.76 -9.5%
186 JCPB J P MORGAN EXCHANGE TRADED F 14,497.0 $686K 0.08% +943.0 +7.0% $47.35 -1.5%
187 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,662.0 $685K 0.08% -39.0 -1.4% $257.22 -12.4%
188 SPTM SPDR SERIES TRUST 8,180.0 $675K 0.07% -962.0 -10.5% $82.50 +9.5%
189 SOXX ISHARES TR 2,226.0 $670K 0.07% -222.0 -9.1% $301.19 +78.4%
190 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,368.0 $667K 0.07% -742.0 -5.7% $53.94 +10.2%
191 JPIN J P MORGAN EXCHANGE TRADED F 9,529.0 $649K 0.07% -554.0 -5.5% $68.14 +8.6%
192 NTAP NETAPP INC Technology 5,942.0 $636K 0.07% -155.0 -2.5% $107.10 +30.1%
193 MBB ISHARES TR 6,564.0 $625K 0.07% +88.0 +1.4% $95.21 -1.2%
194 LIN LINDE PLC Basic Materials 1,430.0 $610K 0.07% -252.0 -15.0% $426.42 +21.4%
195 ACN ACCENTURE PLC IRELAND Technology 2,259.0 $606K 0.07% +60.0 +2.7% $268.26 -33.2%
196 GIS GENERAL MLS INC Consumer Defensive 13,011.0 $605K 0.07% -4K -24.1% $46.50 -27.5%
197 DGRW WISDOMTREE TR 6,758.0 $604K 0.07% -138.0 -2.0% $89.43 +7.7%
198 HST HOST HOTELS & RESORTS INC Real Estate 33,633.0 $596K 0.07% -395.0 -1.2% $17.73 +26.2%
199 JAAA JANUS DETROIT STR TR 11,775.0 $596K 0.07% +4K +46.8% $50.58 +0.2%
200 AOR ISHARES TR 8,976.0 $583K 0.07% +2K +20.8% $65.01 +5.8%
Page 10 of 15  ·  287 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 34.4%
Financial Services 16.5%
Healthcare 11.1%
Communication Services 10.4%
Consumer Cyclical 8.3%
Industrials 8.3%
Utilities 3.2%
Consumer Defensive 2.8%
Basic Materials 2.0%
Energy 1.5%