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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 7 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CI THE CIGNA GROUP Healthcare 7,232.0 $2.0M 0.22% -227.0 -3.0% $275.23 +4.0%
122 VICI VICI PPTYS INC Real Estate 70,453.0 $2.0M 0.22% -2K -2.4% $28.12 +1.4%
123 ACGL ARCH CAP GROUP LTD Financial Services 20,523.0 $2.0M 0.22% $95.92 +0.4%
124 PG PROCTER AND GAMBLE CO Consumer Defensive 13,722.0 $2.0M 0.22% -570.0 -4.0% $143.31 +0.8%
125 TPR TAPESTRY INC Consumer Cyclical 14,995.0 $1.9M 0.21% -3K -18.6% $127.77 +8.4%
126 BRTR BLACKROCK ETF TRUST II 37,637.0 $1.9M 0.21% +4K +13.5% $50.78 -1.6%
127 SLYV SPDR SERIES TRUST 20,420.0 $1.9M 0.21% $90.97 +13.6%
128 EOG EOG RES INC Energy 17,537.0 $1.8M 0.21% -11K -38.0% $105.01 +34.5%
129 VGIT VANGUARD SCOTTSDALE FDS 30,591.0 $1.8M 0.20% -3K -9.5% $59.93 -2.0%
130 PCAR PACCAR INC Industrials 14,866.0 $1.6M 0.18% -793.0 -5.1% $109.51 -0.1%
131 VEU VANGUARD INTL EQUITY INDEX F 22,101.0 $1.6M 0.18% -810.0 -3.5% $73.56 +12.1%
132 IJR ISHARES TR 13,367.0 $1.6M 0.18% $120.18 +14.3%
133 MCD MCDONALDS CORP Consumer Cyclical 5,235.0 $1.6M 0.18% $305.62 -7.6%
134 SHLD GLOBAL X FDS 23,829.0 $1.5M 0.17% +7K +42.7% $64.79 +0.6%
135 SMMU PIMCO ETF TR 29,824.0 $1.5M 0.17% -4K -12.6% $50.43 -0.2%
136 XLE SELECT SECTOR SPDR TR 32,454.0 $1.5M 0.16% +28K +689.6% $44.71 +33.1%
137 XLI SELECT SECTOR SPDR TR 9,233.0 $1.4M 0.16% +368.0 +4.2% $155.12 +10.7%
138 VZ VERIZON COMMUNICATIONS INC Communication Services 34,993.0 $1.4M 0.16% +3K +9.9% $40.73 +18.7%
139 TMUS T-MOBILE US INC Communication Services 7,017.0 $1.4M 0.16% -4K -34.3% $203.03 -5.7%
140 MINT PIMCO ETF TR 14,165.0 $1.4M 0.16% -122.0 -0.8% $100.34 +0.3%
Page 7 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%