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Portfolio (Quarterly) Guide ↗

Signet Investment Advisory Group, Inc.

· CIK 0001766328
13F Portfolio $227M AUM 73 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 28 Added 21 Reduced 1 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USB US BANCORP Financial Services 104,922.0 $6.3M 2.79% +2K +1.8% $60.40 +4.9%
2 NEE NEXTERA ENERGY INC Utilities 71,191.0 $6.2M 2.75% +892.0 +1.3% $87.77 -5.0%
3 MSFT MICROSOFT CORP Technology 16,470.0 $6.1M 2.70% +456.0 +2.9% $373.02 +34.0%
4 V VISA INC Financial Services 17,518.0 $6.0M 2.64% +155.0 +0.9% $343.09 +9.3%
5 WM WASTE MGMT INC DEL Industrials 22,590.0 $5.0M 2.21% +173.0 +0.8% $222.88 -1.7%
6 KO COCA COLA CO Consumer Defensive 60,008.0 $4.9M 2.15% +629.0 +1.1% $81.27 +8.4%
7 PG PROCTER & GAMBLE CO Consumer Defensive 30,559.0 $4.5M 1.97% +1K +4.2% $146.64 -0.1%
8 AMZN AMAZON COM INC Consumer Cyclical 17,413.0 $4.2M 1.82% +220.0 +1.3% $238.34 +8.5%
9 UNH UNITEDHEALTH GROUP INC Healthcare 9,914.0 $4.1M 1.81% +503.0 +5.3% $415.63 -4.4%
10 PFE PFIZER INC Healthcare 159,718.0 $3.8M 1.69% +5K +3.2% $24.08 +18.1%
11 PEP PEPSICO INC Consumer Defensive 28,167.0 $3.8M 1.68% +1K +4.0% $135.40 +1.6%
12 ADBE ADOBE INC Technology 18,297.0 $3.8M 1.65% +6K +43.0% $205.02 +30.0%
13 MCD MCDONALDS CORP Consumer Cyclical 13,547.0 $3.7M 1.61% +803.0 +6.3% $270.31 -5.4%
14 ACN ACCENTURE PLC IRELAND Technology 29,361.0 $3.7M 1.61% +10K +49.7% $124.44 +50.0%
15 HD HOME DEPOT INC Consumer Cyclical 9,961.0 $3.5M 1.54% +267.0 +2.8% $352.68 -9.0%
16 CVX CHEVRON CORPORATION Energy 20,644.0 $3.4M 1.50% +419.0 +2.1% $165.76 +25.8%
17 CVS CVS HEALTH CORP Healthcare 31,675.0 $3.3M 1.44% +179.0 +0.6% $103.45 -6.5%
18 COP CONOCOPHILLIPS Energy 26,765.0 $2.8M 1.22% +1K +4.8% $103.96 +29.2%
19 NOC NORTHROP GRUMMAN CORP Industrials 5,377.0 $2.7M 1.21% +158.0 +3.0% $509.31 +1.1%
20 ETN EATON CORP PLC Industrials 6,291.0 $2.7M 1.18% +52.0 +0.8% $426.12 -3.6%
Page 1 of 2  ·  28 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 20.0%
Technology 19.1%
Healthcare 18.1%
Industrials 12.8%
Consumer Defensive 12.0%
Consumer Cyclical 6.4%
Utilities 3.7%
Energy 3.6%
Real Estate 2.4%
Basic Materials 1.1%