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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 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 17,413.0 $4.2M 1.82% +220.0 +1.3% $238.34 +8.5%
22 UNH UNITEDHEALTH GROUP INC Healthcare 9,914.0 $4.1M 1.81% +503.0 +5.3% $415.63 -4.4%
23 PFE PFIZER INC Healthcare 159,718.0 $3.8M 1.69% +5K +3.2% $24.08 +18.1%
24 PEP PEPSICO INC Consumer Defensive 28,167.0 $3.8M 1.68% +1K +4.0% $135.40 +1.6%
25 ADBE ADOBE INC Technology 18,297.0 $3.8M 1.65% +6K +43.0% $205.02 +30.0%
26 MCD MCDONALDS CORP Consumer Cyclical 13,547.0 $3.7M 1.61% +803.0 +6.3% $270.31 -5.4%
27 ACN ACCENTURE PLC IRELAND Technology 29,361.0 $3.7M 1.61% +10K +49.7% $124.44 +50.0%
28 HD HOME DEPOT INC Consumer Cyclical 9,961.0 $3.5M 1.54% +267.0 +2.8% $352.68 -9.0%
29 CVX CHEVRON CORPORATION Energy 20,644.0 $3.4M 1.50% +419.0 +2.1% $165.76 +25.8%
30 CVS CVS HEALTH CORP Healthcare 31,675.0 $3.3M 1.44% +179.0 +0.6% $103.45 -6.5%
31 HONEYWELL INTL INC 13,490.0 $3.0M 1.33% NEW $223.89
32 HONEYWELL AEROSPACE INC 13,073.0 $2.9M 1.27% NEW $221.08
33 COP CONOCOPHILLIPS Energy 26,765.0 $2.8M 1.22% +1K +4.8% $103.96 +29.1%
34 NOC NORTHROP GRUMMAN CORP Industrials 5,377.0 $2.7M 1.21% +158.0 +3.0% $509.31 +1.1%
35 ETN EATON CORP PLC Industrials 6,291.0 $2.7M 1.18% +52.0 +0.8% $426.12 -3.6%
36 MDT MEDTRONIC PLC Healthcare 33,471.0 $2.6M 1.15% +3K +9.7% $78.23 +20.4%
37 AXP AMERICAN EXPRESS CO Financial Services 7,578.0 $2.6M 1.13% -509.0 -6.3% $338.25 -3.6%
38 ORCL ORACLE CORP Technology 16,133.0 $2.4M 1.04% +225.0 +1.4% $146.55 +8.4%
39 AMGN AMGEN INC Healthcare 6,354.0 $2.3M 1.01% -52.0 -0.8% $362.12 +20.7%
40 MRK MERCK & CO INC Healthcare 17,170.0 $2.2M 0.97% +175.0 +1.0% $128.50 +17.0%
Page 2 of 4  ·  73 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%