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Portfolio (Quarterly) Guide ↗

Signet Private Wealth LLC

· CIK 0002096298
13F Portfolio $125M AUM 127 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 42 Added 37 Reduced 21 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 30,735.0 $23.0M 18.35% +2K +8.0% $748.90 +3.3%
2 MSFT MICROSOFT CORP Technology 10,430.0 $3.9M 3.10% +865.0 +9.0% $373.03 +35.5%
3 AVGO BROADCOM INC Technology 9,209.0 $3.5M 2.77% +377.0 +4.3% $377.76 -2.4%
4 LLY ELI LILLY & CO Healthcare 2,727.0 $3.3M 2.61% +232.0 +9.3% $1199.50 -2.3%
5 QTUM ETF SER SOLUTIONS 19,160.0 $3.2M 2.53% +12K +153.1% $165.38 -9.0%
6 CATH GLOBAL X FDS 32,914.0 $2.9M 2.32% +1K +4.6% $88.50 +3.7%
7 NVDA NVIDIA CORPORATION Technology 14,285.0 $2.9M 2.28% +379.0 +2.7% $200.09 +13.4%
8 SPMO INVESCO EXCH TRADED FD TR II 17,471.0 $2.8M 2.25% +6K +53.9% $161.54 -8.4%
9 GOOG ALPHABET INC 5,892.0 $2.1M 1.66% +112.0 +1.9% $353.33
10 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,291.0 $2.0M 1.63% +2K +64.8% $477.58 -10.9%
11 AMZN AMAZON COM INC Consumer Cyclical 8,386.0 $2.0M 1.59% +193.0 +2.4% $238.34 +7.3%
12 AMAT APPLIED MATLS INC Technology 2,368.0 $1.7M 1.36% +244.0 +11.5% $722.94 -34.0%
13 KLAC KLA CORP Technology 4,913.0 $1.5M 1.18% +4K +720.2% $301.72 -39.6%
14 ASML ASML HLDG NV Technology 658.0 $1.3M 1.04% +329.0 +100.0% $1989.61 -13.3%
15 CEFA GLOBAL X FDS 32,411.0 $1.3M 1.03% +2K +6.4% $39.69 +4.9%
16 TXN TEXAS INSTRS INC Technology 4,259.0 $1.3M 1.01% +30.0 +0.7% $298.07 -11.4%
17 QQQ INVESCO QQQ TR Financial Services 1,638.0 $1.2M 0.96% +119.0 +7.8% $736.43 -2.4%
18 V VISA INC Financial Services 3,454.0 $1.2M 0.94% +425.0 +14.0% $343.10 +10.7%
19 CSCO CISCO SYS INC Technology 9,636.0 $1.1M 0.90% +64.0 +0.7% $117.46 -4.8%
20 CAT CATERPILLAR INC Industrials 958.0 $1.0M 0.81% +47.0 +5.2% $1065.26 -23.5%
Page 1 of 3  ·  42 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 47.1%
Financial Services 11.4%
Healthcare 11.3%
Industrials 9.9%
Consumer Cyclical 5.9%
Utilities 3.5%
Consumer Defensive 3.3%
Energy 2.9%
Communication Services 2.8%
Basic Materials 1.9%