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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 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 16,805.0 $4.9M 3.88% -145.0 -0.9% $289.37 +8.4%
2 EFA ISHARES TR 25,108.0 $2.6M 2.08% -2K -6.6% $103.88 +3.8%
3 BIL SPDR SERIES TRUST 24,166.0 $2.2M 1.77% -4K -14.3% $91.64 -0.0%
4 GOOGL ALPHABET INC Communication Services 3,815.0 $1.4M 1.09% -59.0 -1.5% $357.35 -4.7%
5 ABBV ABBVIE INC Healthcare 5,267.0 $1.3M 1.06% -46.0 -0.9% $251.66 +2.5%
6 SCHX SCHWAB STRATEGIC TR 44,755.0 $1.3M 1.05% -765.0 -1.7% $29.43 +3.2%
7 MU MICRON TECHNOLOGY INC Technology 1,120.0 $1.3M 1.03% -106.0 -8.7% $1154.24 -20.4%
8 LRCX LAM RESEARCH CORP Technology 2,807.0 $1.2M 0.97% -72.0 -2.5% $433.38 -27.3%
9 JPM JPMORGAN CHASE & CO Financial Services 2,973.0 $973K 0.78% -58.0 -1.9% $327.38 +8.0%
10 ETN EATON CORP PLC Industrials 2,007.0 $855K 0.68% -164.0 -7.5% $426.06 -2.4%
11 TLT ISHARES TR 8,916.0 $771K 0.61% -13K -59.5% $86.42 -3.8%
12 URI UNITED RENTALS INC Industrials 652.0 $738K 0.59% -38.0 -5.5% $1132.37 -7.9%
13 MCD MCDONALDS CORP Consumer Cyclical 2,729.0 $738K 0.59% -168.0 -5.8% $270.32 -3.7%
14 PEP PEPSICO INC Consumer Defensive 4,654.0 $630K 0.50% -48.0 -1.0% $135.39 +3.6%
15 IEV ISHARES TR 8,381.0 $611K 0.49% -2K -17.8% $72.85 +3.5%
16 PG PROCTER & GAMBLE CO Consumer Defensive 4,074.0 $597K 0.48% -877.0 -17.7% $146.63 -2.2%
17 TECK TECK RESOURCES LTD Basic Materials 8,810.0 $524K 0.42% -80.0 -0.9% $59.46 +18.6%
18 ACWX ISHARES TR 6,815.0 $519K 0.41% -12K -64.4% $76.11 +2.2%
19 MDLZ MONDELEZ INTL INC Consumer Defensive 8,964.0 $518K 0.41% -227.0 -2.5% $57.84 +8.3%
20 MRSH MARSH & MCLENNAN COS INC Financial Services 3,017.0 $503K 0.40% -731.0 -19.5% $166.66 +13.5%
Page 1 of 2  ·  37 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%