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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 912.0 $473K 0.38% -305.0 -25.1% $518.99 -6.5%
22 META META PLATFORMS INC Communication Services 828.0 $467K 0.37% -212.0 -20.4% $563.42 +1.4%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 478.0 $447K 0.36% -3.0 -0.6% $935.01 -0.0%
24 CTA SIMPLIFY EXCHANGE TRADED FUN 16,699.0 $433K 0.34% -4K -17.9% $25.94 +5.9%
25 ABT ABBOTT LABORATORIES Healthcare 4,037.0 $366K 0.29% -118.0 -2.8% $90.74 +23.0%
26 MPC MARATHON PETE CORP Energy 1,388.0 $355K 0.28% -32.0 -2.2% $255.72 +42.2%
27 EDV VANGUARD WORLD FD 5,250.0 $342K 0.27% -7K -56.5% $65.08 -6.4%
28 NVT NVENT ELEC PLC Industrials 1,961.0 $333K 0.27% -1K -37.8% $169.61 -8.3%
29 PWB INVESCO EXCHANGE TRADED FD T 1,856.0 $313K 0.25% -177.0 -8.7% $168.49 -6.7%
30 FXY INVESCO CURRENCYSHARES Financial Services 4,610.0 $260K 0.21% -4K -49.2% $56.45 +1.9%
31 TJX TJX COS INC NEW Consumer Cyclical 1,716.0 $260K 0.21% -847.0 -33.0% $151.50 -11.4%
32 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 18,536.0 $256K 0.20% -17K -47.9% $13.83 +6.9%
33 SHW SHERWIN WILLIAMS CO Basic Materials 697.0 $240K 0.19% -63.0 -8.3% $344.08 +0.3%
34 DE DEERE & CO Industrials 371.0 $236K 0.19% -931.0 -71.5% $634.91 -1.9%
35 CNP CENTERPOINT ENERGY INC Utilities 4,677.0 $206K 0.16% -2K -25.8% $44.04 -10.8%
36 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 376.0 $204K 0.16% -37.0 -9.0% $541.83 -2.6%
37 SHY ISHARES TR 2,451.0 $201K 0.16% -13K -84.6% $82.11 -0.1%
Page 2 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%