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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 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML ASML HLDG NV Technology 658.0 $1.3M 1.04% +329.0 +100.0% $1989.61 -12.8%
22 MU MICRON TECHNOLOGY INC Technology 1,120.0 $1.3M 1.03% -106.0 -8.7% $1154.24 -19.0%
23 CEFA GLOBAL X FDS 32,411.0 $1.3M 1.03% +2K +6.4% $39.69 +4.9%
24 TXN TEXAS INSTRS INC Technology 4,259.0 $1.3M 1.01% +30.0 +0.7% $298.07 -10.6%
25 LRCX LAM RESEARCH CORP Technology 2,807.0 $1.2M 0.97% -72.0 -2.5% $433.38 -26.5%
26 QQQ INVESCO QQQ TR Financial Services 1,638.0 $1.2M 0.96% +119.0 +7.8% $736.43 -2.1%
27 V VISA INC Financial Services 3,454.0 $1.2M 0.94% +425.0 +14.0% $343.10 +10.7%
28 CSCO CISCO SYS INC Technology 9,636.0 $1.1M 0.90% +64.0 +0.7% $117.46 -4.5%
29 IYW ISHARES TR 4,227.0 $1.1M 0.85% $252.23 +0.6%
30 BERKSHIRE HATHAWAY INC DEL 2,100.0 $1.1M 0.84% $500.40
31 CAT CATERPILLAR INC Industrials 958.0 $1.0M 0.81% +47.0 +5.2% $1065.26 -23.3%
32 JPM JPMORGAN CHASE & CO Financial Services 2,973.0 $973K 0.78% -58.0 -1.9% $327.38 +8.2%
33 GEV GE VERNOVA INC Utilities 823.0 $967K 0.77% +379.0 +85.4% $1175.47 -18.9%
34 ACWI ISHARES TR 6,050.0 $950K 0.76% +250.0 +4.3% $156.97 +2.9%
35 HD HOME DEPOT INC Consumer Cyclical 2,677.0 $944K 0.75% +550.0 +25.9% $352.67 -6.8%
36 MS MORGAN STANLEY Financial Services 4,488.0 $938K 0.75% $209.04 +2.8%
37 AMD ADVANCED MICRO DEVICES INC Technology 1,529.0 $888K 0.71% +490.0 +47.2% $580.91 -17.9%
38 ORCL ORACLE CORP Technology 6,020.0 $882K 0.70% +502.0 +9.1% $146.54 +3.7%
39 ETN EATON CORP PLC Industrials 2,007.0 $855K 0.68% -164.0 -7.5% $426.06 -2.4%
40 LMT LOCKHEED MARTIN CORP Industrials 1,673.0 $852K 0.68% $509.34 +11.1%
Page 2 of 7  ·  127 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%