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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PANW PALO ALTO NETWORKS INC Technology 824.0 $281K 0.22% NEW $341.02 +12.3%
102 FMTM EA SERIES TRUST 6,327.0 $276K 0.22% NEW $43.64 -7.8%
103 FXY INVESCO CURRENCYSHARES Financial Services 4,610.0 $260K 0.21% -4K -49.2% $56.45 +1.9%
104 TJX TJX COS INC NEW Consumer Cyclical 1,716.0 $260K 0.21% -847.0 -33.0% $151.50 -11.4%
105 SNPS SYNOPSYS INC Technology 580.0 $259K 0.21% NEW $446.07 +4.2%
106 COLO GLOBAL X FDS 6,189.0 $258K 0.21% NEW $41.65 +17.6%
107 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 18,536.0 $256K 0.20% -17K -47.9% $13.83 +6.9%
108 GLW CORNING INC Technology 987.0 $252K 0.20% NEW $255.43 -40.2%
109 JCPI J P MORGAN EXCHANGE TRADED F 5,114.0 $245K 0.20% NEW $47.85 -0.7%
110 SHW SHERWIN WILLIAMS CO Basic Materials 697.0 $240K 0.19% -63.0 -8.3% $344.08 +0.3%
111 DE DEERE & CO Industrials 371.0 $236K 0.19% -931.0 -71.5% $634.91 -1.9%
112 QCOM QUALCOMM INC Technology 1,263.0 $233K 0.19% NEW $184.81 -10.8%
113 PJUN INNOVATOR ETFS TRUST 5,098.0 $220K 0.18% NEW $43.23 +2.0%
114 XMMO INVESCO EXCHANGE TRADED FD T 1,273.0 $217K 0.17% NEW $170.16 -7.8%
115 AXP AMERICAN EXPRESS CO Financial Services 634.0 $215K 0.17% NEW $338.47 -1.3%
116 EIS ISHARES INC 1,715.0 $207K 0.17% NEW $120.71 +3.7%
117 CNP CENTERPOINT ENERGY INC Utilities 4,677.0 $206K 0.16% -2K -25.8% $44.04 -10.8%
118 LITE LUMENTUM HLDGS INC Technology 239.0 $205K 0.16% NEW $858.06 +11.4%
119 NVO NOVO-NORDISK A S Healthcare 4,268.0 $205K 0.16% NEW $47.94 -3.5%
120 BSX BOSTON SCIENTIFIC CORP Healthcare 4,777.0 $204K 0.16% NEW $42.68 +9.3%
Page 6 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%