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Portfolio (Quarterly) Guide ↗

Signature Equity Partners, LLC

· CIK 0002109813
13F Portfolio $218M AUM 1,571 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1571 New
Page 13 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AMT AMERICAN TOWER CORP Real Estate 855.0 $140K 0.06% NEW $163.60 +7.5%
242 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 440.0 $140K 0.06% NEW $317.29 -16.4%
243 APH AMPHENOL CORP Technology 791.0 $139K 0.06% NEW $176.24 -53.0%
244 JMUB J P MORGAN EXCHANGE TRADED F 2,705.0 $137K 0.06% NEW $50.66 -3.3%
245 VZ VERIZON COMMUNICATIONS INC Communication Services 3,218.0 $136K 0.06% NEW $42.34 +18.4%
246 MO ALTRIA GROUP INC Consumer Defensive 1,870.0 $135K 0.06% NEW $71.95 -4.3%
247 TRGP TARGA RES CORP Energy 500.0 $134K 0.06% NEW $268.14 +8.2%
248 HYD VANECK ETF TRUST 2,595.0 $134K 0.06% NEW $51.51 -4.0%
249 WEC WEC ENERGY GROUP INC Utilities 1,132.0 $132K 0.06% NEW $116.80 -9.3%
250 ARKQ ARK ETF TR 990.0 $131K 0.06% NEW $132.22 -7.5%
251 MRK MERCK & CO INC Healthcare 1,008.0 $129K 0.06% NEW $128.44 +17.0%
252 ACWX ISHARES TR 1,696.0 $129K 0.06% NEW $76.11 +3.1%
253 DGRO ISHARES TR 1,668.0 $126K 0.06% NEW $75.78 +4.4%
254 VST VISTRA CORP Utilities 792.0 $126K 0.06% NEW $158.70 -5.9%
255 BKNG BOOKING HOLDINGS INC Consumer Cyclical 702.0 $125K 0.06% NEW $178.16 +8.5%
256 SPTM SPDR SERIES TRUST 1,369.0 $124K 0.06% NEW $90.77 +2.9%
257 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,134.0 $123K 0.06% NEW $57.63 +16.0%
258 BTU PEABODY ENGR CORP Energy 5,303.0 $123K 0.06% NEW $23.12 +24.8%
259 PAYX PAYCHEX INC Industrials 1,233.0 $121K 0.06% NEW $98.33 +23.8%
260 CIBR FIRST TR EXCHANGE-TRADED FD 1,347.0 $121K 0.06% NEW $89.84 +5.3%
Page 13 of 79  ·  1,571 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 32.7%
Financial Services 27.0%
Industrials 11.5%
Consumer Cyclical 9.8%
Communication Services 4.7%
Healthcare 4.5%
Consumer Defensive 3.7%
Utilities 2.1%
Energy 1.7%
Basic Materials 1.4%