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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 2 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANET ARISTA NETWORKS INC Technology 12,198.0 $2.1M 0.95% NEW $169.88 +9.2%
22 IGV ISHARES TR 21,936.0 $2.0M 0.91% NEW $90.60 +13.7%
23 AVUV AMERICAN CENTY ETF TR 14,199.0 $1.8M 0.81% NEW $124.76 +1.1%
24 AIRR FIRST TR EXCHANGE TRADED FD 12,168.0 $1.6M 0.74% NEW $133.25 -20.2%
25 SMH VANECK ETF TRUST 2,471.0 $1.6M 0.74% NEW $655.91 -16.1%
26 PTF INVESCO EXCHANGE TRADED FD T 11,634.0 $1.6M 0.73% NEW $136.31 -31.5%
27 JEPI J P MORGAN EXCHANGE TRADED F 27,618.0 $1.6M 0.72% NEW $56.48 +1.2%
28 XLI SELECT SECTOR SPDR TR 8,149.0 $1.5M 0.69% NEW $185.24 -6.8%
29 COWZ PACER FDS TR 24,023.0 $1.5M 0.69% NEW $62.20 +16.2%
30 GRID FIRST TR EXCHANGE-TRADED FD 7,637.0 $1.5M 0.67% NEW $191.76 -8.5%
31 GOOG ALPHABET INC 4,111.0 $1.5M 0.67% NEW $353.32
32 JIVE J P MORGAN EXCHANGE TRADED F 15,759.0 $1.4M 0.67% NEW $91.95 +7.0%
33 LALT FIRST TR EXCHNG TRADED FD VI 59,732.0 $1.4M 0.66% NEW $24.03 +2.0%
34 IYT ISHARES TR 15,889.0 $1.4M 0.63% NEW $86.75 -3.8%
35 JPM JPMORGAN CHASE & CO Financial Services 4,072.0 $1.3M 0.61% NEW $327.33 +8.3%
36 VUG VANGUARD INDEX FDS 15,307.0 $1.3M 0.60% NEW $86.14 +1.7%
37 FDV FEDERATED HERMES ETF TRUST 41,355.0 $1.3M 0.60% NEW $31.39 +7.2%
38 META META PLATFORMS INC Communication Services 2,277.0 $1.3M 0.59% NEW $563.22 +5.2%
39 CRM SALESFORCE INC Technology 7,977.0 $1.2M 0.57% NEW $156.66 +62.3%
40 AVEM AMERICAN CENTY ETF TR 12,882.0 $1.2M 0.57% NEW $96.49 -2.0%
Page 2 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%