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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 58 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 JSMD JANUS DETROIT STR TR 24.0 $2K 0.00% NEW $101.25 -7.9%
1142 ITA ISHARES TR 10.0 $2K 0.00% NEW $242.40 -6.9%
1143 LW LAMB WESTON HLDGS INC Consumer Defensive 56.0 $2K 0.00% NEW $43.18 +15.5%
1144 ALAB ASTERA LABS INC Technology 5.0 $2K 0.00% NEW $483.00 -35.7%
1145 UNM UNUM GROUP Financial Services 27.0 $2K 0.00% NEW $89.15 +7.5%
1146 PRK PARK NATL CORP Financial Services 13.0 $2K 0.00% NEW $184.08 +5.8%
1147 SNN SMITH & NEPHEW PLC Healthcare 83.0 $2K 0.00% NEW $28.81 +0.2%
1148 FLNA FILANA THERAPEUTICS INC Healthcare 2,000.0 $2K 0.00% NEW $1.19 -31.1%
1149 FMS FRESENIUS MEDICAL CARE AG Healthcare 104.0 $2K 0.00% NEW $22.61 +0.2%
1150 ADC AGREE RLTY CORP Real Estate 31.0 $2K 0.00% NEW $75.74 -4.1%
1151 RGA REINSURANCE GROUP AMER INC Financial Services 11.0 $2K 0.00% NEW $213.00 +18.9%
1152 SWKS SKYWORKS SOLUTIONS INC Technology 34.0 $2K 0.00% NEW $67.79 +9.2%
1153 GTES GATES INDL CORP PLC Industrials 82.0 $2K 0.00% NEW $27.98 -7.2%
1154 AUB ATLANTIC UN BANKSHARES CORP Financial Services 54.0 $2K 0.00% NEW $42.31 -3.3%
1155 ULTA ULTA BEAUTY INC Consumer Cyclical 5.0 $2K 0.00% NEW $451.00 +25.1%
1156 GEN GEN DIGITAL INC Technology 90.0 $2K 0.00% NEW $24.89 +23.1%
1157 BIZD VANECK ETF TRUST 176.0 $2K 0.00% NEW $12.67 +5.2%
1158 XBI SPDR SERIES TRUST 14.0 $2K 0.00% NEW $158.29 +3.5%
1159 ROKU ROKU INC Communication Services 16.0 $2K 0.00% NEW $138.12 +12.6%
1160 SPXC SPX TECHNOLOGIES INC Industrials 9.0 $2K 0.00% NEW $245.22 -19.9%
Page 58 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%