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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 64 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 WTRG ESSENTIAL UTILS INC Utilities 34.0 $1K 0.00% NEW $38.32 +8.8%
1262 FDD FIRST TR EXCHANGE-TRADED FD 70.0 $1K 0.00% NEW $18.56 +11.6%
1263 SDVY FIRST TR EXCHANGE TRADED FD 30.0 $1K 0.00% NEW $43.13 +0.7%
1264 AIR AAR CORP Industrials 9.0 $1K 0.00% NEW $142.89 -11.4%
1265 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K 0.00% NEW $1278.00 +5.3%
1266 KWR QUAKER HOUGHTON Basic Materials 8.0 $1K 0.00% NEW $158.88 +1.7%
1267 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 24.0 $1K 0.00% NEW $52.96 +19.9%
1268 KFY KORN FERRY Industrials 19.0 $1K 0.00% NEW $66.58 +28.2%
1269 BLACKROCK ETF TRUST 45.0 $1K 0.00% NEW $28.02
1270 AFG AMERICAN FINANCIAL GROUP INC Financial Services 9.0 $1K 0.00% NEW $139.89 +2.0%
1271 XPH SPDR SERIES TRUST 19.0 $1K 0.00% NEW $66.26 +7.0%
1272 ALKS ALKERMES PLC Healthcare 24.0 $1K 0.00% NEW $52.38 -12.0%
1273 DAR DARLING INGREDIENTS INC Consumer Defensive 23.0 $1K 0.00% NEW $54.61 +19.4%
1274 LSAT TWO RDS SHARED TR 28.0 $1K 0.00% NEW $44.71 +6.0%
1275 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 10.0 $1K 0.00% NEW $122.70 -29.2%
1276 BRO BROWN & BROWN INC Financial Services 19.0 $1K 0.00% NEW $64.26 +11.1%
1277 LPLA LPL FINL HLDGS INC Financial Services 4.0 $1K 0.00% NEW $304.50 +18.0%
1278 FGD FIRST TR EXCHANGE-TRADED FD 38.0 $1K 0.00% NEW $32.00 +12.6%
1279 EGP EASTGROUP PPTYS INC Real Estate 6.0 $1K 0.00% NEW $202.50 -1.9%
1280 TBBK BANCORP INC DEL Financial Services 19.0 $1K 0.00% NEW $62.63 +6.8%
Page 64 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%