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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 65 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 INDS PACER FDS TR 30.0 $1K 0.00% NEW $39.63 -0.2%
1282 WYNN WYNN RESORTS LTD Consumer Cyclical 12.0 $1K 0.00% NEW $97.08 -5.7%
1283 HYGH ISHARES U S ETF TR 13.0 $1K 0.00% NEW $89.31 -3.2%
1284 NTES NETEASE COM INC Technology 9.0 $1K 0.00% NEW $128.89 -7.4%
1285 AVB AVALONBAY CMNTYS INC Real Estate 6.0 $1K 0.00% NEW $193.00 -64.7%
1286 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 14.0 $1K 0.00% NEW $82.07 -10.2%
1287 EXPD EXPEDITORS INTL WASH INC Industrials 7.0 $1K 0.00% NEW $163.71 +15.3%
1288 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 10.0 $1K 0.00% NEW $114.40 -12.1%
1289 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K 0.00% NEW $1141.00 -0.4%
1290 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 54.0 $1K 0.00% NEW $21.11 -26.2%
1291 LIBERTY MEDIA CORP DEL 13.0 $1K 0.00% NEW $87.54
1292 PTC PTC INC Technology 10.0 $1K 0.00% NEW $113.60 +24.1%
1293 RVTY REVVITY INC Healthcare 10.0 $1K 0.00% NEW $111.30 +17.0%
1294 VCEL VERICEL CORP Healthcare 25.0 $1K 0.00% NEW $44.48 -9.6%
1295 GVA GRANITE CONSTR INC Industrials 7.0 $1K 0.00% NEW $158.14 -24.6%
1296 INNIO NV 28.0 $1K 0.00% NEW $39.54
1297 EPR EPR PPTYS Real Estate 19.0 $1K 0.00% NEW $58.00 +3.4%
1298 ZD ZIFF DAVIS INC Communication Services 21.0 $1K 0.00% NEW $52.38 +6.3%
1299 BNL BROADSTONE NET LEASE INC Real Estate 53.0 $1K 0.00% NEW $20.68 +0.6%
1300 FULT FULTON FINL CORP PA Financial Services 45.0 $1K NEW $24.20 -0.4%
Page 65 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%