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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 67 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BKU BANKUNITED INC Financial Services 20.0 $984.0 NEW $49.20 -5.7%
1322 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 28.0 $983.0 NEW $35.11 +1.5%
1323 HCC WARRIOR MET COAL INC Energy 12.0 $976.0 NEW $81.33 +28.4%
1324 RNR RENAISSANCERE HLDGS LTD Financial Services 3.0 $964.0 NEW $321.33 +2.8%
1325 FRT FEDERAL RLTY INVT TR NEW Real Estate 8.0 $963.0 NEW $120.38 -2.7%
1326 SUI SUN CMNTYS INC Real Estate 8.0 $959.0 NEW $119.88 -0.4%
1327 RITM RITHM CAPITAL CORP Real Estate 102.0 $958.0 NEW $9.39 +7.3%
1328 COKE COCA COLA CONS INC Consumer Defensive 5.0 $955.0 NEW $191.00 -0.9%
1329 IONS IONIS PHARMACEUTICALS INC Healthcare 12.0 $951.0 NEW $79.25 -26.7%
1330 SNDR SCHNEIDER NATIONAL INC Industrials 26.0 $950.0 NEW $36.54 -4.1%
1331 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 14.0 $940.0 NEW $67.14 -4.9%
1332 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 12.0 $934.0 NEW $77.83 -7.5%
1333 CFG CITIZENS FINL GROUP INC Financial Services 13.0 $911.0 NEW $70.08 +1.0%
1334 MRNA MODERNA INC Healthcare 13.0 $910.0 NEW $70.00 +107.9%
1335 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4.0 $907.0 NEW $226.75 -38.6%
1336 UFPI UFP INDUSTRIES INC Basic Materials 10.0 $907.0 NEW $90.70 -7.0%
1337 HPQ HP INC Technology 41.0 $900.0 NEW $21.95 +48.7%
1338 MTDR MATADOR RES CO Energy 18.0 $900.0 NEW $50.00 +18.3%
1339 CANOPY GROWTH CORPORATION 945.0 $898.0 NEW $0.95
1340 FIS FIDELITY NATL INFORMATION SV Technology 23.0 $894.0 NEW $38.87 +7.8%
Page 67 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%