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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 11 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSX CSX CORP Industrials 3,984.0 $189K 0.09% NEW $47.54 +4.0%
202 CF CF INDUSTRIES HOLD Basic Materials 1,738.0 $188K 0.09% NEW $108.26 +24.3%
203 BOND PIMCO ETF TR 2,034.0 $188K 0.09% NEW $92.23 -2.3%
204 LOW LOWES COS INC Consumer Cyclical 847.0 $187K 0.09% NEW $220.45 -7.7%
205 IWB ISHARES TR 455.0 $186K 0.09% NEW $409.50 +3.0%
206 GLW CORNING INC Technology 727.0 $186K 0.09% NEW $255.56 -40.5%
207 MSI MOTOROLA SOLUTIONS INC Technology 443.0 $184K 0.08% NEW $415.42 +13.4%
208 FLRT PACER FDS TR 3,911.0 $182K 0.08% NEW $46.63 +0.3%
209 DE DEERE & CO Industrials 284.0 $180K 0.08% NEW $634.50 +10.2%
210 NEBIUS GROUP N.V. 650.0 $180K 0.08% NEW $276.17
211 AVDE AMERICAN CENTY ETF TR 2,006.0 $179K 0.08% NEW $89.22 +6.1%
212 ICOW PACER FDS TR 4,291.0 $179K 0.08% NEW $41.63 +7.2%
213 MCK MCKESSON CORP Healthcare 236.0 $178K 0.08% NEW $755.68 +21.4%
214 RTO RENTOKIL INITIAL PLC Industrials 6,194.0 $177K 0.08% NEW $28.61 -16.5%
215 GTO INVESCO ACTIVELY MANAGED EXC 3,766.0 $177K 0.08% NEW $46.87 -1.8%
216 CINF CINCINNATI FINL CORP Financial Services 931.0 $172K 0.08% NEW $185.10 -6.6%
217 MDLZ MONDELEZ INTL INC Consumer Defensive 2,979.0 $172K 0.08% NEW $57.84 +6.6%
218 BNDX VANGUARD CHARLOTTE FDS 3,547.0 $172K 0.08% NEW $48.43 -2.0%
219 ASML ASML HLDG NV Technology 85.0 $170K 0.08% NEW $1994.75 -14.4%
220 IEFA ISHARES TR 1,734.0 $168K 0.08% NEW $96.61 +4.8%
Page 11 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%