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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 12 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSFF PACER FDS TR 4,845.0 $166K 0.08% NEW $34.31 +2.3%
222 SMA SMARTSTOP SELF STORAG REIT I Real Estate 5,078.0 $165K 0.08% NEW $32.50 +1.4%
223 LQD ISHARES TR 1,508.0 $165K 0.08% NEW $109.10 -3.2%
224 PEP PEPSICO INC Consumer Defensive 1,213.0 $164K 0.07% NEW $135.43 +2.1%
225 VIG VANGUARD SPECIALIZED FUNDS 694.0 $164K 0.07% NEW $236.70 +2.4%
226 SNA SNAP ON INC Industrials 405.0 $163K 0.07% NEW $402.76 -4.9%
227 RSG REPUBLIC SVCS INC Industrials 760.0 $162K 0.07% NEW $213.10 +5.1%
228 RTX RTX CORPORATION Industrials 853.0 $162K 0.07% NEW $189.77 +5.7%
229 SBUX STARBUCKS CORP Consumer Cyclical 1,576.0 $161K 0.07% NEW $102.20 +3.2%
230 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,201.0 $158K 0.07% NEW $131.63 +7.2%
231 FBND FIDELITY MERRIMACK STR TR 3,439.0 $156K 0.07% NEW $45.49 -1.7%
232 FIRST TR EXCHNG TRADED FD VI 6,500.0 $155K 0.07% NEW $23.92
233 VXUS VANGUARD STAR FDS 1,797.0 $154K 0.07% NEW $85.51 +3.4%
234 BIL SPDR SERIES TRUST 1,619.0 $148K 0.07% NEW $91.62 -0.2%
235 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 609.0 $147K 0.07% NEW $240.97 +2.6%
236 MKL MARKEL GROUP INC Financial Services 75.0 $146K 0.07% NEW $1953.01 -5.9%
237 VRIG INVESCO ACTIVELY MANAGED EXC 5,822.0 $146K 0.07% NEW $25.07 +0.0%
238 IJR ISHARES TR 981.0 $145K 0.07% NEW $148.28 -2.0%
239 CVNA CARVANA CO Consumer Cyclical 2,188.0 $144K 0.07% NEW $65.82 +12.4%
240 BLK BLACKROCK INC Financial Services 148.0 $143K 0.07% NEW $963.45 +16.4%
Page 12 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%