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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 16 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MTUM ISHARES TR 287.0 $98K 0.04% NEW $343.01 -11.1%
302 BUFZ FIRST TR EXCHNG TRADED FD VI 3,514.0 $98K 0.04% NEW $27.93 +2.2%
303 MP MP MATERIALS CORP Basic Materials 1,723.0 $97K 0.04% NEW $56.01 -2.6%
304 FTC FIRST TR EXCHANGE-TRADED ALP 498.0 $96K 0.04% NEW $193.77 -8.5%
305 PECO PHILLIPS EDISON & CO INC Real Estate 2,295.0 $95K 0.04% NEW $41.61 -6.4%
306 FCPI FIDELITY COVINGTON TRUST 1,740.0 $95K 0.04% NEW $54.62 +4.5%
307 CEREBRAS SYSTEMS INC 428.0 $95K 0.04% NEW $221.00
308 BDYN BLACKROCK ETF TRUST 3,388.0 $94K 0.04% NEW $27.74 +1.8%
309 WTV WISDOMTREE TR 915.0 $93K 0.04% NEW $101.68 +7.4%
310 SNEX STONEX GROUP INC Financial Services 785.0 $93K 0.04% NEW $118.50 -41.4%
311 DIS DISNEY WALT CO Communication Services 962.0 $93K 0.04% NEW $96.24 +9.4%
312 TMSL T ROWE PRICE EXCHANGE-TRADED 2,097.0 $92K 0.04% NEW $43.84 -2.4%
313 EME EMCOR GROUP INC Industrials 111.0 $92K 0.04% NEW $828.04 -8.9%
314 VOD VODAFONE GROUP PLC Communication Services 6,921.0 $92K 0.04% NEW $13.22 +27.8%
315 HYG ISHARES TR 1,144.0 $91K 0.04% NEW $79.96 -1.0%
316 RDVY FIRST TR EXCHANGE TRADED FD 1,124.0 $91K 0.04% NEW $81.05 +1.2%
317 PZA INVESCO EXCH TRADED FD TR II 3,828.0 $90K 0.04% NEW $23.52 -4.7%
318 HSY HERSHEY CO Consumer Defensive 510.0 $89K 0.04% NEW $175.38 -1.3%
319 C CITIGROUP INC Financial Services 637.0 $89K 0.04% NEW $139.89 -1.5%
320 FN FABRINET Technology 158.0 $89K 0.04% NEW $562.08 -27.5%
Page 16 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%