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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 18 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CME CME GROUP INC Financial Services 364.0 $80K 0.04% NEW $221.03 +27.3%
342 COP CONOCOPHILLIPS Energy 769.0 $80K 0.04% NEW $103.93 +29.2%
343 QQQM INVESCO EXCH TRADED FD TR II 261.0 $79K 0.04% NEW $303.10 -2.3%
344 DVY ISHARES TR 505.0 $79K 0.04% NEW $156.44 +5.0%
345 BLBD BLUE BIRD CORP Consumer Cyclical 990.0 $78K 0.04% NEW $78.96 -19.4%
346 VBK VANGUARD INDEX FDS 211.0 $77K 0.04% NEW $365.33 -4.3%
347 LMT LOCKHEED MARTIN CORP Industrials 150.0 $77K 0.04% NEW $510.78 +2.8%
348 EXEL EXELIXIS INC Healthcare 1,406.0 $76K 0.04% NEW $54.41 +8.5%
349 DYNF BLACKROCK ETF TRUST 1,102.0 $75K 0.03% NEW $68.00 +3.0%
350 UBER UBER TECHNOLOGIES INC Technology 1,006.0 $73K 0.03% NEW $72.16 +5.0%
351 INTU INTUIT Technology 277.0 $72K 0.03% NEW $260.77 +27.6%
352 SCHW SCHWAB CHARLES CORP Financial Services 782.0 $72K 0.03% NEW $92.29 +18.4%
353 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 4,068.0 $70K 0.03% NEW $17.31 +0.8%
354 RKLB ROCKET LAB CORP Industrials 692.0 $70K 0.03% NEW $101.65 -36.8%
355 XYLD GLOBAL X FDS 1,715.0 $70K 0.03% NEW $40.79 +2.1%
356 FVD FIRST TR EXCHANGE-TRADED FD 1,435.0 $69K 0.03% NEW $48.19 +4.0%
357 PHM PULTE GROUP INC Consumer Cyclical 501.0 $69K 0.03% NEW $137.26 -9.3%
358 BELFB BEL FUSE INC Technology 206.0 $69K 0.03% NEW $333.10 -26.8%
359 PAVE GLOBAL X FDS 1,156.0 $68K 0.03% NEW $58.92 -6.4%
360 ROE EA SERIES TRUST 1,594.0 $68K 0.03% NEW $42.62 +2.1%
Page 18 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%