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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 22 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ADBE ADOBE INC Technology 250.0 $51K 0.02% NEW $205.02 +30.0%
422 AZN ASTRAZENECA PLC Healthcare 270.0 $51K 0.02% NEW $189.81 -14.3%
423 SPSM SPDR SERIES TRUST 885.0 $51K 0.02% NEW $57.67 -2.0%
424 IXUS ISHARES TR 534.0 $51K 0.02% NEW $95.37 +3.5%
425 TK TEEKAY CORPORATION LTD Energy 5,084.0 $51K 0.02% NEW $10.00 +36.3%
426 BSV VANGUARD BD INDEX FDS 650.0 $51K 0.02% NEW $77.91 -0.9%
427 DFEB FIRST TR EXCHNG TRADED FD VI 1,000.0 $50K 0.02% NEW $50.49 +2.2%
428 DAL DELTA AIR LINES INC Industrials 538.0 $50K 0.02% NEW $93.66 -14.4%
429 OSIS OSI SYSTEMS INC Technology 230.0 $50K 0.02% NEW $218.70 -6.7%
430 IWD ISHARES TR 207.0 $50K 0.02% NEW $242.67 +6.2%
431 IALT BLACKROCK ETF TRUST 1,777.0 $50K 0.02% NEW $28.05 +3.8%
432 MD PEDIATRIX MEDICAL GROUP INC Healthcare 1,961.0 $50K 0.02% NEW $25.33 +6.7%
433 GMO ETF TRUST 1,317.0 $49K 0.02% NEW $37.48
434 CTAS CINTAS CORP Industrials 287.0 $49K 0.02% NEW $170.12 +17.8%
435 IYH ISHARES TR 722.0 $48K 0.02% NEW $67.02 +8.0%
436 AX AXOS FINANCIAL INC Financial Services 494.0 $48K 0.02% NEW $97.39 +0.6%
437 EVER EVERQUOTE INC Communication Services 2,007.0 $48K 0.02% NEW $23.79 +4.7%
438 EMR EMERSON ELEC CO Industrials 333.0 $48K 0.02% NEW $143.17 +6.7%
439 TLH ISHARES TR 474.0 $48K 0.02% NEW $100.43 -3.8%
440 FAN FIRST TR EXCHANGE-TRADED FD 1,903.0 $48K 0.02% NEW $24.98 -5.2%
Page 22 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%