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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 24 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 XPL SOLITARIO RESOURCES CORP Basic Materials 56,350.0 $42K 0.02% NEW $0.75 -20.9%
462 IQVIA HLDGS INC 219.0 $42K 0.02% NEW $193.22
463 CDE COEUR MNG INC Basic Materials 2,560.0 $42K 0.02% NEW $16.32 +30.2%
464 CENX CENTURY ALUM CO Basic Materials 903.0 $42K 0.02% NEW $46.01 +1.7%
465 SPHY SPDR SERIES TRUST 1,770.0 $41K 0.02% NEW $23.44 -1.2%
466 DOW DOW HLDGS INC Basic Materials 1,512.0 $41K 0.02% NEW $27.36 +7.6%
467 STT STATE STR CORP Financial Services 243.0 $41K 0.02% NEW $169.78 +14.4%
468 BAI BLACKROCK ETF TRUST 782.0 $41K 0.02% NEW $52.72 -15.4%
469 SMR NUSCALE PWR CORP Utilities 4,091.0 $41K 0.02% NEW $10.03 -3.3%
470 AGG ISHARES TR 413.0 $41K 0.02% NEW $98.97 -2.0%
471 CTRE CARETRUST REIT INC Real Estate 1,011.0 $41K 0.02% NEW $40.36 -3.3%
472 STLA STELLANTIS N.V Consumer Cyclical 7,100.0 $41K 0.02% NEW $5.74 -3.1%
473 LVHI LEGG MASON ETF INVT 1,001.0 $41K 0.02% NEW $40.59 +5.4%
474 FIRST TR EXCHANGE-TRADED FD 1,274.0 $40K 0.02% NEW $31.77
475 TFI SPDR SERIES TRUST 879.0 $40K 0.02% NEW $45.78 -3.4%
476 PATHWARD FINANCIAL INC 462.0 $40K 0.02% NEW $87.02
477 SUB ISHARES TR 375.0 $40K 0.02% NEW $106.47 -0.5%
478 AIG AMERICAN INTL GROUP INC Financial Services 534.0 $40K 0.02% NEW $74.55 +2.2%
479 FCX FREEPORT MCMORAN INC Basic Materials 633.0 $40K 0.02% NEW $62.85 +15.7%
480 FIX COMFORT SYS USA INC Industrials 20.0 $40K 0.02% NEW $1983.45 -18.8%
Page 24 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%