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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 27 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LNC LINCOLN NATL CORP IND Financial Services 930.0 $33K 0.01% NEW $35.36 +28.6%
522 IGIB ISHARES TR 617.0 $33K 0.01% NEW $53.20 -2.6%
523 TEL TE CONNECTIVITY PLC Technology 162.0 $33K 0.01% NEW $202.08 +3.3%
524 MEAR ISHARES U S ETF TR 649.0 $33K 0.01% NEW $50.36 -0.5%
525 CVLG COVENANT LOGISTICS GROUP INC Industrials 738.0 $33K 0.01% NEW $44.20 -20.7%
526 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,638.0 $33K 0.01% NEW $19.89 +21.1%
527 GFEB FIRST TR EXCHNG TRADED FD VI 735.0 $32K 0.01% NEW $44.03 +2.2%
528 DDOG DATADOG INC Technology 124.0 $32K 0.01% NEW $260.36 -18.2%
529 FTA FIRST TR EXCHANGE-TRADED ALP 333.0 $32K 0.01% NEW $96.80 +6.4%
530 ASTS AST SPACEMOBILE INC Technology 361.0 $32K 0.01% NEW $88.86 -29.9%
531 FDN FIRST TR EXCHANGE-TRADED FD 121.0 $32K 0.01% NEW $264.72 +9.9%
532 CW CURTISS WRIGHT CORP Industrials 42.0 $32K 0.01% NEW $758.88 -25.3%
533 CRH PLC 298.0 $32K 0.01% NEW $106.85
534 BIV VANGUARD BD INDEX FDS 414.0 $32K 0.01% NEW $76.73 -2.3%
535 CSL CARLISLE COS INC Industrials 87.0 $32K 0.01% NEW $363.51 -3.1%
536 EA ELECTRONIC ARTS INC Communication Services 154.0 $31K 0.01% NEW $204.41 +2.6%
537 MAR MARRIOTT INTL INC NEW Consumer Cyclical 84.0 $31K 0.01% NEW $372.07 -9.6%
538 EFG ISHARES TR 251.0 $31K 0.01% NEW $124.24 +0.3%
539 FLRN SPDR SERIES TRUST 1,010.0 $31K 0.01% NEW $30.86 -0.3%
540 DRI DARDEN RESTAURANTS INC Consumer Cyclical 150.0 $31K 0.01% NEW $206.01 +5.3%
Page 27 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%