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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 30 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FENY FIDELITY COVINGTON TRUST 894.0 $26K 0.01% NEW $29.56 +20.2%
582 HONEYWELL INTL INC 118.0 $26K 0.01% NEW $223.90
583 BLACKROCK ETF TRUST 1,028.0 $26K 0.01% NEW $25.62
584 HONEYWELL AEROSPACE INC 118.0 $26K 0.01% NEW $221.08
585 IONQ IONQ INC Technology 486.0 $26K 0.01% NEW $53.26 -25.8%
586 TRV TRAVELERS COMPANIES INC Financial Services 77.0 $25K 0.01% NEW $331.10 +11.6%
587 ECL ECOLAB INC Basic Materials 91.0 $25K 0.01% NEW $280.08 -0.3%
588 FLBL FRANKLIN TEMPLETON ETF TR 1,112.0 $25K 0.01% NEW $22.92 +0.7%
589 BHP BHP BILLITON LIMITED Basic Materials 305.0 $25K 0.01% NEW $83.31 +8.5%
590 VRTX VERTEX PHARMACEUTICALS INC Healthcare 51.0 $25K 0.01% NEW $496.73 +9.9%
591 CMI CUMMINS INC Industrials 35.0 $25K 0.01% NEW $723.14 -22.5%
592 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 506.0 $25K 0.01% NEW $49.86 -4.1%
593 CTA SIMPLIFY EXCHANGE TRADED FUN 966.0 $25K 0.01% NEW $25.95 +9.6%
594 GMAY FIRST TR EXCHNG TRADED FD VI 582.0 $25K 0.01% NEW $43.04 +2.2%
595 SNPS SYNOPSYS INC Technology 56.0 $25K 0.01% NEW $446.07 -11.7%
596 ING ING GROEP N.V. Financial Services 788.0 $25K 0.01% NEW $31.38 +18.5%
597 CIEN CIENA CORP Technology 50.0 $25K 0.01% NEW $490.56 -34.6%
598 SLB SLB LIMITED Energy 527.0 $24K 0.01% NEW $46.45 +23.8%
599 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 264.0 $24K 0.01% NEW $92.09 -4.6%
600 NKE NIKE INC Consumer Cyclical 591.0 $24K 0.01% NEW $41.05 -6.5%
Page 30 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%