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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 33 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IEF ISHARES TR 217.0 $20K 0.01% NEW $94.42 -2.3%
642 DG DOLLAR GEN CORP Consumer Defensive 178.0 $20K 0.01% NEW $114.98 +15.9%
643 SYSB ISHARES TR 229.0 $20K 0.01% NEW $88.74 -2.2%
644 XCCC BONDBLOXX ETF TRUST 555.0 $20K 0.01% NEW $36.54 -3.3%
645 VT VANGUARD INTL EQUITY INDEX F 129.0 $20K 0.01% NEW $156.95 +3.0%
646 AFRM AFFIRM HLDGS INC Technology 248.0 $20K 0.01% NEW $81.55 -11.3%
647 CDX SIMPLIFY EXCHANGE TRADED FUN 942.0 $20K 0.01% NEW $21.11 -2.6%
648 BCS BARCLAYS PLC Financial Services 738.0 $20K 0.01% NEW $26.86 +0.5%
649 KOID KRANESHARES TRUST 480.0 $20K 0.01% NEW $41.22 -11.6%
650 XOP SPDR SERIES TRUST 128.0 $20K 0.01% NEW $154.30 +23.6%
651 NVO NOVO-NORDISK A S Healthcare 411.0 $20K 0.01% NEW $47.89 -2.7%
652 RIO RIO TINTO PLC Basic Materials 206.0 $20K 0.01% NEW $94.93 +8.8%
653 D DOMINION ENERGY INC Utilities 286.0 $20K 0.01% NEW $68.29 -3.6%
654 IAU ISHARES GOLD TR Financial Services 257.0 $19K 0.01% NEW $75.51 +10.4%
655 CGGO CAPITAL GROUP GBL GROWTH EQT 457.0 $19K 0.01% NEW $42.33 -4.2%
656 TOTALENERGIES SE 246.0 $19K 0.01% NEW $77.76
657 FJP FIRST TR EXCH TRD ALPHDX FD 250.0 $19K 0.01% NEW $76.24 +2.7%
658 MGV VANGUARD WORLD FD 117.0 $19K 0.01% NEW $162.80 +3.2%
659 LNG CHENIERE ENERGY INC Energy 79.0 $19K 0.01% NEW $238.19 +22.6%
660 ENS ENERSYS Industrials 80.0 $19K 0.01% NEW $233.99 -22.3%
Page 33 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%