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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 34 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PSFO PACER FDS TR 535.0 $19K 0.01% NEW $34.64 +3.0%
662 W WAYFAIR INC Consumer Cyclical 200.0 $18K 0.01% NEW $92.42 +7.6%
663 XYL XYLEM INC Industrials 156.0 $18K 0.01% NEW $118.21 -10.6%
664 VMBS VANGUARD SCOTTSDALE FDS 392.0 $18K 0.01% NEW $46.76 -1.8%
665 AER AERCAP HOLDINGS NV Industrials 125.0 $18K 0.01% NEW $145.78 -0.3%
666 CTVA CORTEVA INC Basic Materials 215.0 $18K 0.01% NEW $84.75 +3.7%
667 SMG SCOTTS MIRACLE-GRO CO Basic Materials 267.0 $18K 0.01% NEW $68.07 -12.6%
668 MPWR MONOLITHIC PWR SYS INC Technology 13.0 $18K 0.01% NEW $1395.77 -12.3%
669 USO UNITED STS OIL FD LP Financial Services 170.0 $18K 0.01% NEW $106.44 +33.4%
670 FEP FIRST TR EXCH TRD ALPHDX FD 317.0 $18K 0.01% NEW $57.04 +5.8%
671 WAB WABTEC Industrials 67.0 $18K 0.01% NEW $269.60 +4.9%
672 BLACKROCK ETF TRUST 568.0 $18K 0.01% NEW $31.79
673 BLDR BUILDERS FIRSTSOURCE INC Industrials 201.0 $18K 0.01% NEW $89.48 -26.5%
674 SOFI SOFI TECHNOLOGIES INC Financial Services 996.0 $18K 0.01% NEW $17.93 +1.6%
675 PENG PENGUIN SOLUTIONS INC Technology 234.0 $18K 0.01% NEW $76.01 -31.9%
676 FLCB FRANKLIN TEMPLETON ETF TR 830.0 $18K 0.01% NEW $21.41 -2.1%
677 AVIV AMERICAN CENTY ETF TR 229.0 $18K 0.01% NEW $77.45 +8.0%
678 IWY ISHARES TR 61.0 $18K 0.01% NEW $290.62 -0.5%
679 FLMI FRANKLIN TEMPLETON ETF TR 701.0 $18K 0.01% NEW $25.17 -3.8%
680 YUM YUM BRANDS INC Consumer Cyclical 110.0 $18K 0.01% NEW $160.28 -6.0%
Page 34 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%