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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 36 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ALL ALLSTATE CORP Financial Services 69.0 $16K 0.01% NEW $238.13 +9.0%
702 AMP AMERIPRISE FINL INC Financial Services 36.0 $16K 0.01% NEW $456.19 +22.9%
703 SPSB SPDR SERIES TRUST 546.0 $16K 0.01% NEW $29.99 -0.6%
704 MAS MASCO CORP Industrials 200.0 $16K 0.01% NEW $81.37 -10.7%
705 VAW VANGUARD WORLD FD 71.0 $16K 0.01% NEW $229.00 +2.8%
706 MLI MUELLER INDS INC Industrials 132.0 $16K 0.01% NEW $122.48 -48.0%
707 IESC IES HOLDINGS INC Industrials 22.0 $16K 0.01% NEW $734.68 -56.1%
708 NRG NRG ENERGY INC Utilities 111.0 $16K 0.01% NEW $145.54 -18.2%
709 TD TORONTO DOMINION BK ONT Financial Services 133.0 $16K 0.01% NEW $121.11 +0.4%
710 NXPI NXP SEMICONDUCTORS N V Technology 57.0 $16K 0.01% NEW $281.81 -19.2%
711 GVAL CAMBRIA ETF TR 446.0 $16K 0.01% NEW $36.00 +9.3%
712 EQIX EQUINIX INC Real Estate 15.0 $16K 0.01% NEW $1066.60 -2.9%
713 AZO AUTOZONE INC Consumer Cyclical 5.0 $16K 0.01% NEW $3196.00 -6.7%
714 REGL PROSHARES TR 174.0 $16K 0.01% NEW $91.52 +1.6%
715 JIRE J P MORGAN EXCHANGE TRADED F 192.0 $16K 0.01% NEW $82.67 +3.1%
716 BWXT BWX TECHNOLOGIES INC Industrials 81.0 $16K 0.01% NEW $194.94 -19.2%
717 RSPH INVESCO EXCHANGE TRADED FD T 474.0 $16K 0.01% NEW $33.20 +12.8%
718 MCHP MICROCHIP TECHNOLOGY INC. Technology 171.0 $16K 0.01% NEW $91.41 -18.9%
719 DELL DELL TECHNOLOGIES INC Technology 36.0 $16K 0.01% NEW $431.72 +21.4%
720 AEE AMEREN CORP Utilities 137.0 $16K 0.01% NEW $113.40 -6.1%
Page 36 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%