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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 37 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 458.0 $16K 0.01% NEW $33.88 +7.3%
722 SU SUNCOR ENERGY INC NEW Energy 289.0 $16K 0.01% NEW $53.67 +25.5%
723 STLD STEEL DYNAMICS INC Basic Materials 67.0 $15K 0.01% NEW $229.67 +5.4%
724 EWY ISHARES INC 76.0 $15K 0.01% NEW $201.89 -6.5%
725 JCI JOHNSON CONTROLS INTERNATION Industrials 105.0 $15K 0.01% NEW $146.11 -0.8%
726 LII LENNOX INTL INC Industrials 27.0 $15K 0.01% NEW $564.15 -30.8%
727 ROST ROSS STORES INC Consumer Cyclical 71.0 $15K 0.01% NEW $214.11 +7.7%
728 FIRST TR EXCHANGE-TRADED FD 279.0 $15K 0.01% NEW $54.40
729 HYEM VANECK ETF TRUST 754.0 $15K 0.01% NEW $20.11 -0.7%
730 DIVI FRANKLIN TEMPLETON ETF TR 354.0 $15K 0.01% NEW $42.72 +4.6%
731 EW EDWARDS LIFESCIENCES CORP Healthcare 167.0 $15K 0.01% NEW $90.46 -0.6%
732 IAGG ISHARES TR 298.0 $15K 0.01% NEW $50.60 -1.7%
733 NOK NOKIA CORP Technology 1,132.0 $15K 0.01% NEW $13.28 -24.4%
734 OEF ISHARES TR 41.0 $15K 0.01% NEW $366.61 +4.2%
735 FDEC FIRST TR EXCHNG TRADED FD VI 275.0 $15K 0.01% NEW $54.47 +2.7%
736 ARKK ARK ETF TR 185.0 $15K 0.01% NEW $80.82 +6.7%
737 PRU PRUDENTIAL FINL INC Financial Services 138.0 $15K 0.01% NEW $108.04 +12.9%
738 DXCM DEXCOM INC Healthcare 221.0 $15K 0.01% NEW $67.35 +30.5%
739 VLO VALERO ENERGY CORP Energy 56.0 $15K 0.01% NEW $261.59 +41.7%
740 CBOE CBOE GLOBAL MKTS INC Financial Services 60.0 $15K 0.01% NEW $243.67 +22.5%
Page 37 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%