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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 38 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VMC VULCAN MATLS CO Basic Materials 49.0 $15K 0.01% NEW $297.84 -11.8%
742 XLP SELECT SECTOR SPDR TR 173.0 $14K 0.01% NEW $83.07 +1.8%
743 IUSV ISHARES TR 130.0 $14K 0.01% NEW $110.29 +4.0%
744 ITT ITT INC Industrials 72.0 $14K 0.01% NEW $198.81 +2.8%
745 HYIN WISDOMTREE TR 1,000.0 $14K 0.01% NEW $14.30 -0.5%
746 ACN ACCENTURE PLC IRELAND Technology 114.0 $14K 0.01% NEW $124.54 +49.9%
747 CGMS CAPITAL GRP FIXED INCM ETF T 517.0 $14K 0.01% NEW $27.33 -1.2%
748 DOV DOVER CORP Industrials 63.0 $14K 0.01% NEW $224.29 -14.0%
749 CGSD CAPITAL GRP FIXED INCM ETF T 549.0 $14K 0.01% NEW $25.73 -0.4%
750 EXC EXELON CORP Utilities 301.0 $14K 0.01% NEW $46.62 -6.4%
751 ENTG ENTEGRIS INC Technology 78.0 $14K 0.01% NEW $179.86 -22.9%
752 VRSK VERISK ANALYTICS INC Industrials 78.0 $14K 0.01% NEW $179.60 +3.4%
753 TXG 10X GENOMICS INC Healthcare 365.0 $14K 0.01% NEW $38.34 +63.4%
754 RMBS RAMBUS INC DEL Technology 105.0 $14K 0.01% NEW $132.74 -35.6%
755 SAP SAP SE Technology 90.0 $14K 0.01% NEW $154.11 +39.6%
756 SOMNIGROUP INTERNATIONAL INC 175.0 $14K 0.01% NEW $78.45
757 PSTG EVERPURE INC 174.0 $14K 0.01% NEW $78.79
758 CHKP CHECK POINT SOFTWARE TECH LT Technology 104.0 $14K 0.01% NEW $131.43 +4.3%
759 XTEN BONDBLOXX ETF TRUST 297.0 $14K 0.01% NEW $45.61 -3.2%
760 GPC GENUINE PARTS CO Consumer Cyclical 114.0 $14K 0.01% NEW $118.46 +16.6%
Page 38 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%