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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 4 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XSD SPDR SERIES TRUST 1,389.0 $866K 0.40% NEW $623.70 -24.2%
62 JEPQ J P MORGAN EXCHANGE TRADED F 14,037.0 $863K 0.40% NEW $61.46 -4.0%
63 MAIN MAIN STR CAP CORP Financial Services 15,945.0 $827K 0.38% NEW $51.88 +12.1%
64 CAT CATERPILLAR INC Industrials 775.0 $825K 0.38% NEW $1064.70 -26.8%
65 CSCO CISCO SYS INC Technology 6,839.0 $803K 0.37% NEW $117.46 -6.6%
66 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,646.0 $790K 0.36% NEW $216.61 -15.1%
67 SHLD GLOBAL X FDS 13,025.0 $778K 0.36% NEW $59.71 +6.6%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 793.0 $742K 0.34% NEW $935.83 +0.0%
69 PANW PALO ALTO NETWORKS INC Technology 2,176.0 $742K 0.34% NEW $341.02 -3.6%
70 KLAC KLA CORP Technology 2,334.0 $704K 0.32% NEW $301.76 -44.0%
71 NFLX NETFLIX INC. Communication Services 9,525.0 $680K 0.31% NEW $71.40 +14.6%
72 IEMG ISHARES INC 7,865.0 $652K 0.30% NEW $82.84 -1.4%
73 COWG PACER FDS TR 16,109.0 $647K 0.30% NEW $40.15 -1.6%
74 FIRST TR EXCHANGE-TRADED FD 27,353.0 $632K 0.29% NEW $23.09
75 BUFR FIRST TR EXCHNG TRADED FD VI 17,245.0 $630K 0.29% NEW $36.53 +2.1%
76 SPACE EXPLORATION TECHN CORP 3,644.0 $623K 0.29% NEW $170.86
77 WMT WALMART INC Consumer Defensive 5,357.0 $607K 0.28% NEW $113.26 -6.4%
78 PG PROCTER & GAMBLE CO Consumer Defensive 3,964.0 $581K 0.27% NEW $146.63 -0.1%
79 MGNR AMERICAN BEACON SELECT FUNDS 11,819.0 $574K 0.26% NEW $48.55 +12.7%
80 VTV VANGUARD INDEX FDS 2,622.0 $571K 0.26% NEW $217.92 +3.2%
Page 4 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%