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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 42 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 LEG LEGGETT & PLATT INC Consumer Cyclical 826.0 $10K 0.00% NEW $11.71 -21.4%
822 SCHO SCHWAB STRATEGIC TR 399.0 $10K 0.00% NEW $24.15 -0.5%
823 SYF SYNCHRONY FINANCIAL Financial Services 127.0 $10K 0.00% NEW $75.76 +5.5%
824 DASH DOORDASH INC Communication Services 52.0 $10K 0.00% NEW $184.54 +14.7%
825 ET ENERGY TRANSFER L P Energy 500.0 $10K 0.00% NEW $19.12 +12.4%
826 EOG EOG RES INC Energy 74.0 $10K 0.00% NEW $129.05 +12.5%
827 ENSG ENSIGN GROUP INC Healthcare 59.0 $9K 0.00% NEW $160.59 +6.3%
828 OTTR OTTER TAIL CORP Utilities 105.0 $9K 0.00% NEW $89.98 -0.2%
829 RYANAIR HOLDINGS PLC 145.0 $9K 0.00% NEW $64.75
830 RL RALPH LAUREN CORP Consumer Cyclical 23.0 $9K 0.00% NEW $407.52 -13.8%
831 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,151.0 $9K 0.00% NEW $8.11 -21.2%
832 SCHQ SCHWAB STRATEGIC TR 296.0 $9K 0.00% NEW $31.27 -4.2%
833 EWJ ISHARES INC 99.0 $9K 0.00% NEW $93.36 +5.3%
834 VCSH VANGUARD SCOTTSDALE FDS 116.0 $9K 0.00% NEW $79.03 -1.1%
835 DGX QUEST DIAGNOSTICS INC Healthcare 43.0 $9K 0.00% NEW $213.05 +11.3%
836 SHY ISHARES TR 111.0 $9K 0.00% NEW $82.11 -0.5%
837 SANM SANMINA CORP Technology 36.0 $9K 0.00% NEW $253.08 -21.6%
838 MDB MONGODB INC Technology 27.0 $9K 0.00% NEW $335.89 +9.8%
839 STM STMICROELECTRONICS N V Technology 121.0 $9K 0.00% NEW $74.89 -30.2%
840 TEX TEREX CORP NEW Industrials 124.0 $9K 0.00% NEW $72.39 -12.7%
Page 42 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%