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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 43 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 WWD WOODWARD INC Industrials 21.0 $9K 0.00% NEW $427.00 -18.9%
842 DCI DONALDSON INC Industrials 100.0 $9K 0.00% NEW $89.62 +1.6%
843 FIRST TR EXCHNG TRADED FD VI 358.0 $9K 0.00% NEW $24.91
844 BYLD ISHARES TR 391.0 $9K 0.00% NEW $22.65 -2.0%
845 GAPR FIRST TR EXCHNG TRADED FD VI 212.0 $9K 0.00% NEW $41.67 +2.1%
846 ATRC ATRICURE INC Healthcare 315.0 $9K 0.00% NEW $27.98 +84.1%
847 PNW PINNACLE WEST CAP CORP Utilities 82.0 $9K 0.00% NEW $107.46 -9.3%
848 A AGILENT TECHNOLOGIES INC Healthcare 66.0 $9K 0.00% NEW $132.94 +13.5%
849 ALC ALCON AG Healthcare 131.0 $9K 0.00% NEW $66.87 +5.4%
850 PYPL PAYPAL HLDGS INC Financial Services 202.0 $9K 0.00% NEW $43.24 +27.1%
851 GSK GSK PLC Healthcare 166.0 $9K 0.00% NEW $52.42 -4.8%
852 FRANKLIN TEMPLETON ETF TR 70.0 $9K 0.00% NEW $124.19
853 HCA HCA HEALTHCARE INC Healthcare 22.0 $9K 0.00% NEW $394.73 +2.6%
854 COHR COHERENT CORP Technology 22.0 $9K 0.00% NEW $394.45 -28.5%
855 SNY SANOFI SA Healthcare 203.0 $9K 0.00% NEW $42.66 +3.7%
856 CNP CENTERPOINT ENERGY INC Utilities 196.0 $9K 0.00% NEW $44.03 -9.9%
857 VPLS VANGUARD MALVERN FDS 111.0 $9K 0.00% NEW $77.58 -2.0%
858 VV VANGUARD INDEX FDS 25.0 $9K 0.00% NEW $343.92 +3.2%
859 LITE LUMENTUM HLDGS INC Technology 10.0 $9K 0.00% NEW $858.10 +2.7%
860 SJNK SPDR SERIES TRUST 341.0 $9K 0.00% NEW $25.06 -1.4%
Page 43 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%