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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 45 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 KEY KEYCORP Financial Services 344.0 $8K 0.00% NEW $23.05 -3.8%
882 CACI CACI INTL INC Technology 17.0 $8K 0.00% NEW $463.24 +34.6%
883 DINO HF SINCLAIR CORP Energy 113.0 $8K 0.00% NEW $69.67 +51.3%
884 DABS DOUBLELINE ETF TRUST 155.0 $8K 0.00% NEW $50.76 -1.1%
885 ESI ELEMENT SOLUTIONS INC Basic Materials 164.0 $8K 0.00% NEW $47.71 -24.5%
886 KB KB FINL GROUP INC Financial Services 74.0 $8K 0.00% NEW $105.20 +22.3%
887 MLM MARTIN MARIETTA MATLS INC Basic Materials 13.0 $8K 0.00% NEW $597.23 -13.8%
888 KKR KKR & CO INC 84.0 $8K 0.00% NEW $92.27
889 WSM WILLIAMS SONOMA INC Consumer Cyclical 33.0 $8K 0.00% NEW $234.61 -3.1%
890 VEU VANGUARD INTL EQUITY INDEX F 92.0 $8K 0.00% NEW $83.75 +3.2%
891 ANNALY CAPITAL MANAGEMENT IN 342.0 $8K 0.00% NEW $22.36
892 TMFC RBB FD INC 100.0 $8K 0.00% NEW $76.16 +4.3%
893 SEIC SEI INVTS CO Financial Services 87.0 $8K 0.00% NEW $87.34 +26.4%
894 ILMN ILLUMINA INC Healthcare 43.0 $8K 0.00% NEW $175.84 +24.1%
895 WGS GENEDX HOLDINGS CORP Healthcare 110.0 $8K 0.00% NEW $68.65 +25.3%
896 MRSH MARSH & MCLENNAN COS INC Financial Services 45.0 $8K 0.00% NEW $167.31 +11.0%
897 FDL FIRST TR EXCHANGE-TRADED FD 154.0 $7K 0.00% NEW $48.66 +8.7%
898 CGGE CAPITAL GROUP GLOBAL EQUITY 212.0 $7K 0.00% NEW $35.24 +0.1%
899 ICVT ISHARES TR 61.0 $7K 0.00% NEW $122.05 -6.0%
900 GFI GOLD FIELDS LTD Basic Materials 221.0 $7K 0.00% NEW $33.66 +40.8%
Page 45 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%