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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 49 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 OSK OSHKOSH CORP Industrials 37.0 $6K 0.00% NEW $153.30 +2.5%
962 NIO NIO INC Consumer Cyclical 1,115.0 $6K 0.00% NEW $5.06 -24.9%
963 ASX ASE TECHNOLOGY HLDG CO LTD Technology 125.0 $6K 0.00% NEW $45.12 -16.9%
964 EWBC EAST WEST BANCORP INC Financial Services 43.0 $6K 0.00% NEW $130.44 +0.3%
965 SHAK SHAKE SHACK INC Consumer Cyclical 100.0 $6K 0.00% NEW $56.02 +23.9%
966 MLN VANECK ETF TRUST 314.0 $6K 0.00% NEW $17.80 -4.6%
967 INSTALLED BLDG PRODS INC 24.0 $6K 0.00% NEW $231.25
968 ENB ENBRIDGE INC Energy 102.0 $6K 0.00% NEW $54.21 -7.6%
969 ROIV ROIVANT SCIENCES LTD Healthcare 156.0 $6K 0.00% NEW $35.39 -1.3%
970 AGNC AGNC INVT CORP Real Estate 506.0 $6K 0.00% NEW $10.90 -2.3%
971 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 62.0 $5K 0.00% NEW $88.69 -28.1%
972 UNG UNITED STS NAT GAS FD LP Financial Services 464.0 $5K 0.00% NEW $11.72 -9.9%
973 PCAR PACCAR INC Industrials 45.0 $5K 0.00% NEW $120.20 +3.7%
974 NTRS NORTHERN TR CORP Financial Services 31.0 $5K 0.00% NEW $174.35 +7.0%
975 WDAY WORKDAY INC Technology 44.0 $5K 0.00% NEW $122.41 +59.9%
976 NOBL PROSHARES TR 95.0 $5K 0.00% NEW $56.45 +2.2%
977 VOX VANGUARD WORLD FD 29.0 $5K 0.00% NEW $184.72 +2.3%
978 ACIW ACI WORLDWIDE INC Technology 106.0 $5K 0.00% NEW $50.29 +5.3%
979 SPMO INVESCO EXCH TRADED FD TR II 33.0 $5K 0.00% NEW $161.55 -7.3%
980 GH GUARDANT HEALTH INC Healthcare 35.0 $5K 0.00% NEW $150.03 +7.6%
Page 49 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%