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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 5 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TRFK PACER FDS TR 5,349.0 $571K 0.26% NEW $106.70 -13.8%
82 UNH UNITEDHEALTH GROUP INC Healthcare 1,357.0 $564K 0.26% NEW $415.62 -4.1%
83 CRWD CROWDSTRIKE HLDGS INC Technology 732.0 $559K 0.26% NEW $190.78 +8.7%
84 IVOO VANGUARD ADMIRAL FDS INC 4,231.0 $552K 0.25% NEW $130.40 -3.0%
85 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,873.0 $544K 0.25% NEW $290.61 -10.2%
86 PWR QUANTA SVCS INC Industrials 755.0 $543K 0.25% NEW $719.62 -15.8%
87 WM WASTE MGMT INC DEL Industrials 2,429.0 $541K 0.25% NEW $222.85 -2.3%
88 CVX CHEVRON CORPORATION Energy 3,209.0 $532K 0.24% NEW $165.78 +27.5%
89 GMAR FIRST TR EXCHNG TRADED FD VI 11,733.0 $519K 0.24% NEW $44.24 +1.7%
90 PSFD PACER FDS TR 12,915.0 $515K 0.24% NEW $39.84 +2.0%
91 JNJ JOHNSON & JOHNSON Healthcare 2,026.0 $514K 0.24% NEW $253.94 +10.3%
92 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,066.0 $509K 0.23% NEW $477.57 -13.3%
93 FTGC FIRST TR EXCHANGE TRAD FD VI 18,791.0 $508K 0.23% NEW $27.05 +15.0%
94 KR KROGER CO Consumer Defensive 8,918.0 $495K 0.23% NEW $55.53 +4.4%
95 EXXON MOBIL CORP 3,611.0 $494K 0.23% NEW $136.74
96 FNDX SCHWAB STRATEGIC TR 15,339.0 $477K 0.22% NEW $31.10 +4.3%
97 PEXL PACER FDS TR 6,134.0 $465K 0.21% NEW $75.82 -7.1%
98 SHW SHERWIN WILLIAMS CO Basic Materials 1,348.0 $464K 0.21% NEW $344.25 -3.2%
99 MA MASTERCARD INCORPORATED Financial Services 902.0 $463K 0.21% NEW $513.66 +14.2%
100 XLY SELECT SECTOR SPDR TR 3,925.0 $460K 0.21% NEW $117.29 -2.5%
Page 5 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%