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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 53 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 TTC TORO CO Industrials 40.0 $4K 0.00% NEW $97.42 -4.2%
1042 SECU BLACKROCK ETF TRUST II 77.0 $4K 0.00% NEW $49.86 -1.1%
1043 GLPI GAMING & LEISURE P Real Estate 86.0 $4K 0.00% NEW $44.53 -5.9%
1044 MMSI MERIT MED SYS INC Healthcare 55.0 $4K 0.00% NEW $69.35 +29.2%
1045 VCLT VANGUARD SCOTTSDALE FDS 51.0 $4K 0.00% NEW $74.71 -4.1%
1046 SAIA SAIA INC Industrials 9.0 $4K 0.00% NEW $421.11 -15.0%
1047 PBDC PUTNAM ETF TRUST 138.0 $4K 0.00% NEW $27.30 +3.3%
1048 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 15.0 $4K 0.00% NEW $250.00 -14.1%
1049 RMD RESMED INC Healthcare 19.0 $4K 0.00% NEW $197.11 +15.9%
1050 JLL JONES LANG LASALLE INC Real Estate 12.0 $4K 0.00% NEW $309.92 +16.9%
1051 PBR PETROLEO BRASILEIRO S A Energy 227.0 $4K 0.00% NEW $16.16 +24.5%
1052 SRE SEMPRA Utilities 39.0 $4K 0.00% NEW $93.44 -10.1%
1053 INSM INSMED INC Healthcare 34.0 $4K 0.00% NEW $106.62 +18.5%
1054 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 325.0 $4K 0.00% NEW $11.15 -9.4%
1055 RING ISHARES INC 56.0 $4K 0.00% NEW $64.61 +35.3%
1056 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 34.0 $4K 0.00% NEW $106.26 +5.4%
1057 TGRT T ROWE PRICE EXCHANGE-TRADED 79.0 $4K 0.00% NEW $45.72 +1.9%
1058 DTCR GLOBAL X FDS 118.0 $4K 0.00% NEW $30.37 -7.2%
1059 UHS UNIVERSAL HLTH SVCS INC Healthcare 24.0 $4K 0.00% NEW $148.88 +14.0%
1060 SYFI AB ACTIVE ETFS INC 100.0 $4K 0.00% NEW $35.72 -0.6%
Page 53 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%