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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 59 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 IMCV ISHARES TR 24.0 $2K 0.00% NEW $91.38 +6.8%
1162 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 17.0 $2K 0.00% NEW $128.53 -3.9%
1163 ROL ROLLINS INC Consumer Cyclical 52.0 $2K 0.00% NEW $41.77 -14.1%
1164 BBY BEST BUY INC Consumer Cyclical 29.0 $2K 0.00% NEW $74.69 +20.9%
1165 GRMN GARMIN LTD Technology 9.0 $2K 0.00% NEW $238.56 +16.1%
1166 LGOV FIRST TR EXCHANGE-TRADED FD 99.0 $2K 0.00% NEW $21.40 -2.9%
1167 MEDP MEDPACE HLDGS INC Healthcare 4.0 $2K 0.00% NEW $529.50 +11.7%
1168 SRLN SSGA ACTIVE ETF TR 52.0 $2K 0.00% NEW $40.62 -0.1%
1169 JBBB JANUS DETROIT STR TR 44.0 $2K 0.00% NEW $47.66 -0.4%
1170 PK PARK HOTELS & RESORTS INC Real Estate 147.0 $2K 0.00% NEW $14.25 +7.1%
1171 TFLR T ROWE PRICE EXCHANGE-TRADED 41.0 $2K 0.00% NEW $50.90 -0.3%
1172 KMB KIMBERLY-CLARK CORP Consumer Defensive 19.0 $2K 0.00% NEW $109.58 -4.2%
1173 XT ISHARES TR 25.0 $2K 0.00% NEW $82.64 -0.3%
1174 BKLN INVESCO EXCH TRADED FD TR II 101.0 $2K 0.00% NEW $20.37 +1.2%
1175 CCI CROWN CASTLE INC Real Estate 27.0 $2K 0.00% NEW $75.74 +0.1%
1176 PETROLEO BRASILEIRO S A 138.0 $2K 0.00% NEW $14.64
1177 PSO PEARSON PLC Communication Services 127.0 $2K 0.00% NEW $15.89 +0.6%
1178 VTR VENTAS INC Real Estate 23.0 $2K 0.00% NEW $87.52 +3.1%
1179 UGI UGI CORP NEW Utilities 58.0 $2K 0.00% NEW $34.53 +9.9%
1180 AON AON PLC Financial Services 6.0 $2K 0.00% NEW $333.33 -3.1%
Page 59 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%