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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 6 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLF SELECT SECTOR SPDR TR 8,224.0 $441K 0.20% NEW $53.61 +7.7%
102 PTNQ PACER FDS TR 4,967.0 $440K 0.20% NEW $88.65 -3.6%
103 FIRST TR HIGH YIELD OPPRT 20 31,917.0 $437K 0.20% NEW $13.70
104 XLK SELECT SECTOR SPDR TR 2,290.0 $436K 0.20% NEW $190.54 -3.7%
105 LRCX LAM RESEARCH CORP Technology 1,000.0 $433K 0.20% NEW $433.39 -33.4%
106 ETN EATON CORP PLC Industrials 1,009.0 $430K 0.20% NEW $426.33 -8.1%
107 VRT VERTIV HOLDINGS CO Industrials 1,262.0 $423K 0.19% NEW $334.83 -23.3%
108 PM PHILIP MORRIS INTL INC Consumer Defensive 2,309.0 $418K 0.19% NEW $180.90 +4.1%
109 GE GE AEROSPACE Industrials 1,102.0 $412K 0.19% NEW $373.60 -11.4%
110 ORCL ORACLE CORP Technology 2,804.0 $411K 0.19% NEW $146.56 -1.8%
111 MRVL MARVELL TECHNOLOGY INC Technology 1,373.0 $409K 0.19% NEW $297.93 -30.7%
112 SCHD SCHWAB STRATEGIC TR 12,799.0 $406K 0.19% NEW $31.71 +10.5%
113 IWP ISHARES TR 2,750.0 $403K 0.18% NEW $146.39 -6.2%
114 BND VANGUARD BD INDEX FDS 5,470.0 $402K 0.18% NEW $73.41 -2.2%
115 GSLC GOLDMAN SACHS ETF TR 2,819.0 $400K 0.18% NEW $141.91 +3.0%
116 YMAR FIRST TR EXCHNG TRADED FD VI 13,908.0 $399K 0.18% NEW $28.66 +2.2%
117 HD HOME DEPOT INC Consumer Cyclical 1,126.0 $397K 0.18% NEW $352.72 -9.4%
118 V VISA INC Financial Services 1,153.0 $396K 0.18% NEW $343.20 +10.5%
119 CARNIVAL CORP LTD 13,627.0 $389K 0.18% NEW $28.57
120 FIRST TR EXCHNG TRADED FD VI 16,585.0 $388K 0.18% NEW $23.36
Page 6 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%