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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 79 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CXT CRANE NXT CO Industrials 2.0 $112.0 NEW $56.00 -12.2%
1562 TILE INTERFACE INC Consumer Cyclical 3.0 $108.0 NEW $36.00 +2.8%
1563 JAMES HARDIE INDS PLC 4.0 $105.0 NEW $26.25
1564 AZTA AZENTA INC Healthcare 4.0 $102.0 NEW $25.50 +23.8%
1565 FISV FISERV INC Technology 2.0 $98.0 NEW $49.00 +5.4%
1566 BBWI BATH & BODY WORKS INC Consumer Cyclical 4.0 $93.0 NEW $23.25 -20.0%
1567 OLED UNIVERSAL DISPLAY CORP Technology 1.0 $91.0 NEW $91.00 -9.4%
1568 FDP DEL MONTE CORP Consumer Defensive 3.0 $84.0 NEW $28.00 +4.4%
1569 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 1.0 $62.0 NEW $62.00 -8.4%
1570 PAR PAR TECHNOLOGY CORP Technology 2.0 $35.0 NEW $17.50 +6.2%
1571 CHARGEPOINT HOLDINGS INC 3.0 $18.0 NEW $6.00
Page 79 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%