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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 8 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIRST TR EXCHANGE TRADED FD 14,452.0 $319K 0.15% NEW $22.09
142 SO SOUTHERN CO Utilities 3,330.0 $319K 0.15% NEW $95.70 -7.7%
143 KO COCA COLA CO Consumer Defensive 3,891.0 $316K 0.14% NEW $81.27 +9.2%
144 SNDK SANDISK CORP Technology 139.0 $316K 0.14% NEW $2273.73 -32.3%
145 UDEC INNOVATOR ETFS TRUST 7,515.0 $313K 0.14% NEW $41.68 +2.3%
146 RSP INVESCO EXCHANGE TRADED FD T 1,466.0 $312K 0.14% NEW $212.75 +2.7%
147 AMAT APPLIED MATLS INC Technology 430.0 $311K 0.14% NEW $723.51 -39.4%
148 NEE NEXTERA ENERGY INC Utilities 3,535.0 $310K 0.14% NEW $87.77 -5.6%
149 T AT&T INC Communication Services 14,973.0 $310K 0.14% NEW $20.70 +27.1%
150 MCD MCDONALDS CORP Consumer Cyclical 1,144.0 $309K 0.14% NEW $270.32 -3.4%
151 HWM HOWMET AEROSPACE INC Industrials 1,143.0 $307K 0.14% NEW $268.89 -6.3%
152 CAH CARDINAL HEALTH INC Healthcare 1,286.0 $306K 0.14% NEW $237.60 +3.1%
153 PLTR PALANTIR TECHNOLOGIES INC Technology 2,576.0 $301K 0.14% NEW $116.67 +44.4%
154 MAGS LISTED FDS TR 4,564.0 $293K 0.14% NEW $64.30 +6.9%
155 VYM VANGUARD WHITEHALL FDS 1,856.0 $293K 0.14% NEW $158.05 +3.9%
156 IVW ISHARES TR 2,077.0 $286K 0.13% NEW $137.50 +1.0%
157 VEA VANGUARD TAX-MANAGED FDS 3,821.0 $272K 0.12% NEW $71.25 +1.7%
158 URI UNITED RENTALS INC Industrials 231.0 $262K 0.12% NEW $1135.17 -13.6%
159 QCOM QUALCOMM INC Technology 1,417.0 $262K 0.12% NEW $184.85 -8.5%
160 FORTINET INC 1,704.0 $262K 0.12% NEW $153.62
Page 8 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%