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Equibles

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Location
LOS ANGELES, CA
Portfolio Value
Mid $1,854,689,462
Diversification
Diversified
Filing Date
Global Rank
#84 / 1,225 ▲ 1256
Top Industry
Internet Content & Information 11.9%
3Y Alpha vs SPY
-0.7%
Period ended 18 days ago
Filed Jul 14, 2026 · 4d
26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+68.5%
SPY
+71.1%
Annualised alpha
-0.6%
Max drawdown
−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

249 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
10.8%
−2.5 pts
Top 5
34.4%
−2.0 pts
Top 10
55.5%
−3.1 pts
HHI
417
Sep 2023 → Jun 2026 · range 391 – 514
Diversified−53

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 29.6% $549,372,183
Unclassified 13.2% $245,197,146
Communication Services 12.8% $238,153,646
Financial Services 12.4% $229,509,120
Industrials 8.9% $165,330,403
Consumer Cyclical 7.5% $139,284,148
Healthcare 5.4% $99,990,490
Consumer Defensive 3.8% $69,698,186
Utilities 3.1% $57,680,618
Energy 1.4% $26,153,469
Real Estate 1.0% $19,121,898
Basic Materials 0.8% $15,198,155

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
GLDM +177,505 2,531,014 $201,013,131
HOOD +94,486 487,383 $48,874,766
C +85,740 505,602 $70,764,055
ANET +77,959 404,328 $68,687,240
APP +74,349 76,361 $39,343,477
AVGO +56,825 279,914 $105,737,513
MNR +50,000 100,000 $1,264,000
VST +29,761 330,349 $52,403,261
RKLB +25,368 132,044 $13,422,272
AAPL +15,083 367,175 $106,245,757
APTV +14,394 104,113 $6,390,455
PFE +14,196 38,803 $934,375
HAS +13,971 100,054 $8,263,458
ODFL +8,319 272,411 $59,004,221
MPT +8,037 25,944 $119,861
META +7,569 135,475 $76,311,711
WELL +4,563 66,692 $15,137,082
LNG +4,225 38,655 $9,238,930
KLAC +3,903 4,307 $1,299,464
SBUX +3,212 8,662 $885,169
SYY +2,779 73,150 $6,113,876
INTC +2,379 7,803 $1,089,531
AGNC +2,339 39,525 $430,822
TTE +2,077 10,743 $835,374
TSM +1,934 7,923 $3,783,786

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
MCK −98,841 3,241 $2,448,899
WMT −86,455 397,688 $45,042,142
MA −59,034 84,747 $43,526,058
KO −48,100 97,159 $7,896,111
UBER −25,449 8,717 $629,017
AMZN −24,140 463,205 $110,400,279
MU −20,834 3,273 $3,777,991
IBIT −20,650 10,102 $336,294
GOOGL −20,647 320,887 $114,675,386
ATI −16,694 83,258 $16,410,151
RGLD −13,215 50,831 $10,146,375
SPY −6,371 27,482 $20,522,732
PWR −6,288 28,652 $20,630,585
NVDA −5,981 84,516 $16,910,806
PLUG −5,196 16,072 $43,555
BRK-B −4,897 13,742 $6,876,358
SAN −4,645 13,314 $183,733
QQQ −4,468 23,235 $17,110,253
NEE −4,205 13,537 $1,188,141
SHEL −3,737 5,831 $452,135
JPM −3,725 20,882 $6,835,304
ETN −3,040 8,414 $3,585,372
PGR −3,031 4,038 $882,100
KEY −2,756 16,110 $371,335
BX −2,502 10,267 $1,208,117

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
APH 482,302 $85,039,487
AFRM 184,420 $15,039,450
ROIV 197,419 $6,986,658
SLB 129,129 $6,003,207
NOW 9,329 $926,182
PCT 75,000 $608,250
BFLX 20,177 $516,896
KMB 4,073 $447,092
NLY 18,571 $415,247
LRCX 764 $331,063
ECL 1,143 $318,450
CTAS 1,678 $285,393
CVS 2,525 $261,210
WST 714 $256,326
CCL 8,964 $256,100
DELL 588 $253,698
BUD 2,936 $241,926
VRTX 478 $237,436
CNC 3,640 $233,651
CHD 2,389 $231,446
NWFL 6,741 $216,723
FTAI 798 $215,882
BMO 1,200 $212,039
ONC 737 $210,022
MNST 2,145 $206,176

Sold Out

Positions the filer fully exited
17 positions
Ticker Shares Value Open
ACM 103,687 $8,794,731
SEE 12,167 $511,622
HON 2,142 $507,767
BSX 6,628 $415,906
HBAN 18,526 $289,931
CME 906 $267,586
DB 8,509 $253,398
BMY 4,048 $245,511
SRE 2,514 $244,285
WMG 8,965 $228,966
THO 2,840 $226,887
CNP 4,919 $212,303
YUM 1,348 $209,586
DOX 3,131 $204,328
DHR 1,057 $200,407
ABCL 35,668 $124,481
FSK 10,923 $111,195

Portfolio Positions

Export CSV View 13F filing
249 positions · $1,854,689,462 total · as of Jun 30, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 249 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History
GLDM
World Gold Trust
 2,531,014 $201,013,131 10.84%
GOOGL
Alphabet Inc.
Communication Services 		320,887 $114,675,386 6.18%
AMZN
Amazon Com Inc
Consumer Cyclical 		463,205 $110,400,279 5.95%
AAPL
Apple Inc.
Technology 		367,175 $106,245,757 5.73%
AVGO
Broadcom Inc.
Technology 		279,914 $105,737,513 5.70%
MSFT
Microsoft Corp
Technology 		239,512 $89,342,766 4.82%
APH
Amphenol Corp /De/
Technology 		482,302 $85,039,487 4.59%
META
Meta Platforms, Inc.
Communication Services 		135,475 $76,311,711 4.11%
C
Citigroup Inc
Financial Services 		505,602 $70,764,055 3.82%
LLY
ELI LILLY & Co
Healthcare 		57,559 $69,037,996 3.72%
ANET
Arista Networks, Inc.
Technology 		404,328 $68,687,240 3.70%
ODFL
Old Dominion Freight Line, Inc.
Industrials 		272,411 $59,004,221 3.18%
VST
Vistra Corp.
Utilities 		330,349 $52,403,261 2.83%
HOOD
Robinhood Markets, Inc.
Financial Services 		487,383 $48,874,766 2.64%
WMT
Walmart Inc.
Consumer Defensive 		397,688 $45,042,142 2.43%
MA
Mastercard Inc
Financial Services 		84,747 $43,526,058 2.35%
AMAT
Applied Materials Inc /De
Technology 		54,751 $39,584,973 2.13%
APP
AppLovin Corp
Communication Services 		76,361 $39,343,477 2.12%
VRT
Vertiv Holdings Co
Industrials 		73,148 $24,491,413 1.32%
PWR
Quanta Services, Inc.
Industrials 		28,652 $20,630,585 1.11%
SPY
Spdr S&P 500 ETF Trust
 27,482 $20,522,732 1.11%
QQQ
Invesco Qqq Trust, Series 1
 23,235 $17,110,253 0.92%
BLK
BlackRock, Inc.
Financial Services 		17,621 $16,943,648 0.91%
NVDA
Nvidia Corp
Technology 		84,516 $16,910,806 0.91%
ATI
Ati Inc
Industrials 		83,258 $16,410,151 0.88%
WELL
Welltower Inc.
Real Estate 		66,692 $15,137,082 0.82%
AFRM
Affirm Holdings, Inc.
Financial Services 		184,420 $15,039,450 0.81%
RKLB
Rocket Lab Corp
Industrials 		132,044 $13,422,272 0.72%
RGLD
Royal Gold Inc
Basic Materials 		50,831 $10,146,375 0.55%
TDY
Teledyne Technologies Inc
Technology 		14,495 $9,666,715 0.52%
LNG
Cheniere Energy, Inc.
Energy 		38,655 $9,238,930 0.50%
HAS
Hasbro, Inc.
Consumer Cyclical 		100,054 $8,263,458 0.45%
KO
Coca Cola Co
Consumer Defensive 		97,159 $7,896,111 0.43%
ROIV
Roivant Sciences Ltd.
Healthcare 		197,419 $6,986,658 0.38%
BRK-B
Berkshire Hathaway Inc
Financial Services 		13,742 $6,876,358 0.37%
JPM
Jpmorgan Chase & Co
Financial Services 		20,882 $6,835,304 0.37%
APTV
Aptiv PLC
Consumer Cyclical 		104,113 $6,390,455 0.34%
SYY
Sysco Corp
Consumer Defensive 		73,150 $6,113,876 0.33%
SLB
Slb Limited/Nv
Energy 		129,129 $6,003,207 0.32%
LH
Labcorp Holdings Inc.
Healthcare 		19,044 $5,332,320 0.29%
TSLA
Tesla, Inc.
Consumer Cyclical 		12,464 $5,242,358 0.28%
CSX
Csx Corp
Industrials 		86,965 $4,133,445 0.22%
TMUS
T-Mobile US, Inc.
Communication Services 		23,273 $3,903,579 0.21%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology 		7,923 $3,783,786 0.20%
MU
Micron Technology Inc
Technology 		3,273 $3,777,991 0.20%
ETN
Eaton Corp plc
Industrials 		8,414 $3,585,372 0.19%
CRWD
CrowdStrike Holdings, Inc.
Technology 		16,577 $3,162,642 0.17%
XOM
ExxonMobil Holdings Corp
Energy 		23,031 $3,148,798 0.17%
COST
Costco Wholesale Corp /New
Consumer Defensive 		3,243 $3,033,729 0.16%
MCK
Mckesson Corp
Healthcare 		3,241 $2,448,899 0.13%

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