SIGNAL TREE FINANCIAL PARTNERS LLC

CIK

2069337

Location

COPLEY, OH

Portfolio Value

Micro $6,695,446

Diversification

Diversified

Filing Date

Global Rank

#7,903 / 8,232 ▲ 169

Top Industry

Consumer Electronics 27.1%

3Y Alpha vs SPY

-8.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+12.0%

SPY

+23.4%

Annualised alpha

-8.3%

Max drawdown

−18.4%

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

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.5%

+1.4 pts

Top 5

65.7%

+2.2 pts

Top 10

88.8%

+4.7 pts

HHI

1,205

Diversified+137

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.6%	$1,778,751	2
Unclassified	24.3%	$1,626,390	2
Healthcare	14.4%	$964,377	3
Consumer Cyclical	12.5%	$834,121	1
Financial Services	8.1%	$539,301	2
Energy	5.6%	$375,966	1
Communication Services	4.9%	$328,681	1
Consumer Defensive	3.7%	$247,859	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+61	688	$296,039
PG	PROCTER & GAMBLE Co	+39	1,716	$247,859
LLY	ELI LILLY & Co	+1	262	$240,979
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−328	4,005	$834,121
MSFT	Microsoft Corp	−203	1,092	$404,225
JPM	Jpmorgan Chase & Co	−138	882	$259,449
XOM	Exxon Mobil Corp	−100	2,216	$375,966
MDY	Spdr S&P Midcap 400 ETF Trust	−32	2,157	$1,330,351
AAPL	Apple Inc.	−20	5,416	$1,374,526
ABT	Abbott Laboratories	−13	2,591	$266,017
ABBV	AbbVie Inc.	−2	2,103	$457,381
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	927	$238,452
GE	General Electric Co	716	$220,549
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $6,695,446 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	5,416	-20	$1,374,526	−7.0%	20.53%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,157	-32	$1,330,351	+0.7%	19.87%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,005	-328	$834,121	−16.6%	12.46%
ABBV	AbbVie Inc. Healthcare	Reduced	2,103	-2	$457,381	−4.9%	6.83%
MSFT	Microsoft Corp Technology	Reduced	1,092	-203	$404,225	−35.5%	6.04%
XOM	Exxon Mobil Corp Energy	Reduced	2,216	-100	$375,966	+34.9%	5.62%
GOOGL	Alphabet Inc. Communication Services	Held	1,143	0	$328,681	−8.1%	4.91%
GLD	Spdr Gold Trust	Added	688	+61	$296,039	+19.1%	4.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	584	0	$279,852	−4.7%	4.18%
ABT	Abbott Laboratories Healthcare	Reduced	2,591	-13	$266,017	−18.5%	3.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	882	-138	$259,449	−21.1%	3.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,716	+39	$247,859	+3.1%	3.70%
LLY	ELI LILLY & Co Healthcare	Added	262	+1	$240,979	−14.1%	3.60%