SIGNAL TREE FINANCIAL PARTNERS LLC
Filing Date
Global Rank
#8,255
/ 8,586
▲ 48
Top Industry
Consumer Electronics
27.1%
3Y Alpha vs SPY
-9.5%
Period ended 3 months ago
Filed May 15, 2026 · 32d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.6%
SPY
+25.8%
Annualised alpha
-9.5%
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, 2025Top 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 |
|---|---|---|
| Technology | 26.6% | $1,778,751 |
| Unclassified | 24.3% | $1,626,390 |
| Healthcare | 14.4% | $964,377 |
| Consumer Cyclical | 12.5% | $834,121 |
| Financial Services | 8.1% | $539,301 |
| Energy | 5.6% | $375,966 |
| Communication Services | 4.9% | $328,681 |
| Consumer Defensive | 3.7% | $247,859 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 quarterNo qualifying positions this quarter.
1 positions ·
$247,859 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,716 | $247,859 | 100.00% |