Signature Equity Partners, LLC

CIK

2109813

Location

COLUMBUS, OH

Portfolio Value

Small $115,971,841

Diversification

Diversified

Filing Date

Global Rank

#5,831 / 8,700 ▲ 488

Top Industry

Semiconductors 11.8%

Period ended 2 months ago

Filed Jul 30, 2026 · 45d

3 quarters · since Dec 2025

Portfolio Concentration

1,100 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.5%

−0.7 pts

Top 5

28.6%

+5.8 pts

Top 10

43.8%

+8.0 pts

HHI

248

Diversified+41

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$37,097,908	188
Unclassified	15.5%	$18,007,062	14
Industrials	12.0%	$13,905,513	173
Financial Services	11.5%	$13,325,521	167
Consumer Cyclical	9.8%	$11,380,830	131
Communication Services	4.8%	$5,555,234	37
Healthcare	4.6%	$5,363,552	130
Consumer Defensive	3.6%	$4,152,466	50
Energy	2.2%	$2,501,092	58
Utilities	1.7%	$1,988,513	39
Basic Materials	1.4%	$1,648,881	54
Real Estate	0.9%	$1,045,269	59

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UWMC	UWM Holdings Corp	+283,965	1,209,829	$2,770,508
AAPL	Apple Inc.	+6,817	34,004	$9,839,397
F	Ford Motor Co	+6,508	8,041	$111,769
VOD	Vodafone Group Public Ltd Co	+6,102	6,921	$91,564
AMZN	Amazon Com Inc	+5,955	17,476	$4,165,229
KR	Kroger Co	+4,785	8,918	$495,216
SMR	NUSCALE POWER Corp	+3,837	4,091	$41,032
NOW	ServiceNow, Inc.	+3,154	3,369	$334,474
MSFT	Microsoft Corp	+3,051	9,559	$3,565,698
CRM	Salesforce, Inc.	+2,777	7,977	$1,249,676
TSLA	Tesla, Inc.	+2,638	7,980	$3,356,388
ANET	Arista Networks, Inc.	+2,476	12,198	$2,072,196
KLAC	Kla Corp	+2,079	2,334	$704,191
ORCL	Oracle Corp	+1,997	2,804	$410,926
CVNA	Carvana Co.	+1,690	2,188	$144,014
CF	CF Industries Holdings, Inc.	+1,688	1,738	$188,155
HIMS	Hims & Hers Health, Inc.	+1,558	1,566	$54,293
NFLX	Netflix Inc	+1,543	9,525	$680,085
GLD	Spdr Gold Trust	+1,398	16,347	$6,021,907
FTI	TechnipFMC plc	+1,324	1,617	$107,207
WM	Waste Management Inc	+1,260	2,429	$541,375
RGTI	Rigetti Computing, Inc.	+1,230	1,886	$36,437
AWK	American Water Works Company, Inc.	+1,164	1,201	$158,027
PM	Philip Morris International Inc.	+924	2,309	$417,721
MRVL	Marvell Technology, Inc.	+893	1,373	$409,002
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
STT	State Street Corp	−8,660	243	$41,212
FCX	Freeport-Mcmoran Inc	−4,018	633	$39,809
LW	Lamb Weston Holdings, Inc.	−3,367	56	$2,418
CINF	Cincinnati Financial Corp	−3,292	931	$172,365
BMY	Bristol Myers Squibb Co	−2,905	2,134	$122,961
ECHO	EchoStar CORP	−2,874	796	$80,794
GOOGL	Alphabet Inc.	−2,421	6,634	$2,370,792
GSK	GSK plc	−2,330	166	$8,701
OKE	Oneok Inc /New/	−2,274	2,348	$204,135
MP	MP Materials Corp. / DE	−2,263	1,723	$96,505
SYY	Sysco Corp	−2,146	84	$7,020
ELAN	Elanco Animal Health Inc	−1,917	4,140	$101,885
PG	PROCTER & GAMBLE Co	−1,859	3,964	$581,280
T	At&T Inc.	−1,736	14,973	$309,941
EXEL	Exelixis, Inc.	−1,708	1,406	$76,500
BLDR	Builders FirstSource, Inc.	−1,698	201	$17,985
COIN	Coinbase Global, Inc.	−1,640	741	$108,326
MAIN	Main Street Capital CORP	−1,518	15,945	$827,226
MRK	Merck & Co., Inc.	−1,462	1,008	$129,528
BTU	Peabody Energy Corp	−1,455	5,303	$122,605
IVZ	Invesco Ltd.	−1,432	6	$158
SPY	Spdr S&P 500 ETF Trust	−1,421	6,460	$4,824,134
SOFI	SoFi Technologies, Inc.	−1,381	996	$17,858
VTRS	Viatris Inc	−1,273	24	$381
PLTR	Palantir Technologies Inc.	−1,220	2,576	$300,541
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	3,644	$622,613
—		10,373	$107,049
CBRS	Cerebras Systems Inc.	428	$94,588
INFQ	Infleqtion, Inc.	6,478	$86,286
BFLX	Cann American Corp.	1,028	$26,335
HONA	Honeywell Aerospace Inc.	118	$26,054
USO	United States Oil Fund, LP	170	$18,094
PENG	Penguin Solutions, Inc.	234	$17,786
MELI	Mercadolibre Inc	10	$16,973
TXG	10x Genomics, Inc.	365	$13,994
RMBS	Rambus Inc	105	$13,937
APO	Apollo Global Management, Inc.	113	$13,369
FDXF	FedEx Freight Holding Company, Inc.	79	$11,929
ACLS	Axcelis Technologies Inc	60	$11,367
NTR	Nutrien Ltd.	178	$11,205
—		826	$9,672
STM	STMicroelectronics N.V.	121	$9,061
ATRC	AtriCure, Inc.	315	$8,813
KMPR	KEMPER Corp	303	$8,168
INSP	Inspire Medical Systems, Inc.	162	$7,226
VIK	Viking Holdings Ltd	65	$6,803
MUSA	Murphy USA Inc.	12	$6,466
WTM	White Mountains Insurance Group Ltd	3	$6,220
MDLN	Medline Inc.	150	$5,916
STX	Seagate Technology Holdings plc	6	$5,790
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	158,797	$16,491,251
FCSH	Federated Hermes Short Duration Corporate ETF	217,223	$5,694,452
AAAP	Pacer Barings CLO Market Flex ETF	115,261	$5,532,465
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	49,017	$4,209,946
ACSG	American Century Small Cap Growth Insights ETF	42,506	$3,967,433
ABI	VictoryShares Pioneer Asset-Based Income ETF	41,870	$3,605,837
CAAA	First Trust AAA CMBS ETF	75,769	$2,970,859
AFGR	First Trust Active Factor Large Cap Growth ETF	91,658	$2,803,062
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	23,051	$2,277,406
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	37,333	$2,105,179
FNDA	Schwab Fundamental U.S. Small Company ETF	70,193	$2,053,410
JDVI	John Hancock Disciplined Value International Select ETF	26,895	$1,805,192
AIRR	First Trust RBA American Industrial Renaissance ETF	69,861	$1,708,866
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	31,434	$1,668,142
TACN	T. Rowe Price Active Core International Equity ETF	44,798	$1,597,250
AFK	VanEck Africa Index ETF	14,437	$1,411,114
AHLT	American Beacon AHL Trend ETF	26,814	$1,383,066
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	11,112	$1,218,809
BLDG	Cambria Global Real Estate ETF	34,106	$1,131,809
VB	Vanguard Morningstar Small-Cap ETF	6,988	$1,098,922
AMZA	InfraCap MLP ETF	53,742	$1,094,187
AGNG	Global X Funds Global X Aging Population ETF	16,469	$1,051,209
EDV	Vanguard World Funds Extended Duration ETF	4,837	$700,572
—		10,032	$562,593
VCRM	Vanguard Core Tax-Exempt Bond ETF	10,895	$543,551
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,100 tracked positions · $115,971,841 total · filing declares 1,571 positions · $217,809,015 · 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 1,100 positions by value · page 1 of 22

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	34,004	+6,817	$9,839,397	+42.6%	8.48%
QQQ	Invesco Qqq Trust, Series 1	Added	8,556	+665	$6,300,638	+38.3%	5.43%
NVDA	Nvidia Corp Technology	Reduced	30,773	-1,008	$6,157,369	+11.1%	5.31%
GLD	Spdr Gold Trust	Added	16,347	+1,398	$6,021,907	−6.4%	5.19%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,460	-1,421	$4,824,134	−5.9%	4.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,476	+5,955	$4,165,229	+73.6%	3.59%
BA	Boeing Co Industrials	Reduced	17,458	-571	$3,779,133	+5.3%	3.26%
MSFT	Microsoft Corp Technology	Added	9,559	+3,051	$3,565,698	+48.0%	3.07%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,980	+2,638	$3,356,388	+69.0%	2.89%
UWMC	UWM Holdings Corp Financial Services	Added	1,209,829	+283,965	$2,770,508	−17.3%	2.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,634	-2,421	$2,370,792	−8.8%	2.04%
ANET	Arista Networks, Inc. Technology	Added	12,198	+2,476	$2,072,196	+73.6%	1.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,072	-368	$1,332,887	+2.1%	1.15%
META	Meta Platforms, Inc. Communication Services	Added	2,277	+214	$1,282,611	+8.7%	1.11%
CRM	Salesforce, Inc. Technology	Added	7,977	+2,777	$1,249,676	+28.7%	1.08%
AMD	Advanced Micro Devices Inc Technology	Added	2,066	+557	$1,200,160	+291.0%	1.03%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Added	92,345	+174	$1,110,910	−0.1%	0.96%
GS	Goldman Sachs Group Inc Financial Services	Added	943	+351	$953,721	+90.4%	0.82%
AVGO	Broadcom Inc. Technology	Added	2,401	+139	$906,977	+29.5%	0.78%
MU	Micron Technology Inc Technology	Added	762	+509	$879,568	+929.1%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	730	+106	$875,583	+52.6%	0.75%
MAIN	Main Street Capital CORP Financial Services	Reduced	15,945	-1,518	$827,226	−10.6%	0.71%
CAT	Caterpillar Inc Industrials	Reduced	775	-99	$825,297	+33.3%	0.71%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,839	-260	$803,308	+45.8%	0.69%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	3,646	+161	$789,723	+16.0%	0.68%
PANW	Palo Alto Networks Inc Technology	Added	2,176	+251	$742,059	+140.4%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	793	+363	$741,827	+73.1%	0.64%
KLAC	Kla Corp Technology	Added	2,334	+2,079	$704,191	+87.6%	0.61%
NFLX	Netflix Inc Communication Services	Added	9,525	+1,543	$680,085	−11.4%	0.59%
SPCX	Space Exploration Technologies Corp Industrials	NEW	3,644	NEW	$622,613	NEW	0.54%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,357	-2	$606,733	−8.9%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,964	-1,859	$581,280	−30.9%	0.50%
UNH	Unitedhealth Group Inc Healthcare	Added	1,357	+347	$564,009	+106.4%	0.49%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	732	-282	$558,618	+41.1%	0.48%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	1,873	+10	$544,275	−15.4%	0.47%
PWR	Quanta Services, Inc. Industrials	Reduced	755	-28	$543,630	+26.5%	0.47%
WM	Waste Management Inc Industrials	Added	2,429	+1,260	$541,375	+101.5%	0.47%
CVX	Chevron Corp Energy	Reduced	3,209	-1,197	$531,923	−41.6%	0.46%
JNJ	Johnson & Johnson Healthcare	Reduced	2,026	-329	$514,543	−10.6%	0.44%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,066	+7	$509,089	+42.2%	0.44%
KR	Kroger Co Consumer Defensive	Added	8,918	+4,785	$495,216	+65.6%	0.43%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,611	-291	$493,695	−25.4%	0.43%
SHW	Sherwin Williams Co Basic Materials	Reduced	1,348	-34	$464,143	+4.8%	0.40%
MA	Mastercard Inc Financial Services	Reduced	902	-170	$463,267	−13.5%	0.40%
FTHY	First Trust High Yield Opportunities 2027 Term Fund Financial Services	Added	31,917	+862	$437,262	+4.1%	0.38%
LRCX	Lam Research Corp Technology	Reduced	1,000	-683	$433,330	+20.5%	0.37%
ETN	Eaton Corp plc Industrials	Added	1,009	+207	$429,955	+49.9%	0.37%
VRT	Vertiv Holdings Co Industrials	Added	1,262	+598	$422,542	+154.0%	0.36%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,309	+924	$417,721	+82.4%	0.36%
GE	General Electric Co Industrials	Added	1,102	+24	$411,850	+34.6%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.