Signature Equity Partners, LLC

CIK

2109813

Location

COLUMBUS, OH

Portfolio Value

Micro $99,708,593

Diversification

Diversified

Filing Date

Global Rank

#5,738 / 8,622 ▲ 148 · as of Mar 2026

Top Industry

Semiconductors 9.3%

3Y Alpha vs SPY

-16.5%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+3.1%

SPY

+9.0%

Annualised alpha

-13.9%

Max drawdown

−9.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

1,097 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−1.2 pts

Top 5

28.6%

−0.0 pts

Top 10

42.4%

−1.2 pts

HHI

232

Diversified−14

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.9%	$24,872,269	172
Unclassified	17.0%	$16,927,439	11
Financial Services	13.9%	$13,838,614	169
Industrials	12.4%	$12,328,514	178
Consumer Cyclical	8.4%	$8,336,512	131
Healthcare	6.3%	$6,316,670	123
Communication Services	4.9%	$4,838,140	36
Consumer Defensive	4.1%	$4,057,938	54
Energy	3.7%	$3,692,869	58
Utilities	2.0%	$1,970,026	44
Basic Materials	1.8%	$1,779,697	58
Real Estate	0.8%	$749,905	63

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UWMC	UWM Holdings Corp	+157,262	925,864	$3,351,627
PTY	Pimco Corporate & Income Opportunity Fund	+8,398	92,171	$1,111,582
MAIN	Main Street Capital CORP	+7,939	17,463	$924,840
NVDA	Nvidia Corp	+7,029	31,781	$5,542,606
ELAN	Elanco Animal Health Inc	+5,919	6,057	$144,944
ANET	Arista Networks, Inc.	+4,754	9,722	$1,193,667
AAPL	Apple Inc.	+4,640	27,187	$6,899,788
OKE	Oneok Inc /New/	+4,598	4,622	$417,782
FCX	Freeport-Mcmoran Inc	+4,478	4,651	$273,385
CSCO	Cisco Systems, Inc.	+4,238	7,099	$550,811
IBIT	iShares Bitcoin Trust ETF	+4,191	9,360	$359,611
BMY	Bristol Myers Squibb Co	+3,655	5,039	$305,615
CRM	Salesforce, Inc.	+3,082	5,200	$970,684
SOUN	Soundhound Ai, Inc.	+2,404	2,684	$18,439
GSK	GSK plc	+2,363	2,496	$137,754
MP	MP Materials Corp. / DE	+2,225	3,986	$192,364
ECHO	EchoStar CORP	+1,873	3,670	$429,646
MRK	Merck & Co., Inc.	+1,640	2,470	$297,116
ODFL	Old Dominion Freight Line, Inc.	+1,375	3,485	$680,969
NVO	Novo Nordisk A S	+1,306	1,572	$57,771
RTO	Rentokil Initial PLC /Fi	+1,220	6,193	$194,955
NFLX	Netflix Inc	+1,193	7,982	$767,469
UPS	United Parcel Service Inc	+1,148	1,735	$170,689
EXEL	Exelixis, Inc.	+1,108	3,114	$133,559
VTRS	Viatris Inc	+1,091	1,297	$17,522
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−26,656	3,619	$246,598
CCL	Carnival Corp Ltd.	−7,079	14,603	$377,925
UUUU	Energy Fuels Inc	−7,064	403	$7,354
KR	Kroger Co	−6,509	4,133	$299,063
F	Ford Motor Co	−6,413	1,533	$17,690
SOFI	SoFi Technologies, Inc.	−6,023	2,377	$37,746
GLD	Spdr Gold Trust	−5,662	14,949	$6,432,405
SMR	NUSCALE POWER Corp	−3,573	254	$2,753
T	At&T Inc.	−2,495	16,709	$484,393
STLA	Stellantis N.V.	−2,491	8,063	$57,166
DOW	Dow Inc.	−2,384	1,436	$59,809
KVUE	Kenvue Inc.	−2,378	162	$2,792
HOOD	Robinhood Markets, Inc.	−2,116	3,017	$209,078
TSI	Tcw Strategic Income Fund Inc	−1,700	300	$1,347
IBKR	Interactive Brokers Group, Inc.	−1,689	386	$25,889
ABT	Abbott Laboratories	−1,484	1,884	$193,430
RGTI	Rigetti Computing, Inc.	−1,460	656	$9,210
CMCSA	Comcast Corp	−1,392	626	$17,972
SCHW	Schwab Charles Corp	−1,340	901	$84,675
WM	Waste Management Inc	−1,098	1,169	$268,624
TME	Tencent Music Entertainment Group	−1,056	178	$1,651
JOBY	Joby Aviation, Inc.	−1,035	20	$165
EMR	Emerson Electric Co	−1,015	309	$40,485
AMD	Advanced Micro Devices Inc	−989	1,509	$306,975
SMCI	Super Micro Computer, Inc.	−978	132	$3,005
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TPL	Texas Pacific Land Corp	778	$369,207
MKL	Markel Group Inc.	75	$143,555
TMDX	TransMedics Group, Inc.	1,195	$118,794
FLG	Flagstar Bank, National Association	5,600	$73,752
AZN	Astrazeneca PLC	279	$55,024
ALHC	Alignment Healthcare, Inc.	2,583	$45,512
TTMI	Ttm Technologies Inc	408	$39,747
JXN	Jackson Financial Inc.	360	$38,059
BIDU	Baidu, Inc.	225	$25,069
BAP	Credicorp Ltd	52	$17,637
AEM	Agnico Eagle Mines Ltd	77	$15,629
DINO	HF Sinclair Corp	207	$12,914
AER	AerCap Holdings N.V.	92	$12,620
CVE	Cenovus Energy Inc.	440	$11,673
PBH	Prestige Consumer Healthcare Inc.	183	$10,846
HAL	Halliburton Co	260	$10,137
MWA	Mueller Water Products, Inc.	358	$9,841
MZTI	Marzetti Co	68	$9,406
SOBO	South Bow Corp	232	$7,730
COTY	Coty Inc.	3,659	$7,354
GOLD	Gold.com, Inc.	183	$7,334
TEX	Terex Corp	124	$7,328
NWE	NorthWestern Energy Group, Inc.	110	$7,253
VC	Visteon Corp	78	$7,106
KALU	Kaiser Aluminum Corp	57	$6,869
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BAESY	Bae Systems PLC /Fi/	3,126	$290,342
PPLT	abrdn Platinum ETF Trust	1,345	$250,748
SGOL	abrdn Gold ETF Trust	1,198	$49,213
VIPS	Vipshop Holdings Ltd	1,979	$35,008
VNT	Vontier Corp	801	$29,781
CNXC	Concentrix Corp	651	$27,068
ATEYY	Advantest Corp	188	$23,750
FSSL	FS Specialty Lending Fund	1,515	$21,422
MOH	Molina Healthcare, Inc.	106	$18,395
DTEGY	Deutsche Telekom AG	445	$14,551
NTR	Nutrien Ltd.	175	$10,801
STX	Seagate Technology Holdings plc	36	$9,914
ABLZF	Abb Ltd	125	$9,565
INSP	Inspire Medical Systems, Inc.	91	$8,392
HTHIY	Hitachi Ltd	258	$8,049
PNR	PENTAIR plc	76	$7,914
HOLX	HOLOGIC INC	104	$7,746
NTTYY	Nippon Telegraph & Telephone Corp	306	$7,711
VVX	V2X, Inc.	136	$7,418
SAM	Boston Beer Co Inc	38	$7,414
BFH	Bread Financial Holdings, Inc.	77	$5,700
UNG	United States Natural Gas Fund, LP	464	$5,688
CNR	Core Natural Resources, Inc.	60	$5,310
AMG	Affiliated Managers Group, Inc.	18	$5,189
MSTR	Strategy Inc	33	$5,014
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,097 tracked positions · $99,708,593 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,097 positions by value · page 1 of 22

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	27,187	+4,640	$6,899,788	+12.6%	6.92%
GLD	Spdr Gold Trust	Reduced	14,949	-5,662	$6,432,405	−21.3%	6.45%
NVDA	Nvidia Corp Technology	Added	31,781	+7,029	$5,542,606	+20.1%	5.56%
SPY	Spdr S&P 500 ETF Trust	Added	7,881	+182	$5,125,329	−2.4%	5.14%
QQQ	Invesco Qqq Trust, Series 1	Added	7,891	+340	$4,554,527	−1.8%	4.57%
BA	Boeing Co Industrials	Reduced	18,029	-574	$3,588,311	−11.2%	3.60%
UWMC	UWM Holdings Corp Financial Services	Added	925,864	+157,262	$3,351,627	−0.4%	3.36%
MSFT	Microsoft Corp Technology	Added	6,508	+613	$2,409,066	−15.5%	2.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,521	+802	$2,399,478	−3.0%	2.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,342	+289	$1,985,888	−12.6%	1.99%
GOOGL	Alphabet Inc. Communication Services	Added	4,823	+124	$1,386,901	−5.7%	1.39%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,440	-350	$1,306,070	−15.4%	1.31%
ANET	Arista Networks, Inc. Technology	Added	9,722	+4,754	$1,193,667	+83.4%	1.20%
META	Meta Platforms, Inc. Communication Services	Added	2,063	+4	$1,180,304	−13.2%	1.18%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Added	92,171	+8,398	$1,111,582	+2.9%	1.11%
CRM	Salesforce, Inc. Technology	Added	5,200	+3,082	$970,684	+73.0%	0.97%
MAIN	Main Street Capital CORP Financial Services	Added	17,463	+7,939	$924,840	+60.8%	0.93%
CVX	Chevron Corp Energy	Added	4,406	+611	$911,601	+57.6%	0.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,823	+575	$841,074	+11.8%	0.84%
NFLX	Netflix Inc Communication Services	Added	7,982	+1,193	$767,469	+20.6%	0.77%
AVGO	Broadcom Inc. Technology	Added	2,262	+72	$700,111	−7.6%	0.70%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	3,485	+1,375	$680,969	+105.8%	0.68%
WMT	Walmart Inc. Consumer Defensive	Added	5,359	+931	$666,016	+35.0%	0.67%
CINF	Cincinnati Financial Corp Financial Services	Added	4,223	+5	$664,489	−3.5%	0.67%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,902	-845	$662,013	+15.9%	0.66%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	1,863	+41	$643,014	+20.2%	0.64%
CAT	Caterpillar Inc Industrials	Reduced	874	-58	$619,194	+16.0%	0.62%
JNJ	Johnson & Johnson Healthcare	Added	2,355	+115	$575,656	+24.2%	0.58%
LLY	ELI LILLY & Co Healthcare	Added	624	+19	$573,936	−11.7%	0.58%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,796	-137	$555,278	−20.6%	0.56%
CSCO	Cisco Systems, Inc. Technology	Added	7,099	+4,238	$550,811	+149.9%	0.55%
MA	Mastercard Inc Financial Services	Added	1,072	+595	$535,635	+96.7%	0.54%
GEV	GE Vernova Inc. Industrials	Reduced	589	-37	$514,138	+25.7%	0.52%
GS	Goldman Sachs Group Inc Financial Services	Reduced	592	-232	$500,826	−30.9%	0.50%
T	At&T Inc. Communication Services	Reduced	16,709	-2,495	$484,393	+1.5%	0.49%
SHW	Sherwin Williams Co Basic Materials	Reduced	1,382	-107	$443,000	−8.2%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,316	+21	$432,819	−2.9%	0.43%
PWR	Quanta Services, Inc. Industrials	Added	783	+435	$429,882	+192.7%	0.43%
ECHO	EchoStar CORP Communication Services	Added	3,670	+1,873	$429,646	+120.0%	0.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	430	-102	$428,464	−6.6%	0.43%
FTHY	First Trust High Yield Opportunities 2027 Term Fund Financial Services	Added	31,055	+823	$420,174	−1.2%	0.42%
OKE	Oneok Inc /New/ Energy	Added	4,622	+4,598	$417,782	+23583.8%	0.42%
COIN	Coinbase Global, Inc. Financial Services	Added	2,381	+306	$415,746	−11.4%	0.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,505	+541	$400,048	+32.6%	0.40%
CAH	Cardinal Health Inc Healthcare	Added	1,888	+819	$398,953	+81.6%	0.40%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	1,014	-177	$395,875	−29.1%	0.40%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	14,603	-7,079	$377,925	−42.9%	0.38%
KLAC	Kla Corp Technology	Added	255	+5	$375,464	+23.6%	0.38%
TPL	Texas Pacific Land Corp Energy	NEW	778	NEW	$369,207	NEW	0.37%
IBIT	iShares Bitcoin Trust ETF	Added	9,360	+4,191	$359,611	+40.1%	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.