Signature Equity Partners, LLC
Filing Date
Global Rank
#5,375
/ 8,232
▲ 277
Top Industry
Semiconductors
9.3%
3Y Alpha vs SPY
-23.0%
Period ended 2 months ago
Filed May 13, 2026 · 32d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.4%
SPY
+9.1%
Annualised alpha
-23.0%
Max drawdown
−9.6%
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
1,095 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.9%
−1.2 pts
Top 5
28.6%
−0.1 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 |
|---|---|---|
| Technology | 25.0% | $24,872,269 |
| Unclassified | 17.0% | $16,927,439 |
| Financial Services | 13.8% | $13,798,824 |
| Industrials | 12.4% | $12,327,165 |
| Consumer Cyclical | 8.4% | $8,336,512 |
| Healthcare | 6.3% | $6,316,670 |
| Communication Services | 4.9% | $4,838,140 |
| Consumer Defensive | 4.1% | $4,058,995 |
| Energy | 3.7% | $3,692,869 |
| Utilities | 2.0% | $1,970,026 |
| Basic Materials | 1.8% | $1,779,697 |
| Real Estate | 0.8% | $749,905 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| SATS | 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | |
| ABBNY | 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. | ||||
1,095 positions ·
$99,668,511 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 1,095 positions by value
· page 1 of 22
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 27,187 | $6,899,788 | 6.92% | |
| GLD |
Spdr Gold Trust
|
Reduced | 14,949 | $6,432,405 | 6.45% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 31,781 | $5,542,606 | 5.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,881 | $5,125,329 | 5.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 7,891 | $4,554,527 | 4.57% | |
| BA |
Boeing Co
Industrials
|
Reduced | 18,029 | $3,588,311 | 3.60% | |
| UWMC |
UWM Holdings Corp
Financial Services
|
Added | 925,864 | $3,351,627 | 3.36% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,508 | $2,409,066 | 2.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,521 | $2,399,478 | 2.41% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,342 | $1,985,888 | 1.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,823 | $1,386,901 | 1.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,440 | $1,306,070 | 1.31% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 9,722 | $1,193,667 | 1.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,063 | $1,180,304 | 1.18% | |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
Added | 92,171 | $1,111,582 | 1.12% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 5,200 | $970,684 | 0.97% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Added | 17,463 | $924,840 | 0.93% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,406 | $911,601 | 0.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,823 | $841,074 | 0.84% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 7,982 | $767,469 | 0.77% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,262 | $700,111 | 0.70% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Added | 3,485 | $680,969 | 0.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,359 | $666,016 | 0.67% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 4,223 | $664,489 | 0.67% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 3,902 | $662,013 | 0.66% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 1,863 | $643,014 | 0.65% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 874 | $619,194 | 0.62% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,355 | $575,656 | 0.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 624 | $573,936 | 0.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 3,796 | $555,278 | 0.56% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,099 | $550,811 | 0.55% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,072 | $535,635 | 0.54% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 589 | $514,138 | 0.52% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 592 | $500,826 | 0.50% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 16,709 | $484,393 | 0.49% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 1,382 | $443,000 | 0.44% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,316 | $432,819 | 0.43% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 783 | $429,882 | 0.43% | |
| SATS |
EchoStar CORP
Communication Services
|
Added | 3,670 | $429,646 | 0.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 430 | $428,464 | 0.43% | |
| FTHY |
First Trust High Yield Opportunities 2027 Term Fund
Financial Services
|
Added | 31,055 | $420,174 | 0.42% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 4,622 | $417,782 | 0.42% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 2,381 | $415,746 | 0.42% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 2,505 | $400,048 | 0.40% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 1,888 | $398,953 | 0.40% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,014 | $395,875 | 0.40% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Reduced | 14,603 | $377,925 | 0.38% | |
| KLAC |
Kla Corp
Technology
|
Added | 255 | $375,464 | 0.38% | |
| TPL |
Texas Pacific Land Corp
Energy
|
NEW | 778 | $369,207 | 0.37% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 9,360 | $359,611 | 0.36% |