Signature Equity Partners, LLC

CIK

2109813

Location

COLUMBUS, OH

Portfolio Value

Micro $1,970,026

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	25.0%	$24,872,269	172
Unclassified	17.0%	$16,927,439	11
Financial Services	13.8%	$13,798,824	168
Industrials	12.4%	$12,327,165	176
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%	$4,058,995	55
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $1,970,026 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DUK	Duke Energy CORP Utilities	Added	2,707	+317	$354,454	+26.5%	17.99%
NEE	Nextera Energy Inc Utilities	Added	3,731	+28	$346,535	+16.6%	17.59%
SO	Southern Co Utilities	Added	3,297	+409	$318,226	+26.4%	16.15%
CEG	Constellation Energy Corp Utilities	Added	718	+667	$200,501	+1012.9%	10.18%
LNT	Alliant Energy Corp Utilities	Added	2,704	+572	$194,039	+40.0%	9.85%
WEC	Wec Energy Group, Inc. Utilities	Added	1,187	+185	$137,418	+30.0%	6.98%
VST	Vistra Corp. Utilities	Reduced	624	-255	$93,805	−33.9%	4.76%
ED	Consolidated Edison Inc Utilities	Reduced	317	-846	$35,878	−68.9%	1.82%
AEP	American Electric Power Co Inc Utilities	Reduced	245	-630	$32,114	−68.2%	1.63%
NGG	National Grid PLC Utilities	Added	351	+55	$29,694	+29.7%	1.51%
ETR	Entergy Corp /De/ Utilities	Added	240	+2	$26,966	+22.6%	1.37%
NRG	Nrg Energy, Inc. Utilities	Reduced	142	-83	$20,751	−42.1%	1.05%
D	Dominion Energy, Inc Utilities	Added	286	+5	$17,680	+7.4%	0.90%
DTE	Dte Energy Co Utilities	Added	112	+104	$16,376	+1488.4%	0.83%
XEL	Xcel Energy Inc Utilities	Reduced	192	-4	$15,252	+5.4%	0.77%
ATO	Atmos Energy Corp Utilities	Reduced	74	-15	$13,669	−8.4%	0.69%
EXC	Exelon Corp Utilities	Added	269	+13	$13,186	+18.2%	0.67%
AEE	Ameren Corp Utilities	Added	117	+2	$12,860	+12.0%	0.65%
TLN	Talen Energy Corp Utilities	Reduced	37	-1	$11,811	−17.1%	0.60%
NWE	NorthWestern Energy Group, Inc. Utilities	NEW	110	NEW	$7,253	NEW	0.37%
EIX	Edison International Utilities	NEW	86	NEW	$6,293	NEW	0.32%
ORA	Ormat Technologies, Inc. Utilities	Added	52	+44	$5,819	+559.0%	0.30%
FE	Firstenergy Corp Utilities	Added	113	+10	$5,724	+24.1%	0.29%
AES	Aes Corp Utilities	Added	363	+279	$5,114	+324.8%	0.26%
SRE	Sempra Utilities	Held	52	0	$5,052	+10.0%	0.26%
AWK	American Water Works Company, Inc. Utilities	Held	37	0	$5,035	+4.3%	0.26%
POR	Portland General Electric Co /Or/ Utilities	NEW	95	NEW	$5,013	NEW	0.25%
OKLO	Oklo Inc. Utilities	Added	99	+4	$4,909	−28.0%	0.25%
SWX	Southwest Gas Holdings, Inc. Utilities	NEW	54	NEW	$4,692	NEW	0.24%
EVRG	Evergy, Inc. Utilities	Held	55	0	$4,505	+13.0%	0.23%
CNP	Centerpoint Energy Inc Utilities	Added	68	+5	$2,934	+21.5%	0.15%
IDA	Idacorp Inc Utilities	Held	16	0	$2,287	+13.0%	0.12%
BEPC	Brookfield Renewable Corp Utilities	Held	47	0	$1,872	+3.9%	0.10%
ES	Eversource Energy Utilities	Added	25	+1	$1,732	+7.2%	0.09%
UGI	Ugi Corp /Pa/ Utilities	Added	46	+5	$1,675	+9.2%	0.09%
OGE	Oge Energy Corp. Utilities	Held	31	0	$1,486	+12.3%	0.08%
CMS	Cms Energy Corp Utilities	Held	18	0	$1,396	+11.0%	0.07%
WTRG	Essential Utilities, Inc. Utilities	Held	34	0	$1,369	+5.0%	0.07%
PEG	Public Service Enterprise Group Inc Utilities	Added	16	+2	$1,295	+15.2%	0.07%
AVA	Avista Corp Utilities	Held	29	0	$1,164	+4.2%	0.06%
SR	Spire Inc Utilities	Held	11	0	$995	+9.5%	0.05%
OGS	ONE Gas, Inc. Utilities	Reduced	8	-1	$689	−0.9%	0.03%
PNW	Pinnacle West Capital Corp Utilities	Held	3	0	$302	+13.5%	0.02%
FLNC	Fluence Energy, Inc. Utilities	Held	15	0	$206	−30.4%	0.01%