Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $9.8M | 4.5% | +25.1% |
| QQQInvesco Qqq Tr | $6.3M | 2.9% | +8.4% |
| NVDANvidia Corporation | $6.2M | 2.8% | −3.2% |
| GLDSpdr Gold Tr | $6.0M | 2.8% | +9.4% |
| SPYState Str Spdr S&p 500 Etf T | $4.8M | 2.2% | −18.0% |
| AMZNAmazon Com Inc | $4.2M | 1.9% | +51.7% |
| FTRBFederated Hermes Etf Trust | $4.0M | 1.9% | −8.4% |
| IWMIshares Tr | $4.0M | 1.8% | +8.2% |
| BABoeing Co | $3.8M | 1.7% | −3.2% |
| MSFTMicrosoft Corp | $3.6M | 1.6% | +46.9% |
| FWDAb Active Etfs Inc | $3.4M | 1.6% | New |
| TSLATesla Inc | $3.4M | 1.5% | +49.4% |
| UWMCUwm Holdings Corporation | $2.8M | 1.3% | +30.7% |
| VGTVanguard World Fd | $2.6M | 1.2% | −2.1% |
| IVVIshares Tr | $2.5M | 1.2% | +9.0% |
| GOOGLAlphabet Inc | $2.4M | 1.1% | +37.5% |
| KNGFirst Tr Exchange-traded Fd | $2.2M | 1.0% | +2.6% |
| GSSTGoldman Sachs Etf Tr | $2.2M | 1.0% | +23.7% |
| SOXXIshares Tr | $2.1M | 1.0% | +1.3% |
| JHMMJohn Hancock Exchange Traded | $2.1M | 1.0% | +3.6% |
| ANETArista Networks Inc | $2.1M | 1.0% | +25.5% |
| IGVIshares Tr | $2.0M | 0.9% | +29.2% |
| AVUVAmerican Centy Etf Tr | $1.8M | 0.8% | |
| AIRRFirst Tr Exchange Traded Fd | $1.6M | 0.7% | +11.1% |
| SMHVaneck Etf Trust | $1.6M | 0.7% | +3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SOXXIshares Tr | December 31, 2025 | +112.8% | $2.1M |
| SMHVaneck Etf Trust | December 31, 2025 | +82.1% | $1.6M |
| PTFInvesco Exchange Traded Fd T | December 31, 2025 | +78.2% | $1.6M |
| AIRRFirst Tr Exchange Traded Fd | December 31, 2025 | +35.5% | $1.6M |
| ANETArista Networks Inc | December 31, 2025 | +29.6% | $2.1M |
| VGTVanguard World Fd | December 31, 2025 | +26.8% | $2.6M |
| GRIDFirst Tr Exchange-traded Fd | December 31, 2025 | +25.3% | $1.5M |
| AVEMAmerican Centy Etf Tr | December 31, 2025 | +25.3% | $1.2M |
| AVUVAmerican Centy Etf Tr | December 31, 2025 | +22.3% | $1.8M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $4.0M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $662K
- Carnival CorpCUSIP 143658300 was $378K
- XLSRSsga Active Tr was $169K
- SPDWSpdr Index Shs Fds was $129K
- TMDXTransmedics Group Inc was $119K
- SPEMSpdr Index Shs Fds was $111K
- PRFInvesco Exchange Traded Fd T was $84K
- WHRWhirlpool Corp was $75K
- Honeywell Intl IncCUSIP 438516106 was $72K
- SPMDSpdr Series Trust was $42K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Signature Equity Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109813&type=13F-HR&dateb=&owner=include&count=40CIK 2109813
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109813/000210981326000003/Filed July 30, 2026 · accession 0002109813-26-000003