Signature Equity Partners, LLC

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
1,550
Total value ($000)
$186,348
Net value change ($000)
+5,535 (3.1%)
New positions
165
Sold out positions
314
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLE 1,824 1704.7%
AVUV 1,444 1102.3%
MGNR 1,383 NEW
GVAL 1,128 NEW
NVDA 927 20.1%
FTRB 795 21.9%
AAPL 770 12.6%
AVEM 643 6430.0%
AVIV 626 NEW
ANET 543 83.4%
Top Reduces (Value $000, Stocks/ETFs)
GLD -1,736 -21.3%
SLV -1,703 -87.3%
XLI -887 -41.2%
TRFK -857 -92.4%
XLF -853 -66.8%
TOUS -845 -99.5%
QDPL -765 -42.6%
JEPI -689 -75.7%
FTXO -589 -73.6%
BA -451 -11.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type