Signature Equity Partners, LLC

Q2 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
1,571
Total value ($000)
$217,809
Net value change ($000)
+31,461 (16.9%)
New positions
182
Sold out positions
160
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FWD 3,392 NEW
AAPL 2,939 42.6%
GSST 2,152 NEW
AMZN 1,766 73.6%
QQQ 1,747 38.4%
LALT 1,417 7872.2%
JIVE 1,398 2741.2%
TSLA 1,370 69.0%
JEPI 1,339 605.9%
MSFT 1,157 48.0%
Top Reduces (Value $000, Stocks/ETFs)
XLE -1,727 -89.4%
TCAF -1,431 -94.4%
GVAL -1,112 -98.6%
MGNR -809 -58.5%
XOM -662 -100.0%
AVIV -608 -97.1%
UWMC -581 -17.3%
CINF -493 -74.1%
XLB -429 -87.0%
GLD -410 -6.4%
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