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Portfolio (Quarterly) Guide ↗

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

· CIK 0001079935
13F Portfolio $5.6B AUM 1,062 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 249 Added 267 Reduced 41 Exited
Page 13 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AFL AFLAC INC Financial Services 2,046.0 $240K 0.00% +133.0 +7.0% $117.49 +3.0%
242 MMIT NEW YORK LIFE INVTS ACTIVE E 9,641.0 $235K 0.00% +100.0 +1.1% $24.35 -1.4%
243 BEPC BROOKFIELD RENEWABLE CORP Utilities 6,107.0 $227K 0.00% +884.0 +16.9% $37.11 -5.4%
244 ED CONSOLIDATED EDISON INC Utilities 1,991.0 $220K 0.00% +36.0 +1.8% $110.66 -1.5%
245 AON AON PLC Financial Services 652.0 $217K 0.00% +29.0 +4.7% $332.96 +4.3%
246 DHS WISDOMTREE TR 1,895.0 $215K 0.00% +18.0 +1.0% $113.67 +4.1%
247 MRSH MARSH & MCLENNAN COS INC Financial Services 1,287.0 $215K 0.00% +15.0 +1.2% $166.73 +10.5%
248 BXSL BLACKSTONE SECD LENDING FD Financial Services 8,700.0 $206K 0.00% +194.0 +2.3% $23.71 +2.1%
249 MPT MEDICAL PROPERTIES TRUST INC Financial Services 25,944.0 $120K 0.00% +8K +44.9% $4.62 -12.3%
Page 13 of 13  ·  249 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.0%
Financial Services 24.4%
Communication Services 11.2%
Industrials 8.8%
Consumer Cyclical 7.2%
Healthcare 5.4%
Consumer Defensive 3.8%
Utilities 3.2%
Energy 1.3%
Real Estate 1.0%