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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 18 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,565.0 $776K 0.01% -214.0 -1.7% $61.76 -8.0%
342 DINT DAVIS FUNDAMENTAL ETF TR 27,194.0 $775K 0.01% $28.50 +5.3%
343 F FORD MTR CO Consumer Cyclical 55,534.0 $771K 0.01% -1K -2.0% $13.89 +0.6%
344 TIP ISHARES TR 7,029.0 $769K 0.01% +1K +18.0% $109.43 -2.0%
345 SCHB SCHWAB STRATEGIC TR 26,516.0 $768K 0.01% -1K -4.8% $28.96 +2.2%
346 DGT SPDR SERIES TRUST 4,153.0 $767K 0.01% NEW $184.78 +3.7%
347 TLH ISHARES TR 7,642.0 $767K 0.01% -528.0 -6.5% $100.35 -3.4%
348 BSTP INNOVATOR ETFS TRUST 19,489.0 $767K 0.01% -105.0 -0.5% $39.33 +1.9%
349 PDI PIMCO DYNAMIC INCOME FD Financial Services 45,582.0 $761K 0.01% $16.70 -10.1%
350 LMT LOCKHEED MARTIN CORP Industrials 1,486.0 $758K 0.01% +37.0 +2.5% $509.94 +12.6%
351 WTV WISDOMTREE TR 7,425.0 $755K 0.01% $101.71 +6.2%
352 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,505.0 $755K 0.01% -1K -40.1% $501.53 +26.0%
353 VZ VERIZON COMMUNICATIONS INC Communication Services 17,787.0 $753K 0.01% +2K +10.2% $42.35 +16.7%
354 MS MORGAN STANLEY Financial Services 3,601.0 $753K 0.01% -228.0 -6.0% $209.11 +0.8%
355 CGSM CAPITAL GRP FIXED INCM ETF T 28,506.0 $752K 0.01% $26.39 -0.4%
356 SPIB SPDR SERIES TRUST 22,476.0 $752K 0.01% +458.0 +2.1% $33.46 -1.1%
357 ADVISORS INNER CIRCLE FD II 29,642.0 $752K 0.01% $25.36
358 BIL SPDR SERIES TRUST 8,142.0 $746K 0.01% $91.64 -0.1%
359 ADVISORS INNER CIRCLE FD II 29,448.0 $744K 0.01% -3K -9.8% $25.26
360 FUTY FIDELITY COVINGTON TRUST 12,691.0 $741K 0.01% $58.42 -2.8%
Page 18 of 34  ·  669 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%