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Portfolio (Quarterly) Guide ↗

SIGNAL TREE FINANCIAL PARTNERS LLC

· CIK 0002069337
13F Portfolio $132M AUM 47 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 14 Added 16 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ADP AUTOMATIC DATA PROCESSING IN Industrials 927 $238K 0.18% SOLD
2 GE GE AEROSPACE Industrials 716 $220K 0.17% SOLD
Sector Allocation
Financial Services 28.4%
Technology 26.8%
Healthcare 14.5%
Consumer Cyclical 12.6%
Communication Services 8.3%
Energy 5.7%
Consumer Defensive 3.7%