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Portfolio (Quarterly) Guide ↗

Signet Private Wealth LLC

· CIK 0002096298
13F Portfolio $105M AUM 118 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 46 Added 36 Reduced 20 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSICO INC Consumer Defensive 4,702.0 $730K 0.70% +62.0 +1.3% $155.30 -4.0%
22 AMAT APPLIED MATLS INC Technology 2,124.0 $726K 0.69% +629.0 +42.1% $341.78 +19.1%
23 IEV ISHARES TR 10,201.0 $693K 0.66% +3K +43.0% $67.94 +4.7%
24 CAT CATERPILLAR INC Industrials 911.0 $645K 0.62% +344.0 +60.7% $708.09 +21.5%
25 LRCX LAM RESEARCH CORP Technology 2,879.0 $615K 0.59% +115.0 +4.2% $213.64 +30.1%
26 CTA SIMPLIFY EXCHANGE TRADED FUN 20,337.0 $615K 0.59% +4K +23.1% $30.22 +7.0%
27 META META PLATFORMS INC Communication Services 1,040.0 $595K 0.57% +18.0 +1.8% $572.20 +6.8%
28 ITW ILLINOIS TOOL WKS INC Industrials 2,280.0 $593K 0.57% +34.0 +1.5% $260.29 -4.2%
29 FXY INVESCO CURRENCYSHARES Financial Services 9,067.0 $525K 0.50% +2K +21.6% $57.88 -0.3%
30 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 35,585.0 $508K 0.48% +15K +71.4% $14.28 +1.9%
31 NFLX NETFLIX INC. Communication Services 5,008.0 $482K 0.46% +910.0 +22.2% $96.16 -6.8%
32 TECK TECK RESOURCES LTD Basic Materials 8,890.0 $460K 0.44% +105.0 +1.2% $51.75 +16.4%
33 DHR DANAHER CORP DEL Healthcare 2,399.0 $455K 0.43% +961.0 +66.8% $189.61 -13.6%
34 ASML ASML HLDG NV Technology 329.0 $435K 0.41% +27.0 +8.9% $1321.03 +10.5%
35 AMGN AMGEN INC Healthcare 1,204.0 $424K 0.40% +105.0 +9.6% $351.76 -6.0%
36 IJH ISHARES TR 6,210.0 $419K 0.40% +841.0 +15.7% $67.53 +5.8%
37 MU MICRON TECHNOLOGY INC Technology 1,226.0 $414K 0.40% +256.0 +26.4% $337.76 +101.8%
38 GEV GE VERNOVA INC Utilities 444.0 $388K 0.37% +83.0 +23.0% $873.48 +15.9%
39 GSLC GOLDMAN SACHS ETF TR 3,044.0 $381K 0.36% +108.0 +3.7% $125.13 +11.2%
40 NVT NVENT ELEC PLC Industrials 3,153.0 $373K 0.36% +1K +50.1% $118.28 +35.9%
Page 2 of 3  ·  46 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 34.6%
Financial Services 15.0%
Industrials 10.9%
Healthcare 10.4%
Consumer Cyclical 7.2%
Communication Services 6.7%
Energy 4.7%
Consumer Defensive 4.3%
Utilities 3.2%
Basic Materials 2.3%