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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 1,665.0 $1.0M 0.96% +24.0 +1.5% $604.31 -12.6%
22 BERKSHIRE HATHAWAY INC DEL 2,090.0 $1.0M 0.96% +15.0 +0.7% $479.21
23 V VISA INC Financial Services 3,029.0 $916K 0.87% +1K +68.0% $302.27 +10.0%
24 MCD MCDONALDS CORP Consumer Cyclical 2,897.0 $900K 0.86% +167.0 +6.1% $310.78 -9.1%
25 JPM JPMORGAN CHASE & CO Financial Services 3,031.0 $892K 0.85% -331.0 -9.8% $294.20 +2.2%
26 KLAC KLA CORP Technology 599.0 $882K 0.84% +110.0 +22.5% $1472.26 +19.3%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,603.0 $880K 0.84% +107.0 +4.3% $337.95 +17.2%
28 QQQ INVESCO QQQ TR Financial Services 1,519.0 $877K 0.84% -1K -42.2% $577.20 +21.5%
29 TXN TEXAS INSTRS INC Technology 4,229.0 $821K 0.78% -196.0 -4.4% $194.14 +54.8%
30 QTUM ETF SER SOLUTIONS 7,571.0 $812K 0.78% +3K +69.0% $107.30 +31.1%
31 ORCL ORACLE CORP Technology 5,518.0 $812K 0.78% -370.0 -6.3% $147.12 +26.8%
32 ACWI ISHARES TR 5,800.0 $803K 0.77% -115.0 -1.9% $138.37 +10.7%
33 EDV VANGUARD WORLD FD 12,064.0 $784K 0.75% -4K -25.9% $64.95 -6.5%
34 ETN EATON CORP PLC Industrials 2,171.0 $776K 0.74% +59.0 +2.8% $357.61 +6.8%
35 IYW ISHARES TR 4,227.0 $767K 0.73% -178.0 -4.0% $181.42 +29.3%
36 NEE NEXTERA ENERGY INC Utilities 8,087.0 $751K 0.72% +964.0 +13.5% $92.88 +0.5%
37 XLU SELECT SECTOR SPDR TR 16,240.0 $745K 0.71% NEW $45.89 -3.4%
38 CSCO CISCO SYS INC Technology 9,572.0 $743K 0.71% $77.59 +53.2%
39 MS MORGAN STANLEY Financial Services 4,488.0 $739K 0.70% $164.57 +17.1%
40 DE DEERE & CO Industrials 1,302.0 $733K 0.70% +771.0 +145.2% $563.15 +0.2%
Page 2 of 6  ·  118 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%