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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 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 4,702.0 $730K 0.70% +62.0 +1.3% $155.30 -3.6%
42 AMAT APPLIED MATLS INC Technology 2,124.0 $726K 0.69% +629.0 +42.1% $341.78 +19.1%
43 PG PROCTER & GAMBLE CO Consumer Defensive 4,951.0 $715K 0.68% -494.0 -9.1% $144.43 -1.8%
44 HD HOME DEPOT INC Consumer Cyclical 2,127.0 $699K 0.67% -612.0 -22.3% $328.81 -10.4%
45 IEV ISHARES TR 10,201.0 $693K 0.66% +3K +43.0% $67.94 +4.9%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,017.0 $661K 0.63% $650.31 +12.9%
47 XOM EXXON MOBIL CORP Energy 3,876.0 $658K 0.63% $169.66 -5.8%
48 MRSH MARSH & MCLENNAN COS INC Financial Services 3,748.0 $650K 0.62% -197.0 -5.0% $173.46 -4.4%
49 CAT CATERPILLAR INC Industrials 911.0 $645K 0.62% +344.0 +60.7% $708.09 +20.4%
50 LRCX LAM RESEARCH CORP Technology 2,879.0 $615K 0.59% +115.0 +4.2% $213.64 +27.7%
51 CTA SIMPLIFY EXCHANGE TRADED FUN 20,337.0 $615K 0.59% +4K +23.1% $30.22 +6.9%
52 WMB WILLIAMS COS INC Energy 8,295.0 $604K 0.58% -718.0 -8.0% $72.78 +6.1%
53 LIN LINDE PLC Basic Materials 1,217.0 $603K 0.58% -428.0 -26.0% $495.76 +2.2%
54 META META PLATFORMS INC Communication Services 1,040.0 $595K 0.57% +18.0 +1.8% $572.20 +6.4%
55 ITW ILLINOIS TOOL WKS INC Industrials 2,280.0 $593K 0.57% +34.0 +1.5% $260.29 -5.9%
56 BLK BLACKROCK INC Financial Services 556.0 $535K 0.51% $962.02 +10.9%
57 MDLZ MONDELEZ INTL INC Consumer Defensive 9,191.0 $530K 0.51% -764.0 -7.7% $57.64 +7.0%
58 FXY INVESCO CURRENCYSHARES Financial Services 9,067.0 $525K 0.50% +2K +21.6% $57.88 -0.2%
59 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 35,585.0 $508K 0.48% +15K +71.4% $14.28 +1.4%
60 URI UNITED RENTALS INC Industrials 690.0 $503K 0.48% $728.97 +27.2%
Page 3 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%