Signature Equity Partners, LLC

CIK 0002109813 · Q1 2026

13F Equity AUM

$186.3M

+3.1% QoQ

Positions

1,528

-152 QoQ

AUM Rank

#7,687

Top 62%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 15.3%Top 10: 24.3%Top 20: 34.6%

AAPL3.7%

GQ93.5%

NVDA3.0%

SPY2.8%

NDQ2.4%

FTRB2.4%

BA1.9%

UWMC1.8%

IWM1.6%

MSFT1.3%

Others (1518)75.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services61.6%

Technology13.5%

Industrials6.3%

Consumer Cyclical4.5%

Healthcare3.2%

Communication Services3.0%

Consumer Defensive2.0%

Energy2.0%

Other3.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1528Median: 0.01%Avg: 0.07%

0–0.5%

1483(49.8%)

0.5–1%

29(19.3%)

1–3%

14(23.8%)

3–5%

2(7.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,464Unique: 64vs 20 funds

19.9%Moderate

1,528

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

26.9%

BANK OF AMERICA CORP /DE/

29.1%

27.2%

28.1%

37.1%

26.7%

VANGUARD CAPITAL MANAGEMENT LLC

25.4%

GEODE CAPITAL MANAGEMENT, LLC

25%

VANGUARD PORTFOLIO MANAGEMENT LLC

28.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New165Increased559Decreased450Exited309

New Positions

MGNR0.7%

+27K

GVAL0.6%

+34K

AVIV0.3%

+8K

YMAR0.2%

+16K

TPL0.2%

+778

XLSR0.1%

+3K

MKL0.1%

+75

SPDW0.1%

+3K

TMDX0.1%

+1K

CGDV0.1%

+3K

Increased

UWMC1.8%

+157K(+20%)

FTRB2.4%

+33K(+23%)

GSST0.9%

+32K(+1337%)

XLE1.0%

+29K(+1217%)

AVUV0.8%

+13K(+1007%)

PFFA0.6%

+12K(+30%)

GMAR0.3%

+11K(+2819%)

PSFD0.3%

+10K(+327%)

XLB0.3%

+10K(+15091%)

PTY0.6%

+8K(+10%)

Decreased

SLV0.1%

-26,656(-88%)

TOUS0.0%

-24,486(-99%)

QDPL0.6%

-16,590(-39%)

FTXO0.1%

-15,337(-72%)

XLF0.2%

-14,725(-63%)

TRFK0.0%

-13,354(-92%)

JEPI0.1%

-11,998(-75%)

UDEC0.2%

-9,915(-56%)

CCL0.2%

-7,079(-33%)

EFR0.0%

-7,064(-95%)

Exited

Kkr Private Equity C…

-12,938

-22,763

-5,466

-3,508

-3,126

-1,345

Cais Icg Strategic E…

-213,787

SPYG

-1,460

Amg Pantheon Fd Llc …

-5,892

Kkr Infrastructure C…

-3,441

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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