Sign In
test

Roberta Capuano

Signet Investment Advisory Group, Inc.

Assets Managed
$218.293M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
1.45%(2Q avg: 2.41%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Signet Investment Advisory Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Signet Investment Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 218.293M in assets, with a quarterly growth rate of 1.45% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Roberta Capuano, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Decreased -2.92%
6.08%
$13.254M
150,341 shares@ $88.17 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.29%
5.89%
$12.836M
518,637 shares@ $24.76 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 3.35%
3.81%
$8.302M
312,002 shares@ $26.62 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.76%
3.58%
$7.799M
30,730 shares@ $253.8 avg price
WMT
Walmart Inc
Recent Activity
Decreased -3.99%
3.42%
$7.461M
60,031 shares@ $124.29 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.1%
3.33%
$7.269M
29,737 shares@ $244.45 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.91%
3.05%
$6.637M
13,850 shares@ $479.2 avg price
NEE
Nextera Energy Inc
Recent Activity
Increased 0.63%
3%
$6.529M
70,299 shares@ $92.88 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -0.36%
2.98%
$6.5M
83,768 shares@ $77.6 avg price
CSX
Csx Corp
Recent Activity
Increased 0.9%
2.93%
$6.39M
155,657 shares@ $41.05 avg price

1-10 of 69