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Benjamin Person

Signature Equity Partners, Llc

Assets Managed
$186.348M
Holdings
1550
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
3.07%(2Q avg: 1.54%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Signature Equity Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1550 positions.

Assets under management

The assets under management (AUM) of Signature Equity Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 186.348M in assets, with a quarterly growth rate of 3.07% and a 2-quarter average growth rate of 1.54%. The portfolio is managed by Benjamin Person, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 20.58%
3.71%
$6.9M
27,187 shares@ $253.79 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -27.47%
3.46%
$6.432M
14,949 shares@ $430.29 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 28.4%
2.98%
$5.543M
31,781 shares@ $174.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.37%
2.76%
$5.125M
7,881 shares@ $650.33 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.51%
2.45%
$4.554M
7,891 shares@ $577.17 avg price
FTRB
Federated Herm Ttl Rtrn Bnd
Recent Activity
Increased 23.07%
2.38%
$4.429M
176,130 shares@ $25.15 avg price
BA
Boeing Co The
Recent Activity
Decreased -3.08%
1.93%
$3.588M
18,029 shares@ $199.04 avg price
UWMC
Uwm Holdings Corp
Recent Activity
Increased 20.47%
1.8%
$3.352M
925,864 shares@ $3.63 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 1.14%
1.62%
$3.018M
12,169 shares@ $248.0 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.4%
1.3%
$2.409M
6,508 shares@ $370.17 avg price

1-10 of 1550