SIGNET FINANCIAL MANAGEMENT, LLC

data from 31/12/2025

Capitalization

$ 894.804 M 3.90 %

Average holding period

18 ans

Performance

$ 459.365 M 87.66 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SIGNET FINANCIAL MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 SPDR SERIES TRUST 3.98% 35.621 M $ 333846 2017/12/31 741.954 K $ 2.10 %
2025/12/31 APPLE INC 3.52% 31.454 M $ 115700 2014/12/31 1.990 M $ 6.77 %
2025/12/31 SPDR SERIES TRUST 3.24% 29.016 M $ 510761 2017/12/31 749.383 K $ 2.67 %
2025/12/31 ALPHABET INC 2.25% 20.172 M $ 64284 2015/12/31 4.471 M $ 28.84 %
2025/12/31 VANGUARD INDEX FDS 2.25% 20.138 M $ 41279 2014/12/31 361.721 K $ 1.72 %
2025/12/31 BLACKROCK ETF TRUST II 1.85% 16.521 M $ 313084 2024/12/31 -133.731 K $ -0.88 %
2025/12/31 BROADCOM INC 1.72% 15.412 M $ 44531 2019/09/30 716.585 K $ 4.91 %
2025/12/31 SPDR SERIES TRUST 1.69% 15.134 M $ 675174 2023/03/31 -18.575 K $ -0.13 %
2025/12/31 SPDR SERIES TRUST 1.46% 13.078 M $ 446662 2018/03/31 -16.949 K $ -0.14 %
2025/12/31 MICROSOFT CORP 1.43% 12.827 M $ 26522 2014/12/31 -918.574 K $ -6.63 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 1.40% 12.547 M $ 263837 2025/06/30 -12.221 K $ -0.11 %
2025/12/31 ELI LILLY & CO 1.28% 11.488 M $ 10690 2018/03/31 3.319 M $ 40.85 %
2025/12/31 SPDR SERIES TRUST 1.25% 11.221 M $ 132560 2017/12/31 165.318 K $ 1.49 %
2025/12/31 META PLATFORMS INC 1.25% 11.193 M $ 16956 2014/12/31 -1.234 M $ -10.11 %
2025/12/31 VANGUARD MALVERN FDS 1.24% 11.110 M $ 224632 2024/06/30 -259.372 K $ -2.31 %
2025/12/31 SPDR INDEX SHS FDS 1.23% 11.008 M $ 247876 2017/12/31 408.520 K $ 3.79 %
2025/12/31 SPDR SERIES TRUST 1.20% 10.743 M $ 116226 2017/12/31 102.665 K $ 0.95 %
2025/12/31 APPLIED MATLS INC 1.16% 10.404 M $ 40482 2016/03/31 2.100 M $ 25.52 %
2025/12/31 UNITED RENTALS INC 1.16% 10.379 M $ 12825 2016/09/30 -1.863 M $ -15.23 %
2025/12/31 BLACKROCK ETF TRUST 1.15% 10.284 M $ 169110 2025/03/31 218.295 K $ 2.72 %
2025/12/31 AMERICAN CENTY ETF TR 1.13% 10.150 M $ 131786 2022/12/31 243.146 K $ 2.54 %
2025/12/31 ARISTA NETWORKS INC 1.08% 9.702 M $ 74047 2024/12/31 -1.081 M $ -10.07 %
2025/12/31 AMERICAN CENTY ETF TR 1.08% 9.639 M $ 127209 2023/03/31 251.582 K $ 4.86 %
2025/12/31 VANGUARD SPECIALIZED FUNDS 1.02% 9.094 M $ 41376 2014/12/31 165.768 K $ 1.85 %
2025/12/31 ISHARES INC 1.00% 8.988 M $ 133705 2022/12/31 137.373 K $ 1.97 %
2025/12/31 CATERPILLAR INC 0.98% 8.727 M $ 15234 2018/03/31 2.134 M $ 20.06 %
2025/12/31 VANGUARD INDEX FDS 0.97% 8.680 M $ 25888 2014/12/31 199.101 K $ 2.17 %
2025/12/31 CAPITAL ONE FINL CORP 0.90% 8.021 M $ 33096 2025/06/30 982.471 K $ 14.01 %
2025/12/31 SPDR SERIES TRUST 0.84% 7.510 M $ 260393 2017/12/31 -15.088 K $ -0.21 %
2025/12/31 AMAZON COM INC 0.84% 7.495 M $ 32471 2017/12/31 361.833 K $ 5.12 %
2025/12/31 STEEL DYNAMICS INC 0.82% 7.359 M $ 43429 2019/03/31 1.311 M $ 21.53 %
2025/12/31 EXPEDIA GROUP INC 0.82% 7.295 M $ 25748 2024/03/31 1.800 M $ 32.54 %
2025/12/31 ISHARES TR 0.79% 7.074 M $ 70473 2023/03/31 -23.944 K $ -0.32 %
2025/12/31 SPDR INDEX SHS FDS 0.79% 7.049 M $ 150584 2017/12/31 0.000 $ 0.00 %
2025/12/31 VISTRA CORP 0.78% 6.952 M $ 43090 2023/12/31 -1.493 M $ -17.66 %
2025/12/31 BANK AMERICA CORP 0.76% 6.782 M $ 123307 2014/12/31 421.680 K $ 6.61 %
2025/12/31 VANGUARD INDEX FDS 0.74% 6.608 M $ 34600 2014/12/31 167.940 K $ 2.41 %
2025/12/31 DELL TECHNOLOGIES INC 0.73% 6.567 M $ 52165 2021/12/31 -828.965 K $ -11.21 %
2025/12/31 QUANTA SVCS INC 0.73% 6.545 M $ 15507 2021/09/30 118.083 K $ 1.84 %
2025/12/31 ISHARES TR 0.71% 6.382 M $ 9317 2014/12/31 151.103 K $ 2.34 %
2025/12/31 VANGUARD ADMIRAL FDS INC 0.68% 6.051 M $ 13611 2022/09/30 124.560 K $ 2.10 %
2025/12/31 ISHARES TR 0.67% 5.961 M $ 17382 2015/03/31 136.093 K $ 3.04 %
2025/12/31 ISHARES TR 0.66% 5.937 M $ 53846 2018/03/31 -6.759 K $ -0.11 %
2025/12/31 ISHARES TR 0.66% 5.922 M $ 48045 2025/03/31 96.654 K $ 2.10 %
2025/12/31 ASML HOLDING N V 0.65% 5.803 M $ 5424 2025/09/30 546.253 K $ 10.51 %
2025/12/31 JABIL INC 0.65% 5.801 M $ 25441 2021/09/30 278.421 K $ 5.00 %
2025/12/31 ABBVIE INC 0.64% 5.760 M $ 25210 2016/03/31 -76.536 K $ -1.32 %
2025/12/31 ISHARES TR 0.62% 5.550 M $ 52014 2022/06/30 -4.217 K $ -0.07 %
2025/12/31 SELECT SECTOR SPDR TR 0.62% 5.518 M $ 38325 2015/03/31 -2.288 M $ -48.92 %
2025/12/31 SS&C TECHNOLOGIES HLDGS INC 0.61% 5.416 M $ 61957 2017/03/31 -83.566 K $ -1.51 %
2025/12/31 UNITED THERAPEUTICS CORP DEL 0.60% 5.331 M $ 10940 2024/06/30 746.807 K $ 16.23 %
2025/12/31 WELLS FARGO CO NEW 0.58% 5.230 M $ 56117 2023/06/30 531.527 K $ 11.19 %
2025/12/31 ISHARES GOLD TR 0.58% 5.184 M $ 120575 2025/03/31 495.408 K $ 11.66 %
2025/12/31 ISHARES TR 0.58% 5.162 M $ 24540 2014/12/31 173.664 K $ 3.32 %
2025/12/31 BLACKROCK ETF TRUST 0.56% 5.006 M $ 150324 2025/06/30 -105.916 K $ -2.52 %
2025/12/31 COSTCO WHSL CORP NEW 0.56% 4.986 M $ 5782 2020/03/31 -361.910 K $ -6.83 %
2025/12/31 AMERICAN CENTY ETF TR 0.55% 4.905 M $ 52193 2021/12/31 258.441 K $ 5.55 %
2025/12/31 ISHARES TR 0.54% 4.874 M $ 47602 2021/12/31 -49.149 K $ -0.94 %
2025/12/31 ROSS STORES INC 0.53% 4.781 M $ 26538 2014/12/31 740.314 K $ 18.21 %
2025/12/31 VISA INC 0.53% 4.737 M $ 13507 2017/09/30 127.078 K $ 2.73 %
2025/12/31 SPDR SERIES TRUST 0.53% 4.727 M $ 50189 2017/12/31 -6.452 K $ -0.13 %
2025/12/31 APPLOVIN CORP 0.52% 4.690 M $ 6960 2025/09/30 -19.632 K $ -6.22 %
2025/12/31 SCHWAB STRATEGIC TR 0.52% 4.656 M $ 185640 2025/03/31 -6.623 K $ -0.20 %
2025/12/31 SPDR SERIES TRUST 0.52% 4.637 M $ 153535 2017/12/31 -14.391 K $ -0.30 %
2025/12/31 ISHARES TR 0.52% 4.631 M $ 51764 2022/12/31 112.952 K $ 2.46 %
2025/12/31 DIMENSIONAL ETF TRUST 0.51% 4.556 M $ 132200 2022/09/30 231.508 K $ 5.09 %
2025/12/31 NVIDIA CORPORATION 0.51% 4.533 M $ 24304 2022/12/31 -1.838 K $ -0.04 %
2025/12/31 HARTFORD INSURANCE GROUP INC 0.47% 4.184 M $ 30364 2023/06/30 134.500 K $ 3.31 %
2025/12/31 DIMENSIONAL ETF TRUST 0.45% 4.025 M $ 122387 2022/12/31 130.737 K $ 3.30 %
2025/12/31 TRI POINTE HOMES INC 0.44% 3.978 M $ 126403 2018/06/30 -321.845 K $ -7.36 %
2025/12/31 ISHARES TR 0.44% 3.968 M $ 41260 2020/03/31 -12.401 K $ -0.31 %
2025/12/31 SYNCHRONY FINANCIAL 0.43% 3.843 M $ 46062 2022/09/30 570.953 K $ 17.42 %
2025/12/31 FORTINET INC 0.43% 3.816 M $ 48056 2023/03/31 -226.509 K $ -5.55 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.43% 3.815 M $ 64965 2022/12/31 -8.243 K $ -0.20 %
2025/12/31 DIMENSIONAL ETF TRUST 0.42% 3.765 M $ 75449 2021/12/31 282.214 K $ 8.20 %
2025/12/31 CAPITAL GROUP INTL FOCUS EQT 0.42% 3.756 M $ 127096 2024/03/31 -8.766 K $ -0.24 %
2025/12/31 AMERIPRISE FINL INC 0.42% 3.746 M $ 7639 2024/03/31 -6.855 K $ -0.18 %
2025/12/31 AMERICAN ELEC PWR CO INC 0.41% 3.677 M $ 31887 2025/06/30 89.254 K $ 2.50 %
2025/12/31 VANGUARD ADMIRAL FDS INC 0.40% 3.598 M $ 17565 2022/09/30 94.908 K $ 2.70 %
2025/12/31 CHEVRON CORP NEW 0.40% 3.585 M $ 23523 2020/12/31 -66.994 K $ -1.85 %
2025/12/31 ETF SER SOLUTIONS 0.40% 3.563 M $ 35623 2023/03/31 -339.000 $ -0.01 %
2025/12/31 ISHARES TR 0.39% 3.524 M $ 49351 2025/03/31 177.267 K $ 5.28 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.39% 3.498 M $ 68670 2020/03/31 -7.034 K $ -0.20 %
2025/12/31 FIFTH THIRD BANCORP 0.39% 3.456 M $ 73837 2023/06/30 166.455 K $ 5.07 %
2025/12/31 VANGUARD INDEX FDS 0.39% 3.451 M $ 12363 2016/12/31 -189.365 K $ -4.99 %
2025/12/31 SELECT SECTOR SPDR TR 0.38% 3.365 M $ 28587 2018/12/31 -10.465 K $ -0.55 %
2025/12/31 MCKESSON CORP 0.38% 3.363 M $ 4099 2024/03/31 196.027 K $ 6.19 %
2025/12/31 UBER TECHNOLOGIES INC 0.37% 3.338 M $ 40854 2025/12/31 0.000 $ 0.00 %
2025/12/31 KLA CORP 0.37% 3.321 M $ 2733 2022/12/31 400.910 K $ 12.66 %
2025/12/31 ALPHABET INC 0.36% 3.258 M $ 10409 2015/12/31 694.107 K $ 28.75 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.35% 3.160 M $ 26482 2025/03/31 -20.740 K $ -1.44 %
2025/12/31 ISHARES TR 0.35% 3.127 M $ 15742 2025/03/31 109.134 K $ 2.12 %
2025/12/31 BLACKROCK ETF TRUST 0.35% 3.121 M $ 80941 2025/03/31 43.672 K $ 1.85 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.34% 3.071 M $ 10369 2014/12/31 147.123 K $ 4.98 %
2025/12/31 REGENERON PHARMACEUTICALS 0.34% 3.066 M $ 3972 2018/06/30 837.192 K $ 37.27 %
2025/12/31 MASCO CORP 0.34% 3.036 M $ 47837 2014/12/31 -344.012 K $ -9.85 %
2025/12/31 TENET HEALTHCARE CORP 0.34% 3.034 M $ 15267 2024/12/31 -65.162 K $ -2.13 %
2025/12/31 JOHNSON & JOHNSON 0.33% 2.991 M $ 14454 2015/03/31 341.387 K $ 11.62 %
2025/12/31 JPMORGAN CHASE & CO. 0.32% 2.881 M $ 8942 2016/12/31 60.724 K $ 2.16 %
2025/12/31 VANGUARD WHITEHALL FDS 0.32% 2.871 M $ 20005 2014/12/31 55.753 K $ 1.82 %