Signet Financial Management, LLC Portfolio Holdings

Signet Financial Management, LLC

  • $760 Million
  • Q2 2025

Signet Financial Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $760 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $32.9M, Spdr Portfolio S&P 500 Value E with a value of $26.7M, Apple Inc. with a value of $24.1M, Vanguard Growth ETF with a value of $19.3M, and Microsoft Corp with a value of $13.6M.

Examining the 13F form we can see an increase of $42.2M in the current position value, from $718M to 760M.

Signet Financial Management, LLC is based out at Parsippany, NJ

Below you can find more details about Signet Financial Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $760 Million
ETFs: $410 Million
Technology: $106 Million
Financial Services: $51.4 Million
Healthcare: $38.6 Million
Communication Services: $34.4 Million
Industrials: $31.3 Million
Consumer Cyclical: $29.6 Million
Consumer Defensive: $14.9 Million
Other: $38 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44B
$4.17 Million 0.55% of portfolio
130,438
Q2 2025 Reduced 1.22%
$6.82B
$2.28 Million 0.3% of portfolio
12,645
Q2 2025 New
$6.64B
$2.24 Million 0.29% of portfolio
60,672
Q2 2025 New
$9.19B
$1.77 Million 0.23% of portfolio
5,944
Q2 2025 Reduced 0.97%
$8.3B
$570,000 0.07% of portfolio
4,209
Q2 2025 Added 4.0%
$9.82B
$420,000 0.06% of portfolio
17,184
Q2 2025 Added 1.66%
$7.76B
$350,000 0.05% of portfolio
2,029
Q2 2025 Added 2.42%
$3.47B
$302,000 0.04% of portfolio
2,747
Q2 2025 Added 4.25%
$4.53B
$323,000 0.04% of portfolio
19,313
Q2 2025 Added 2.15%
$4.46B
$305,000 0.04% of portfolio
4,111
Q2 2025 Reduced 2.58%
$5.34B
$311,000 0.04% of portfolio
4,194
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $760 Million
  • Prior Value $718 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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