13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001766328
Total reported value
$227.3M
$227.3M
69 檔
20.7%
The Q1 2025 SEC filing reveals that Signet Investment Advisory Group, Inc. held a total portfolio value of $227.3M, covering 69 public equity positions.
In Q1 2025, Signet Investment Advisory Group, Inc. displayed an active expansion posture, initiating 69 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.09% | -1.17% | +0.81% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.15% | +0.36% | +5.53% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.43% | -0.15% | +1.83% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.57% | +0.35% | -10.36% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.52% | -0.49% | -0.01% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.51% | +0.01% | -7.14% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.02% | -6.50% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.93% | +0.24% | -7.23% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | +0.17% | -8.06% | |
| 10 | HON | Honeywell International Inc | Stock-Industrials | 2.68% | -2.74% | EXIT | |
| 11 | ACN | Accenture plc | Stock-Tech | 2.67% | -0.17% | +4.26% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.51% | +0.44% | +4.11% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.40% | -0.37% | +7.73% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.35% | -0.15% | +1.98% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 2.30% | -0.24% | +8.50% | |
| 16 | CSX | Csx CORP | Stock-Industrials | 2.11% | +0.31% | +8.34% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.07% | +0.03% | +7.61% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.92% | +0.64% | +9.97% | |
| 19 | USB | US Bancorp | Stock-Financials | 1.91% | +0.33% | +5.54% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.82% | +0.23% | +8.94% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.74% | — | -0.18% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.69% | -0.30% | +7.25% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | +0.47% | +5.48% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.64% | +0.09% | +5.95% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.60% | -0.20% | +5.96% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.60% | -0.25% | +10.84% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.56% | +0.08% | +1.72% | |
| 28 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.55% | -0.08% | +2.22% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.48% | -0.03% | +2.32% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.45% | +0.34% | +11.54% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | +0.19% | +0.94% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.40% | -0.43% | +15.87% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.41% | +2.94% | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.22% | — | +2.79% | |
| 35 | COP | Conocophillips | Stock-Energy | 1.21% | -0.32% | +2.76% | |
| 36 | AXP | American Express Co | Stock-Financials | 1.12% | +0.01% | +1.30% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 1.10% | -0.06% | +10.85% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 1.09% | +0.40% | -7.03% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.97% | -0.02% | +0.11% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.09% | +0.53% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.82% | -0.01% | +0.89% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.78% | +0.16% | +6.87% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.78% | -0.07% | +0.14% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | +0.03% | +0.24% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.76% | +0.10% | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | — | +1.00% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.07% | +2.02% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.19% | +1.25% | |
| 49 | GIS | General Mills Inc | Stock-Consumer Staples | 0.53% | -0.06% | +3.03% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 2 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 3 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | WMT | Walmart Inc | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | HON | Honeywell International Inc | — | NEW | New buy |
| 11 | ACN | Accenture plc | — | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | WM | Waste Management Inc | — | NEW | New buy |
| 15 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 16 | CSX | Csx CORP | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 19 | USB | US Bancorp | — | NEW | New buy |
| 20 | ADBE | Adobe Inc | — | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 22 | PFE | Pfizer Inc | — | NEW | New buy |
| 23 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | PEP | Pepsico Inc | — | NEW | New buy |
| 27 | KO | Coca-cola Co/the | — | NEW | New buy |
| 28 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 29 | ORCL | Oracle CORP | — | NEW | New buy |
| 30 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 31 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 32 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | SBUX | Starbucks CORP | — | NEW | New buy |
| 35 | COP | Conocophillips | — | NEW | New buy |
| 36 | AXP | American Express Co | — | NEW | New buy |
| 37 | MDT | Medtronic plc | — | NEW | New buy |
| 38 | CVS | Cvs Health CORP | — | NEW | New buy |
| 39 | AMGN | Amgen Inc | — | NEW | New buy |
| 40 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 41 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 42 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 43 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 44 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 45 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 46 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 47 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 48 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 49 | GIS | General Mills Inc | — | NEW | New buy |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
According to official SEC Form 13F filings, Signet Investment Advisory Group, Inc. reported a total U.S. public equity portfolio value of $227.3M across 69 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHF, SCHP) accounted for 20.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAU
市值: $14.1M
During Q1 2025, Signet Investment Advisory Group, Inc.'s top holdings by market value included IAU (7.1%)、SCHF (5.2%)、SCHP (4.4%). The largest single position, IAU, represented 7.1% of total portfolio value.
In Q1 2025, Signet Investment Advisory Group, Inc. made 69 total portfolio adjustments, initiating 69 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.