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CIK: 0001766328
Total reported value
$227.3M
$227.3M
69 檔
21.8%
As reported in its official Q1 2026 Form 13F filing, Signet Investment Advisory Group, Inc.'s tracked investment portfolio stood at $227.3M with 69 total positions.
In Q1 2026, Signet Investment Advisory Group, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 6.07% | -1.17% | -2.92% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.88% | +0.36% | -1.30% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.80% | -0.15% | +3.35% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.57% | +0.35% | +0.75% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.42% | -0.49% | -4.00% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.33% | -0.37% | -1.11% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.04% | +0.01% | +1.91% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.99% | -0.24% | +0.62% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.98% | +0.44% | -0.36% | |
| 10 | CSX | Csx CORP | Stock-Industrials | 2.93% | +0.31% | +0.90% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.84% | +0.17% | +0.15% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 2.74% | -2.74% | EXIT | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.73% | +0.34% | +0.53% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.02% | +3.25% | |
| 15 | USB | US Bancorp | Stock-Financials | 2.46% | +0.33% | +2.22% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.40% | +0.24% | +2.01% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 2.36% | -0.15% | +2.71% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.07% | +0.08% | +4.54% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.99% | -0.30% | +3.66% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.97% | +0.47% | -1.67% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | +0.03% | +5.52% | |
| 22 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.93% | -0.08% | +3.10% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.93% | -0.25% | +5.40% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.92% | -0.41% | +3.07% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.81% | -0.20% | +7.65% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.78% | -0.17% | +9.58% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.19% | +7.83% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.63% | -0.43% | +0.31% | |
| 29 | COP | Conocophillips | Stock-Energy | 1.54% | -0.32% | +3.59% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | +0.09% | +2.65% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.42% | +0.23% | +13.08% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.21% | -0.06% | +4.48% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.17% | +0.64% | +10.89% | |
| 34 | AXP | American Express Co | Stock-Financials | 1.12% | +0.01% | -0.55% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.03% | -2.35% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.07% | -0.19% | +1.74% | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 1.04% | +0.40% | +2.10% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | -0.02% | +0.03% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 1.02% | +0.16% | +5.42% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | +0.03% | -1.30% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | +0.09% | -0.64% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.79% | -0.01% | +1.61% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | — | -0.03% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.07% | -20.23% | |
| 45 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.49% | -0.01% | +1.49% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.47% | -0.07% | -1.67% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.46% | — | — | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.44% | -0.03% | +0.36% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.04% | -6.51% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.36% | +0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.5% | +3.07% | Add |
| 2 | COP | Conocophillips | +0.5% | +3.59% | Add |
| 3 | JNJ | Johnson & Johnson | +0.4% | -1.11% | Trim |
| 4 | NEE | Nextera Energy Inc | +0.4% | +0.62% | Add |
| 5 | HON | Honeywell International Inc | +0.4% | +1.11% | Add |
| 6 | CSX | Csx CORP | +0.3% | +0.90% | Add |
| 7 | DLR | Digital Realty Trust Inc | +0.3% | +3.10% | Add |
| 8 | PFE | Pfizer Inc | +0.3% | +3.66% | Add |
| 9 | NOC | Northrop Grumman CORP | +0.3% | +0.31% | Add |
| 10 | IAU | Ishares Gold Trust | +0.2% | -2.92% | Trim |
| 11 | KO | Coca-cola Co/the | +0.2% | +4.54% | Add |
| 12 | PEP | Pepsico Inc | +0.2% | +5.40% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.2% | +1.74% | Add |
| 14 | WMT | Walmart Inc | +0.2% | -4.00% | Trim |
| 15 | ETN | Eaton Corporation plc | +0.1% | +5.42% | Add |
| 16 | WM | Waste Management Inc | +0.1% | +2.71% | Add |
| 17 | MCD | Mcdonald's CORP | +0.1% | +7.65% | Add |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | +1.61% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -1.30% | Trim |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +5.52% | Add |
| 21 | SCHP | Schwab U.s. Tips ETF | +0.1% | +3.35% | Add |
| 22 | DE | Deere & Co | +0.1% | — | Unchanged |
| 23 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.03% | Trim |
| 24 | AMGN | Amgen Inc | +0.1% | +0.03% | Add |
| 25 | XOM | Exxon Mobil CORP | 0% | +4.17% | Add |
| 26 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 27 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 28 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 29 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 30 | SCHF | Schwab Intl Equity ETF | 0% | -1.30% | Trim |
| 31 | MUNI | Pimco Intermediate Municipal | — | +1.49% | Add |
| 32 | GD | General Dynamics CORP | — | -0.39% | Trim |
| 33 | SCHO | Schwab Short-term US Treas | — | +1.28% | Add |
| 34 | BND | Vanguard Total Bond Market | — | — | Unchanged |
| 35 | FSS | Federal Signal CORP | — | — | Unchanged |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | -4.50% | Trim |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +0.36% | Add |
| 39 | BAC | Bank Of America CORP | 0% | +2.40% | Add |
| 40 | GE | General Electric | 0% | — | Unchanged |
| 41 | NVDA | Nvidia CORP | 0% | +3.44% | Add |
| 42 | CMCSA | Comcast Corp-class A | 0% | -1.67% | Trim |
| 43 | DIS | Walt Disney Co/the | 0% | +1.64% | Add |
| 44 | CSCO | Cisco Systems Inc | 0% | -0.36% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | -13.51% | Trim |
| 46 | USB | US Bancorp | 0% | +2.22% | Add |
| 47 | COST | Costco Wholesale CORP | -0.1% | -20.23% | Trim |
| 48 | HD | Home Depot Inc | -0.1% | +2.65% | Add |
| 49 | BX | Blackstone Inc | -0.1% | — | Unchanged |
| 50 | SPGI | S&p Global Inc | -0.1% | — | Unchanged |
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 2026.
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 21.8% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
QQQ
前期市值: $215.0K
During Q1 2026, Signet Investment Advisory Group, Inc.'s top holdings by market value included IAU (6.1%)、SCHF (5.9%)、SCHP (3.8%). The largest single position, IAU, represented 6.1% of total portfolio value.
In Q1 2026, Signet Investment Advisory Group, Inc. made 58 total portfolio adjustments, initiating 0 new buys, adding to 39 positions, trimming 18 holdings, and fully liquidating 1 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.
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