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Latest Signet Investment Advisory Group, Inc. Stock Portfolio

Signet Investment Advisory Group, Inc. Performance:
2025 Q3: 3.81%YTD: 5.4%2024: 9.42%
Performance for 2025 Q3 is 3.81%, and YTD is 5.4%, and 2024 is 9.42%.

About Signet Investment Advisory Group, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Signet Investment Advisory Group, Inc. reported an equity portfolio of $208.2 Millions as of 30 Sep, 2025.

The top stock holdings of Signet Investment Advisory Group, Inc. are IAU, FNDA, FNDA. The fund has invested 6.2% of it's portfolio in ISHARES GOLD TR and 5.8% of portfolio in SCHWAB STRATEGIC TR.

They significantly reduced their stock positions in ORACLE CORP (ORCL), MICROSOFT CORP (MSFT) and DEERE & CO (DE). Signet Investment Advisory Group, Inc. opened new stock positions in BLACKSTONE INC (BX), UNITED RENTALS INC (URI) and INVESCO QQQ TR (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to BANK AMERICA CORP (BAC), VANGUARD INDEX FDS (VB) and NVIDIA CORPORATION (NVDA).

Signet Investment Advisory Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Signet Investment Advisory Group, Inc. made a return of 3.81% in the last quarter. In trailing 12 months, it's portfolio return was 4.38%.

New Buys

Ticker$ Bought
blackstone inc866,893
united rentals inc214,799
invesco qqq tr210,130
New stocks bought by Signet Investment Advisory Group, Inc.

Additions

Ticker% Inc.
bank america corp107
vanguard index fds47.12
nvidia corporation36.97
ge aerospace36.94
chevron corp new22.21
verizon communications inc20.00
ge vernova inc18.18
coca cola co14.19
Additions to existing portfolio by Signet Investment Advisory Group, Inc.

Reductions

Ticker% Reduced
oracle corp-23.84
microsoft corp-13.59
deere & co-8.77
costco whsl corp new-8.38
comcast corp new-7.4
schwab strategic tr-5.81
apple inc-5.56
cvs health corp-4.35
Signet Investment Advisory Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Signet Investment Advisory Group, Inc.

Sector Distribution

Signet Investment Advisory Group, Inc. has about 25.2% of it's holdings in Others sector.

Sector%
Others25.2
Technology16.7
Industrials11.9
Healthcare11.4
Financial Services10.6
Consumer Defensive9.3
Consumer Cyclical4.8
Communication Services2.6
Utilities2.4
Energy2.4
Real Estate1.8

Market Cap. Distribution

Signet Investment Advisory Group, Inc. has about 74.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP42.6
LARGE-CAP32
UNALLOCATED25.2

Stocks belong to which Index?

About 75.2% of the stocks held by Signet Investment Advisory Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50075.2
Others24.7
Top 5 Winners (%)%
GOOG
alphabet inc
37.0 %
ORCL
oracle corp
28.6 %
AAPL
apple inc
24.1 %
NOC
northrop grumman corp
21.9 %
JNJ
johnson & johnson
21.1 %
Top 5 Winners ($)$
AAPL
apple inc
1.6 M
ORCL
oracle corp
1.3 M
GOOG
alphabet inc
1.3 M
JNJ
johnson & johnson
0.9 M
JPM
jpmorgan chase & co.
0.6 M
Top 5 Losers (%)%
ACN
accenture plc ireland
-16.8 %
DE
deere & co
-10.1 %
HON
honeywell intl inc
-9.6 %
ADBE
adobe inc
-8.2 %
SPGI
s&p global inc
-7.7 %
Top 5 Losers ($)$
ACN
accenture plc ireland
-0.9 M
HON
honeywell intl inc
-0.6 M
ADBE
adobe inc
-0.3 M
V
visa inc
-0.2 M
KO
coca cola co
-0.2 M

Signet Investment Advisory Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Signet Investment Advisory Group, Inc.

Signet Investment Advisory Group, Inc. has 70 stocks in it's portfolio. About 39.3% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Signet Investment Advisory Group, Inc. last quarter.

Last Reported on: 06 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions