Signet Investment Advisory Group, Inc.
SEC Form 13F institutional filer · CIK 0001766328
13F-HR · 59 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
42.7%
Signet Investment Advisory Group, Inc. — $202M AUM allocation strategy
Signet Investment Advisory Group, Inc. files SEC Form 13F and reports $202M of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Financials 24.2%, followed by Information Technology 10.0% and Industrials 8.6%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Signet Investment Advisory Group, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$202M
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +5.46K sh · +$628K+$SCHW +3.03K sh · +$451K+$KO +2.58K sh · +$545K
Biggest trims (shares)
−$GIS −2.76K sh · −$260K−$WMT −2.5K sh · +$494K−$CMCSA −605 sh · −$60K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage12.6%—
- Pharmaceuticals7.8%—
- Diversified Banks5.7%—
- Technology Hardware, Storage & Peripherals3.9%—
- Consumer Staples Merchandise Retail3.7%—
- Multi-Sector Holdings3.3%—
- Multi-Utilities3.2%—
- Communications Equipment3.2%—
- Other holdings56.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 986K | $25.5M | +3.03K | 12.6% |
| $AAPL | Apple Inc | 30.7K | $7.8M | +229 | 3.9% |
| $WMT | Walmart Inc | 60K | $7.46M | -2.5K | 3.7% |
| $JNJ | Johnson & Johnson | 29.7K | $7.27M | -333 | 3.6% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 13.8K | $6.64M | +259 | 3.3% |
| $NEE | NextEra Energy Inc | 70.3K | $6.53M | +434 | 3.2% |
| $CSCO | Cisco Systems Inc | 83.8K | $6.5M | -305 | 3.2% |
| $CSX | CSX Corporation | 156K | $6.39M | +1.38K | 3.2% |
| $JPM | JP Morgan Chase & Co | 21.1K | $6.2M | +31 | 3.1% |
| $HON | Honeywell International Inc | 26.5K | $5.99M | +290 | 3.0% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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