Signet Investment Advisory Group

Latest statistics and disclosures from Signet Investment Advisory Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IAU, SCHF, SCHP, AAPL, WMT, and represent 22.75% of Signet Investment Advisory Group's stock portfolio.
  • Added to shares of these 10 stocks: ADBE, ACN, MCD, SCHP, AMZN, UNH, PG, PEP, KO, MSFT.
  • Reduced shares in these 10 stocks: IAU, WMT, COST, QQQ, SCHF, GIS, JNJ, LLY, SPY, VTI.
  • Sold out of its position in QQQ.
  • Signet Investment Advisory Group was a net buyer of stock by $2.4M.
  • Signet Investment Advisory Group has $218M in assets under management (AUM), dropping by 1.45%.
  • Central Index Key (CIK): 0001766328

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Portfolio Holdings for Signet Investment Advisory Group

Signet Investment Advisory Group holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 6.1 $13M -2% 150k 88.16
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.9 $13M 519k 24.75
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Schwab Strategic Tr Us Tips Etf (SCHP) 3.8 $8.3M +3% 312k 26.61
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Apple (AAPL) 3.6 $7.8M 31k 253.79
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Wal-Mart Stores (WMT) 3.4 $7.5M -3% 60k 124.28
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Johnson & Johnson (JNJ) 3.3 $7.3M 30k 244.44
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $6.6M 14k 479.20
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Nextera Energy (NEE) 3.0 $6.5M 70k 92.88
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Cisco Systems (CSCO) 3.0 $6.5M 84k 77.59
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CSX Corporation (CSX) 2.9 $6.4M 156k 41.05
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JPMorgan Chase & Co. (JPM) 2.8 $6.2M 21k 294.17
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Honeywell International (HON) 2.7 $6.0M 27k 226.03
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Alphabet Cap Stk Cl C (GOOG) 2.7 $6.0M 21k 286.86
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Microsoft Corporation (MSFT) 2.7 $5.9M +3% 16k 370.17
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Us Bancorp Com New (USB) 2.5 $5.4M +2% 103k 52.01
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Visa Com Cl A (V) 2.4 $5.2M +2% 17k 302.24
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Waste Management (WM) 2.4 $5.2M +2% 22k 229.79
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Coca-Cola Company (KO) 2.1 $4.5M +4% 59k 76.05
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Pfizer (PFE) 2.0 $4.3M +3% 155k 28.08
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Eli Lilly & Co. (LLY) 2.0 $4.3M 4.7k 919.77
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Procter & Gamble Company (PG) 1.9 $4.2M +5% 29k 144.44
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Digital Realty Trust (DLR) 1.9 $4.2M +3% 23k 180.21
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Pepsi (PEP) 1.9 $4.2M +5% 27k 155.29
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Chevron Corporation (CVX) 1.9 $4.2M +3% 20k 206.90
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McDonald's Corporation (MCD) 1.8 $4.0M +7% 13k 310.79
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Accenture Plc Ireland Shs Class A (ACN) 1.8 $3.9M +9% 20k 198.29
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Amazon (AMZN) 1.6 $3.6M +7% 17k 208.27
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Northrop Grumman Corporation (NOC) 1.6 $3.6M 5.2k 682.24
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ConocoPhillips (COP) 1.5 $3.4M +3% 26k 132.00
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Home Depot (HD) 1.5 $3.2M +2% 9.7k 328.89
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Adobe Systems Incorporated (ADBE) 1.4 $3.1M +13% 13k 243.08
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Medtronic SHS (MDT) 1.2 $2.6M +4% 31k 86.65
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UnitedHealth (UNH) 1.2 $2.5M +10% 9.4k 270.59
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American Express Company (AXP) 1.1 $2.4M 8.1k 302.48
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Oracle Corporation (ORCL) 1.1 $2.3M -2% 16k 147.11
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Lockheed Martin Corporation (LMT) 1.1 $2.3M 3.9k 604.39
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CVS Caremark Corporation (CVS) 1.0 $2.3M +2% 32k 71.82
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Amgen (AMGN) 1.0 $2.3M 6.4k 351.85
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Eaton Corp SHS (ETN) 1.0 $2.2M +5% 6.2k 357.67
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Merck & Co (MRK) 0.9 $2.0M 17k 120.29
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.8M 61k 29.13
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Air Products & Chemicals (APD) 0.8 $1.7M 6.0k 290.49
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.6M 53k 30.68
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Costco Wholesale Corporation (COST) 0.5 $1.1M -20% 1.1k 996.43
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $1.1M 20k 52.19
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Comcast Corp Cl A (CMCSA) 0.5 $1.0M 36k 28.71
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Deere & Company (DE) 0.5 $1.0M 1.8k 563.30
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $959k 41k 23.22
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $933k -6% 1.4k 650.34
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Novo-nordisk A S Adr (NVO) 0.4 $794k 22k 36.75
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NVIDIA Corporation (NVDA) 0.4 $791k +3% 4.5k 174.40
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General Dynamics Corporation (GD) 0.3 $705k 2.1k 343.22
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General Mills (GIS) 0.2 $527k -16% 14k 37.22
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S&p Global (SPGI) 0.2 $511k 1.2k 425.38
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $496k 830.00 597.55
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Bank of America Corporation (BAC) 0.2 $495k +2% 10k 48.75
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $433k 18k 24.27
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $411k -13% 1.3k 320.81
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Bristol Myers Squibb (BMY) 0.2 $373k 6.1k 60.65
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Blackstone Group Inc Com Cl A (BX) 0.2 $357k 3.1k 114.99
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Walt Disney Company (DIS) 0.2 $346k 3.6k 96.38
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Ge Vernova (GEV) 0.2 $340k 390.00 872.90
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Ge Aerospace Com New (GE) 0.1 $313k 1.1k 283.77
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $312k -4% 2.5k 124.31
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Exxon Mobil Corporation (XOM) 0.1 $305k +4% 1.8k 169.66
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Federal Signal Corporation (FSS) 0.1 $297k 2.8k 108.14
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Verizon Communications (VZ) 0.1 $256k 5.1k 50.20
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Freeport Mcmoran CL B (FCX) 0.1 $235k 4.0k 58.78
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $221k 3.0k 73.64
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Past Filings by Signet Investment Advisory Group

SEC 13F filings are viewable for Signet Investment Advisory Group going back to 2018

View all past filings