Signal Tree Financial Partners LLC reported 18 positions worth $7.20M for the quarter ended Jun 30, 2026, up 29.0% on the prior quarter. It opened 5 new positions, added to 4, trimmed 3 and exited 0. Its largest holding is Apple Inc. at 21.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GE General Electric Co | +691 | – | $258.08K | 3.58% |
| GEV GE Vernova Inc. | +201 | – | $236.15K | 3.28% |
| ADP Automatic Data Processing Inc | +927 | – | $207.60K | 2.88% |
| CHD Church & Dwight Co Inc | +2,100 | – | $203.45K | 2.82% |
| HD Home Depot, Inc. | +575 | – | $202.79K | 2.81% |
| MSFT Microsoft Corp | +142 | +13.0% | $52.98K | 6.39% |
| GOOGL Alphabet Inc. | +76 | +6.6% | $27.16K | 6.05% |
| ABT Abbott Laboratories | +12 | +0.5% | $1.09K | 3.28% |
| ABBV AbbVie Inc. | +2 | +0.1% | $503.17 | 7.35% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 5,416 | $1.57M | 21.75% | 0 | 0.0% | Unchanged | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 3,823 | $911.17K | 12.65% | -182 | -4.5% | Reduced | 0% |
| 3 | ABBV AbbVie Inc. | Healthcare | 2,105 | $529.58K | 7.35% | +2 | +0.1% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 1,234 | $460.42K | 6.39% | +142 | +13.0% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 1,219 | $435.63K | 6.05% | +76 | +6.6% | Added | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 262 | $314.60K | 4.37% | 0 | 0.0% | Unchanged | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 2,216 | $302.97K | 4.21% | 0 | 0.0% | Unchanged | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 882 | $288.71K | 4.01% | 0 | 0.0% | Unchanged | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 564 | $282.22K | 3.92% | -20 | -3.4% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 768 | $271.36K | 3.77% | 0 | 0.0% | Unchanged | 0% |
| 11 | GE General Electric Co | Industrials | 691 | $258.08K | 3.58% | +691 | – | New | 0% |
| 12 | GLD Spdr Gold Trust | Financial Services | 688 | $253.45K | 3.52% | 0 | 0.0% | Unchanged | 0% |
| 13 | PG PROCTER & GAMBLE Co | Consumer Staples | 1,660 | $243.36K | 3.38% | -56 | -3.3% | Reduced | 0% |
| 14 | ABT Abbott Laboratories | Healthcare | 2,603 | $236.16K | 3.28% | +12 | +0.5% | Added | 0% |
| 15 | GEV GE Vernova Inc. | Industrials | 201 | $236.15K | 3.28% | +201 | – | New | 0% |
Tip. Select a row to see that position’s full history at Signal Tree Financial Partners.
As of its Q2 2026 13F filing, Signal Tree Financial Partners LLC’s five largest positions were Apple Inc. (AAPL) at 21.8%, Amazon Com Inc (AMZN) at 12.6%, AbbVie Inc. (ABBV) at 7.4%, Microsoft Corp (MSFT) at 6.4%, Alphabet Inc. (GOOGL) at 6.0% of the reported portfolio.
Signal Tree Financial Partners LLC reported a 13F portfolio worth $7.20M across 18 positions for Q2 2026. That is up 29.0% from the previous quarter.
Its largest purchases by value were General Electric Co ($258.08K), GE Vernova Inc. ($236.15K), Automatic Data Processing Inc ($207.60K). It opened 5 new positions.
Its largest sales by value were Amazon Com Inc ($43.38K), Berkshire Hathaway Inc ($10.01K), PROCTER & GAMBLE Co ($8.21K). It exited 0 positions entirely.
From the Form 13F-HR reports Signal Tree Financial Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.