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Signet Investment Advisory Group, Inc.

Portfolio Manager
Signet Investment Advisory Group, Inc.
Performance
+3.94% (2025 Q4)
AUM (13F)
$218.29M
# of Holdings
69
Performance Rank
Allocation (Top 20)
62.29%

Signet Investment Advisory Group, Inc. Holdings Map

Top 50 Signet Investment Advisory Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IAU
ISHARES GOLD TR
6.07%150.3K$13.3M
-2.92%(-4.53K)
2025-Q1: 238.5K shares2025-Q2: 176.5K shares2025-Q3: 178.7K shares2025-Q4: 154.9K shares2026-Q1: 150.3K shares
$32.67(+167.92%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
5.88%518.6K$12.8M
-1.30%(-6.81K)
2025-Q1: 516.4K shares2025-Q2: 518.8K shares2025-Q3: 518.5K shares2025-Q4: 525.5K shares2026-Q1: 518.6K shares
$17.42(+56.56%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
3.8%312.0K$8.3M
+3.35%(+10.10K)
2025-Q1: 327.2K shares2025-Q2: 328.2K shares2025-Q3: 345.3K shares2025-Q4: 301.9K shares2026-Q1: 312.0K shares
$29.86(-10.36%)
2026-03-31
AAPL
APPLE INC
3.57%30.7K$7.8M
+0.75%(+229)
2025-Q1: 31.9K shares2025-Q2: 31.6K shares2025-Q3: 29.8K shares2025-Q4: 30.5K shares2026-Q1: 30.7K shares
$64.55(+361.95%)
2026-03-31
WMT
WALMART INC
3.42%60.0K$7.5M
-4.00%(-2.50K)
2025-Q1: 79.6K shares2025-Q2: 67.6K shares2025-Q3: 66.0K shares2025-Q4: 62.5K shares2026-Q1: 60.0K shares
$20.37(+550.23%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.33%29.7K$7.3M
-1.11%(-333)
2025-Q1: 28.8K shares2025-Q2: 28.9K shares2025-Q3: 29.3K shares2025-Q4: 30.1K shares2026-Q1: 29.7K shares
$145.86(+58.23%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.04%13.8K$6.6M
+1.91%(+259)
2025-Q1: 13.1K shares2025-Q2: 13.0K shares2025-Q3: 13.4K shares2025-Q4: 13.6K shares2026-Q1: 13.8K shares
$286.94(+68.69%)
2026-03-31
NEE
NEXTERA ENERGY INC
2.99%70.3K$6.5M
+0.62%(+434)
2025-Q1: 64.5K shares2025-Q2: 65.6K shares2025-Q3: 66.8K shares2025-Q4: 69.9K shares2026-Q1: 70.3K shares
$73.45(+30.27%)
2026-03-31
CSCO
CISCO SYS INC
2.98%83.8K$6.5M
-0.36%(-305)
2025-Q1: 80.8K shares2025-Q2: 80.7K shares2025-Q3: 82.0K shares2025-Q4: 84.1K shares2026-Q1: 83.8K shares
$49.34(+134.14%)
2026-03-31
CSX
CSX CORP
2.93%155.7K$6.4M
+0.90%(+1.38K)
2025-Q1: 142.2K shares2025-Q2: 146.8K shares2025-Q3: 148.7K shares2025-Q4: 154.3K shares2026-Q1: 155.7K shares
$27.83(+64.99%)
2026-03-31

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