MondegarAI
Signet Investment Advisory Group, Inc.

Q2 2025 · 13F-HR

Signet Investment Advisory Group, Inc.holdings as filed

Filed 2025-08-01 · accession 0001172661-25-002844

$194.8M
Reported value
67
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Signet Investment Advisory Group, Inc. · Q2 2025

AI · grounded in 13F

Signet Investment Advisory Group, Inc. established a new position in SCHF valued at $11.47M. The fund also initiated new holdings in IAU for $11M and MSFT for $8.77M. Additional new positions include SCHP at $8.76M and JPM at $6.76M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524805SCHFSCHWAB STRATEGIC TR$11.5M5.89%518,795CommonSOLE
464285204IAUISHARES GOLD TR$11.0M5.65%176,504CommonSOLE
594918104MSFTMICROSOFT CORP$8.8M4.50%17,632CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$8.8M4.50%328,155CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.8M3.47%23,327CommonSOLE
931142103WMTWALMART INC$6.6M3.39%67,610CommonSOLE
037833100AAPLAPPLE INC$6.5M3.33%31,569CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.3M3.23%12,959CommonSOLE
92826C839VVISA INC$5.9M3.01%16,515CommonSOLE
438516106HONHONEYWELL INTL INC$5.8M2.98%24,894CommonSOLE
17275R102CSCOCISCO SYS INC$5.6M2.87%80,664CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.2M2.65%17,292CommonSOLE
126408103CSXCSX CORP$4.8M2.46%146,787CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.6M2.35%19,972CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.6M2.34%65,639CommonSOLE
68389X105ORCLORACLE CORP$4.5M2.33%20,758CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.4M2.27%28,922CommonSOLE
902973304USBUS BANCORP DEL$4.2M2.16%93,057CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.9M1.98%24,250CommonSOLE
00724F101ADBEADOBE INC$3.8M1.95%9,809CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.7M1.92%21,431CommonSOLE
02079K107GOOGALPHABET INC$3.5M1.78%19,595CommonSOLE
717081103PFEPFIZER INC$3.3M1.68%135,312CommonSOLE
437076102HDHOME DEPOT INC$3.2M1.66%8,840CommonSOLE
532457108LLYELI LILLY & CO$3.2M1.62%4,052CommonSOLE
191216100KOCOCA COLA CO$3.0M1.56%43,051CommonSOLE
580135101MCDMCDONALDS CORP$3.0M1.54%10,235CommonSOLE
023135106AMZNAMAZON COM INC$2.9M1.49%13,268CommonSOLE
713448108PEPPEPSICO INC$2.9M1.48%21,857CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.7M1.38%5,358CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.6M1.35%8,260CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M1.19%7,448CommonSOLE
126650100CVSCVS HEALTH CORP$2.2M1.12%31,659CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.2M1.11%24,797CommonSOLE
166764100CVXCHEVRON CORP NEW$2.2M1.11%15,076CommonSOLE
20825C104COPCONOCOPHILLIPS$2.1M1.07%23,243CommonSOLE
G29183103ETNEATON CORP PLC$2.1M1.06%5,756CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$2.0M1.02%68,020CommonSOLE
031162100AMGNAMGEN INC$1.7M0.88%6,122CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.83%5,704CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.5M0.77%3,249CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.5M0.77%41,836CommonSOLE
670100205NVONOVO-NORDISK A S$1.5M0.77%21,600CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.74%1,456CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.72%52,950CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.70%17,244CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$959,5220.49%1,553CommonSOLE
72201R866MUNIPIMCO ETF TR$938,6040.48%18,275CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$928,6240.48%39,958CommonSOLE
244199105DEDEERE & CO$927,4870.48%1,824CommonSOLE
370334104GISGENERAL MLS INC$890,2980.46%17,184CommonSOLE
78409V104SPGIS&P GLOBAL INC$632,8010.32%1,200CommonSOLE
369550108GDGENERAL DYNAMICS CORP$622,9860.32%2,136CommonSOLE
67066G104NVDANVIDIA CORPORATION$572,7140.29%3,625CommonSOLE
922908363VOOVANGUARD INDEX FDS$471,4650.24%830CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$449,0070.23%18,417CommonSOLE
254687106DISDISNEY WALT CO$439,7240.23%3,546CommonSOLE
922908769VTIVANGUARD INDEX FDS$305,7540.16%1,006CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$292,6550.15%2,750CommonSOLE
464287804IJRISHARES TR$286,8870.15%2,625CommonSOLE
369604301GEGE AEROSPACE$285,7030.15%1,110CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$284,5910.15%6,148CommonSOLE
060505104BACBANK AMERICA CORP$256,7110.13%5,425CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$229,4500.12%744CommonSOLE
36828A101GEVGE VERNOVA INC$221,1850.11%418CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$220,8900.11%3,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$216,3500.11%5,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.