Signet Investment Advisory Group, Inc.
RIA/Wealth
Signet Investment Advisory Group, Inc. is a RIA/Wealth based in Providence, RI led by Roberta Marie Capuano, reporting $345.2M in AUM as of Q3 2025 with IAU as the largest holding (6% allocation).
PresidentRoberta Marie Capuano
- Portfolio Value
- $208.2M
- Positions
- 70
- Top Holding
- IAU at 6.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Signet Investment Advisory Group, Inc.'s portfolio (39.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $13.0M | 6.25% | +$162.3K Bought | — 178.7K shares | |
ETF ETF | $12.1M | 5.80% | -$5.8K Sold | — 518.5K shares | |
ETF ETF | $9.3M | 4.47% | +$462.4K Bought | — 345.3K shares | |
Software - Infrastructure Technology | $7.9M | 3.79% | -$1.2M Sold | 0.00% 15.2K shares | |
Consumer Electronics Technology | $7.6M | 3.65% | -$446.9K Sold | 0.00% 29.8K shares | |
Banks - Diversified Financial Services | $7.1M | 3.43% | -$219.2K Sold | 0.00% 22.6K shares | |
Discount Stores Consumer Defensive | $6.8M | 3.27% | -$167.2K Sold | 0.00% 66.0K shares | |
Insurance - Diversified Financial Services | $6.7M | 3.22% | +$198.1K Bought | 0.00% 13.4K shares | |
Financial - Credit Services Financial Services | $5.6M | 2.71% | -$2.7K Sold | 0.00% 16.5K shares | |
Communication Equipment Technology | $5.6M | 2.70% | +$92.0K Bought | 0.00% 82.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Signet Investment Advisory Group, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+107.89% | |
+47.12% | |
+36.97% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-23.84% | |
-13.59% | |
-8.77% | |
-8.38% | |
-7.4% |
Analytics
Portfolio insights and performance metrics for Signet Investment Advisory Group, Inc.
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