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Portfolio (Quarterly) Guide ↗

Signature Resources Capital Management, LLC

· CIK 0001940917
13F Portfolio $211M AUM 664 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New 157 Added 119 Reduced 139 Exited
Page 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EOG EOG RES INC Energy 141.0 $20K 0.01% -3.0 -2.1% $144.57 -7.1%
42 XPO XPO INC Industrials 96.0 $19K 0.01% -11.0 -10.3% $194.55 +8.3%
43 NKE NIKE INC Consumer Cyclical 349.0 $18K 0.01% -3.0 -0.8% $52.77 -12.9%
44 IBIT ISHARES BITCOIN TRUST ETF Financial Services 457.0 $18K 0.01% -50.0 -9.9% $38.42 +10.5%
45 BLK BLACKROCK INC Financial Services 17.0 $16K 0.01% -1.0 -5.6% $961.71 +11.3%
46 DUHP DIMENSIONAL ETF TRUST 412.0 $15K 0.01% -13.0 -3.1% $36.76 +11.6%
47 RGTI RIGETTI COMPUTING INC Technology 1,000.0 $14K 0.01% -100.0 -9.1% $14.04 +75.4%
48 FDIS FIDELITY COVINGTON TRUST 149.0 $14K 0.01% -6.0 -3.9% $93.26 +12.3%
49 FIDELITY COVINGTON TRUST 187.0 $13K 0.01% -455.0 -70.9% $70.36
50 PLTR PALANTIR TECHNOLOGIES INC Technology 89.0 $13K 0.01% -12.0 -11.9% $146.28 -9.4%
51 GE GE AEROSPACE Industrials 45.0 $13K 0.01% -140.0 -75.7% $283.78 +11.8%
52 GEV GE VERNOVA INC Utilities 13.0 $11K 0.01% -25.0 -65.8% $872.92 +18.2%
53 C CITIGROUP INC Financial Services 92.0 $10K 0.01% -9.0 -8.9% $113.41 +10.5%
54 APH AMPHENOL CORP Technology 82.0 $10K 0.01% -9.0 -9.9% $126.35 +11.0%
55 CMCSA COMCAST CORP NEW Communication Services 341.0 $10K 0.01% -46.0 -11.9% $28.71 -12.2%
56 DFAR DIMENSIONAL ETF TRUST 406.0 $10K 0.01% -591.0 -59.3% $23.65 +10.7%
57 CI THE CIGNA GROUP Healthcare 35.0 $9K 0.00% -3.0 -7.9% $266.74 +7.1%
58 ADI ANALOG DEVICES INC Technology 26.0 $8K 0.00% -4.0 -13.3% $318.15 +31.0%
59 MS MORGAN STANLEY Financial Services 45.0 $7K 0.00% -5.0 -10.0% $164.58 +22.5%
60 XLF SELECT SECTOR SPDR TR 148.0 $7K 0.00% -3K -94.7% $49.37 +4.1%
Page 3 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Communication Services 20.4%
Financial Services 10.5%
Consumer Cyclical 9.1%
Industrials 8.0%
Energy 7.5%
Healthcare 4.7%
Basic Materials 4.0%
Consumer Defensive 2.7%
Utilities 0.5%