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Portfolio (Quarterly) Guide ↗

Signature Resources Capital Management, LLC

· CIK 0001940917
13F Portfolio $254M AUM 703 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 85 New 145 Added 56 Reduced 46 Exited
Page 10 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UNH UNITEDHEALTH GROUP INC Healthcare 90.0 $37K 0.01% $415.63 -4.4%
182 TXN TEXAS INSTRS INC Technology 123.0 $37K 0.01% $298.07 -13.3%
183 DFAT DIMENSIONAL ETF TRUST 520.0 $36K 0.01% $69.84 +2.8%
184 VB VANGUARD INDEX FDS 119.0 $36K 0.01% $303.12 -1.0%
185 IUSG ISHARES TR 190.0 $36K 0.01% $188.09 +2.0%
186 TQQQ PROSHARES TR 440.0 $36K 0.01% $81.08 -10.7%
187 BP BP PLC Energy 960.0 $35K 0.01% $36.95 +18.6%
188 VO VANGUARD INDEX FDS 436.0 $35K 0.01% +295.0 +209.2% $80.57 +2.1%
189 XLE SELECT SECTOR SPDR TR 658.0 $35K 0.01% $53.11 +20.6%
190 JMTG J P MORGAN EXCHANGE TRADED 669.0 $34K 0.01% $50.70 -1.9%
191 TMO THERMO FISHER SCIENTIFIC IN Healthcare 67.0 $34K 0.01% -5.0 -6.9% $501.36 +22.4%
192 VRT VERTIV HOLDINGS CO Industrials 100.0 $33K 0.01% $334.82 -16.2%
193 VANGUARD CALIF TAX FREE FDS 332.0 $33K 0.01% $100.60
194 ANET ARISTA NETWORKS INC Technology 194.0 $33K 0.01% $169.88 +14.1%
195 CVNA CARVANA CO Consumer Cyclical 500.0 $33K 0.01% +400.0 +400.0% $65.82 +13.3%
196 GILD GILEAD SCIENCES INC Healthcare 260.0 $33K 0.01% +14.0 +5.7% $126.34 +19.5%
197 IWP ISHARES TR 224.0 $33K 0.01% $146.41 -4.6%
198 AMGN AMGEN INC Healthcare 87.0 $32K 0.01% +1.0 +1.2% $362.11 +20.7%
199 MCD MCDONALDS CORP Consumer Cyclical 116.0 $31K 0.01% $270.31 -5.4%
200 BGRN ISHARES TR 658.0 $31K 0.01% -473.0 -41.8% $47.44 -1.6%
Page 10 of 36  ·  703 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 53.0%
Consumer Cyclical 9.4%
Communication Services 9.3%
Financial Services 8.9%
Industrials 7.8%
Healthcare 4.1%
Basic Materials 2.6%
Consumer Defensive 2.6%
Energy 1.8%
Utilities 0.3%