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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
Q2 2026 Q1 2026 · All 109 New 157 Added 119 Reduced
Page 13 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UCON FIRST TR EXCHNG TRADED FD V 624.0 $15K 0.01% NEW $24.77 -0.9%
242 DUHP DIMENSIONAL ETF TRUST 412.0 $15K 0.01% -13.0 -3.1% $36.76 +15.6%
243 NOC NORTHROP GRUMMAN CORP Industrials 22.0 $15K 0.01% $682.23 -24.5%
244 TLT ISHARES TR 171.0 $15K 0.01% $86.69 -5.2%
245 DYNF BLACKROCK ETF TRUST 254.0 $15K 0.01% +48.0 +23.3% $58.18 +20.4%
246 GXO GXO LOGISTICS INCORPORATED Industrials 284.0 $15K 0.01% +99.0 +53.5% $51.85 -6.8%
247 LLY ELI LILLY & CO Healthcare 16.0 $15K 0.01% +1.0 +6.7% $919.75 +25.0%
248 XLY SELECT SECTOR SPDR TR 134.0 $15K 0.01% $108.98 +5.4%
249 EQT EQT CORP Energy 228.0 $15K 0.01% NEW $63.74 -13.4%
250 PLD PROLOGIS INC. Real Estate 109.0 $14K 0.01% $132.18 +3.9%
251 GLW CORNING INC Technology 105.0 $14K 0.01% +93.0 +775.0% $135.97 +13.5%
252 CGIE CAPITAL GROUP INTERNATIONAL 422.0 $14K 0.01% $33.82 +11.9%
253 VOE VANGUARD INDEX FDS 77.0 $14K 0.01% +2.0 +2.7% $184.29 +13.1%
254 LITE LUMENTUM HLDGS INC Technology 20.0 $14K 0.01% $702.75 +25.4%
255 RGTI RIGETTI COMPUTING INC Technology 1,000.0 $14K 0.01% -100.0 -9.1% $14.04 +8.3%
256 VBK VANGUARD INDEX FDS 46.0 $14K 0.01% +1.0 +2.2% $302.26 +15.6%
257 FDIS FIDELITY COVINGTON TRUST 149.0 $14K 0.01% -6.0 -3.9% $93.26 +7.8%
258 ERX DIREXION SHARES ETF TRUST 132.0 $14K 0.01% $103.01 +5.5%
259 DMLP DORCHESTER MINERALS L P Energy 500.0 $14K 0.01% $27.10 +7.8%
260 FNDE SCHWAB STRATEGIC TR 347.0 $13K 0.01% NEW $38.26 +12.6%
Page 13 of 34  ·  664 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 35.5%
Communication Services 11.9%
Financial Services 11.6%
Consumer Cyclical 10.1%
Industrials 8.9%
Energy 8.3%
Healthcare 5.2%
Basic Materials 4.5%
Consumer Defensive 3.0%
Real Estate 0.5%