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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 15 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 INTU INTUIT Technology 24.0 $10K 0.01% +5.0 +26.3% $432.38 -23.1%
282 HWM HOWMET AEROSPACE INC Industrials 45.0 $10K 0.01% +22.0 +95.7% $230.47 +12.5%
283 APH AMPHENOL CORP Technology 82.0 $10K 0.01% -9.0 -9.9% $126.35 -34.5%
284 CARR CARRIER GLOBAL CORPORATION Industrials 184.0 $10K 0.01% +136.0 +283.3% $56.31 +6.0%
285 GRID FIRST TR EXCHANGE-TRADED FD 63.0 $10K 0.01% $163.87 +9.2%
286 KLAC KLA CORP Technology 7.0 $10K 0.01% $1472.43 -87.4%
287 A AGILENT TECHNOLOGIES INC Healthcare 90.0 $10K 0.01% +66.0 +275.0% $113.98 +32.4%
288 DFIS DIMENSIONAL ETF TRUST 304.0 $10K 0.01% $33.67 +11.9%
289 VNQ VANGUARD INDEX FDS 115.0 $10K 0.01% NEW $88.70 +8.3%
290 HDV ISHARES TR 75.0 $10K 0.01% $135.72 -78.3%
291 DX DYNEX CAP INC Real Estate 790.0 $10K 0.01% $12.76 +1.1%
292 ISCF ISHARES TR 241.0 $10K 0.01% $41.79 +10.5%
293 QRVO QORVO INC Technology 130.0 $10K 0.01% $77.40 +32.9%
294 D DOMINION ENERGY INC Utilities 161.0 $10K 0.01% +70.0 +76.9% $61.82 +6.5%
295 XAR SPDR SERIES TRUST 39.0 $10K 0.01% +19.0 +95.0% $253.97 -0.4%
296 UTG REAVES UTIL INCOME FD Financial Services 250.0 $10K 0.01% $39.28 -2.5%
297 CMCSA COMCAST CORP NEW Communication Services 341.0 $10K 0.01% -46.0 -11.9% $28.71 -7.7%
298 VOT VANGUARD INDEX FDS 38.0 $10K 0.01% +1.0 +2.7% $257.34 +16.6%
299 PFE PFIZER INC Healthcare 343.0 $10K 0.01% +78.0 +29.4% $28.08 +1.3%
300 BMO BANK MONTREAL MEDIUM Financial Services 71.0 $10K 0.01% $135.34 +29.6%
Page 15 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%