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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 26 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 RGEN REPLIGEN CORP Healthcare 21.0 $3K 0.00% $136.43 +22.8%
502 APLE APPLE HOSPITALITY REIT INC Real Estate 168.0 $3K 0.00% $16.83 -7.3%
503 DOW DOW HLDGS INC Basic Materials 103.0 $3K 0.00% $27.36 +7.6%
504 FDX FEDEX CORP Industrials 9.0 $3K 0.00% $313.11 +3.0%
505 ISRG INTUITIVE SURGICAL INC Healthcare 7.0 $3K 0.00% $397.71 -7.8%
506 PICK ISHARES INC 47.0 $3K 0.00% $58.15 +11.9%
507 PANW PALO ALTO NETWORKS INC Technology 8.0 $3K 0.00% -14.0 -63.6% $341.00 -2.3%
508 WELL WELLTOWER INC Real Estate 12.0 $3K 0.00% $227.00 +4.0%
509 USB US BANCORP Financial Services 45.0 $3K 0.00% -44.0 -49.4% $60.40 +4.9%
510 MET METLIFE INC Financial Services 32.0 $3K 0.00% $84.62 +15.4%
511 IFF INTERNATIONAL FLAVORS&FRAGR Basic Materials 34.0 $3K 0.00% $79.21 +9.0%
512 TMUS T-MOBILE US INC Communication Services 16.0 $3K 0.00% $167.75 +8.2%
513 IP INTERNATIONAL PAPER CO Consumer Cyclical 70.0 $3K 0.00% $38.10 -2.3%
514 ANNALY CAPITAL MANAGEMENT I 117.0 $3K 0.00% $22.36
515 WMB WILLIAMS COS INC Energy 35.0 $3K 0.00% -32.0 -47.8% $74.34 -0.3%
516 WU WESTERN UN CO Financial Services 332.0 $3K 0.00% $7.70 -6.7%
517 IAC PEOPLE INC Technology 54.0 $2K 0.00% $46.17 -0.0%
518 AVXC AMERICAN CENTY ETF TR 29.0 $2K 0.00% $85.66 -1.3%
519 DECK DECKERS OUTDOOR CORP Consumer Cyclical 25.0 $2K 0.00% $99.28 -13.6%
520 ORI OLD REP INTL CORP Financial Services 60.0 $2K 0.00% $40.92 +1.3%
Page 26 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%