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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 28 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SNOW SNOWFLAKE INC Technology 12.0 $2K 0.00% -15.0 -55.6% $150.83 +59.0%
542 UDN INVESCO DB US DLR INDEX TR Financial Services 100.0 $2K 0.00% NEW $18.00 +1.2%
543 SWKS SKYWORKS SOLUTIONS INC Technology 33.0 $2K 0.00% $53.55 +52.7%
544 MLM MARTIN MARIETTA MATLS INC Basic Materials 3.0 $2K 0.00% $588.67 -2.3%
545 EXC EXELON CORP Utilities 35.0 $2K 0.00% $49.03 -6.3%
546 AMC ENTMT HLDGS INC 1,716.0 $2K 0.00% NEW $0.98
547 RXRX RECURSION PHARMACEUTICALS I Healthcare 539.0 $2K 0.00% +501.0 +1318.4% $3.07 +5.7%
548 PWR QUANTA SVCS INC Industrials 3.0 $2K 0.00% $549.00 +34.5%
549 MRNA MODERNA INC Healthcare 32.0 $2K 0.00% $50.81 -8.2%
550 OTIS OTIS WORLDWIDE CORP Industrials 21.0 $2K 0.00% $77.10 -7.9%
551 ED CONSOLIDATED EDISON INC Utilities 14.0 $2K 0.00% -5.0 -26.3% $113.21 -5.6%
552 RMD RESMED INC Healthcare 7.0 $2K 0.00% $224.43 -9.1%
553 SCHK SCHWAB STRATEGIC TR 50.0 $2K 0.00% $31.32 +15.9%
554 EVRG EVERGY INC Utilities 19.0 $2K 0.00% $81.89 +2.4%
555 ESML ISHARES TR 33.0 $2K 0.00% $47.03 +13.4%
556 ROL ROLLINS INC Consumer Cyclical 29.0 $2K 0.00% $53.41 -6.4%
557 WYNN WYNN RESORTS LTD Consumer Cyclical 15.0 $2K 0.00% $102.60 -2.3%
558 ZTS ZOETIS INC Healthcare 13.0 $2K 0.00% $118.23 -32.9%
559 XEL XCEL ENERGY INC Utilities 19.0 $2K 0.00% $79.42 +0.5%
560 WST WEST PHARMACEUTICAL SVSC IN Healthcare 6.0 $2K 0.00% $250.67 +28.3%
Page 28 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 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%