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 5 of 8 · 157 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
81	LOW	LOWES COS INC	Consumer Cyclical	125.0	$30K	0.01%	+31.0	+33.0%	$236.28	-8.2%
82	IUSG	ISHARES TR	—	190.0	$29K	0.01%	+43.0	+29.2%	$155.11	+21.8%
83	IWP	ISHARES TR	—	224.0	$29K	0.01%	+102.0	+83.6%	$128.12	+9.8%
84	VBR	VANGUARD INDEX FDS	—	125.0	$27K	0.01%	+2.0	+1.6%	$217.25	+8.2%
85	IWS	ISHARES TR	—	171.0	$25K	0.01%	+92.0	+116.5%	$145.74	+9.6%
86	UNH	UNITEDHEALTH GROUP INC	Healthcare	90.0	$24K	0.01%	+11.0	+13.9%	$270.59	+41.9%
87	MGV	VANGUARD WORLD FD	—	167.0	$24K	0.01%	+7.0	+4.4%	$144.95	+8.8%
88	TXN	TEXAS INSTRS INC	Technology	123.0	$24K	0.01%	+23.0	+23.0%	$194.14	+63.5%
89	GD	GENERAL DYNAMICS CORP	Industrials	69.0	$24K	0.01%	+6.0	+9.5%	$343.22	-0.2%
90	CRM	SALESFORCE INC	Technology	121.0	$23K	0.01%	+19.0	+18.6%	$186.61	-4.9%
91	CSX	CSX CORP	Industrials	521.0	$21K	0.01%	+110.0	+26.8%	$41.05	+14.8%
92	V	VISA INC	Financial Services	69.0	$21K	0.01%	+36.0	+109.1%	$302.25	+8.4%
93	F	FORD MTR CO	Consumer Cyclical	1,732.0	$20K	0.01%	+1K	+245.0%	$11.54	+37.6%
94	AMAT	APPLIED MATLS INC	Technology	56.0	$19K	0.01%	+12.0	+27.3%	$341.79	+31.1%
95	SYK	STRYKER CORPORATION	Healthcare	57.0	$19K	0.01%	+4.0	+7.5%	$328.60	-6.9%
96	TSM	TAIWAN SEMICONDUCTOR MANUFA	Technology	55.0	$19K	0.01%	+35.0	+175.0%	$337.95	+25.1%
97	SBUX	STARBUCKS CORP	Consumer Cyclical	197.0	$18K	0.01%	+55.0	+38.7%	$89.59	+14.0%
98	ITA	ISHARES TR	—	80.0	$18K	0.01%	+28.0	+53.9%	$218.75	+5.4%
99	XLI	SELECT SECTOR SPDR TR	—	108.0	$17K	0.01%	+13.0	+13.7%	$161.73	+7.8%
100	ILCG	ISHARES TR	—	180.0	$17K	0.01%	+173.0	+2471.4%	$95.48	+22.5%

Page 5 of 8 · 157 positions

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① 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%