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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 1 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKMI BNY MELLON ETF TRUST II 8,358.0 $218K 0.10% NEW $26.10 +0.6%
2 SHOO MADDEN STEVEN LTD Consumer Cyclical 1,441.0 $49K 0.02% NEW $33.92 +28.2%
3 BMOP BNY MELLON ETF TRUST II 1,620.0 $40K 0.02% NEW $24.63 +1.0%
4 UCON FIRST TR EXCHNG TRADED FD V 624.0 $15K 0.01% NEW $24.77 +0.4%
5 EQT EQT CORP Energy 228.0 $15K 0.01% NEW $63.74 -13.4%
6 FNDE SCHWAB STRATEGIC TR 347.0 $13K 0.01% NEW $38.26 +7.5%
7 WPM WHEATON PRECIOUS METALS COR Basic Materials 100.0 $13K 0.01% NEW $131.01 -0.6%
8 SAMT ADVISORS INNER CIRCLE FD II 305.0 $12K 0.01% NEW $39.27 +17.5%
9 SMTH ALPS ETF TR 414.0 $11K 0.01% NEW $25.76 -0.3%
10 VNQ VANGUARD INDEX FDS 115.0 $10K 0.01% NEW $88.70 +9.3%
11 HUBB HUBBELL INC Industrials 19.0 $9K 0.00% NEW $490.74 -1.3%
12 SDVY FIRST TR EXCHANGE TRADED FD 234.0 $9K 0.00% NEW $39.43 +5.8%
13 BKMS BNY MELLON ETF TRUST II 350.0 $9K 0.00% NEW $25.51 +0.0%
14 CTRE CARETRUST REIT INC Real Estate 240.0 $9K 0.00% NEW $36.62 +13.8%
15 ENB ENBRIDGE INC Energy 150.0 $8K 0.00% NEW $54.14 +3.7%
16 ROST ROSS STORES INC Consumer Cyclical 35.0 $8K 0.00% NEW $216.63 +7.8%
17 NTR NUTRIEN LTD Basic Materials 100.0 $8K 0.00% NEW $75.46 -8.9%
18 EMMF WISDOMTREE TR 225.0 $7K 0.00% NEW $33.11 +18.6%
19 BKH BLACK HILLS CORP Utilities 102.0 $7K 0.00% NEW $69.33 +7.5%
20 ULTA ULTA BEAUTY INC Consumer Cyclical 13.0 $7K 0.00% NEW $522.69 -2.9%
Page 1 of 6  ·  109 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%