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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXUS VANGUARD STAR FDS 115.0 $10K 0.00% NEW $85.49 +1.1%
22 RSP INVESCO EXCHANGE TRADED FD 41.0 $9K 0.00% NEW $212.78 +3.3%
23 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 500.0 $8K 0.00% NEW $16.53 +20.9%
24 KEEL KEEL INFRASTRUCTURE CORP Technology 1,293.0 $7K 0.00% NEW $5.74 -44.9%
25 GUNR FLEXSHARES TR 138.0 $7K 0.00% NEW $49.28 +9.6%
26 SPEM SPDR INDEX SHS FDS 127.0 $7K 0.00% NEW $51.78 -0.1%
27 DUPONT DE NEMOURS INC 48.0 $7K 0.00% NEW $135.65
28 XBI SPDR SERIES TRUST 41.0 $6K 0.00% NEW $158.24 +1.2%
29 VGK VANGUARD INTL EQUITY INDEX 73.0 $6K 0.00% NEW $88.53 +3.4%
30 FBT FIRST TR EXCHANGE-TRADED FD 26.0 $6K 0.00% NEW $247.88 +5.2%
31 IBB ISHARES TR 32.0 $6K 0.00% NEW $190.19 +7.0%
32 MDLZ MONDELEZ INTL INC Consumer Defensive 100.0 $6K 0.00% NEW $57.79 +8.4%
33 MINT PIMCO ETF TR 50.0 $5K 0.00% NEW $100.80 -0.1%
34 CRWV COREWEAVE INC Technology 50.0 $5K 0.00% NEW $99.54 -6.4%
35 BAI BLACKROCK ETF TRUST 89.0 $5K 0.00% NEW $52.72 -14.3%
36 JGRO J P MORGAN EXCHANGE TRADED 46.0 $5K 0.00% NEW $98.59 -3.5%
37 VELO3D INC 250.0 $4K 0.00% NEW $17.55
38 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 123.0 $4K 0.00% NEW $30.17 +9.4%
39 BLCR BLACKROCK ETF TRUST 71.0 $4K 0.00% NEW $50.37 -1.1%
40 TRULIEVE CANNABIS CORP 292.0 $3K 0.00% NEW $9.83
Page 2 of 5  ·  85 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 49.0%
Communication Services 16.2%
Consumer Cyclical 8.6%
Financial Services 8.2%
Industrials 7.2%
Healthcare 3.8%
Basic Materials 2.4%
Consumer Defensive 2.4%
Energy 1.7%
Utilities 0.3%