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Portfolio (Quarterly) Guide ↗

Signature Resources Capital Management, LLC

· CIK 0001940917
13F Portfolio $198M AUM 694 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 694 New
Page 28 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HON HONEYWELL INTL INC Industrials 6.0 $1K 0.00% NEW $195.17 +18.6%
542 ROK ROCKWELL AUTOMATION INC Industrials 3.0 $1K 0.00% NEW $389.00 +17.2%
543 IHI ISHARES TR 18.0 $1K 0.00% NEW $62.17 -20.9%
544 CAVA CAVA GROUP INC Consumer Cyclical 19.0 $1K 0.00% NEW $58.68 +40.1%
545 AXP AMERICAN EXPRESS CO Financial Services 3.0 $1K 0.00% NEW $370.00 -15.5%
546 QSI QUANTUM SI INC Healthcare 1,000.0 $1K 0.00% NEW $1.10 +2.7%
547 PSKY PARAMOUNT SKYDANCE CORP Communication Services 82.0 $1K 0.00% NEW $13.40 -20.8%
548 NEM NEWMONT CORP Basic Materials 11.0 $1K 0.00% NEW $99.82 +7.4%
549 PVL PERMIANVILLE RTY TR Energy 600.0 $1K 0.00% NEW $1.79 +7.3%
550 EMR EMERSON ELEC CO Industrials 8.0 $1K 0.00% NEW $132.75 +5.3%
551 CEG CONSTELLATION ENERGY CORP Utilities 3.0 $1K 0.00% NEW $353.33 -18.3%
552 GLW CORNING INC Technology 12.0 $1K 0.00% NEW $87.58 +118.0%
553 PSA PUBLIC STORAGE OPER CO Real Estate 4.0 $1K 0.00% NEW $259.50 +18.2%
554 SPTL SPDR SERIES TRUST 39.0 $1K 0.00% NEW $26.46 -2.1%
555 VICI VICI PPTYS INC Real Estate 36.0 $1K 0.00% NEW $28.11 +1.8%
556 JLL JONES LANG LASALLE INC Real Estate 3.0 $1K 0.00% NEW $336.33 -13.8%
557 TNA DIREXION SHS ETF TR 21.0 $956.0 NEW $45.52 +51.0%
558 MRNA MODERNA INC Healthcare 32.0 $944.0 NEW $29.50 +61.4%
559 SPG SIMON PPTY GROUP INC NEW Real Estate 5.0 $926.0 NEW $185.20 +11.6%
560 DHR DANAHER CORPORATION Healthcare 4.0 $916.0 NEW $229.00 -24.4%
Page 28 of 35  ·  694 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 42.3%
Communication Services 19.4%
Financial Services 10.2%
Consumer Cyclical 7.8%
Industrials 6.0%
Energy 4.6%
Healthcare 3.9%
Basic Materials 2.9%
Consumer Defensive 2.2%
Utilities 0.4%