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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FEDEX FGHT HLDG CO INC 4.0 $604.0 NEW $151.00
62 TFC TRUIST FINL CORP Financial Services 12.0 $598.0 NEW $49.83 +5.6%
63 EMAT EVOLUTION METALS & TECH COR Basic Materials 90.0 $595.0 NEW $6.61 -54.2%
64 SOUN SOUNDHOUND AI INC Technology 87.0 $563.0 NEW $6.47 +8.7%
65 SPMO INVESCO EXCH TRADED FD TR I 3.0 $485.0 NEW $161.67 -6.8%
66 PAVE GLOBAL X FDS 8.0 $471.0 NEW $58.88 -2.5%
67 KNX KNIGHT-SWIFT TRANSN HLDGS I Industrials 6.0 $467.0 NEW $77.83 -8.9%
68 STLD STEEL DYNAMICS INC Basic Materials 2.0 $459.0 NEW $229.50 +9.1%
69 JMBS JANUS DETROIT STR TR 10.0 $450.0 NEW $45.00 -1.3%
70 REMX VANECK ETF TRUST 5.0 $442.0 NEW $88.40 -13.2%
71 MDB MONGODB INC Technology 1.0 $336.0 NEW $336.00 +30.4%
72 HOOD ROBINHOOD MKTS INC Financial Services 3.0 $301.0 NEW $100.33 -7.5%
73 SPHQ INVESCO EXCHANGE TRADED FD 3.0 $270.0 NEW $90.00 -3.5%
74 PPL PPL CORP Utilities 7.0 $254.0 NEW $36.29 -1.9%
75 BCI ABRDN ETFS 11.0 $246.0 NEW $22.36 +11.3%
76 ETHE GRAYSCALE ETHEREUM STAKING Financial Services 19.0 $242.0 NEW $12.74 +21.1%
77 ALL ALLSTATE CORP Financial Services 1.0 $238.0 NEW $238.00 +10.2%
78 COPX GLOBAL X FDS 3.0 $231.0 NEW $77.00 +11.3%
79 CVS CVS HEALTH CORP Healthcare 2.0 $207.0 NEW $103.50 -8.5%
80 ATMU ATMUS FILTRATION TECHNOLOGI Industrials 4.0 $204.0 NEW $51.00 -1.8%
Page 4 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%