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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 11 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LOW LOWES COS INC Consumer Cyclical 94.0 $23K 0.01% NEW $241.16 -9.7%
202 MGV VANGUARD WORLD FD 160.0 $23K 0.01% NEW $141.16 +11.8%
203 NKE NIKE INC Consumer Cyclical 352.0 $22K 0.01% NEW $63.70 -26.1%
204 VRT VERTIV HOLDINGS CO Industrials 138.0 $22K 0.01% NEW $162.01 +93.3%
205 XMMO INVESCO EXCHANGE TRADED FD T 161.0 $22K 0.01% NEW $138.54 +21.6%
206 DFLV DIMENSIONAL ETF TRUST 651.0 $22K 0.01% NEW $34.21 +14.3%
207 TMO THERMO FISHER SCIENTIFIC INC Healthcare 38.0 $22K 0.01% NEW $579.45 -17.3%
208 FALN ISHARES TR 788.0 $22K 0.01% NEW $27.30 -0.6%
209 GD GENERAL DYNAMICS CORP Industrials 63.0 $21K 0.01% NEW $336.67 +4.0%
210 HYG ISHARES TR 246.0 $20K 0.01% NEW $80.63 -0.5%
211 DUK DUKE ENERGY CORP NEW Utilities 169.0 $20K 0.01% NEW $117.21 +5.8%
212 CNQ CANADIAN NAT RES LTD Energy 572.0 $19K 0.01% NEW $33.85 +36.2%
213 BLK BLACKROCK INC Financial Services 18.0 $19K 0.01% NEW $1070.33 -1.6%
214 IJH ISHARES TR 284.0 $19K 0.01% NEW $66.00 +12.7%
215 SYK STRYKER CORPORATION Healthcare 53.0 $19K 0.01% NEW $351.47 -12.6%
216 JMST J P MORGAN EXCHANGE TRADED F 365.0 $19K 0.01% NEW $50.94 -0.0%
217 APCB TRUST FOR PROFESSIONAL MANAG 622.0 $18K 0.01% NEW $29.65 -0.9%
218 VCSH VANGUARD SCOTTSDALE FDS 231.0 $18K 0.01% NEW $79.73 -0.8%
219 ESGU ISHARES TR 123.0 $18K 0.01% NEW $148.98 +10.4%
220 PLTR PALANTIR TECHNOLOGIES INC Technology 101.0 $18K 0.01% NEW $177.75 -22.4%
Page 11 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%