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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 14 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRWD CROWDSTRIKE HLDGS INC Technology 26.0 $12K 0.01% NEW $468.77 +44.3%
262 PWRD TCW ETF TRUST 126.0 $12K 0.01% NEW $96.16 +17.8%
263 DHI D R HORTON INC Consumer Cyclical 84.0 $12K 0.01% NEW $144.04 +2.0%
264 SBUX STARBUCKS CORP Consumer Cyclical 142.0 $12K 0.01% NEW $84.21 +20.3%
265 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 180.0 $12K 0.01% NEW $66.39 +18.7%
266 CNYA ISHARES TR 342.0 $12K 0.01% NEW $34.58 +8.7%
267 C CITIGROUP INC Financial Services 101.0 $12K 0.01% NEW $116.69 +6.3%
268 BITFARMS LTD 5,000.0 $12K 0.01% NEW $2.35
269 V VISA INC Financial Services 33.0 $12K 0.01% NEW $350.70 -8.1%
270 CMCSA COMCAST CORP NEW Communication Services 387.0 $12K 0.01% NEW $29.89 -16.4%
271 AMAT APPLIED MATLS INC Technology 44.0 $11K 0.01% NEW $257.00 +74.1%
272 DMLP DORCHESTER MINERALS LP Energy 500.0 $11K 0.01% NEW $22.36 +20.4%
273 ITA ISHARES TR 52.0 $11K 0.01% NEW $214.69 +9.6%
274 IWS ISHARES TR 79.0 $11K 0.01% NEW $141.05 +13.8%
275 DX DYNEX CAP INC Real Estate 790.0 $11K 0.01% NEW $14.01 -7.2%
276 QRVO QORVO INC Technology 130.0 $11K 0.01% NEW $84.51 +26.0%
277 VRTX VERTEX PHARMACEUTICALS INC Healthcare 24.0 $11K 0.01% NEW $453.38 -1.6%
278 EFA ISHARES TR 110.0 $11K 0.01% NEW $96.03 +9.1%
279 CI THE CIGNA GROUP Healthcare 38.0 $10K 0.01% NEW $275.24 +3.9%
280 VOT VANGUARD INDEX FDS 37.0 $10K 0.01% NEW $279.14 +6.9%
Page 14 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%