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Portfolio (Quarterly) Guide ↗

Signature Resources Capital Management, LLC

· CIK 0001940917
13F Portfolio $211M AUM 664 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New 157 Added 119 Reduced 139 Exited
Page 14 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 COIN COINBASE GLOBAL INC Financial Services 76.0 $13K 0.01% +3.0 +4.1% $174.61 +3.6%
262 CVE CENOVUS ENERGY INC Energy 500.0 $13K 0.01% $26.53 +6.0%
263 FIDELITY COVINGTON TRUST 187.0 $13K 0.01% -455.0 -70.9% $70.36
264 WPM WHEATON PRECIOUS METALS COR Basic Materials 100.0 $13K 0.01% NEW $131.01 -0.0%
265 PLTR PALANTIR TECHNOLOGIES INC Technology 89.0 $13K 0.01% -12.0 -11.9% $146.28 -2.9%
266 SHEL SHELL PLC Energy 139.0 $13K 0.01% $93.00 -9.6%
267 GE GE AEROSPACE Industrials 45.0 $13K 0.01% -140.0 -75.7% $283.78 +13.0%
268 EXPE EXPEDIA GROUP INC Consumer Cyclical 54.0 $12K 0.01% $230.89 -1.2%
269 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 236.0 $12K 0.01% $52.76 +8.2%
270 SONY SONY GROUP CORP Technology 600.0 $12K 0.01% $20.70 +5.4%
271 LCID LUCID GROUP INC Consumer Cyclical 1,300.0 $12K 0.01% +1K +550.0% $9.53 -31.3%
272 SAMT ADVISORS INNER CIRCLE FD II 305.0 $12K 0.01% NEW $39.27 +18.3%
273 DHI D R HORTON INC Consumer Cyclical 84.0 $12K 0.01% $137.21 +7.0%
274 GEV GE VERNOVA INC Utilities 13.0 $11K 0.01% -25.0 -65.8% $872.92 +14.9%
275 ARWR ARROWHEAD PHARMACEUTICALS I Healthcare 180.0 $11K 0.01% $62.70 +25.7%
276 ET ENERGY TRANSFER L P Energy 561.0 $11K 0.01% +231.0 +70.0% $19.32 +0.5%
277 EFA ISHARES TR 110.0 $11K 0.01% $97.13 +7.9%
278 ITW ILLINOIS TOOL WKS INC Industrials 41.0 $11K 0.01% $260.29 -4.4%
279 SMTH ALPS ETF TR 414.0 $11K 0.01% NEW $25.76 -0.1%
280 C CITIGROUP INC Financial Services 92.0 $10K 0.01% -9.0 -8.9% $113.41 +9.4%
Page 14 of 34  ·  664 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 32.1%
Communication Services 20.4%
Financial Services 10.5%
Consumer Cyclical 9.1%
Industrials 8.0%
Energy 7.5%
Healthcare 4.7%
Basic Materials 4.0%
Consumer Defensive 2.7%
Utilities 0.5%