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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 14 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SYK STRYKER CORPORATION Healthcare 51.0 $16K 0.01% -6.0 -10.5% $314.84 +5.2%
262 WBD WARNER BROS DISCOVERY INC Communication Services 592.0 $16K 0.01% $26.66 +6.8%
263 XLY SELECT SECTOR SPDR TR 134.0 $16K 0.01% $117.28 -0.8%
264 VMBS VANGUARD SCOTTSDALE FDS 332.0 $16K 0.01% $46.81 -1.4%
265 UCON FIRST TR EXCHNG TRADED FD V 624.0 $16K 0.01% $24.88 -0.8%
266 FDIS FIDELITY COVINGTON TRUST 149.0 $15K 0.01% $102.84 -1.2%
267 PLD PROLOGIS INC. Real Estate 113.0 $15K 0.01% +4.0 +3.7% $135.47 +3.4%
268 SU SUNCOR ENERGY INC NEW Energy 280.0 $15K 0.01% $53.68 +26.1%
269 COM DIREXION SHARES ETF TRUST 455.0 $15K 0.01% NEW $32.60 +5.8%
270 TLT ISHARES TR 171.0 $15K 0.01% $86.42 -5.5%
271 ARWR ARROWHEAD PHARMACEUTICALS I Healthcare 180.0 $15K 0.01% $81.51 +7.8%
272 RTX RTX CORPORATION Industrials 77.0 $15K 0.01% -107.0 -58.1% $189.73 +18.8%
273 SAMT ADVISORS INNER CIRCLE FD II 305.0 $15K 0.01% $47.73 -9.3%
274 APH AMPHENOL CORP Technology 82.0 $14K 0.01% $176.32 -9.5%
275 FIDELITY COVINGTON TRUST 187.0 $14K 0.01% $77.25
276 GXO GXO LOGISTICS INCORPORATED Industrials 284.0 $14K 0.01% $50.70 -8.0%
277 FNDE SCHWAB STRATEGIC TR 362.0 $14K 0.01% +15.0 +4.3% $39.68 +3.3%
278 NKE NIKE INC Consumer Cyclical 350.0 $14K 0.01% $41.01 -2.3%
279 VGT VANGUARD WORLD FD 120.0 $14K 0.01% +90.0 +300.0% $119.52 +0.2%
280 GEV GE VERNOVA INC Utilities 12.0 $14K 0.01% -1.0 -7.7% $1174.83 -14.5%
Page 14 of 36  ·  703 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%