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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 15 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 C CITIGROUP INC Financial Services 99.0 $14K 0.01% +7.0 +7.6% $139.96 -1.6%
282 EXPE EXPEDIA GROUP INC Consumer Cyclical 54.0 $14K 0.01% $255.89 +25.6%
283 CRWD CROWDSTRIKE HLDGS INC Technology 18.0 $14K 0.01% +3.0 +20.0% $190.79 +11.6%
284 DHI D R HORTON INC Consumer Cyclical 84.0 $14K 0.01% $162.88 -10.6%
285 BLUEROCK PVT REAL ESTATE FD 1,046.0 $14K 0.01% NEW $13.01
286 CARR CARRIER GLOBAL CORPORATION Industrials 184.0 $13K 0.01% $73.35 -16.3%
287 DMLP DORCHESTER MINERALS L P Energy 500.0 $13K 0.01% $25.25 +11.1%
288 DBC INVESCO DB COMMDY INDX TRCK Financial Services 472.0 $13K 0.01% NEW $26.67 +14.3%
289 BMO BANK MONTREAL MEDIUM Financial Services 71.0 $13K 0.01% $176.70 +3.3%
290 CVE CENOVUS ENERGY INC Energy 500.0 $12K 0.01% $24.81 +31.1%
291 CTVA CORTEVA INC Basic Materials 146.0 $12K 0.01% +43.0 +41.8% $84.69 -8.0%
292 JEDI ETF SER SOLUTIONS 421.0 $12K 0.01% +372.0 +759.2% $29.05 +3.5%
293 EFG ISHARES TR 98.0 $12K 0.01% +53.0 +117.8% $124.42 +0.3%
294 GRID FIRST TR EXCHANGE-TRADED FD 63.0 $12K 0.01% $192.65 -4.6%
295 QRVO QORVO INC Technology 130.0 $12K 0.01% $93.27 +2.6%
296 HWM HOWMET AEROSPACE INC Industrials 45.0 $12K 0.01% $268.87 +8.8%
297 SONY SONY GROUP CORP Technology 600.0 $12K 0.01% $20.06 +16.8%
298 PLTR PALANTIR TECHNOLOGIES INC Technology 103.0 $12K 0.01% +14.0 +15.7% $116.67 +47.0%
299 A AGILENT TECHNOLOGIES INC Healthcare 90.0 $12K 0.01% $132.83 +11.7%
300 B BARRICK MNG CORP Basic Materials 323.0 $12K 0.01% +303.0 +1515.0% $36.73 +14.6%
Page 15 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%