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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 16 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DFAR DIMENSIONAL ETF TRUST 406.0 $10K 0.01% -591.0 -59.3% $23.65 +14.2%
302 ESGD ISHARES TR 99.0 $9K 0.00% $95.62 +7.9%
303 AIG AMERICAN INTL GROUP INC Financial Services 125.0 $9K 0.00% +30.0 +31.6% $75.25 +6.6%
304 PNW PINNACLE WEST CAP CORP Utilities 93.0 $9K 0.00% $100.75 +4.9%
305 CI THE CIGNA GROUP Healthcare 35.0 $9K 0.00% -3.0 -7.9% $266.74 +8.9%
306 HUBB HUBBELL INC Industrials 19.0 $9K 0.00% NEW $490.74 -2.2%
307 WCN WASTE CONNECTIONS INC Industrials 57.0 $9K 0.00% $162.44 +3.7%
308 SDVY FIRST TR EXCHANGE TRADED FD 234.0 $9K 0.00% NEW $39.43 +9.5%
309 IGPT INVESCO EXCHANGE TRADED FD 154.0 $9K 0.00% $58.06 +60.8%
310 BKMS BNY MELLON ETF TRUST II 350.0 $9K 0.00% NEW $25.51 -0.2%
311 VYM VANGUARD WHITEHALL FDS 60.0 $9K 0.00% $148.10 +8.4%
312 SPYD SPDR SERIES TRUST 195.0 $9K 0.00% $45.52 +8.3%
313 RIO RIO TINTO PLC Basic Materials 95.0 $9K 0.00% $93.29 -2.9%
314 CTRE CARETRUST REIT INC Real Estate 240.0 $9K 0.00% NEW $36.62 +18.5%
315 LHX L3HARRIS TECHNOLOGIES INC Industrials 25.0 $9K 0.00% +8.0 +47.1% $345.16 -19.5%
316 CTVA CORTEVA INC Basic Materials 103.0 $9K 0.00% $83.71 +3.9%
317 JEPI J P MORGAN EXCHANGE TRADED 150.0 $9K 0.00% $56.68 -0.1%
318 PNC PNC FINL SVCS GROUP INC Financial Services 40.0 $8K 0.00% $208.10 +20.3%
319 ADI ANALOG DEVICES INC Technology 26.0 $8K 0.00% -4.0 -13.3% $318.15 +20.3%
320 ENB ENBRIDGE INC Energy 150.0 $8K 0.00% NEW $54.14 +2.4%
Page 16 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%