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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 17 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NWSA NEWS CORP NEW Communication Services 325.0 $8K 0.00% $24.93 +10.4%
322 VICR VICOR CORP Technology 50.0 $8K 0.00% $161.00 +33.4%
323 LVS LAS VEGAS SANDS CORP Consumer Cyclical 147.0 $8K 0.00% +80.0 +119.4% $53.88 -15.6%
324 ROST ROSS STORES INC Consumer Cyclical 35.0 $8K 0.00% NEW $216.63 +8.9%
325 NTR NUTRIEN LTD Basic Materials 100.0 $8K 0.00% NEW $75.46 -11.4%
326 LYV LIVE NATION ENTERTAINMENT I Communication Services 49.0 $7K 0.00% $152.51 +16.6%
327 EMMF WISDOMTREE TR 225.0 $7K 0.00% NEW $33.11 +12.2%
328 BHP BHP BILLITON LIMITED Basic Materials 102.0 $7K 0.00% $72.74 +14.7%
329 MS MORGAN STANLEY Financial Services 45.0 $7K 0.00% -5.0 -10.0% $164.58 +31.5%
330 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 80.0 $7K 0.00% $92.31 -4.7%
331 XLF SELECT SECTOR SPDR TR 148.0 $7K 0.00% -3K -94.7% $49.37 +13.6%
332 GM GENERAL MTRS CO Consumer Cyclical 97.0 $7K 0.00% -5.0 -4.9% $74.49 +6.7%
333 NET CLOUDFLARE INC Technology 35.0 $7K 0.00% $206.34 +32.0%
334 IWM ISHARES TR 29.0 $7K 0.00% -11.0 -27.5% $248.00 +19.6%
335 FSTA FIDELITY COVINGTON TRUST 137.0 $7K 0.00% -42.0 -23.5% $52.33 +1.3%
336 BKH BLACK HILLS CORP Utilities 102.0 $7K 0.00% NEW $69.33 +7.2%
337 PXF INVESCO EXCH TRADED FD TR I 101.0 $7K 0.00% +1.0 +1.0% $69.90 +8.8%
338 IWN ISHARES TR 37.0 $7K 0.00% $189.59 +17.6%
339 GEN GEN DIGITAL INC Technology 370.0 $7K 0.00% $18.83 +38.7%
340 DRIV GLOBAL X FDS 226.0 $7K 0.00% $30.49 +14.8%
Page 17 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%