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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 17 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DX DYNEX CAP INC Real Estate 790.0 $10K 0.00% $13.11 +0.5%
322 HDV ISHARES TR 375.0 $10K 0.00% +300.0 +400.0% $27.41 +7.8%
323 UTG REAVES UTIL INCOME FD Financial Services 250.0 $10K 0.00% $40.72 -3.3%
324 ESGD ISHARES TR 99.0 $10K 0.00% $102.81 +3.4%
325 SDVY FIRST TR EXCHANGE TRADED FD 234.0 $10K 0.00% $43.14 +2.4%
326 ERX DIREXION SHARES ETF TRUST 132.0 $10K 0.00% $76.21 +41.1%
327 CRM SALESFORCE INC Technology 64.0 $10K 0.00% -57.0 -47.1% $156.75 +25.1%
328 PNW PINNACLE WEST CAP CORP Utilities 93.0 $10K 0.00% $107.00 -6.4%
329 HUBB HUBBELL INC Industrials 19.0 $10K 0.00% $523.21 -7.5%
330 PNC PNC FINL SVCS GROUP INC Financial Services 40.0 $10K 0.00% $246.22 +3.3%
331 VXUS VANGUARD STAR FDS 115.0 $10K 0.00% NEW $85.49 +1.1%
332 TER TERADYNE INC Technology 20.0 $10K 0.00% $489.85 -17.5%
333 CI THE CIGNA GROUP Healthcare 35.0 $10K 0.00% $275.69 +1.0%
334 WCN WASTE CONNECTIONS INC Industrials 57.0 $10K 0.00% $166.68 -0.7%
335 VYM VANGUARD WHITEHALL FDS 60.0 $9K 0.00% $158.03 +4.8%
336 MS MORGAN STANLEY Financial Services 45.0 $9K 0.00% $209.04 +4.1%
337 AIG AMERICAN INTL GROUP INC Financial Services 125.0 $9K 0.00% $74.53 +2.1%
338 SPYD SPDR SERIES TRUST 195.0 $9K 0.00% $47.71 +4.6%
339 GEN GEN DIGITAL INC Technology 370.0 $9K 0.00% $24.89 +11.1%
340 CEG CONSTELLATION ENERGY CORP Utilities 37.0 $9K 0.00% +21.0 +131.2% $248.38 +7.4%
Page 17 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%