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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 18 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NVS NOVARTIS AG Healthcare 45.0 $7K 0.00% $152.76 +0.7%
342 ULTA ULTA BEAUTY INC Consumer Cyclical 13.0 $7K 0.00% NEW $522.69 -6.4%
343 PLUG PLUG PWR INC Industrials 3,000.0 $7K 0.00% $2.26 +0.4%
344 EMGF ISHARES INC 112.0 $7K 0.00% $60.43 +15.1%
345 IDXX IDEXX LABS INC Healthcare 12.0 $7K 0.00% $561.92 -1.7%
346 SLV ISHARES SILVER TR Financial Services 98.0 $7K 0.00% NEW $68.14 -22.1%
347 GSAT GLOBALSTAR INC Communication Services 100.0 $7K 0.00% NEW $66.42 +20.2%
348 APCB TRUST FOR PROFESSIONAL MANA 224.0 $7K 0.00% -398.0 -64.0% $29.45 -1.3%
349 XLP SELECT SECTOR SPDR TR 80.0 $7K 0.00% -260.0 -76.5% $81.97 +2.5%
350 SLB SLB LIMITED Energy 126.0 $6K 0.00% +86.0 +215.0% $51.39 -9.3%
351 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 21.0 $6K 0.00% -11.0 -34.4% $304.10 +6.5%
352 USHY ISHARES TR 173.0 $6K 0.00% NEW $36.84 +0.1%
353 WPC WP CAREY INC Real Estate 91.0 $6K 0.00% -6.0 -6.2% $67.96 +10.7%
354 MPLX MPLX LP Energy 108.0 $6K 0.00% NEW $57.00 -0.9%
355 FISV FISERV INC Technology 110.0 $6K 0.00% +92.0 +511.1% $55.80 -9.3%
356 FANG DIAMONDBACK ENERGY INC Energy 31.0 $6K 0.00% +23.0 +287.5% $197.77 +1.0%
357 MCO MOODYS CORP Financial Services 14.0 $6K 0.00% +8.0 +133.3% $436.29 +12.5%
358 CFG CITIZENS FINL GROUP INC Financial Services 101.0 $6K 0.00% NEW $59.79 +20.4%
359 TER TERADYNE INC Technology 20.0 $6K 0.00% $300.15 +24.6%
360 UPS UNITED PARCEL SVCS INC Industrials 60.0 $6K 0.00% -3.0 -4.8% $98.38 +18.3%
Page 18 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%