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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 18 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RIO RIO TINTO PLC Basic Materials 95.0 $9K 0.00% $94.93 +1.9%
342 PFE PFIZER INC Healthcare 373.0 $9K 0.00% +30.0 +8.8% $24.08 +13.2%
343 LYV LIVE NATION ENTERTAINMENT I Communication Services 49.0 $9K 0.00% $183.10 -1.8%
344 BKMS BNY MELLON ETF TRUST II 350.0 $9K 0.00% $25.54 -0.4%
345 RSP INVESCO EXCHANGE TRADED FD 41.0 $9K 0.00% NEW $212.78 +3.3%
346 IWM ISHARES TR 29.0 $9K 0.00% $300.45 -0.1%
347 DRIV GLOBAL X FDS 226.0 $9K 0.00% $38.53 -9.7%
348 LCID LUCID GROUP INC Consumer Cyclical 1,300.0 $9K 0.00% $6.69 -13.8%
349 EMMF WISDOMTREE TR 225.0 $9K 0.00% $38.63 -3.0%
350 NET CLOUDFLARE INC Technology 35.0 $9K 0.00% $245.29 +22.9%
351 BHP BHP BILLITON LIMITED Basic Materials 102.0 $8K 0.00% $83.31 +6.9%
352 JEPI J P MORGAN EXCHANGE TRADED 150.0 $8K 0.00% $56.48 +2.4%
353 VONG VANGUARD SCOTTSDALE FDS 66.0 $8K 0.00% -2K -95.9% $127.80 -0.9%
354 XLK SELECT SECTOR SPDR TR 44.0 $8K 0.00% $190.52 -2.6%
355 CMCSA COMCAST CORP NEW Communication Services 341.0 $8K 0.00% $24.55 +6.7%
356 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 500.0 $8K 0.00% NEW $16.53 +20.9%
357 EMGF ISHARES INC 112.0 $8K 0.00% $73.26 -4.0%
358 IWN ISHARES TR 37.0 $8K 0.00% $221.19 +1.5%
359 FORTINET INC 53.0 $8K 0.00% $153.62
360 ENB ENBRIDGE INC Energy 150.0 $8K 0.00% $54.21 -5.2%
Page 18 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%