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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 19 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 UBER UBER TECHNOLOGIES INC Technology 82.0 $6K 0.00% -10.0 -10.9% $71.93 -0.5%
362 Q QNITY ELECTRONICS INC Technology 51.0 $6K 0.00% $115.37 +20.3%
363 CRWD CROWDSTRIKE HLDGS INC Technology 15.0 $6K 0.00% -11.0 -42.3% $97.60 +95.9%
364 XLK SELECT SECTOR SPDR TR 44.0 $6K 0.00% $132.91 +36.0%
365 CDNS CADENCE DESIGN SYSTEM INC Technology 21.0 $6K 0.00% -3.0 -12.5% $277.86 +24.0%
366 AME AMETEK INC Industrials 27.0 $6K 0.00% NEW $214.37 +10.9%
367 PGR PROGRESSIVE CORP Financial Services 29.0 $6K 0.00% +6.0 +26.1% $198.24 +3.9%
368 MO ALTRIA GROUP INC Consumer Defensive 86.0 $6K 0.00% -11.0 -11.3% $65.99 +10.6%
369 AIZ ASSURANT INC Financial Services 26.0 $6K 0.00% NEW $217.81 +26.6%
370 KMI KINDER MORGAN INC DEL Energy 168.0 $6K 0.00% +105.0 +166.7% $33.59 -3.6%
371 SIZE ISHARES TR 35.0 $6K 0.00% -171.0 -83.0% $159.46 +11.3%
372 GLDM WORLD GOLD TR Financial Services 60.0 $6K 0.00% $92.68 -12.8%
373 IDEV ISHARES TR 66.0 $6K 0.00% NEW $83.58 +7.0%
374 ICLN ISHARES TR 286.0 $5K 0.00% $18.30 +1.2%
375 MSI MOTOROLA SOLUTIONS INC Technology 12.0 $5K 0.00% $434.00 -6.4%
376 FENY FIDELITY COVINGTON TRUST 152.0 $5K 0.00% $34.02 -4.3%
377 SNPS SYNOPSYS INC Technology 13.0 $5K 0.00% NEW $396.46 -1.9%
378 IBGA ISHARES TR 208.0 $5K 0.00% NEW $24.55 -3.1%
379 VFC V F CORP Consumer Cyclical 300.0 $5K 0.00% $16.99 -0.5%
380 HAL HALLIBURTON CO Energy 130.0 $5K 0.00% $38.99 -14.9%
Page 19 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%