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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 19 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PLUG PLUG PWR INC Industrials 3,000.0 $8K 0.00% $2.71 -20.3%
362 GSAT GLOBALSTAR INC Communication Services 100.0 $8K 0.00% $81.29 +2.0%
363 NWSA NEWS CORP NEW Communication Services 325.0 $8K 0.00% $24.83 +18.4%
364 BTC GRAYSCALE BITCOIN MINI TR E Financial Services 309.0 $8K 0.00% +290.0 +1526.3% $25.95 +10.1%
365 XLF SELECT SECTOR SPDR TR 148.0 $8K 0.00% $53.61 +7.9%
366 CDNS CADENCE DESIGN SYSTEM INC Technology 21.0 $8K 0.00% $375.33 -15.7%
367 PXF INVESCO EXCH TRADED FD TR I 101.0 $8K 0.00% $75.64 +3.7%
368 STM STMICROELECTRONICS N V Technology 100.0 $7K 0.00% $74.89 -30.2%
369 GM GENERAL MTRS CO Consumer Cyclical 97.0 $7K 0.00% $77.08 +8.6%
370 ROST ROSS STORES INC Consumer Cyclical 35.0 $7K 0.00% $212.86 +11.1%
371 ABNB AIRBNB INC Consumer Cyclical 52.0 $7K 0.00% +21.0 +67.7% $143.10 +28.1%
372 KEEL KEEL INFRASTRUCTURE CORP Technology 1,293.0 $7K 0.00% NEW $5.74 -44.9%
373 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 80.0 $7K 0.00% $92.09 -1.4%
374 LHX L3HARRIS TECHNOLOGIES INC Industrials 25.0 $7K 0.00% $290.60 -3.8%
375 FSTA FIDELITY COVINGTON TRUST 137.0 $7K 0.00% $52.54 +2.9%
376 EQT EQT CORP Energy 135.0 $7K 0.00% -93.0 -40.8% $53.17 -0.1%
377 XLP SELECT SECTOR SPDR TR 86.0 $7K 0.00% +6.0 +7.5% $83.07 +3.0%
378 NVS NOVARTIS AG Healthcare 45.0 $7K 0.00% $156.71 -1.4%
379 AIZ ASSURANT INC Financial Services 26.0 $7K 0.00% $268.54 +4.3%
380 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 21.0 $7K 0.00% $330.48 -0.8%
Page 19 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%