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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 23 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MTCH MATCH GROUP INC NEW Communication Services 116.0 $4K 0.00% $30.71 +26.2%
442 AMP AMERIPRISE FINL INC Financial Services 8.0 $4K 0.00% $444.38 +18.9%
443 PANW PALO ALTO NETWORKS INC Technology 22.0 $4K 0.00% +20.0 +1000.0% $160.32 +113.4%
444 SCHP SCHWAB STRATEGIC TR 131.0 $3K 0.00% +62.0 +89.9% $26.61 -1.6%
445 APA APA CORPORATION Energy 81.0 $3K 0.00% NEW $42.65 -16.1%
446 STM STMICROELECTRONICS N V Technology 100.0 $3K 0.00% NEW $34.55 +89.4%
447 VOYA VOYA FINANCIAL INC Financial Services 50.0 $3K 0.00% NEW $68.32 +43.8%
448 FHN FIRST HORIZON CORPORATION Financial Services 150.0 $3K 0.00% NEW $22.76 +12.1%
449 CMF ISHARES TR 60.0 $3K 0.00% $56.87 +0.2%
450 SPGI S&P GLOBAL INC Financial Services 8.0 $3K 0.00% NEW $425.38 +1.4%
451 AZO AUTOZONE INC Consumer Cyclical 1.0 $3K 0.00% $3378.00 -10.8%
452 LTH LIFE TIME GROUP HOLDINGS IN Consumer Cyclical 125.0 $3K 0.00% NEW $26.94 +56.9%
453 TMUS T-MOBILE US INC Communication Services 16.0 $3K 0.00% $210.00 -9.2%
454 NEM NEWMONT CORP Basic Materials 31.0 $3K 0.00% +20.0 +181.8% $108.26 -14.6%
455 ZBRA ZEBRA TECHNOLOGIES CORPORAT Technology 16.0 $3K 0.00% NEW $209.06 +25.5%
456 KRE SPDR SERIES TRUST 51.0 $3K 0.00% NEW $65.16 +16.6%
457 DASH DOORDASH INC Communication Services 22.0 $3K 0.00% -3.0 -12.0% $150.14 +25.2%
458 EL LAUDER ESTEE COS INC Consumer Defensive 45.0 $3K 0.00% NEW $71.78 +14.8%
459 FMAT FIDELITY COVINGTON TRUST 56.0 $3K 0.00% $57.64 -1.1%
460 ISRG INTUITIVE SURGICAL INC Healthcare 7.0 $3K 0.00% -2.0 -22.2% $461.00 -24.1%
Page 23 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%