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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 24 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FCPT FOUR CORNERS PPTY TR INC Real Estate 136.0 $3K 0.00% +107.0 +369.0% $23.65 +5.9%
462 FDX FEDEX CORP Industrials 9.0 $3K 0.00% $356.22 +15.5%
463 TFLO ISHARES TR 63.0 $3K 0.00% NEW $50.63 -0.0%
464 ROP ROPER TECHNOLOGIES INC Industrials 9.0 $3K 0.00% $353.89 -9.6%
465 NOW SERVICENOW INC Technology 30.0 $3K 0.00% +5.0 +20.0% $104.53 +4.0%
466 FUTY FIDELITY COVINGTON TRUST 53.0 $3K 0.00% $59.08 -2.2%
467 LNG CHENIERE ENERGY INC Energy 11.0 $3K 0.00% +9.0 +450.0% $283.73 -19.1%
468 IBDY ISHARES TR 120.0 $3K 0.00% NEW $25.85 -0.1%
469 COF CAPITAL ONE FINL CORP Financial Services 17.0 $3K 0.00% +14.0 +466.7% $182.41 +2.5%
470 MARA MARA HOLDINGS INC Financial Services 371.0 $3K 0.00% -629.0 -62.9% $8.16 +72.4%
471 ELV ELEVANCE HEALTH INC FORMERL Healthcare 10.0 $3K 0.00% +8.0 +400.0% $292.80 +34.1%
472 TRV TRAVELERS COMPANIES INC Financial Services 10.0 $3K 0.00% -2.0 -16.7% $291.70 +0.9%
473 SRE SEMPRA Utilities 30.0 $3K 0.00% NEW $97.17 -7.3%
474 WU WESTERN UN CO Financial Services 332.0 $3K 0.00% $8.73 -6.4%
475 DDOG DATADOG INC Technology 24.0 $3K 0.00% $118.04 +90.8%
476 FLJP FRANKLIN TEMPLETON ETF TR 78.0 $3K 0.00% NEW $36.18 +9.8%
477 DE DEERE & CO Industrials 5.0 $3K 0.00% $563.20 -4.3%
478 ESGE ISHARES INC 61.0 $3K 0.00% $45.48 +20.6%
479 IBDZ ISHARES TR 106.0 $3K 0.00% NEW $26.06 +0.1%
480 CG CARLYLE GROUP INC Financial Services 57.0 $3K 0.00% $48.39 -6.8%
Page 24 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%